Finance AI
Cash flow, forecasting, and financial controls.
Responsibilities
Budgets, variance analysis, working capital
Example insight
Cash runway shortened 11 days after supplier price changes.
Fragmented systems create fragmented decisions.
Your business shouldn't have to piece together information from different systems, spreadsheets and conversations just to understand what's happening.
ButterflyCopilot connects the systems you already use, or helps you build the connected foundation you don't have, so your business can operate from one connected view.
One connected business. Better decisions.
Scattered systemsOne connected view
Enterprise Ready
Built for organizations that need a connected view of the business
- Financial Institutions
- Manufacturing
- Healthcare
- Government
- Retail
- Logistics
- Construction
- Energy
- Telecommunications
The Problem
Your business has the information. It's just everywhere.
Every department sees part of the business. Marketing sees marketing. Sales sees sales. Finance sees finance. Operations sees operations. But business decisions usually require information from all of them.
CRM
Accounting
WhatsApp
Excel
Marketing
Inventory
HR
Operations
CEO / Owner
- “What is actually happening?”
- “Why did sales drop?”
- “Which customers are we losing?”
- “Where should I spend money?”
- “What should we do next?”
When the information is fragmented, decisions become fragmented too.
The Solution
Connect the business before you automate the business.
AI is only useful when it understands the business around it. If you already have systems, we connect them. If you don't, we help build the minimum connected foundation you need.
Layer 1
Your departments
Sales, marketing, finance, operations, customers, inventory, and HR.
Layer 2
ButterflyCopilot
Brings business information together and understands how the parts affect each other.
Layer 3
Connected business
One view of what is happening, instead of scattered systems, spreadsheets, and conversations.
Layer 4
Intelligence
Patterns, problems, and opportunities across the whole business.
Layer 5
Decisions and actions
Leadership sees what is happening and what to do next.
Department AI
Your departments finally work from the same picture.
Each AI agent understands its own area of the business. ButterflyCopilot connects their context so decisions aren't made in departmental silos. The agents are workers inside the system. The connected business is the product.
Marketing AI
Campaign performance and attribution.
Responsibilities
Spend allocation, channel ROI, brand lift
Example insight
Paid social CAC rose 14% while organic conversion held steady.
Sales AI
Pipeline health and revenue forecasting.
Responsibilities
Deal scoring, quota risk, win/loss patterns
Example insight
Enterprise pipeline delayed 9 days due to legal review backlog.
HR AI
Workforce planning and talent signals.
Responsibilities
Hiring plans, retention risk, capacity modeling
Example insight
Recommend 6 ops hires before Q3 inventory ramp.
Customer AI
Retention, support quality, and lifetime value.
Responsibilities
Churn risk, NPS drivers, service SLAs
Example insight
Retention dropped 3% among accounts with delayed fulfillment.
Legal AI
Contracts, obligations, and review throughput.
Responsibilities
Clause risk, renewal alerts, review queues
Example insight
Average MSA cycle time increased 2.4 days this month.
Compliance AI
Policy adherence and regulatory readiness.
Responsibilities
Control gaps, audit trails, policy drift
Example insight
Three vendors missing updated data-processing addenda.
Supply Chain AI
Inventory, logistics, and supplier risk.
Responsibilities
Safety stock, lead times, disruption alerts
Example insight
Safety stock should rise 8% ahead of campaign lift.
Operations AI
Process efficiency and operational bottlenecks.
Responsibilities
Throughput, SLA breaches, cost-to-serve
Example insight
Fulfillment SLA risk concentrated in Region West.
Manufacturing AI
Production quality and plant performance.
Responsibilities
Yield, downtime, quality deviations
Example insight
Line 2 predictive maintenance window opens in 72 hours.
Procurement AI
Vendor spend and negotiation intelligence.
Responsibilities
Price variance, contract leverage, savings
Example insight
Renegotiate Supplier B before USD FX impact compounds.
Government AI
Policy, public-sector, and regulatory change.
Responsibilities
Policy tracking, filing deadlines, exposure
Example insight
New tariff guidance may affect Category A imports.
Market Intelligence AI
Market shifts and demand signals.
Responsibilities
Category trends, pricing bands, demand cues
Example insight
Category demand accelerating in mid-market segment.
Competitor Intelligence AI
Competitive moves and positioning.
Responsibilities
Pricing changes, launches, share shifts
Example insight
Competitor X launched an aggressive campaign last week.
Macroeconomic AI
Rates, inflation, and currency impact.
Responsibilities
FX exposure, rate sensitivity, cost pressure
Example insight
Currency weakness raised landed cost by 2.1%.
