CEO AI Alert Dashboard (Beta)

$ 0.00 0.0 USD $ 0.00

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AI Beta DataXcel Executive

Terms and Conditions

Implementation in: 1-2 Weeks.

Beta — Only 5 Spots

CEO AI Alert Dashboard

Stop flying blind with static reports that are three weeks old. Get an AI-powered financial briefing that tells you exactly what needs your attention right now.

What Is It?

The CEO AI Alert Dashboard is an interactive, AI-powered financial briefing tool. Instead of you digging through spreadsheets, Anthropic’s Claude AI scans your live Sage 100 SQL data, calculates urgency scores, and surfaces the issues that matter most across 10 critical financial domains.

Accounts Receivable

Accounts Payable

Over/Under Billing

Project Management

Budget vs. Actuals

Balance Sheet

Income Statement

Cash Flow

Backlog

Labor & Productivity

How It Works

Interactive Alerts

“Ignore” or “Snooze” items to clean up your view. Focus only on what matters.

Deep Dives

Click any alert to see the exact invoice details, cost breakdowns, or job-level data behind it.

Direct Action

Each alert links you straight to the specific Metabase dashboard you need to fix the problem.

Free Beta Access

The Offer: Free Dashboard + 30-Minute 1-on-1 Training

We’re looking for 5 beta testers to get early access to the CEO AI Alert Dashboard. If you’re one of the first 5 to grab a spot, you’ll get:

Free access to the CEO AI Alert Dashboard on your live data
A 30-minute 1-on-1 training session showing you exactly how to use it to find “hidden” cash in your business

Training Session: scheduled with you once your spot is confirmed

We book it around your calendar — it takes 30 minutes.

Only 5 spots available. When they’re gone, they’re gone.

Also included: our regular DataXcel Customer Q&A and Updates call — new features and your implementation questions answered. Ask your account team for the next date.

Requires a DataXcel subscription

This add-on runs on your DataXcel platform. Choose a plan: