Leadership-level snapshots and approvals across the portfolios and entities a user is granted.
Where it helps
KPIs across the portfolio
Pull leadership-level numbers across projects or entities in one question.
Spot budget performance
See which areas are on plan and which need attention this period.
Clear approvals quickly
Action approvals routed to leadership without leaving the conversation.
Example decisions
Pre-made and editable. Every decision is logged with the user and timestamp.
- KPI summary
- Aggregate across the portfolios the user can access
- Budget anomaly
- Escalate variances above the configured tolerance
- Executive approval
- Route the decision to the right leader and log the outcome
Questions
Does it expose data beyond my remit?
No. Even at the executive level, views are bounded by the roles and entities the user is granted.
Is every approval traceable?
Yes. Each decision and override is captured with a timestamp and user attribution.
How it connects
The agent reads from your existing source systems through their APIs — never via attachment uploads or shadow exports. Connectors include NetSuite, SAP, Sage, Xero, QuickBooks, Workday, Salesforce, HubSpot, Stripe, and more, with custom connectors added through the Flowtly platform.
Trust & governance
- Role-based access — answers stay within the permissions of the signed-in user.
- Every question and every answer is timestamped and stored in the audit log.
- Hosted in the EU (Frankfurt). Data never leaves your approved perimeter.
- GDPR-aligned, SOC 2 Type II in progress.
See this agent on your data
Book a 30-minute walkthrough with a sandboxed copy of your numbers.