The Owner Insights AI process
From business data to answers you can use.
We help you discover useful questions, bring the right records together, protect access and check the answers. Then you can keep asking new questions as your business changes.
See how it works
The four foundations
A clear path from question to answer.
Each part has a purpose. The first questions tell us where to begin; the service is designed for the questions that come later, too.
- STAGE 01
Discover what would be useful
Bring a question, or tell us which figures in your financials you would like to understand and which decisions need more clarity. We can suggest useful questions you may not have thought to ask.
Starting questions guide the setup. They never become a fixed menu. - STAGE 02
Acquire and prepare the data
We identify the accounting, sales and operational records needed, then organize the information you and your bookkeeper provide for analysis. We agree on how important figures should be calculated.
We flag gaps in the information early, so you know what needs attention.
- STAGE 03
Protect data and control access
We agree where the information will be held and who needs access, then configure the chosen system around those roles and check the access boundaries.
Access is for approved client users and designated Owner Insights staff who need it for setup or support. - STAGE 04
Test answers against the records
We check that important calculations and representative answers match the records provided. If we spot a possible issue in the source records, we will explain what needs review.
Our checks confirm calculations against the supplied data; the accuracy of the underlying books is a separate matter.
Once it is working
The next question is yours to ask.
Use your GPT account, a tailored dashboard, or both, depending on the setup that fits your business. Suggested questions help you begin, but you can ask new questions in ordinary language about the information your role can access.
If the answer needs information or definitions the system does not yet have, we can work with you to extend that foundation.
Explore example reportsFor a detailed use case, see how owners can explore probable tax liability and planning options with their CPA. CPA firms can also explore a client-approved information setup for their own work.
Start simply
No technical homework needed.
Tell us what you want to understand or which decisions are hard to make. If there is a sensible fit, we scope the work and prepare a quote covering the implementation, ongoing support and any optional bookkeeping help.