B-Viz
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Larkspire Software

Healthy£22kRenews 7 Jan 27Renewal_open · £22k/yr

AI facts

As at Fri 9 Oct 2026

Larkspire Software holds a Starter order form signed 24 Dec 2025 at £22k a year, running 7 Jan 2026 to 6 Jan 2027. In Sep 2026 it had 11 active users against 15 licensed users, and 3 connectors. A renewal deal at £22k is open with expected close 30 Dec 2026, and a renewal call is booked for 27 Oct 2026. The CRM records £24k, which is £2,000 above the invoiced run rate.

Read from 11 calls · 14 email threads · 8 tickets · 2 deals · 10 people · 7 documents, newest 8 Oct 26

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitelarkspire.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBrightonSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Elena Novak
  • Customer since7 Jan 2026Source: first executed order form ctr_245_01, signed 24 Dec 2025 · Starter tier · In the CRM since 15 Sep 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because no hard signal has fired, invoices are paid within terms and questions asked rose 28% from May 2026 to Sep 2026. The single admin and the unanswered renewal notice need attention. Opportunity: seats not yet in use could support a later extra-users conversation.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000differsSource: executed order form ctr_245_01, 7 Jan 2026 to 6 Jan 2027 · CRM £24,000 · Invoiced run rate £22,000 · As of 9 Oct 2026 · The sources disagree
  • Next renewal7 Jan 2027Basis: order form ctr_245_01 ends 6 Jan 2027 · In 90 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term7 Jan 2026 to 6 Jan 2027Source: order form ctr_245_01 (new), signed 24 Dec 2025 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Open dealRenewal open · £22,000Source: CRM deal Larkspire Software – Renewal · renewal deal · Expected close 30 Dec 2026 · Owner Sophie Ling
  • Last contact8 Oct 2026Email: Your Starter subscription renewal · 1 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jan 2026 · 3 connectors configured
  • Licensed seats1511 active users in Sep 2026 · Order form ctr_245_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Elena Novak sends Rupert Haines a short value case and agenda for the booked renewal call and asks him to confirm attendance. renewal
Who
Elena Novak Elena Novak
When
This week by 9 Oct 2026
Why
Elena Novak should send Rupert Haines a short value case and agenda now. He has not answered the 8 Oct 2026 renewal notice, and the booked 27 Oct 2026 call decides the £22k Starter renewal.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Larkspire Software's executed Starter order form at £22k is paid within terms and questions rose 28% from May 2026 to Sep 2026. The renewal on 7 Jan 2027 is unconfirmed: Rupert Haines has not replied to the notice, and one admin runs the tenant.

Healthy: Larkspire Software holds an executed Starter order form at £22k a year, running 7 Jan 2026 to 6 Jan 2027, with both invoices paid within terms. Renewal falls on 7 Jan 2027; the CRM shows £24k and needs correcting.

Questions asked rose from 370 in May 2026 to 474 in Sep 2026 (28%), while active users held at 11 of 15 licensed. Ryan Lawson asks 30% of recent questions and Kiran Bassi is the only active admin.

Rupert Haines, the Chief Executive, has not replied to the 8 Oct 2026 renewal notice. A helpdesk connector stall closed without a confirmed cause, and an open duplicate-records ticket tests Ellie Marchant's trust in the numbers.

Elena Novak sends Rupert a short value case and agenda by 9 Oct 2026, asking him to confirm attendance at the renewal call booked for 27 Oct 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJan 26Mar 26May 26Jul 26Sep 26new£22k£22kJan 26: Contracted ARR £22,000; Invoiced ARR £22,000Feb 26: Contracted ARR £22,000; Invoiced ARR £22,000Mar 26: Contracted ARR £22,000; Invoiced ARR £22,000Apr 26: Contracted ARR £22,000; Invoiced ARR £22,000May 26: Contracted ARR £22,000; Invoiced ARR £22,000Jun 26: Contracted ARR £22,000; Invoiced ARR £22,000Jul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_245.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jan 26£22,000£22,000
Feb 26£22,000£22,000
Mar 26£22,000£22,000
Apr 26£22,000£22,000
May 26£22,000£22,000
Jun 26£22,000£22,000
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k, CRM £2,000 high

Standing Paid upARR Steady

Contracted ARR is £22k on the Starter order form. The CRM shows £24k, £2,000 above the invoiced run rate. The executed order form is the truth. A renewal deal is open, with renewal on 7 Jan 2027.

  • CRM ARR £24k is £2,000 above the invoiced £22k
  • Renewal on 7 Jan 2027, 90 days out, at £22k
  • Open renewal deal is a forecast, not a win
The analysis

Recurring revenue: The Starter order form, signed 24 Dec 2025, set contracted ARR at £22k from Jan 2026. It has not moved since.

Next commitment: Renewal is due on 7 Jan 2027, 90 days after the as-of date, at £22k, a change of +£0. The open renewal deal is a forecast, not a win.

Billing: INV-245-0001 and INV-245-0002 are both paid within terms. The CRM shows £24k against £22k invoiced, a difference of £2,000.

Deals: The new-business deal is closed won, and its CRM amount is £24k annual value. The renewal deal sits at renewal_open stage, owned by Sophie Ling, who is active in HR.

Made from 2 deals · 2 fact tables · 2 invoices

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: two support tickets, no replies

    Three reads: a slow chat search ticket on 1 May 2026, a webinar invitation on 30 May 2026 with no reply, and a merged-ticket duplication ticket on 30 Jun 2026. Causes were not shown for either ticket.

    The analysis

    Support: On 1 May 2026 Kiran Bassi reported chat answers sometimes taking half a minute and asked whether the slowness was specific to Larkspire Software. Olivia Grant replied after 125 minutes, said timings were being checked and asked for time of day and question type.

    Outcome: The thread ends with those questions unanswered. The ticket was solved on 8 May 2026 and closed on 12 May 2026; the cause is not shown, and the tier is not in the evidence, so response speed is not judged against a service level.

    Marketing: On 30 May 2026 Alice Brewer invited Kiran's team to the 18 Jun 2026 customer webinar. No reply is shown, so interest and attendance are unknown.

    Support: On 30 Jun 2026 Kiran reported merged tickets appearing twice in the support view, making weekly numbers look wrong. The first response from Bethan Lister came 477 minutes after creation, asking for the history on one ticket.

    Open at the end: Kiran offered examples on 1 Jul 2026. The ticket was solved on 6 Jul 2026 and closed on 10 Jul 2026, but the cause and any fix for the duplicates are not shown. Both tickets were complaints of medium urgency.

    Made from 1 email thread · 2 tickets

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  2. Q1 2026

    Q1 2026: onboarding, two connector stalls

    Larkspire Software started its Starter term on 7 Jan 2026 and went live on 10 Feb 2026 with the call recorder open. Two connector feeds stalled, adoption was thin and Ellie Marchant wants a value case for her director.

    The analysis

    Start: Rachel Dunmore sent Starter invoice INV-245-0002 on 7 Jan 2026 for £22k net, due 6 Feb 2026. The thread shows no PO or payment.

    Kickoff: the 13 Jan 2026 call covered four connectors, helpdesk first and membership last. Ellie and Kiran Bassi raised key-person risk and Kiran asked for a second admin.

    Support: Kiran's 20 Jan 2026 ticket on records not refreshing overnight was solved on 30 Jan 2026. The cause is not shown.

    Membership: on 28 Jan 2026 the record count went flat after two source fields were renamed. Hamza Akhtar remapped them, and the 2 Feb 2026 call checked the fix on one sample only.

    Value: on 2 Feb 2026 Ellie asked how to show her director what the subscription delivers. Hamza proposed questions asked per month.

