Enterprise Intelligence Layer
Intelligence to turn companies AI-Native.
ProIntelAI connects data, systems and business knowledge to build an intelligence layer that can analyze, forecast, simulate and automate business decisions.
Your ERP records the company. ProIntelAI understands the company.
The demo opens with Grupo Vértice, a fictional group with made-up numbers.
Sources
- ERP
- Excel
- CRM
- E-invoices
- BI
- Documents
Dashboard · Grupo Vértice
Gross revenue · aug/26
R$4,291,378
+6.3% vs jul/26Contribution margin
R$ 2.2M
51.4% of revenue
EBITDA
R$ 914.3K
21.3% of revenue
Cash
R$ 2.1M
aug/26 balance
Revenue × Break-even point
- Gross revenue
- Break-even
Revenue by company
minus R$ 231.8K of intragroup sales
- DistribuiçãoR$ 2.9M · 64.5%
- FabricaçãoR$ 1.6M · 35.5%
Intelligence
- Understandsthe Group as the sum of its companies
- Forecastscash for the next 12 months
- Simulatesthe lowest balance before it arrives
- Recommendsthe option and the number behind it
- Actswhen authorized, with a trail
The problem
Your company already has data. The challenge is turning it into intelligence.
ERP, spreadsheets, BI, CRM, finance, documents and what each team knows by heart: each one holds a piece of the company, and none of them talks to the rest.
Closing the month means piecing things together by hand, meetings argue over which number is right, and time goes into consolidating data, not deciding with it.
Where the information lives, in a group like Vértice
Vértice Distribuição
- ERPERP: invoices and inventory
- CRMCustomers and deals in the CRM
- XLSXManagement dashboard
- XLSXStrategic plan
- XLSXPricing sheets
Vértice Fabricação
- ERPBilling and inventory reports
- XLSXAccountant’s cash flow
- XLSXFinance spreadsheet
- XLSXPayroll expenses
- XLSXMaterials replenishment list
- XLSXPrice list
- PDFAccounting firm’s income statement
Grupo Vértice
- XLSXConsolidated direct cash flow
- XLSXOpen international payments
- BIBI dashboards by department
- TeamTerms and deals only the team knows
Two paths to a decision
Today
- Data
- Consolidation
- Meeting
- Analysis
- Decision
The effort gets stuck in the middle, gathering and checking.
With ProIntelAI
- Data
- ProIntelAI
- Context
- Forecast
- Decision
- Action
The effort goes into the decision, and the decision becomes action.
Enterprise Intelligence Layer
An intelligence layer on top of your company.
ProIntelAI connects to the infrastructure the company already has and adds what was missing: business understanding. The ERP keeps recording, the data warehouse keeps organizing and BI keeps showing. ProIntelAI understands what all of it means together.
Your ERP records the company.ProIntelAI understands the company.
No system swap
Reads what already exists, the way the company works.
With business context
Accounts, companies, rules and targets give the data meaning.
One intelligence
Finance, sales, inventory and operations read the same number.
- ERPRecords
- Data / DWOrganizes
- BIVisualizes
ProIntelAIEnterprise Intelligence Layer- Understands
- Forecasts
- Simulates
- Recommends
- Acts
Business Expertise × AI Engineering
AI built by people who understand business.
The team brings together specialists in finance, management and business projects and a development team. The people who know the problem and the people who build the solution work side by side, with the client.
We build technology from the business problem, not the other way around.
Business Expertise
Business specialists
Finance, management and business projects
- Cash, margin and working capital
- The indicators the board uses
- The right problem before the first line of code
AI Engineering
Development team
Data, integrations and artificial intelligence
- Integration with the company’s systems
- Models, agents and automation
- Security, permissions and traceability
One teammultidisciplinary, from diagnosis to operation
ProIntelAI architecture
An intelligence connected to the whole organization.
From raw data to approved action, each layer adds one thing: reconciliation, context, forecasting, decision. The same foundation serves every department, every scenario and every agent.
Sources
ERP, CRM, e-invoices, Excel and APIs, the way the company already works.
- ERP
- CRM
- E-invoices
- Excel
- APIs
Data Layer
Each source comes in recognized by its content, checked and reconciled before it reaches any screen.
