One connected view of your business.

Pipeline, delivery, resourcing, and financial performance, unified into a shared operational model.

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Meet Executive Companion

The future of strategic finance for services businesses

Executive Companion is an AI-powered operating partner designed for services businesses. By combining a unified data model with the business logic behind how the firm actually runs, it acts as an always-on extension of your team.

Growing services businesses use the Executive Companion for:

  • Executive Companion helps leadership teams connect pipeline, forecasting, and financial performance into a shared operational view.

    Instead of manually reconciling disconnected reports, teams can evaluate forecast risk, understand growth trends, and plan ahead with better insights.

    Questions like:

    • Will we hit our targets?

    • Where is growth slowing?

    • How does pipeline conversion impact revenue?

  • Services businesses operate on people, delivery capacity, and utilization.

    Executive Companion helps teams understand whether the business is properly staffed to support projected work, and where delivery or utilization risk is emerging.

    From one integrated view, leadership teams can:

    • evaluate hiring decisions

    • understand staffing constraints

    • model utilization changes

    • identify delivery risk

  • Strategic finance is most valuable before a decision is made.

    Executive Companion helps leadership teams test assumptions, evaluate trade-offs, and understand the operational and financial impact of decisions before acting.

    Questions like:

    • What happens if a deal slips?

    • Can we absorb this work without hiring?

    • How does pricing impact margins?

    These can be explored in real time using connected operational data.

  • Executive Companion works alongside leadership teams as an always-on strategic finance partner.

    Instead of waiting on reporting cycles or manually assembling analysis, teams can ask questions, explore scenarios, and think through decisions as they happen.

    If you already have a strategic finance function, it extends the team - If you don’t, it helps fill the gap.

See How It Works

Built around how your team works

Seamlessly delivering insights across existing communication channels allowing leadership teams to interact naturally across the systems they already use.

Conversational
Chat

Dashboards

Slack

Email

Third-Party AI Interfaces

Core Challenge

The issue is not more data. It is business context.

Executive Companion introduces a domain-specific Context Layer built around how services businesses actually operate.

It connects the relationships between pipeline, delivery, capacity, utilization, margin, and forecast risk, so AI-powered answers are grounded in your business logic, not just raw data.

  • Standardize how key metrics are defined.

  • Connect pipeline, capacity, and financial performance.

  • Apply complex business logic that truly reflects how business decisions are actually made.

How Executive Companion Works

Instead of forcing teams into a new platform, we connect your operational systems, unify your data, and make it accessible wherever decisions happen.

Bring Data from Anywhere

AI-Powered Business Intelligence

Bring your own AI

Connect tools like ChatGPT and Claude directly to your operational model through the Model Context Protocol (MCP), allowing teams to work with trusted business definitions, your data, and shared business context across every interaction.

Ask the questions that drive your business

  • Will we hit our revenue target this quarter?

    Executive Companion connects pipeline, utilization, and delivery signals so leaders can see where revenue is on track, where risk is emerging, and what actions can close the gap.

  • Can we take on this new deal without impacting delivery?

    Evaluate demand against real team capacity, project commitments, and delivery risk so you can make confident go/no-go decisions.

  • How far ahead should we be hiring?


    Capacity planning is not just an operational concern, it is a significant driver of financial and organizational performance. When capacity is misaligned with demand, the impact is measurable. It is one of the primary drivers of: Revenue realization, Margin performance, Talent retention, and Delivery quality.

  • Can we afford to discount this project?


    Helping teams understand how pricing changes impact margins, revenues, and account goals before committing to discounts or commercial concessions.

  • What happens if our Pipeline close dates slip?

    Executive Companion models the downstream impact of pipeline timing changes across revenue, utilization, hiring, and delivery capacity, helping teams understand risk before it impacts performance.

  • Where is margin eroding?


    By connecting delivery operations, project financials, utilization, and account performance, Executive Companion helps identify where profitability is eroding across the business and what operational issues are driving it.

  • What decisions will most impact EBITDA this quarter?


    Executive Companion helps leadership teams understand which operational and financial levers (pricing, staffing, utilization, delivery efficiency, and forecast performance) will have the greatest impact on profitability.

  • Are we staffed appropriately for upcoming work?


    Executive Companion connects projected delivery demand with team capacity, utilization, and role availability to help leadership teams identify staffing gaps, overcapacity, and delivery constraints early.

  • What assumptions are driving our forecast?


    Executive Companion provides visibility into the operational assumptions behind the forecast - including pipeline conversion, utilization, staffing, pricing, and delivery timing - so leadership teams understand what is driving projected performance.

What makes it different

Instead of…

Sorting through too much information

Guessing what matters

Starting from scratch

Executive Companion helps you…

Find the right path faster

Understand the value clearly

Build on a guided experience

Schedule A Demo

Ready to get started?

Bring your pipeline, delivery, and financial data together and see how the Executive Companion helps you forecast, plan, and manage performance in real time.

Reach out to book a demo today.

Schedule A Demo