    Go-live: on 10 Feb 2026 Kiran signed off with the call recorder as the one open item. Two admins were in place and the account passed to Elena Novak. Kiran doubted whether repeated questions show value.

    Adoption: on 18 Feb 2026 Ellie said most of the fifteen seats had not logged in much. Connector owners were only partly named.

    Open at the end: on 2 Mar 2026 the helpdesk connector stalled, solved 9 Mar 2026, cause not shown. The call recorder delivery, the trend report and the training date were not shown as done.

    Made from 6 calls · 3 email threads · 2 tickets

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  3. Q4 2025

    Q4 2025: Starter deal unsigned at year end

    Larkspire moved from discovery to an unsigned Starter order form at £28k. Ellie Marchant wanted proof on their own data. Rupert Haines wanted total price, freshness and cancellation terms in writing. Signature was still open at the end.

    The analysis

    Discovery: On 7 Oct 2025 Sophie Ling met Ellie Marchant and Rupert Haines. Their pain was manual matching of helpdesk, CRM and usage data. Starter was discussed at £28k on the proposal, and Ellie would not back it before seeing it on their own data.

    Demo: The demo on 27 Oct 2025 ran on Larkspire's tickets and usage with Hannah Lowe and Kiran Bassi. Kiran flagged that ticket categories had changed twice and raised single-admin risk. Rupert was not on the call.

    Pause: On 31 Oct 2025 Kiran asked BG-Demo to hold the proposal while he and Ellie talked it through. That was a pause, not a refusal.

    Proposal: Sophie sent a draft Starter proposal on 19 Nov 2025. Rupert declined a call and said Ellie must review support first.

    Terms: On 17 Nov 2025 Sophie confirmed £28k is the total deal value including the one-off implementation fee, not yearly. Rupert wanted the freshness commitment in writing, and the cancellation wording was still unconfirmed.

    Negotiation: On 8 Dec 2025 Rupert wanted four connectors, fifteen seats and the price fixed in writing. Tessa Goring confirmed the first-term discount ends at renewal.

    Open at the end: The order form went out on 22 Dec 2025 for a 24 Dec 2025 close. Rupert would not sign until Ellie reviewed it, and no signature is shown. Invoice INV-245-0001 (gross £7,200, net £6,000) was sent on 29 Dec 2025 with no reply, and a PO number was still requested.

    Made from 4 calls · 7 email threads

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  4. Q3 2025

    Q3 2025: one event invitation, no reply

    One read in the period: an email invitation on 2 Sep 2025 to a London revenue leaders roundtable on 23 Sep 2025. No customer response is recorded, so interest is not shown.

    The analysis

    This period holds one read, an email thread dated 2 Sep 2025.

    Invitation: Alice Brewer invited Ellie Marchant of Larkspire Software to an in-person revenue leaders roundtable in London on 23 Sep 2025. Alice asked for a yes or no so the room could be planned.

    Fit: the event is aimed at heads of revenue operations, which is not Ellie's stated role of Head of Customer Success. The read flags this as a possible mismatch.

    Open at the end: the thread shows no reply from Ellie, so her interest and attendance are not shown. The period holds no calls, tickets, news or commercial discussion, and the evidence says nothing about renewal, price, usage or sentiment beyond neutral.

    Made from 1 email thread

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  5. Q1 2025

    Q1 2025: one webinar invitation, no reply

    One read in the period: an email thread of 8 Mar 2025 in which Sofia Marchetti invited Ellie Marchant of Larkspire Software to a webinar. The thread holds no customer response.

    The analysis

    Webinar invitation: on 8 Mar 2025 Sofia Marchetti invited Ellie Marchant to the 20 Mar 2025 online webinar on reading support tickets against product usage. Sofia also offered a seat for a colleague.

    Customer view: the thread holds no reply from Ellie, so attendance and interest are not shown. The read rates the thread as neutral and gives no next steps or risks.

