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Vizora AI Assistant

Ask your business a question. Get the answer.

The Vizora AI Assistant sits across the systems you already run and answers questions of that data in plain language. No report request. No waiting on someone to build it. You ask; it answers from the certified data Data Forge prepares from every connected system.

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The problem it solves

“I have to ask someone to build a report and wait three days for an answer.”

Most reporting tools answer questions inside a single system. The questions worth asking almost never sit inside one. Whether a job made money needs job data and finance data. Whether a customer is worth keeping needs CRM, delivery and invoicing. So the answer becomes a request, the request becomes a queue, and by the time it arrives the decision has already been made.

The Vizora AI Assistant answering a question in plain language across CRM, ERP and job management data.
Asking a question in plain English and getting an answer from certified data

It reads across every system at once

Ask about margin by contract and it draws on your job management system and your finance system together, because that is where the answer actually lives.

It answers from certified data only

The assistant is not pointed at raw exports. It reads the same certified tables your reports read, so its answer reconciles to the numbers your team already trusts.

No report-writing skill required

The people who need the answer are rarely the people who can build the report. This removes that dependency entirely.

It works wherever you are

The same assistant is in the browser and in Vizora Mobile, so the answer is available on site as readily as at a desk.

What that looks like in practice

  • Which contracts lost money last month, and why?
  • How does this quarter's first-time fix rate compare to last?
  • Which customers have we invoiced late three months running?
  • What is my engineer utilisation this week by region?

AI Assistant — common questions

Does the AI make up answers?
It answers from your certified data or it tells you it cannot. Because it reads the same certified tables your reports read, an answer it gives you will reconcile to the report you check it against. It is not a general-purpose chatbot pointed at a database.
Which systems can it read from?
Anything Vizora Data Forge connects: Microsoft Dynamics 365 Business Central, Oracle NetSuite, Sage, Xero and Access Dimensions for ERP and finance; Pipedrive, Salesforce, SugarCRM and Microsoft Dynamics 365 CRM for CRM; BigChange, Re-flow and FocalPoint for jobs, production and field service; People HR; and Excel and Vizora Forms for your own data.
Do we need a data team to use it?
No. Building and maintaining the connections and the data model is what Vizora does. Your team asks questions.
What does it cost?
Priced per portal, never per person, from £950 a month (ex-VAT, 12-month term). Reports, the AI Assistant, AI Alerts, Forms and Mobile are included in every tier. Data Forge is part of the service, so there is no separate data team to pay for.

Start with a free reporting health check

Thirty minutes on the systems you run and the questions you can't answer today, followed by a one-page written summary within a day. No cost, no obligation.

Book a free reporting health checkTry the live demo