Connect your SAP, Oracle, or Salesforce. Talk to your AI assistants in plain English — analyze data, create reports & presentations, set alerts & reminders, and get recommendations instantly.
You asked:
“Analyze our Q4 revenue trends, flag at-risk accounts, and prepare a summary deck for Monday”
WealthSight found:
3 at-risk accounts with overdue invoices totaling $847,500
Works with the tools you already use
Every day, smart business people depend on overwhelmed IT teams for simple tasks. It doesn't have to be this way.
Spreadsheets, ERPs, CRMs, project tools—no single source of truth. You need a colleague who knows all your systems and can pull insights on demand.
Issues surface too late—missed invoices, overdue tasks, stockouts. By the time you find out, the damage is done. You need a sentinel that never sleeps.
Hours spent building decks, writing reports, and digging through data. By the time analysis is ready, the window for action has passed.
The good news?
There's finally a tool built for business users, not developers
Your Data Analyst answers questions, builds reports and presentations, and gives recommendations. Your Sentinel watches your data and alerts you when something needs attention.
One brain for all your tools
Link your ERP, CRM, and project tools—cloud or on-premise. Both assistants treat them as one unified system to query, analyze, and act on.
Example
Analyze monthly revenue by region from SAP and HubSpot together
Ask anything, get answers instantly
Talk to your AI analyst like a colleague. Get dynamic reports, presentations, deep analysis, and actionable recommendations — all in plain English.
Example
Prepare a revenue analysis deck with recommendations for next quarter
Your always-on watchdog
Set alerts, reminders, and monitoring rules in plain English. Sentinel watches your data 24/7 and notifies you when something needs attention.
Example
Alert me if any invoice is overdue by 7+ days and value > $50K
Unlike cloud-based tools that upload your sensitive business data, WealthSight runs entirely on your machine. Connect directly to your systems, run queries locally, and maintain complete control.
WealthSight is a desktop app that processes everything on your machine. No cloud uploads, no data leaving your network.
Every data change is reviewed and approved by you before being saved. No black-box automation fears.
Your database and API credentials are encrypted and stored locally. We never see or store your access keys.
Local Network Only
Zero data exposure. Perfect for companies with strict data governance and compliance requirements.
No lengthy training. No expensive consultants. Setup scales with your complexity.
Link to your ERP, CRM, databases, or project tools. Works with cloud and on-premise. One-time setup, secure credential storage.
SAP • Salesforce • Oracle • PostgreSQL • Jira
Ask your Data Analyst for reports, analysis, or presentations. Tell your Sentinel what to watch for. Everything in plain English.
Prepare a Q4 deck and alert me if margins drop below 15%
Your assistants propose results, documents, and actions. You review, edit if needed, and approve. Nothing happens without your confirmation.
Preview → Edit → Approve → Done
Both assistants learn from your feedback. The Data Analyst refines its analysis. The Sentinel gets better at catching what matters to you.
Reports • Presentations • Alerts • Recommendations
That's it. Four simple steps. No IT involvement required.
Two AI assistants with powerful capabilities — designed for real business needs, not technical users.
ERPs, CRMs, databases, project tools. Cloud or on-premise. If it has an API or database, we connect to it.
Talk to your assistants like a colleague. Ask questions, request analysis, create documents — all in plain English.
Desktop app processes everything on your machine. Your data never leaves your network.
Generate dynamic reports, PowerPoint decks, and documents on demand. Your Data Analyst formats everything for you.
Your Sentinel monitors data 24/7. Get alerts via email, Slack, or Teams when something needs attention.
Go beyond raw data. Get trend analysis, anomaly detection, and actionable recommendations from your Data Analyst.
Encrypted credentials, role-based access, audit trails. Built for compliance.
Connect your systems and get your first insight without a 6-month implementation. We handle onboarding with you.
From instant analysis to proactive monitoring — see how teams use their Data Analyst and Sentinel every day.
You asked your assistant:
"Analyze our AR aging, flag overdue invoices over $10K, and send me a daily summary with recommendations"
Outcome
Data Analyst surfaces insights, Sentinel monitors daily
These are just examples. If you can describe it, your assistants can do it.
You manage budgets, invoices, and reports across SAP, Oracle, and Salesforce. You're measured on accuracy and timeliness — not SQL skills. WealthSight was built for you.
Lives in ERP/CRM all day, hates depending on IT
You're measured on accuracy, timeliness, and cost savings—not on how technical you are. But every time you need a new report or alert, it's another IT ticket and weeks of waiting.
Companies already use WealthSight to cut reporting time by 90%. A few spots remain at our early adopter rate.
Our early customers chose WealthSight to get instant answers from their ERP — and stayed for the results. Join them now and lock in our best pricing before we scale.
Our best rate, guaranteed. No increases for 2 years.
Priority support with a direct line to our team throughout onboarding and beyond.
Your feedback drives what we build next. Help shape the tool your team actually needs.
We connect your systems, configure your alerts, and train your team. You don't lift a finger.
30-minute call. We'll walk you through a live demo and discuss how WealthSight fits your stack.