Business Context
Chart of accounts, group companies, intragroup sales, accrual and cash: data takes on the meaning management uses.
ProIntelAI Intelligence
A single model of the company that departments, scenarios and agents all read the same way.
Departments
Each department with its own indicators, linked to the others.
- Finance
- Sales
- Inventory
- Procurement
- Operations
Scenario Engine
Simulates the decision before it is made, month by month up to 18 months or year by year up to 5 years.
Decision Intelligence
Explains the why behind every number and compares options.
AI Agents
Monitor, alert and prepare the action within rules and permissions.
Action / Automation
Executes what was approved, with a record of who approved it.
Cross-Intelligence
Companies don’t run in isolated departments. Your intelligence shouldn’t either.
Good news in one department can be a problem in another. ProIntelAI reads every decision across the whole company, and that is where a dashboard becomes intelligence.
Sales dashboard
Looking at sales alone, growing 20% is just good news.
The same news, read by the whole company
Integrated intelligence
Illustrative scenario01 · Sales
R$ 2.6M → R$ 3.1M a month
+20% at Vértice Distribuição from oct/26.
In the demoSales
02 · Inventory
4.9 → 4.2 months
of coverage: stock lasts less at the new pace.
In the demoInventory
03 · Procurement
+R$ 1.1M in orders
to keep the coverage the company had.
In the demoOperations
04 · FX
$455.8K → $594.4K
of dollar exposure: 70% of purchases come from abroad.
In the demoInternational payments
05 · Working capital
+R$ 1.2M
Inventory and receivables rise before the money comes in.
In the demoFinancial position
06 · Cash
R$ 698.2K → R$ 214.3K
lowest balance, which now arrives in dec/26 instead of feb/27.
In the demoSimulations
07 · Logistics
+R$ 38K a month
in freight and storage for restocking.
08 · Margin
46.8% → 45.9%
contribution margin, after freight and FX.
In the demoPricing
09 · Recommendation
Growing 20% fits in the cash with two decisions: split the import order into two waves and hold the largest customers’ payment terms at 30 days. The lowest balance goes back to R$ 612.4K.
Intelligence Modules
Intelligence for every company decision.
Six modules on the same foundation: each one solves a department’s problem and sees what happens in the others.
CFO Intelligence
The whole of finance, read together.
Cash, working capital, budget, forecast, receivables, costs, margins and debt.
In the bankR$ 1.4M- ReceivableR$ 3.4M
- PayableR$ 2.8M
- Overdue
- 7 days
- This month
In the demoCash flowStatementsFinancial positionScenario Engine
The decision, simulated before it is made.
Integrated decision simulations, short and long term.
Lowest balance · feb/27R$ 698.2Ksep/26 · aug/27Cash runs out in · does not run outIn the demoSimulationsCommercial Intelligence
Who buys what, and at what margin.
Customers, products, margins, pipeline, pricing and performance.
Neurosurgery 2026
ProductDirect saleDistributor- ICP sensor4,980Approved4,120Approved
- Drainage kit2,310Approved1,940Denied
- Shunt valve1,640Approved1,410Approved
11 of 15 combinations approved
In the demoSalesPricingProcurement Intelligence
Buy the right thing at the right time.
Purchasing, demand, lead time, suppliers, cash and FX.
- Materials to reorder7 of 64
- Kits at risk2 of 38
- Prices below target3 kits
In the demoOperationsInternational paymentsIndicatorsInventory Intelligence
Inventory as capital, not just quantity.
Coverage, turnover, stockouts, excess and idle capital.
R$ 6.8MExpired R$ 118.5K- Nordika Medical30.9%
- Solenne Vascular23.8%
- Brisa Imaging17.6%
- Vértice Fabricação12.9%
3,086 lots
In the demoInventoryAI Agents
Intelligence that keeps up with the operation.
Monitor, analyze, alert, recommend and execute within rules and permissions.
Querying income statement for Vértice Fabricação…
Querying cash flow for Vértice Distribuição…
Querying financial position for Vértice Distribuição…
Querying targets × actuals for the Group…
Listing simulations…
Nothing changes until you confirm.
In the demoAI CFO
Decision Intelligence
Don’t just hand managers dashboards. Hand them decisions.
