AI executive offices

An AI executive office is an AI advisor for one seat of the C-suite — CFO, Controller, CHRO, CEO and 22 more — briefed on your company and given read access to the data that seat needs.

Asking an office

Open Chat, choose an office and ask in plain language, or start from one of its ready prompts. Answers stream in as they are written. Start a new conversation when the subject changes: every message re-sends the thread, so long conversations use more of your plan’s AI allowance.

What each office can see

• Read your books — CEO, CFO, Controller. Query the ledger, payroll and compliance calendar through certified measures, and read the findings of the month-end close — when asked by a workspace admin.
• Read your dashboards — CHRO, COO, CTO, CISO, CPO, CMO, Chief Revenue Officer, Chief Business Development Officer, Chief Customer Officer, Head of Services. Work from the live figures on the dashboards for their department; the CHRO also reads payroll (for workspace admins).
• Advise from your brief — Chief of Staff, Chief Strategy Officer, Corporate Development, General Counsel, Chief Compliance Officer, Chief Risk Officer, CIO (IT), Chief Data & Analytics Officer, Chief AI Officer, Chief Design Officer, Board, Investor, Advisor. Reason from your company brief and knowledge library — strategy, legal, risk and governance questions that are judgement, not lookup.

Data tools are available to workspace admins. Every office reads only its own company’s data.

Where the numbers come from

Finance offices query certified measures — revenue, invoiced value, cash, spend, credit lost, payroll cost and owed, and more — each defined once and computed by code over your books. The office quotes the figure and the date it is as of; it is not asked to add anything up. If you have not pressed Update dashboardsafter a big change, the dashboard copy may be behind; the offices’ Books tools read the books directly.

The month-end close review

The AI Controller’s close review runs fixed checks over a month’s books — bank lines not matched, overdue receivables, TDS not withheld or not deposited, GST credit lost, payroll gaps, payees without a PAN and filings overdue. Each problem is stored as a finding with a severity, amount, owner and suggested action, and is marked resolved when a later run no longer finds it. The Controller then writes a memo: headline, priorities and its view. A workspace admin runs it from Finance → Month-end close for any completed month, then marks each finding fixed or not a problem; the CFO, CEO, Controller and CHRO can be asked about the findings in chat.

What the offices will not do

• Change your books. Every office is read-only.
• Make the decision. Every recommendation ends with a person deciding.
• Invent a figure. When the books do not hold what a question needs, the office should say so.

Briefing an office

Each office starts with a starter brief: its mandate, how it thinks, what it pushes back on, what it may decide and the tools it has. What it cannot know is your company — what you sell, how you are funded, what is deliberate. Add that under Library → Agents; a good brief is what stops false alarms. Every change is versioned and can be restored.