The operating system for company data and agent work
AI CEO ingests financial, legal, tax, governance, operational, asset, and general business data, promotes verified outputs into Company-DB, and gives agents and operators a compact way to search, reason, approve, export, and act without losing evidence or control.
Company-DB source of truth
Verified records, compact summaries, write queues, semantic sidecars, and drill-down paths all stay behind one contract surface.
Agent-first runtime
Chat, MCP, connector actions, documents, artifacts, and approvals are designed for agents first, not bolted on later.
What the platform actually includes
This is not just a chat UI. It is the full stack around company data: ingress, routing, verification, storage, retrieval, operator workflows, and production controls.
Document ingestion
Upload PDFs, spreadsheets, statements, contracts, policies, and operational files. Keep raw evidence, clarification loops, and processing history together.
Connectors and live systems
Work with Google Drive, Slack, Jira, BambooHR, Dynamics BC, Payhawk, Zendesk, Telegram, Microsoft, and other bounded connector surfaces.
Company-DB
Promote decision-grade outputs into a git-backed Company-DB with write queues, summaries, RBAC, and a stable retrieval contract for agents and operators.
Agent workflows
Run internal agents and consultant chat on compact, auditable context instead of giant raw payloads. Keep actions approval-gated when the outcome matters.
Ops and observability
Track queues, review flags, clarification requests, promotions, semantic canaries, and admin drill-downs without losing tenant boundaries.
One platform across every domain
AI CEO is built for cross-domain company work. Finance does not live apart from legal, operations, knowledge, or communications.
Retrieval that matches the data
The platform does not force every question through one generic search path. Finance, documents, and narrative material each keep the retrieval mode that preserves quality.
Structured finance retrieval
Financial statements, ledgers, bank imports, and snapshots stay structured-first. Finance is not flattened into generic semantic search.
Summary-first Company-DB reads
Agents and users hit compact summaries first, then drill into verified files, records, or raw evidence only when the question really needs it.
Semantic narrative search
Narrative domains like legal and knowledge can use semantic sidecars behind Company-DB policy enforcement without replacing the source of truth.
How information moves through the system
From upload or connector event to verified answer, each step is explicit and auditable.
Ingest from every entrypoint
Uploads, connectors, imports, webhooks, and background jobs all enter through bounded ingestion paths.
Normalize by document class
Narrative documents become markdown-like artifacts, table-heavy or financial data stays structured, and OCR-heavy files stay on hard paths.
Promote through write queues
Nothing becomes authoritative by accident. Company-DB writes stay auditable, replay-safe, and tied back to source evidence.
Retrieve the right way
Finance uses exact and structured access, narrative documents use compact search and semantic fallback, and raw material stays drill-down only.
Act with approvals and exports
Agents can draft artifacts, create exports, ask clarifying questions, and request approval before consequential actions.
Connectors, imports, and live agent actions
Some systems sync into Company-DB, some are used live in bounded reads, and both paths are first-class parts of the product.
Connect and sync
Use live systems in-place
Built for agent delivery, not just operator clicks
The system includes the machine-facing layer too: scoped API access, MCP, thread workspaces, artifacts, exports, approvals, and explicit publish paths into shared company knowledge.
Scoped external agent access
Use bearer API keys with company-scoped access policies and granular scopes for connectors, Company-DB, documents, people, settings, and dashboard summaries.
Personal threads on company context
Each operator gets personal chat threads that can reason over the current company while keeping thread state, attachments, artifacts, and approvals isolated.
App-level MCP and control plane
Expose one machine-friendly surface for connector actions, Company-DB reads, document actions, people records, and company control operations.
Artifact and export pipeline
Agents can draft memos, create real spreadsheet exports, store them in thread workspaces, and publish them to the shared document layer only when the user decides to.
How agent work gets delivered safely
Built to stay controlled under real operations
The product is designed for production teams that need agents, but also need boundaries, review paths, and clean auditability.
Tenant-scoped access
Every company stays isolated. Roles, memberships, and company slugs define what can be read or changed.
Audit trails and history
Document reviews, promotions, Company-DB commits, and background jobs leave a trace that operators can inspect.
Clarifications before bad data
When a document is incomplete or ambiguous, the system asks questions instead of silently guessing.
Approval-gated actions
Exports, consequential writes, and consultant actions can stop for approval instead of executing optimistically.
Use one system for company data, operators, and agents
Bring in documents and connected systems, normalize them safely, store verified outcomes in Company-DB, and let agents work on compact, decision-grade context with approvals, exports, and drill-downs when needed.