Managers ask the way they would ask the CFO. ProIntelAI pulls the numbers, explains the why, compares the options and prepares the simulation.
Ask
About results, cash, targets and simulations, for one company or the whole group.
Understand
Every cause with its amount and the account it came from.
Decide
Options side by side, simulated before they become action. Nothing changes until someone confirms.
Answers are generated by AI. Check the numbers on the screens before deciding.
Querying the 12-month simulation…
Querying cash flow for Vértice Distribuição…
Querying payroll…
In the 12-month simulation, the balance goes from R$ 1,519,200 in sep/26 to R$ 1,102,500 in nov/26. Against the 6-month average the simulation uses, three outflows weigh and one inflow eases:
- First installment of the 13th salary(306,470)
- Dollar order installment ($28.9K)(158,400)
- Quarterly taxes(42,130)
- Receipts above average+90,300
Two options change the picture:
- ASplit the dollar installment into three (Nov, Dec and Jan)+R$ 105.6K to the nov/26 balance
- BDiscount R$ 250k of receivables from the three largest customers+R$ 246K to the nov/26 balance
Together, they take the nov/26 balance to R$ 1.5M.
Confirm to execute
Duplicate the simulation with the dollar installment split into three.
- Base
- 12-month simulation (sep/26 to aug/27)
- Account
- Payments to foreign suppliers
- Installment
- R$ 158,400 → 3 × R$ 52,800
- Balance in nov/26
- R$ 1,102,500 → R$ 1,208,100
Nothing changes until you confirm.
Intelligence Loop
Intelligence doesn’t end in a dashboard.
Every executed decision becomes new data, and the cycle starts again better informed. That is how intelligence improves with use.
CaptureSpreadsheets, ERP reports and systems come in reconciled, with no retyping.
UnderstandData gains context: company, account, accrual, cash, management and accounting.
ForecastActuals project the coming months, with the boundary marked.
SimulateEvery decision tested first, with the lowest balance and the month it arrives.
RecommendThe option with the number behind it, and where that number came from.
ActOnce authorized, the action is executed, with a record of who approved it.
LearnThe closed month replaces the forecast and re-anchors the next one.
ProIntelAI
and repeats
Land → Prove → Expand
Progressive transformation. Value from the first project.
No two-year project before the first result. It starts with a problem that matters, proves value against an agreed indicator and grows from there.
- Land
Identify a relevant problem
A decision that weighs on results, like cash for the coming months or margin by channel.
- Prove
Build and measure impact
Goal and indicator agreed before starting, and observable value at delivery.
- Expand
Connect new data, processes and departments
Each new department builds on the foundation that already exists and starts seeing the others.
- AI-Native
Build intelligence into the operation
Step by step, intelligence stops being a project and becomes the way the company operates.
AI-Native
The future isn’t a company that uses AI. It’s a company that operates with intelligence.
The evolution happens in stages. Each one builds on the last, and the company moves at the pace each stage proves its value.
01
Traditional
Systems record; people consolidate and analyze.
02
AI Assisted
Point AI: a summary here, a query there.
03
AI Connected
Data from every department starts talking.
04
AI Contextual
AI understands the business: accounts, companies and rules.
05
AI Decision
Explains, forecasts and compares options before the decision.
06
AI Agentic
Agents monitor and execute within rules and permissions.
07
AI-Native
Intelligence is the natural layer of management and operations.
Integrations
Your infrastructure stays. It just gets smarter.
ProIntelAI connects to what the company already uses, without replacing any system.
Connectors for each vendor are confirmed in the project, against the systems the company uses.
ERPInvoices, inventory, finance and accounting.
CRMCustomers, deals and pipeline.
E-invoicesTax documents for purchases and sales.
ExcelThe spreadsheets management already uses, checked on the way in.
Data WarehouseThe data the company has already organized.
APIsBanks, FX, economic indices and in-house systems.
DatabasesDirect reads from the operation’s databases.
DocumentsContracts, reports and policies as context.
Governance
Business intelligence demands control.
AI only belongs in management when you can know what it saw, what it did and who authorized it.
Human-in-the-loop
AI proposes and a person approves: no simulation is created or changed without confirmation.
Permissions
Every account is created by an administrator, and the role decides who enters data, who imports and who sees payroll.
