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Turn Operational Data Into
Commercial and Financial Intelligence

Conversational intelligence for commercial and financial decision-making — from performance analysis and forecasting to anomaly detection, OHADA financial statements, and compliance.

For: CEOs · CFOs · Sales Directors · Finance Teams
Decisions: Revenue Strategy · Cost Control · Investment · Compliance · Forecasting
Request a Demo What Can You Do?

Sales & Finance Capabilities

Import your data, ask questions in plain language, and get actionable intelligence with visual dashboards.

Import Data Easily

Import sales and finance data via CSV/Excel — customers, products, transactions, and targets. The system structures it automatically.

"Import these customers and transactions." (attach CSV)

Analyze Performance

Analyze performance across segments — revenue, margins, regions, products, and sales reps — with drill-down capabilities.

"Break down sales by region for this quarter."

Detect Anomalies

Automatically detect statistical outliers in transactions. Identify unusual patterns before they become problems.

"Detect anomalies in this month's transactions."

Forecast Revenue

Forecast revenue and demand by product with confidence levels. Use predictions to plan inventory, staffing, and investments.

"Forecast next quarter's revenue by product with confidence levels."

Simulate Scenarios

Simulate scenarios before deciding — price increases, promotions, cost changes — and see the projected impact on revenue and margin.

"Simulate a 10% price increase on our top 5 products and show the projected impact."

Classify Opportunities

Classify customer opportunities by RFM score (Recency, Frequency, Monetary). Prioritize where to focus sales effort for maximum return.

"Rank our customers by RFM score and identify the top opportunities."

Get AI Recommendations

Receive prioritized AI recommendations with estimated impact. Create action plans with owners and deadlines directly from the chat.

"What are the top 3 actions I should take to improve Q2 performance?"

Generate OHADA Statements

Generate OHADA-compliant financial statements — income statement, balance sheet, and cash flow statement — directly from your data.

"Generate the OHADA income statement for Q1 2026."

Ensure Compliance

Ensure segregation of duties, track controls, monitor regulatory changes and exchange rates, and prepare for audits with full traceability.

"Show me all compliance exceptions for this month."

Daily Missions by Role

CEO

Strategic Missions
  • Get executive summaries instantly
  • Identify business risks early
  • Find underperforming segments
  • Ask business questions directly

CFO

Daily Missions
  • Analyze spending and variances
  • Monitor commitments and budget
  • Generate OHADA financial statements
  • Identify financial anomalies

Sales Director

Daily Missions
  • Analyze revenue by segment
  • Identify growth opportunities
  • Compare sales rep performance
  • Forecast commercial activity

Business Analyst

Daily Missions
  • Track monthly closing
  • Investigate financial exceptions
  • Simulate business scenarios
  • Export reports to PDF and CSV

How the System Helps Your Organization

IntelligenceWhat It Provides
Performance IntelligenceUnderstand revenue, margins, and trends across all business segments
Forecasting IntelligencePredict revenue and demand with confidence levels for planning
Anomaly IntelligenceDetect statistical outliers in transactions before they become problems
Customer IntelligenceRFM scoring to prioritize opportunities and focus sales effort
Scenario IntelligenceSimulate price changes, promotions, and cost impacts before deciding
Financial IntelligenceOHADA-compliant statements, budget tracking, and monthly closing
Compliance IntelligenceSegregation of duties, regulatory monitoring, and audit preparation
Recommendation IntelligencePrioritized AI recommendations with estimated business impact

From Business Question to Business Action

1

Understand

The system interprets your question in its financial and commercial context — connecting it to your data and business objectives.

2

Investigate

Relevant sales data, financial records, customer information, and market context are identified and analyzed.

3

Reason

The system evaluates the information — comparing periods, detecting anomalies, forecasting trends, and scoring opportunities.

4

Act

Authorized actions can be executed — creating action plans, generating statements, setting alerts, and exporting reports.

5

Report

You receive an explainable analysis, recommendation, or financial document — with visual dashboards and exportable formats.

Turn Your Data Into Commercial Intelligence

See how PROXAIT Sales & Finance Intelligence can help your team understand performance, predict trends, and make better decisions.

Free initial assessment · Custom proposal · No commitment