Fundle Agentic AI · Business Intelligence Agent

Board-grade intelligence, generated continuously.

Synthesises loyalty, sales, marketing and operations data into the metrics that matter to leadership, explains what’s driving them and flags the decisions that need to be made.

C-suite

ready output

cross

functional synthesis

weekly

auto briefings

Section 01

The business problem

Leadership needs a coherent view across functions, but BI is fragmented into dozens of dashboards that don’t agree — and turning data into a decision still takes a human analyst days.

Why existing solutions fall short

  • Every function has its own numbers, and they conflict.
  • Dashboards report metrics but never recommend decisions.
  • Preparing a board deck is a manual, days-long exercise.

Section 02

How Fundle solves it

The BI Agent maintains one governed source of truth, synthesises cross-functional performance into leadership metrics, and produces decision-ready briefings that say what’s happening, why, and what to do.

01

Cross-functional synthesis

Unifies loyalty, sales, marketing and ops into one view.

02

Decision framing

Turns metrics into clear options and recommendations.

03

Auto briefings

Generates weekly and board-ready summaries automatically.

04

Scenario modelling

Projects the impact of decisions before you make them.

How it works

From data to outcome — the agentic workflow.

01

Consolidate

Builds a single governed metric layer.

02

Synthesise

Correlates drivers across functions.

03

Recommend

Frames decisions with options.

04

Brief

Delivers leadership-ready narratives.

Business impact & ROI

−80%

time to board deck

1

source of truth

faster

executive decisions

Integrations

Data warehouseBI toolsERPSalesforceFundle CDPREST API

FAQ

Business Intelligence Agent — questions buyers ask.

How is this different from the Analytics Agent?

The Analytics Agent answers questions; the BI Agent synthesises the whole business into leadership decisions and briefings.

Can it export to our board format?

Yes — briefings can be delivered as slides, docs or a live executive view.

Is the data governed?

It runs on a single governed metric layer, so every function sees consistent numbers.

Get started

See Business Intelligence Agent on your data.

A 30-minute working session with the Fundle team — mapped to your brand, mall or programme.

Hi 👋 I'm Abhinav

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