B-Viz

The visible brain of your business.

A glass box, not a black box.

Intelligence you can trace to source.

What B-Viz does

B-Viz is the brain of any business, built from the systems it already runs, on the architecture it already has. And it does the work: it briefs you before a meeting, tells you who to call and why, writes the proposal, prepares the board report, explains churn and shows what is working in the product. Every answer and every document is traceable to the records, and comes out in your own brand.

The demo runs it on BG-Demo, a fictional company: everything shown is the tool's real output on that data.

Open the demoSee the examplesAbout the demo

What it is used for

Each is at work in the demo now: open the page, or the example it made from one question.

Customer briefing

Before a meeting, one page on the account: its status and money, usage, open issues, the last calls and what was agreed, who matters on their side and who has joined or left, and the news about them.

Screenshot: Customer briefingScreenshot: Customer briefing

Demo: BG-Demo, a fictional company

See it in the demoSee the example

Calls to make

It spots the calls worth making, for a problem or an opportunity, and prepares each one with a briefing built from all the data and the actions agreed on earlier calls.

Screenshot: Calls to makeScreenshot: Calls to make

Demo: BG-Demo, a fictional company

See it in the demoSee the example

Proposals

It sees what is working across your current customers, finds the prospects that look like them, and drafts the proposal.

Prospect proposal: the example's first pageProspect proposal: the example's first page

Demo: BG-Demo, a fictional company

See it in the demoSee the example

Board report

The quarter's numbers with the commentary written, as a deck: ARR, retention, pipeline, cash and the risks, each figure naming its source.

Board deck, Q3 2026: the example's first page

Demo: BG-Demo, a fictional company

See it in the demoSee the example

Churn and retention

Why customers left, who looks like them now, and what to do about it before their renewal comes round.

Screenshot: Churn and retentionScreenshot: Churn and retention

Demo: BG-Demo, a fictional company

See it in the demoSee the example

Product usage

Who uses what they pay for, what is growing and where to act, by customer, product and month.

Product usage and headroom: the example's first pageProduct usage and headroom: the example's first page

Demo: BG-Demo, a fictional company

See it in the demoSee the example

How it works, and the proof

Figures are computed in code, never by the AI: each organisation's invoices, payments and deals are read once, in its finance read, and its platform usage in its usage read, both over those facts; the ledger feeds the figures, and the AI's summaries and commentary are written from them.

Layer by layer

  • 1. It reads every object on its ownEach call, email thread, support ticket, document and news item is read by the AI, and what it found sits on that object's own page, so you can drill in from anywhere.
  • 2. It rolls up by organisation and personEach organisation gets an assessment, a status, next steps and its story; each person at an organisation an insight; each member of staff a profile; each with the reasoning that fits it.
  • 3. It writes the summaries at the topThe Summary's Executive overview and This week, and the commentary on the Commercial pages: the accounts, the money and the people together.
  • 4. It maps every documentEvery contract, order form, deck and note is read and filed by organisation and kind on a document map; each document's page shows what was found in it and where (As found in this document).
  • 5. You can trace it all backThe Evidence trail follows any sentence or figure down through those layers to the source rows it came from.

One call, read by the AI

Screenshot: One call, read by the AIScreenshot: One call, read by the AI

Demo: BG-Demo, a fictional company

A call's own page: what the AI found in it, the people on it and the transcript beside it.

The evidence trail

Screenshot: The evidence trailScreenshot: The evidence trail

Demo: BG-Demo, a fictional company

One AI sentence picked, Brackwell Freight at risk, with every record it was built from and every page that shows it.

Click any node to move the trail to it; Back returns.

Evidence trail

Follow any figure or AI sentence back to the rows it came from.

Every card on the site ends with a small made from link. It opens the Evidence trail, the lineage view, focused on that card: the figure or sentence, then each layer below it (an organisation's assessment, the reads of its calls, emails and tickets, the facts) down to the raw rows in the source systems.

Read more

The document view

Every contract, order form, deck and note read and filed; each document's page shows what was found in it and where. More on the document store

As found in this document

Screenshot: As found in this documentScreenshot: As found in this document

Demo: BG-Demo, a fictional company

A signed order form's page: the dates, prices and commitments the AI found, each where it was found.

Open the document map to see the rest of the paper.

An organisation's document map

Screenshot: An organisation's document mapScreenshot: An organisation's document map

Demo: BG-Demo, a fictional company

Every contract, order form, deck and note for one organisation, laid out over time.

Click a document for what was found in it and the file it came from.

Platform usage

Screenshot: Platform usageScreenshot: Platform usage

Demo: BG-Demo, a fictional company

Usage against what each customer pays for, by product and month, with the filter and slicer to cut it any way.

Pick a product or a customer and the charts follow.

Any business, the whole business

Built from what you run

B-Viz is built from the systems a business already runs, whatever it sells.

It joins the CRM, calls, email, support tickets and product usage with the finance ledger (the P&L, budget, cash, invoices and debtors), HR (staff, roles, joiners and leavers, time off), your document store and the news, for the board as much as for the account team.

BG-Demo sells a subscription, so the demo's measures are a subscription business's: ARR and retention beside gross margin, CAC, EBITDA and budget against actual. The measures follow your business.

The Profit and Loss

Screenshot: The Profit and LossScreenshot: The Profit and Loss

Demo: BG-Demo, a fictional company

Revenue against the costs in the ledger, by category, with the AI's commentary on EBITDA, margins and what is off target.

People

Screenshot: PeopleScreenshot: People

Demo: BG-Demo, a fictional company

Every member of staff by department, with the active count and who has left; time off and who reports to whom sit beside it.

Where it runs, and in whose brand

Where it runs

Implemented today on Snowflake, Azure, SharePoint and Cloudflare.

B-Viz works with whatever warehouse and stack you already have: it is built on top of them, so your data stays where it is.

What runs in the warehouse

In your brand

Ask on the site or in Claude, wherever you are working.

Reports, decks, proposals and RFP responses come out in your own templates and branding, every figure from the records. The demo shows B-Viz's own.

See the examplesAsk B

Decks, documents and charts, made by B-Viz

Each one made from a question, in the B-Viz brand, every figure from its own facts. All the examples

Board deck, Q3 2026

A deck slide: Board deck, Q3 2026

Demo: BG-Demo, a fictional company

A deck slide, made by B-Viz from the question: Build the board deck for the Q3 2026 board: ARR, retention, pipeline, cash, risks

Renewal proposal

A document page: Renewal proposalA document page: Renewal proposal

Demo: BG-Demo, a fictional company

A document page, made by B-Viz from the question: Write a renewal proposal for Brackwell Freight

Product usage and headroom

A chart: Product usage and headroomA chart: Product usage and headroom

Demo: BG-Demo, a fictional company

A chart, made by B-Viz from the question: Chart seats in use across customers, lowest first, and tell me who is under-using what they pay for

Why B-Viz

Start small

You do not have to go all in: pick one data stream and see how B-Viz works on it.

Start with your calls, the CRM or email, see what B-Viz makes of it, then add the rest. The power is in having everything together; one stream is the taster.

Start smallContact us

Get in early

B-Viz is early stage and provided as a service, built and run for you on the stack you already have.

Engage us on a consulting basis now and you get the licence free for three years once it is available.

Contact us


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