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    For AI consultants, automation agencies & transformation teams

    Everything You Need to Run AI Audits at Scale

    Purpose-built features that turn weeks of manual work into hours of strategic insight.

    Core Platform

    New

    Decision Analysis

    Three composite indices — Deal Confidence, Opportunity Priority, and Client Readiness — turn discovery signals into defensible go/no-go decisions.

    Learn more
    78
    Deal Confidence
    85
    Opp Priority
    62
    Client Readiness
    Integrations → Zapier CRM

    Zapier Webhook URL

    https://hooks.zapier.com/hooks/catch/...
    Test

    What to send

    Client
    Contacts
    Opportunities
    Active client:Acme Corp
    Send to CRM
    Data sent to HubSpot14:32

    CRMIntegration

    New

    Push to HubSpot, Salesforce & 1,000+ CRMs

    JD

    John Davis approved

    CFO View · Invoice Automation

    SK

    Sarah Kim wants to discuss

    CTO View · Onboarding Flow

    ML

    Mike Lee viewed ROI model

    Ops View · Data Pipeline

    Client Portal

    New

    Token-based stakeholder access with role-filtered views

    AuditAngle

    The pre-discovery decision layer. Evaluate opportunities against strategic alignment, execution friction, and commercial uncertainty before you invest.

    Learn more
    AuditAngle brief
    Pre-discovery decision snapshot
    READY
    Decision
    Proceed
    Confidence band
    Medium
    Kill criteria
    2 flags
    Expected lift
    1.6×
    Time to decide
    6 min
    Pipeline Dashboard
    Real-time opportunity tracking
    LIVE
    Active opportunities
    47
    Pipeline value
    $2.4M
    Top priority
    Invoice automation
    Quick wins
    12
    Big bets
    8
    Clients
    6

    LiveEngine

    Your command center for automation opportunities

    Priority Matrix
    Impact vs Effort alignment
    12 SCORED
    Strategic Bets
    Quick Wins
    Backlog
    Big Swings
    5
    Quick Wins
    4
    Big Swings
    3
    Backlog

    OpportunityMatrix

    Agree on what to do first

    Meeting Prep
    6 tactical sections
    READY
    Stakeholder Cheat Sheet
    Objection Handlers
    Value Anchors
    Opening Hook
    Competitive Positioning
    Next Move
    1-click
    PDF Export
    < 2s
    Generation
    0
    Extra Credits

    BattleCards

    Tactical meeting sidekick from your Brief

    Intelligence & Discovery

    Prospect Match
    ICP scoring complete
    87%
    Company
    Acme Corp
    Growth signal
    +42% YoY
    Enrichment
    Complete
    Tech signals
    12
    Decision makers
    4

    HuntrIQ

    Find ideal clients faster

    Intelligence Brief
    Pre-call context ready
    READY
    Sources analyzed
    7 sources
    Confidence
    High
    Key insights
    5 found
    Pain points
    4
    Prep time
    3 min

    ClientIQ

    Pre-call intelligence that makes you sound like an expert

    Voice Extraction
    Call analysis complete
    8 FOUND
    Call duration
    32 min
    Opportunities
    8 extracted
    Process time
    45 sec
    Quick wins
    3
    Avg confidence
    84%

    OpportunityIQ

    Extract opportunities directly from conversations

    DiscoveryInterviews

    Structured conversations that surface what matters. Capture interviews, tag key processes, and feed them directly into opportunity scoring.

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    Interview Summary
    Stakeholder capture complete
    ANALYZED
    Stakeholder
    Sarah Chen, COO
    Pain points
    5 tagged
    Status
    Ready for scoring
    Manual data entryApproval delaysReporting gaps
    Delivery Phases
    Sequenced implementation plan
    PLANNED
    Quick Wins0-3 months
    5 opportunities$280K value
    Big Swings3-12 months
    4 opportunities$520K value
    BacklogFuture
    3 opportunities$180K value

    ExecutionPlanner

    From insight to implementation

    Close & Deliver

    Business Case
    ROI analysis complete
    CFO READY
    Annual savings
    $847K
    Payback period
    4.2 months
    Confidence
    Medium-High
    3-year ROI
    412%
    NPV
    $1.8M

    ImpactModeller

    Build business cases that convince CFOs

    Deal Intelligence
    Competitive positioning ready
    INSIGHTS
    Positioning angle
    Speed-to-value
    Top objection
    Budget timing
    Win probability
    72%
    Key differentiators
    4
    Objection handlers
    6

    SalesInsights

    Competitive positioning & deal intelligence

    Proposal Draft
    Ready for review
    GENERATED
    Sections
    8 sections
    Scope items
    12 deliverables
    Value story
    Included
    Sections included
    ObjectivesScopePhasesTimelineInvestment

    ProposalGenerator

    Go from insight to proposal in minutes

    More Capabilities

    Call Simulator

    New

    Practice discovery calls with AI prospects

    Executive Reporting

    Board-ready reports from discovery findings

    AI Transparency

    See inside every AI decision

    Process Mapping

    Canvas-based process capture

    AI Output Style

    New

    Sound like the right stakeholder

    NudgeIQ

    Intelligent follow-ups that know when to reach out

    Opportunity Patterns

    New

    55+ industry templates, ready to deploy

    50+ Integrations

    Intelligent automation across the platform

    Security & Compliance

    Enterprise-grade guardrails

    See It In Action

    Start your free trial and run a complete AI audit with every feature you've just explored.