One AI connected to all your systems, answering with your real numbers.
The intelligence layer sits above the systems you already use: accounting, ERP, operations, bank, CRM and your own backend. Management and teams ask questions in plain language and get answers built from live data, instead of waiting for someone to export and combine spreadsheets.
Palmline Labs · Module B- Every important number lives in a different system
- Reports arrive late, and are already out of date
- Decisions are made on gut feeling because the data is too slow
- Only one or two people know how to pull the numbers
How the intelligence layer works.
Connect
We connect read access to your systems through their APIs, in the right order of importance.
Model the business
We teach the AI what your numbers mean: how revenue is defined, which costs belong where, which customers count as active.
Ask
Anyone with access asks in plain language: margins by customer, cash this quarter, what changed last month and why.
Act
Once answers are trusted, the same layer drives flows: alerts, follow-ups and reports that run on their own.
Where it fits
- A founder asking for revenue, margin and cash across bookings, invoicing and bank (Troom)
- A sales director comparing dealers, regions and products without an analyst
- An operations manager asking which orders are at risk this week
Typical systems it connects to
- Accounting (e.g. Billit, Exact)
- ERP (e.g. Odoo, SAP Business One)
- CRM (e.g. Zoho, HubSpot)
- Bank feeds
- Microsoft 365
- Your own backend
Your exact systems are mapped during the fit check. If it has an API or an export, we can usually work with it.
Intelligence layer: questions, answered.
Is our data used to train AI models?
No. The layer reads your data to answer questions; it is not used to train public models.
Do we need to replace our ERP or CRM?
No. The intelligence layer works on top of the systems you already have.
How do you make sure the numbers are right?
We define the business rules with you and check answers against what was actually paid and invoiced before anyone relies on them.
- AI Order DeskCustomers ask, book and order on WhatsApp or email. The AI answers in their language, checks your systems and hands over to a person when it should.
- Custom agentsAgents that watch, act and escalate: chasing invoices, flagging expiring documents, routing leads, preparing the work your team now does by hand.
Want an intelligence layer in your company?
Thirty minutes, no pitch. We’ll tell you honestly if it fits.