Every tool. One conversational workspace.
Bring authorized information from finance, CRM, ERP, email, documents and commerce systems into one business-intelligence experience.
eSynapse · Business Intelligence Agent
One conversational view across the systems that run your business.
Ask questions in plain business language across connected CRM, finance, ERP, email, document and commerce systems — then receive an executive-ready answer, analysis, report or visualization without switching between dashboards.
Designed for cross-system business intelligence
The Agent brings conversational analysis, automated reporting and proactive operational insight across the business applications you connect.
What it does
Most business software gives you more data. The Agent helps you get answers.
The value is not another dashboard. It is the ability to ask the business a question that may require data from several connected systems and receive a usable response.
Ask questions the way you say them
No SQL or report-builder mindset. Business users can ask practical operational and management questions in natural language.
Cross-system analysis
Compare sales, invoices, payments, orders, communications and documents that normally live in separate applications.
Automated management reporting
Generate recurring weekly, monthly or quarterly summaries and structured reports for teams, management or finance review.
Risk & anomaly spotting
Surface patterns such as overdue receivables, inventory risk, cost increases, reconciliation gaps or weak pipeline conversion.
Charts and visualizations
Turn analyzed data into charts and graphs when a visual view makes the answer easier to understand.
Business questions
Questions that cross your whole business.
These examples are the best way to understand the Agent — not as a chatbot, but as a conversational layer across connected business systems.
“Which closed deals have not been invoiced?”
Compare CRM deals with accounting records to identify revenue that has not yet reached billing.
“Which customers are more than 30 days overdue?”
Surface overdue balances, aging and collection exposure without building a new report.
“Which orders do not have matching payments?”
Compare commerce and payment records to identify reconciliation gaps.
“Which SKUs may stock out based on sales velocity?”
Analyze sales movement and stock context to identify inventory risk and reorder urgency.
“Which vendors increased prices this quarter?”
Analyze finance and communication context to identify margin pressure and cost creep.
“Prepare this month’s executive performance report.”
Bring the relevant connected data into a management-ready summary and exportable report.
Operational use cases
Day-to-day intelligence across common business functions.
The same architecture can support very different questions depending on the connected systems and the way the business operates.
Cash flow monitoring
Track inflows, outflows, receivables and upcoming obligations across connected finance and payment systems.
Inventory risk detection
Analyze sales velocity against stock levels and replenishment context to identify likely stock-outs.
Accounts receivable recovery
Find overdue accounts, aging exposure and related collection communication.
Sales pipeline analysis
Compare CRM pipeline with actual revenue to understand stage conversion, leakage and sales quality.
Vendor & expense optimization
Spot duplicate charges, price increases, payment delays and cost patterns that affect margin.
Automated reporting
Produce regular PDF or management reports using the connected sources required for the audience.
Current connector model
Connect the business applications you already use.
The current Business Intelligence Agent connector set includes the following systems. Connector scope can vary by subscription and implementation.
HubSpotQuickBooksShopifyStripeOdooSharePointPayPalGoogle DriveGmailOutlookWooCommerce
Business Intelligence
Discuss BI AgentWhat question takes too many systems, spreadsheets or people to answer today?
That is usually the right place to evaluate the Business Intelligence Agent.