Matrix AI & Agents
Ask your data anything.
Let agents follow up.
Plain-language answers on your governed data, where it lives, our Azure or yours, with your permissions intact. Agents watch for what changed and act only on your rules.
Unmatched invoices, August
An analyst and an assistant, on every team.
Ask in plain language
Type the question you’d ask your best analyst. Matrix AI answers from your governed data.
Build dashboards by asking
Describe the view you want. Matrix AI builds a live dashboard, saved to Matrix for Business and shared with your team.
Your permissions intact
Matrix AI works where your data lives, our Azure or yours, and respects row-level security.
Agents that watch
Agents check your data on a schedule and surface what changed before anyone has to ask.
A person in the loop
Anything that writes back waits in an approval inbox, and every action is logged.
Bring your own AI and apps
Prefer another assistant, or vibe-coding your own app? Connect it to your governed data, and the Matrix AI harness applies the same rules to every request.
Conversational dashboards
Ask for a dashboard.
Share it in seconds.
Describe what you want to see. Matrix AI builds a live dashboard in Matrix for Business that you can save, keep and share with your team. No analyst queue, no report request.
Gross margin by region Last year This year
By product line
Each person sees only the regions they’re allowed to.
ShareBuilt for you.
Our team designs and maintains the dashboards you rely on every day.
Built by analysts.
Rich reports embedded in Matrix for Business, with viewer access included.
Built by anyone.
Ask in plain language, get a live dashboard, then save and share it in Matrix for Business.
Distributor B crossed 50 open items. I’d like to open a reconciliation ticket and notify accounts payable.
Agents act where work happens, with a person approving every action. More reach, same rules.
Let’s put your data to work.
Sixty minutes. Bring the people closest to the problem. We’ll bring the answers.
Book an intro session