Insight at every level, from the group to the document
An executive overview built on your own chart of accounts and KPIs, drillable to any level, with AI explaining what changed and why. Plus a Daily Brief and dashboards you create by asking.
Dashboards show what happened, not why
Most dashboards stop at a number. Understanding a movement still means asking finance to dig through reports, and the answer arrives days later.
AI Insights and Dashboards in eVitalyst
Executive overview
Sales, gross profit, net profit, order backlog, bank and cash, post-dated cheques and receivables, for today, month to date and year to date, across all organisations.
Drill down to any level
From the group to a company, an account, a cost centre and the document behind the number.
AI insights at each level
At every level the AI explains movements, ratios and outliers in plain language, and can generate further insights on request.
Built on your business
Configured to your chart of accounts, your KPIs and your industry, such as production quantities, vessel costs or project margins.
Daily Brief
A summary of what changed since yesterday, delivered inside eVitalyst, so the day starts with priorities.
Dashboards from a question
Describe the chart you need and pin it to your own dashboard, on live data.
Four steps, people in control
- 01
Map
We map the overview to your chart of accounts, companies and KPIs.
- 02
Monitor
Figures update from live transactions for today, month and year.
- 03
Drill
Click any figure to go down to the level and document behind it.
- 04
Explain
Ask the AI why a figure moved, or let it raise the insight first.
The agents behind it
Insight Developer
Builds an executive overview mapped to your own chart of accounts and KPIs, drillable from group to company, account and document.
Daily Brief
Summarises what changed in the business since yesterday, inside eVitalyst itself with no outside AI tool needed, so the day starts with priorities, not searching.
Dashboard Builder
Creates a chart or dashboard from a description, on live data, without a developer.
AI Insights and Dashboards, answered
Can the overview follow our own chart of accounts?
Yes. The Insight Developer is configured to your chart of accounts, companies, currencies and KPIs, including industry measures such as production or vessel figures.
How deep can we drill?
From the group total down to the individual transaction or document behind a figure.
What is the Daily Brief?
A short summary of what changed in the business since the previous day, generated by eVitalyst AI.
Agentic ERP: a guide for leadership teams
The five levels of agentic ERP, where value comes first, how to keep control, the economics of AI and a 90-day roadmap. Sent to your business email.
Get the white paperSee AI Insights and Dashboards on your own data
Book a short demo with your own processes.