    Opportunity: the read notes the topic fits Ellie's role in customer success and could open a conversation about B-Viz.

    Open at the end: nothing is recorded as open. The evidence does not show whether Ellie attended or responded, or what contract Larkspire Software held in the period.

    Made from 1 email thread

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Platform usage

Updated 9 Oct 26
Active users · Sep 26
11level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
474down 11 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
1.4 GBup 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00825015500Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (15)1547411Jan 26: Active users 4; Licensed seats 15; Questions asked 71Feb 26: Active users 7; Licensed seats 15; Questions asked 219Mar 26: Active users 9; Licensed seats 15; Questions asked 361Apr 26: Active users 10; Licensed seats 15; Questions asked 374May 26: Active users 11; Licensed seats 15; Questions asked 370Jun 26: Active users 11; Licensed seats 15; Questions asked 485Jul 26: Active users 11; Licensed seats 15; Questions asked 491Aug 26: Active users 11; Licensed seats 15; Questions asked 268Sep 26: Active users 11; Licensed seats 15; Questions asked 474

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 11; Licensed seats 15; Questions asked 474. Basis: product usage, facts.usage_monthly:org_245, signals:org_245.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jan 2641571
Feb 26715219
Mar 26915361
Apr 261015374
May 261115370
Jun 261115485
Jul 261115491
Aug 261115268
Sep 261115474
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.8 GB41.5 GBJan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (4)1.4 GB31Jan 26: Connectors configured 2; Active admins 1; Data volume 0.78 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 1.20 GBMar 26: Connectors configured 3; Active admins 1; Data volume 1.22 GBApr 26: Connectors configured 3; Active admins 1; Data volume 1.24 GBMay 26: Connectors configured 3; Active admins 1; Data volume 1.27 GBJun 26: Connectors configured 3; Active admins 1; Data volume 1.29 GBJul 26: Connectors configured 3; Active admins 1; Data volume 1.31 GBAug 26: Connectors configured 3; Active admins 1; Data volume 1.34 GBSep 26: Connectors configured 3; Active admins 1; Data volume 1.36 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 1.4 GB. Basis: product usage, facts.usage_monthly:org_245, signals:org_245.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jan 26210.78 GB
Feb 26311.20 GB
Mar 26311.22 GB
Apr 26311.24 GB
May 26311.27 GB
Jun 26311.29 GB
Jul 26311.31 GB
Aug 26311.34 GB
Sep 26311.36 GB

Usage read

As at Fri 9 Oct 2026

Usage recovering since August 2026

Direction Rising

Usage is rising after an August 2026 dip. Questions in the last 4 weeks were 418 against 321 in the 4 before (+30%), back near July levels. Three people ask most questions and one admin runs the tenant.

  • Questions up 321 to 418 (+30%) over the last 4 weeks, after an August 2026 dip
  • Kiran Bassi is the only active admin
  • Three people ask most questions in the last 90 days
The analysis

Recent weeks: Questions rose from 321 to 418 (+30%) and average daily active users from 2.5 to 3.3 (+32%), comparing the 4 weeks to 9 Oct 2026 with the 4 before. That is a recovery from a quiet August 2026, not new growth.

Trend: Active users have held at 11 since May 2026, up from 4 in January 2026. September 2026 questions were 474, 3% below the 12-month peak of 491 in July 2026.

Who uses it: Kiran Bassi is the only active admin. In the last 90 days Ryan Lawson asked 406 questions (30%), George Bailey 336 (25%) and Jess Sandhu 283 (21%), so three people carry most of the use.

Against the order form: The Starter order form contracts 15 seats and 4 connectors. September 2026 showed 11 active users (73% of seats) and 3 connectors configured.

