Built around your business
Specialised roles map to the actual workspace, insights, commerce and management structure.
QOSTIX AI · PLANNED ARCHITECTURE
Business intelligence.
With a business purpose.
A planned intelligence layer that connects questions, evidence and recommendations across the Qostix workspace — with clear boundaries for action.
All nine agent roles shown here are planned, not represented as operational features.Answers with context
The intended experience explains the source evidence, calculations and limits behind a recommendation.
People in control
Read-only analysis is separate from write actions. Consequential changes require human approval.
SPECIALISED ROLES. CONNECTED INTELLIGENCE.
Meet the planned agent architecture.
Each role has a defined purpose, intended data sources and an explicit authority boundary. Open an agent to explore the details.
01Business Intelligence AgentExplain performance, not just report numbers.Planned · Understand
What it monitors
Key metrics, financial performance and significant period-to-period changes.
Data it uses
Available overview metrics, categorised expenses and relevant financial records.
What it detects or analyses
Performance changes, trends and the contributing business factors.
What it recommends
Areas for closer review and questions that would improve decision context.
Permitted actions
Read-only answers and draft explanations linked to source evidence.
Human approval
Human review before circulating management conclusions or making business changes.
How outcomes are measured
Evidence completeness, usefulness of explanations and resolution of reviewed questions.
02Money Leak Detection AgentInvestigate the costs that deserve a closer look.Planned · Detect
What it monitors
Supplier unit prices, possible duplicate expenses, unexpected costs and spending variations.
Data it uses
Expense records, supplier and item identifiers, invoices and available comparison baselines.
What it detects or analyses
Potential financial leakage with calculated impact, evidence and a confidence assessment.
What it recommends
Rate verification, invoice reconciliation or review of the responsible cost owner.
Permitted actions
Create draft findings and recommended investigations; no autonomous payment changes.
Human approval
An authorised reviewer must confirm a discrepancy and approve any financial or supplier action.
How outcomes are measured
Findings reviewed, false positives resolved and verified financial improvements after action.
03Business Signals AgentBring meaningful changes to your attention.Planned · Detect
What it monitors
Metric movements, unusual spending, financial anomalies and emerging risks or opportunities.
Data it uses
Available business metrics, expense history, supplier movements and source freshness.
What it detects or analyses
Changes relative to relevant baselines and the context that makes them important.
What it recommends
Prioritised reviews and the right owner for each signal.
Permitted actions
Draft alerts and review tasks, using the implemented source-dependent monitoring cadence.
Human approval
Humans review recommendations; any consequential follow-up action requires separate approval.
How outcomes are measured
Signal relevance, reviewed alerts and issue resolution against agreed measures.
04Spend Intelligence AgentFind the patterns behind business spending.Planned · Understand
What it monitors
Expense categories, supplier concentration, volumes, unit prices and recurring costs.
Data it uses
Categorised expenses, supplier records, transaction details and comparable periods.
What it detects or analyses
Spending patterns, like-for-like price movements and areas of possible inefficiency.
What it recommends
Category reviews, supplier questions and possible consolidation or cost-review opportunities.
Permitted actions
Prepare comparison views and draft spend-analysis summaries.
Human approval
A person verifies assumptions before procurement commitments or expense-policy changes.
How outcomes are measured
Better categorisation, reviewed supplier decisions and verified outcomes of approved actions.
05Action AgentTurn a reviewed insight into a clear next step.Planned · Act
What it monitors
Approved findings, action priorities, ownership, dependencies and task status.
Data it uses
Insight evidence, confidence, impact estimates, workspace roles and approved decisions.
What it detects or analyses
Which next steps are appropriate, who should own them and what approval is needed.
What it recommends
Prioritised tasks, responsible owners and practical review steps.
Permitted actions
Draft tasks and update approved workflow records within explicitly granted permissions.
Human approval
Approval is required before task execution that changes financial records, supplier communications or commitments.
How outcomes are measured
Assigned ownership, action completion and linked evidence of business improvement.
06Outcomes AgentKeep potential value distinct from verified impact.Planned · Measure
What it monitors
Action progress, completion evidence, measurement periods and outcome status.
Data it uses
Findings, approved tasks, baselines, subsequent transaction records and review evidence.
What it detects or analyses
Potential versus realised improvement, attribution and progress over time.
What it recommends
Follow-up where evidence is missing or the expected improvement has not been verified.
Permitted actions
Draft outcome records and performance summaries linked to the original finding.
Human approval
A designated reviewer confirms realised financial improvements and material report changes.
How outcomes are measured
Verified improvements, complete evidence trails and reconciliation of estimated versus actual value.
07Commerce AgentBring commercial activity into context.Planned · Act
What it monitors
Quote, invoice, payment and relevant commercial transaction status.
Data it uses
Available commerce records, customer or supplier references and cash-flow information.
What it detects or analyses
Outstanding activity, transaction changes and issues requiring review.
What it recommends
Quote or invoice checks, reconciliation tasks and follow-up priorities.
Permitted actions
Prepare drafts and summaries; execution depends on verified connected functionality.
Human approval
Authorised human approval before issuing quotes or invoices, initiating payments or committing terms.
How outcomes are measured
Reconciled records, completed reviews and verified commercial workflow improvements.
08Connections AgentKnow whether the information is ready to trust.Planned · Connect
What it monitors
Connection health, synchronisation status, errors and missing or stale information.
Data it uses
Connector status, sync logs, source metadata and implemented access scopes.
What it detects or analyses
Data availability gaps, failed synchronisations and freshness issues affecting insights.
What it recommends
Source review, credential renewal or missing-field checks where appropriate.
Permitted actions
Draft connection-health summaries and permitted diagnostic checks.
Human approval
Humans approve new connections, scope changes, credential updates and consequential source writes.
How outcomes are measured
Resolved errors, restored data freshness and reduced missing information.
09Executive Reporting AgentA considered summary for the decisions ahead.Planned · Measure
What it monitors
Business performance, priority findings, approved actions and verified outcomes.
Data it uses
Overview metrics, evidence-backed insights, action status and reviewed outcome records.
What it detects or analyses
Important changes and unresolved issues relevant to management decisions.
What it recommends
Management priorities, questions for review and follow-up areas.
Permitted actions
Prepare draft business summaries and management reports with traceable evidence.
Human approval
A responsible person reviews reports before external sharing or executive distribution.
How outcomes are measured
Report completeness, source traceability and clarity of reviewed management priorities.
These descriptions define the intended architecture, not an availability or performance promise. Data access, approval controls and execution capabilities must be verified before use.
CONVERSATIONAL INTELLIGENCE
Ask a business question.
Get the business context.
The proposed experience connects plain-language questions to the metrics, transactions and evidence behind an answer, instead of offering a generic chat response.
Try the scripted sample question in this preview. No live AI model or connected business data is used.
Discuss your AI use casesQostix workspaceILLUSTRATIVE PREVIEW
Qostix AI
Illustrative concept · not a live product environment
Planned architecture · scripted preview
No live model or business data is used in this preview.
Sample data · USD · no live source connected
GOVERNED BY DESIGN · PROPOSED REQUIREMENTS
A recommendation is not permission to act.
Trace the evidenceDraft the recommendationAuthorised human reviewRecord the outcome
Permissions, source freshness and approval requirements should follow every finding. Ask for implementation evidence during evaluation.
Explore security & governance questionsYOUR NEXT CLEAR STEP
Less guesswork.
More business clarity.
Let’s explore what connected intelligence could mean for your business.
Book a demoA conversation about your business. Not a generic pitch.