Sunita Rana

Person

Sunita Rana is the Financial Controller at Eccup Software, a finance contact on the Growth deal. She queried what the proposal price covers and receives BG-Demo's invoices. The CFO, Vincent Ackerley, leads the decision.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Sunita Rana is the Financial Controller at Eccup Software, a finance contact on the Growth deal. She queried what the proposal price covers and receives BG-Demo's invoices. The CFO, Vincent Ackerley, leads the decision.

Role: Financial Controller in Leeds, CRM role finance. She was on the 5 Apr 2024 negotiation call and is the addressee of both Growth invoices. She confirmed that £54k includes the one-off implementation while her budget line covers only the annual cost.

Influence: she shapes the budget framing and the payment schedule, and asked for quarterly billing. Vincent, the CFO, holds the decision and wanted usage evidence first. She reviews terms with him.

Watch: she did not reply on either invoice thread or to the 14 Feb 2025 webinar invitation, so payment and wider engagement are not shown. Check accounting for payment. Keep subscription and implementation costs separate in any renewal paper.

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

AImade from

CRM records

Organisation	Title	Role	Email
Eccup Software	Financial Controller	finance	sunita.rana@eccup.example

CRMmade from

Activity

20 Feb 2025eventBG-Demo webinar Sofia Marchetti, Orla Keane, Kenny Lockhart, Jason Pengelly, Linnéa Holmberg, Marieke Postma, Gemma Yates, Sukhvinder Dhillon, Matthew Grice, Helen Varley, Sunita Bains, Craig Holt, Asif Nuttall, Rachael Dixon, Colin Airey, Eleanor Pickering, Shirley Bowman, Nina Barden, Ciarán Hughes, Fraser Moncrieff, Lynn Staniforth, Sunita Rana, Lynne Featherstone, Janet Readman, Aoife Tuohy, Anders Thomsen, Kieron Bache, Lewis Tait, Luke Kershaw, Megan Entwistle, Graeme Charlton, Priscilla Bowen, Hamish Crawford+30
14 Feb 2025email threadInvitation: BG-Demo webinar next week Sofia Marchetti, Sunita Rana
7 May 2024email threadInvoice for the first year of Growth Nell Ashcombe, Sunita Rana
7 May 2024invoiceINV-239-0002 Sunita Rana
23 Apr 2024email threadInvoice for the Growth implementation Nell Ashcombe, Sunita Rana
23 Apr 2024invoiceINV-239-0001 Sunita Rana
5 Apr 2024email threadFollow-up: Growth proposal and next steps Tom Ashdown, Owen Tallis, Vincent Ackerley, Sunita Rana+1
5 Apr 2024callEccup Software / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Vincent Ackerley, Sunita Rana+1

CRMmade from

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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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