Logs
Every query the AI makes shows up in the conversation, with the source it used.
Audit
Every import keeps the original file, who sent it and when; every edit keeps the before and after.
Agent control
Agents only use the tools they are granted and only see the scope of whoever is asking. The block is on the server, not on the screen.
Traceability
Every answer states the period, company and scenario the number came from.
Security
Password and two-step verification for everyone, with demo accounts as the only exception. Our own servers in Brazil or on‑premise, and the data does not train the model.
Approval rules
A batch only reaches the screens once it is reconciled and published, and a price only passes if it meets the channel’s minimum margin.
Cases and demos
Intelligence built on real problems.
Four demos you can open right now, with Grupo Vértice, a fictional group with made-up numbers. Every screen works from the inside.
01 · Management Intelligence
How did the group close the month, company by company?
- Each company’s income statement from the books it keeps, management or accounting.
- The Group as the sum, minus what one company sold to the other.
- Accrual, cash, management and accounting for the same month, and every screen says which reading it shows.
Statements · aug/26, actuals
Illustrative dataGross revenueBreak-evenLine Distribuição Fabricação Group Gross operating revenue 2,918,6402,919 1,604,5121,605 4,291,3784,291 (−) Taxes on sales (268,515)(269) (147,615)(148) (416,130)(416) Net operating revenue 2,650,1252,650 1,456,8971,457 3,875,2483,875 (−) COGS (1,108,083)(1,108) (520,372)(520) (1,396,680)(1,397) Contribution margin 1,366,9241,367 840,255840 2,207,1782,207 EBITDA 612,411612 301,884302 914,295914 Net income 401,212401 196,406196 597,618598 Figures in R$ thousands
02 · Cash Flow Intelligence
What comes in, what goes out and what is coming next?
- Actuals and projections in the same grid, with the boundary marked.
- Banks, payables and receivables, with what falls due this week and this month.
- The assistant answers about cash with those numbers.
Cash flow · Vértice Distribuição
Illustrative dataActual balance · aug/26
1,427,905
+252,348 vs jul/26
Actual inflows
3,184,226
Actual outflows
2,931,878
Forecast balance · dec/26
1,986,440
Projected (workbook)
InflowsOutflowsActual Projected Line jul/26 aug/26 sep/26 Customer receipts 2,798,1152,798 2,967,4102,967 2,880,0002,880 Payments to foreign suppliers 1,062,9001,063 1,146,3801,146 1,180,0001,180 Payroll payments 598,240598 612,941613 615,000615 Tax payments 388,115388 401,208401 395,000395 Closing cash balance 1,175,5571,176 1,427,9051,428 1,517,9051,518 Figures in R$ thousands
03 · Business Scenario Engine
Can cash hold for the next 12 months?
- Projection from the average of the last 3, 6 or 12 months, from the budget or from scratch.
- The lowest balance, the month it arrives and whether cash runs out.
- Up to 18 months month by month, or 3 to 5 years year by year.
Simulation · Vértice Distribuição · sep/26 to aug/27
Illustrative dataCash runs out in
does not run out
Lowest balance · feb/27
698,150
Balance in 12 months
1,386,220
04 · Import & Working Capital Intelligence
How much cash is tied up in orders, inventory and dollars?
- Orders in dollars and euros, installment by installment, converted at the PTAX rate.
- Restocking for each input against its lead time.
- SELIC, IPCA and FX from the Brazilian Central Bank, updated every day.
International payments · Operations · Indicators
Illustrative dataInternational payments
- USD$455.8K
- EUR€96.4K
- Overdue
- Upcoming
- Via trading
PTAX selling rate 5.4812
Operations
- Materials to reorder7 of 64
- Kits at risk2 of 38
- Prices below target3 kits
Indicators
- SELIC13.75%
- IPCA 12 months3.91%
- USD PTAX5.4812
BCB and Treasury · every day at 9 pm
The demo opens with Grupo Vértice, a fictional group with made-up numbers.
Wherever there is an important decision, there is an opportunity for intelligence.
Find out where ProIntelAI can connect data, AI and business knowledge to create measurable impact in your organization.
Start with the demo: Grupo Vértice is fictional, and each person gets their own access, valid for 7 days.