Cybersecurity AI
Threat posture and security operations.
Responsibilities
Anomalies, access risk, incident readiness
Example insight
Elevated login anomalies on vendor portal accounts.
ESG AI
Sustainability metrics and reporting.
Responsibilities
Emissions tracking, supplier ESG, disclosures
Example insight
Scope 3 supplier data incomplete for 12 vendors.
Product AI
Product performance and roadmap signals.
Responsibilities
Adoption, feature value, roadmap priority
Example insight
Feature B drives 22% of expansion revenue.
Research AI
Evidence synthesis across internal knowledge.
Responsibilities
Briefings, source triangulation, summaries
Example insight
Three internal reports conflict on regional demand.
Risk AI
Enterprise risk detection and prioritization.
Responsibilities
Exposure scoring, early warnings, mitigation
Example insight
Combined FX + inventory risk elevated this quarter.
Planning AI
Cross-functional planning and scenarios.
Responsibilities
Scenario models, resource plans, OKRs
Example insight
Base case revenue plan misses if retention stays flat.
Investment AI
Capital allocation and initiative ROI.
Responsibilities
Initiative scoring, payback, portfolio mix
Example insight
Reallocate 6% of campaign budget to retention offers.
Custom AI
Any departmentBuild an agent for any department you need.
Responsibilities
Your workflows, rules, data sources, and KPIs
Executive integration
Plugs into Executive AI so custom teams stay part of the full business picture.
How It Works
We don't start with software. We start with your business.
Every business operates differently. So instead of forcing your business into a predefined software stack, we first understand how your business actually works.
- 1Understand
We map how customers, money, information and operations move through your business.
- 2Find the gaps
We identify disconnected systems, missing information and decisions that are difficult to make.
- 3Connect or build
If you already have systems, we connect them. If you don't, we build the foundation you need.
- 4Add intelligence
ButterflyCopilot brings the information together and identifies patterns, problems and opportunities.
- 5Improve decisions
Your leadership team gets a clearer view of what is happening and what should happen next.
Business Reality Graph
Understand how one part of your business affects another.
Business problems rarely belong to one department. A marketing decision can affect sales. Sales affects inventory. Inventory affects cash flow. ButterflyCopilot connects these relationships so you can understand the business as a whole.
Active signal: Revenue with ripple effects across connected business nodes
Integrations
Keep the systems that already work.
Connect the systems your business already relies on.
ERP
CRM
Accounting
HR
Warehouse
Data Warehouse
API
Legacy Software
SAP
Oracle
Microsoft
Salesforce
HubSpot
QuickBooks
Xero
Dynamics
Google Workspace
Microsoft 365
Slack
Teams
Notion
Jira
Databases
Excel
CSV
IoT
Custom Internal Systems
Private APIs
Documents
Files
Already built your own software?
No problem.
ButterflyCopilot is designed to work across your existing technology instead of forcing your business to replace everything. No systems yet? That's okay. We start by understanding how your business actually works, then build the minimum connected foundation you need.
Custom AI Agents
Every Enterprise Is Different
No two organizations operate the same way. ButterflyCopilot fits the way your business already works: your workflows, rules, departments, and objectives. Then it connects them into one picture.
Banking
- Risk AI
- AML AI
- Fraud AI
- Loan AI
Healthcare
- Patient AI
- Clinical AI
- Inventory AI
Property
- Project AI
- Authority Approval AI
- Construction AI
Manufacturing
- Factory AI
- Quality AI
- Predictive Maintenance AI
Retail
- Store AI
- Pricing AI
- Demand Forecast AI
Logistics
- Fleet AI
- Warehouse AI
- Routing AI
Government
- Policy AI
- Citizen Service AI
- Compliance AI
Any Department
Build your own- Custom Workflow AI
- Your Rules & KPIs
- Connected to Executive AI
Your Business. Your Data.
One connected picture.
AI Conversation
Stop asking five systems for the same answer.
Instead of opening multiple dashboards and asking different departments for updates, leadership can ask ButterflyCopilot directly.
ButterflyCopilot · Executive AI
Why did sales drop?
Sales declined because the highest-converting product went out of stock, repeat purchases decreased, and acquisition costs increased.
Recommended Actions
- Restore inventory.
- Reallocate marketing spend.
- Launch a customer retention campaign.
- Review supplier pricing.
Predictive Intelligence
See Tomorrow Before It Happens
Once the business is connected, ButterflyCopilot can use that picture, plus market, policy, and demand signals, to surface risks and opportunities before they happen.
