BI agent · For all your teams
Ask your questions to an agent that analyzes your data and answers you
We build a BI agent for you, connected to your ERP, CRM and Excel files, even older ones without an API. Your teams ask it questions the way they would ask an analyst: it finds the data, runs the numbers and answers, with sources.
- No migration, your software stays as it is
- Every answer cites its sources
- Data hosted in France
What revenue did we make with our top five customers this quarter, compared with last year?
Here is the breakdown, in thousands of euros:
Sources: ERP (invoices), CRM (customer accounts)
Fictitious data, for illustration
Less time pulling numbers together, more time to decide
Figures are scattered across the ERP, the CRM and Excel files.
Getting a reliable figure takes an export, a spreadsheet and someone to check it.
Monthly dashboards are built by hand and already out of date when they come out.
Each department has its own version of the numbers.
Your data is brought together and kept up to date, without touching your software.
You ask the BI agent your question; the answer comes with its source.
Dashboards update themselves.
The whole company works from the same numbers.
How AI works for you
The BI agent we build combines three things: AI to understand your questions, exact calculations on your data, and your team to check. AI never guesses a number.
AI
Understands your questions
You ask in your own words; it knows where to look for the answer in your data. It also helps reconcile badly entered data, such as the same customer spelled several ways.
Your rules
Calculate
Figures come from exact queries on your real data, using your own KPI definitions.
Your team
Checks
Every answer cites its sources: you can always see where a figure comes from and tell us about a KPI to adjust.
What we do for you
Consolidation
ERP, CRM, Excel files, market data: everything in one place.
Harmonization
The same customer spelled three ways, product codes that change: fixed once and for all.
Answers
The agent answers your questions with the figure, the breakdown and its origin.
Dashboards
Revenue, margins, sales by customer or by store, always up to date.
Alerts
When a KPI goes out of range, the right person is notified.
History
Years of data finally usable, with no migration.
What we have done for our clients
Industrial manufacturer
Fifteen years of data finally usable
A 200-table ERP with no API that nobody could use without an analyst. Teams now query it through a BI agent, with no migration.
Media group
A single view of the market
Revenue, market data and CRM are combined into one profile per advertiser, which management checks directly before every sales decision.
Where your teams work
The BI agent adapts to the way you work, not the other way around.
In the background
Data updates on its own, and alerts go out as soon as a KPI goes out of range.
In your tools
Query the agent from Excel through a Microsoft 365 add-in, or from Claude, ChatGPT or Copilot.
In a dedicated app
Custom dashboards, accessible only to the people you authorize.
Up and running in 2 to 4 weeks
No months-long data project: everything runs on the Forteresse platform, which we designed and operate. We connect it to your tools, configure it for your KPIs and run it for you.
- 1
Your questions, your sources
Together, we list the questions your teams ask, from sales to procurement to finance, and the tools that hold the answers.
Fixed fee - 2
Trial on your data
You ask your questions on your real data, then decide what comes next.
No commitment beyond this - 3
Operations
Data updates, new KPIs, new sources: we take care of it. Support included.
Fixed monthly subscription
What question would you like to ask your numbers?
- We look at where your data lives today.
- We show you what Forteresse would do with it.
- You leave with concrete next steps, with no commitment.
Pick a time slot
Video call · 30 minutes · Paris time
You are booked.
Frequently asked questions
Do we need to change or migrate our ERP?
No. We read your data where it is, without touching your software, even if it has no API.
How do we know the answer is right?
Calculations are run on your real data, not guessed by AI, and every answer states where the figures come from.
Are you an AI agency?
No. An agency writes custom code for each project. Everything we deliver runs on our own platform: it is faster to set up, the price is fixed, and we remain responsible for it working over time.
How is it billed?
A fixed fee for the setup, then a fixed monthly subscription.
Where is our data stored?
By default in France, in Scaleway's shared cloud, encrypted and isolated; a dedicated cloud or installation on your own infrastructure is also possible. It remains your property.