Made from 2 fact tables

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Documents

Updated 9 Oct 26

7 documents in 3 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Larkspire Software – RenewalRenewal open£22,00030 Dec 2026

Open tickets

Helpdeskmade from

Activity

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Larkspire Software's pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 40 AI summaries of 44 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Larkspire Software healthy AI record
      • Larkspire Software: Starter paper executed AI record
      • ARR £22,000, CRM £2,000 high AI record
        • Larkspire Software – New entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • contracts/order_form_lines.csv ctr_245_01:1 raw row
          • contracts/order_form_lines.csv ctr_245_01:2 raw row
          • contracts/order_forms.csv ctr_245_01 raw row
          • crm/deal_line_items.csv deal_245_01:1 raw row
          • crm/deal_line_items.csv deal_245_01:2 raw row
          • +7 more
        • Larkspire Software – Renewal entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • crm/deal_line_items.csv deal_245_02:1 raw row
          • crm/deal_stage_history.csv deal_245_02:1 raw row
          • crm/deals.csv deal_245_02 raw row
        • facts.arr_monthly:org_245 facts table
          • Larkspire Software – New entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • contracts/order_form_lines.csv ctr_245_01:1 raw row
            • contracts/order_form_lines.csv ctr_245_01:2 raw row
            • contracts/order_forms.csv ctr_245_01 raw row
            • crm/deal_line_items.csv deal_245_01:1 raw row
            • crm/deal_line_items.csv deal_245_01:2 raw row
            • +7 more
          • Larkspire Software – Renewal entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • crm/deal_line_items.csv deal_245_02:1 raw row
            • crm/deal_stage_history.csv deal_245_02:1 raw row
            • crm/deals.csv deal_245_02 raw row
          • INV-245-0001 entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • accounting/invoice_lines.csv inv_245_001:1 raw row
            • accounting/invoices.csv inv_245_001 raw row
            • accounting/payments.csv pay_245_001 raw row
          • INV-245-0002 entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • accounting/invoice_lines.csv inv_245_002:1 raw row
            • accounting/invoices.csv inv_245_002 raw row
            • accounting/payments.csv pay_245_002 raw row
        • facts.reconciliation_t0:org_245 facts table
          • Larkspire Software – New entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • contracts/order_form_lines.csv ctr_245_01:1 raw row
            • contracts/order_form_lines.csv ctr_245_01:2 raw row
            • contracts/order_forms.csv ctr_245_01 raw row
            • crm/deal_line_items.csv deal_245_01:1 raw row
            • crm/deal_line_items.csv deal_245_01:2 raw row
            • +7 more
          • Larkspire Software – Renewal entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • crm/deal_line_items.csv deal_245_02:1 raw row
            • crm/deal_stage_history.csv deal_245_02:1 raw row
            • crm/deals.csv deal_245_02 raw row
          • INV-245-0001 entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • accounting/invoice_lines.csv inv_245_001:1 raw row
            • accounting/invoices.csv inv_245_001 raw row
            • accounting/payments.csv pay_245_001 raw row
          • INV-245-0002 entity
            • Larkspire Software entity
              • accounting/customers.csv org_245 raw row
              • crm/companies.csv org_245 raw row
              • product_analytics/tenants.csv org_245 raw row
            • accounting/invoice_lines.csv inv_245_002:1 raw row
            • accounting/invoices.csv inv_245_002 raw row
            • accounting/payments.csv pay_245_002 raw row
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
        • INV-245-0001 entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • accounting/invoice_lines.csv inv_245_001:1 raw row
          • accounting/invoices.csv inv_245_001 raw row
          • accounting/payments.csv pay_245_001 raw row
        • INV-245-0002 entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • accounting/invoice_lines.csv inv_245_002:1 raw row
          • accounting/invoices.csv inv_245_002 raw row
          • accounting/payments.csv pay_245_002 raw row
        • +1 more
      • Starter renewal notice AI record
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • Your Starter subscription renewal entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • mailbox/messages.csv thr_245_0014:1 raw row
          • mailbox/threads.csv thr_245_0014 raw row
      • Urgent dashboards out of date AI record
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • Dashboards out of date this morning entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • helpdesk/ticket_events.csv tkt_245_0005:1 raw row
          • helpdesk/ticket_events.csv tkt_245_0005:2 raw row