Demand Surge
Internal pipeline + consumer demand
Inventory shortfall risk in 21 days if procurement stays flat.
FX Cost Pressure
Currency + supplier contracts
Gross margin may compress 1.8% without renegotiation.
Competitive Response
Competitors + marketing spend
Retention offer needed before rival campaign peaks.
Policy Exposure
Government policy + logistics
Import lead times may extend in Category A SKUs.
Capacity Gap
Operations + HR planning
Recommend hiring before Q3 fulfillment ramp.
Market Opportunity
Industry trends + sales data
Mid-market segment shows 12% expansion potential.
Why ButterflyCopilot
Not Another Dashboard. Not Another Chatbot.
ButterflyCopilot doesn't just show more dashboards. It helps connect the dots so you can understand what is happening, decide what to do, and act.
Traditional ERP
- Stores data
BI
- Visualizes data
AI Chatbot
- Answers questions
ButterflyCopilot
- Connects everything
- Coordinates AI agents
- Predicts outcomes
- Recommends decisions
- Executes workflows
- Learns continuously
Enterprise Security
Security Built for Executive Confidence
Enterprise authentication, API security, compliance controls, and deployment flexibility, without compromising how your business information stays connected.
SOC 2 Ready
Controls designed for enterprise assurance and audit readiness.
Role Based Access
Fine-grained permissions for teams, departments, and executives.
Encryption
Data protected in transit and at rest across connected systems.
Audit Logs
Full visibility into access, changes, and agent activity.
Private Cloud
Deploy in isolated environments aligned to your security policy.
On Premise & Hybrid
Run where your data already lives, including hybrid architectures.
- Enterprise Authentication
- API Security
- Compliance
- Hybrid Deployment
Publications
Research That Informs How We Build
Papers and reports we share because they speak to the same problem we work on: making AI the operating system of the enterprise, not another disconnected tool.
White paper
World Economic Forum
The AI-First Operating System: A Blueprint for Operating and Business Model Innovation
Despite more than $250 billion invested in AI globally in 2025, only 25% of companies say it is having a transformative impact. This World Economic Forum white paper, written with Kearney, argues that lasting value comes from redesigning how the enterprise operates around intelligence — not layering AI onto existing processes.
This is the operating model ButterflyCopilot is built for: connect systems, coordinate agents, and make intelligence the way the business actually runs.
Read publication(opens in a new tab)Article
Boston Consulting Group
AI-First Enterprise Operations: Reinventing the Operating System of Work
Many organizations have deployed copilots and automation, yet 60% have yet to capture material value at scale. This BCG Executive Perspective argues that the gap is not the model — it is leaving the operating system of work untouched. Transformative results come from redesigning processes end-to-end so agents execute, orchestrate, and govern outcomes.
ButterflyCopilot exists for that redesign: not another copilot on top of broken workflows, but the operating system that connects work and lets agents actually run it.
Read publication(opens in a new tab)Study
IBM Institute for Business Value
The Blueprint for Agentic Operations
82% of C-suite executives say functional silos block AI value. Based on a survey of more than 2,000 leaders across 16 countries, this IBM Institute for Business Value study argues that AI-first operations means building an interconnected enterprise around agentic workflows — not running agents inside standalone functions.
This is the same shift ButterflyCopilot is built for: connect the enterprise, coordinate agents across departments, and make workflows actually run.
Read publication(opens in a new tab)Report
Deloitte
The State of AI in the Enterprise
Deloitte’s 2026 AI report finds that 25% of leaders now say AI is having a transformative effect — more than double a year ago — yet most companies are still at the edge of large-scale change. Agentic AI is expected to become nearly ubiquitous within two years, while only 21% of companies report a mature model for governing autonomous agents. 85% expect to customize agents to fit how their business actually works.
This is the gap ButterflyCopilot is built to close: agents that fit the enterprise, connected to real operations, with the governance and execution layer most companies still do not have.
Read publication(opens in a new tab)Pricing
Enterprise Engagements, Tailored To Your Organization
Pricing is scoped to your systems, departments, deployment model, and security requirements.
Enterprise
For organizations that need one connected view of the business.
- Unlimited department agents
- Executive Intelligence AI
- Priority integrations
- Dedicated success team
- SSO & advanced security
Government
For agencies that require controlled deployment and compliance.
- Private cloud / on-prem options
- Policy & compliance agents
- Audit-ready controls
- Custom workflows
- Secure data residency options
Find out where your business is fragmented.
We'll look at how your business currently operates, where information is disconnected, and where a connected system could improve decision-making.