Walk into every account meeting already prepared
Account Intelligence
Free forever · No credit card required · Paid plans from $23.99/month
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Welcome back, Grace!
This run
Account Intelligence
One workspace for every account answer.
Briefings in seconds
Pick an account and get an AI-written Intelligence Brief — health, history, risks, and where to focus.
Stitched across sources
Join CRM, usage, billing, and support on a shared identifier into one account view.
Numbers you can trust
Key metrics are computed from matched records first, then summarized — figures are never invented.
A window for every call
Generate the brief over 30, 60, 90, 180, or 365 days — or all time — to match the conversation.
Walk in briefed. Leave with a plan.
- AI-written brief for any account, in seconds
- Key metrics computed from your records — never invented
- Join multiple datasets into one account view
- Send the brief straight into Presentation AI
What you can do
Show up ready for every customer conversation
Pre-meeting prep
Walk into every QBR or renewal call fully briefed in minutes instead of an hour of manual prep.
Account handoffs
Bring a new owner up to speed instantly with a complete, current summary of the relationship.
Never prep for an account call from scratch again
Generate your first Intelligence Brief free — accurate metrics and a clear narrative, straight from your data.
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Frequently asked questions
It automatically builds an AI-summarized briefing for each account — covering health, history, risks, and opportunities — so your team is always prepared.
Seconds. Instead of manually pulling data from multiple systems before a call, you get a complete, current summary on demand.
Any tabular datasets you connect that share an account identifier — CRM exports, product usage, billing, support, and more. Metrics are derived from the columns in your data, and the brief only describes what the records actually show.
Customer 360 unifies and scores the underlying data; Account Intelligence turns that into a ready-to-read, meeting-ready briefing with prioritized actions.