          • helpdesk/ticket_events.csv tkt_245_0005:3 raw row
          • helpdesk/ticket_events.csv tkt_245_0005:4 raw row
          • helpdesk/ticket_events.csv tkt_245_0005:5 raw row
          • +1 more
      • Support view only access for new user AI record
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • How do I give a new team member the support view only? entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • helpdesk/ticket_events.csv tkt_245_0006:1 raw row
          • helpdesk/ticket_events.csv tkt_245_0006:2 raw row
          • helpdesk/ticket_events.csv tkt_245_0006:3 raw row
          • helpdesk/ticket_events.csv tkt_245_0006:4 raw row
          • helpdesk/ticket_events.csv tkt_245_0006:5 raw row
          • +1 more
      • Connector stopped loading records AI record
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • Connector not loading new records entity
          • Larkspire Software entity
            • accounting/customers.csv org_245 raw row
            • crm/companies.csv org_245 raw row
            • product_analytics/tenants.csv org_245 raw row
          • helpdesk/ticket_events.csv tkt_245_0007:1 raw row
          • helpdesk/ticket_events.csv tkt_245_0007:2 raw row
          • helpdesk/ticket_events.csv tkt_245_0007:3 raw row
          • helpdesk/ticket_events.csv tkt_245_0007:4 raw row
          • helpdesk/ticket_events.csv tkt_245_0007:5 raw row
          • +1 more
      • +19 more
  • ARR journey page block
    • facts.arr_monthly:org_245 facts table
      • Larkspire Software – New entity
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • contracts/order_form_lines.csv ctr_245_01:1 raw row
        • contracts/order_form_lines.csv ctr_245_01:2 raw row
        • contracts/order_forms.csv ctr_245_01 raw row
        • crm/deal_line_items.csv deal_245_01:1 raw row
        • crm/deal_line_items.csv deal_245_01:2 raw row
        • +7 more
      • Larkspire Software – Renewal entity
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • crm/deal_line_items.csv deal_245_02:1 raw row
        • crm/deal_stage_history.csv deal_245_02:1 raw row
        • crm/deals.csv deal_245_02 raw row
      • INV-245-0001 entity
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • accounting/invoice_lines.csv inv_245_001:1 raw row
        • accounting/invoices.csv inv_245_001 raw row
        • accounting/payments.csv pay_245_001 raw row
      • INV-245-0002 entity
        • Larkspire Software entity
          • accounting/customers.csv org_245 raw row
          • crm/companies.csv org_245 raw row
          • product_analytics/tenants.csv org_245 raw row
        • accounting/invoice_lines.csv inv_245_002:1 raw row
        • accounting/invoices.csv inv_245_002 raw row
        • accounting/payments.csv pay_245_002 raw row
  • AI facts page block
  • Contacts page block
    • +4 more
  • Open deals page block
    • Documents page block
      • +1 more
    • Finance read page block
      • hero page block
        • History by quarter page block
          • Key facts page block
            • Evidence trail page block
              • The story page block
                • Next step page block
                  • Open tickets page block
                    • Profile page block
                      • Sources page block
                        • Platform usage page block
                          • Usage read page block
                            Computedmade from
                            Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage

                            BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

                            Help & Support

                            Open as a page

                            Help & Support

                            B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

                            How to use the site

                            How to ask

                            Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

                            What the data covers

                            DataRecords
                            Organisations300
                            People at customers1,880
                            BG-Demo staff records (in post and leavers)65
                            Calls2,593
                            Email threads3,882
                            Support tickets1,502
                            Documents1,582
                            Deals403
                            Invoices365
                            Events49
                            News items147

                            Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

                            BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

                            Who to contact

                            Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

                            Help

                            Ask B

                            B-Viz · read-only