Accountants, consultants, and advisors carry the same burden for every client: getting the data, cleaning the data, and only then doing the work they are actually paid for. Butterflai turns a client’s live business data into something you can question directly.
How advisors use it
- Join the client’s workspace: the client invites you and shares exactly the data sources your engagement needs, per integration, per file, or per report. Nothing more.
- Ask instead of requesting exports: sales trends, purchase patterns, customer concentration, campaign spend, all computed from the client’s synced systems on demand.
- Work in group rooms: you, the client, and the AI in one conversation. Your question, the AI’s referenced answer, and the client’s context stay in one place.
- Start from structured analyses: the Cashflow Gap Analysis and Business Health Check give an engagement a deterministic, defensible starting point.
What you can ask on behalf of a client
- “Show monthly sales and purchases for the last 12 months.”
- “How dependent is revenue on the top five customers?”
- “Is inventory building up anywhere relative to sales?”
- “What does their supplier agreement say about price revisions?”
Why the answers hold up
Every number is computed by queries over the client’s actual records, every document answer cites its file, and deterministic report pipelines produce the same result on the same inputs. You can put Butterflai output in front of a client because you can show where it came from. Details under Explainable AI and Security.
Get a demo, or suggest it to the client whose exports arrive latest.