What is Account Intelligence?

It automatically builds an AI-summarized briefing for each account — covering health, history, risks, and opportunities — so your team is always prepared.

How long does a briefing take to produce?

Seconds. Instead of manually pulling data from multiple systems before a call, you get a complete, current summary on demand.

What data does it use?

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.

How is it different from Customer 360?

Customer 360 unifies and scores the underlying data; Account Intelligence turns that into a ready-to-read, meeting-ready briefing with prioritized actions.

Connect spreadsheets, CRM, and finance data in minutes Trends, KPIs, forecasts & specialized analytics Competitor, customer & sentiment intelligence Build dashboards without a BI team Reports and board decks from your analyses Agentic AI for plain-English Q&A when you want it Start free — no credit card required

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Account Intelligence

Walk into every account meeting already prepared

Account Intelligence assembles an AI-written Intelligence Brief for any account — with Key Metrics computed straight from your records — so your team is informed and ready without hours of prep.

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Free forever · No credit card required · Paid plans from $23.99/month

Connect to Apps Built for Business

ChatGPT

Claude

Gemini

Salesforce

HubSpot

Slack

QuickBooks

Pipedrive

Stripe

Google Sheets

OneDrive

Google Business

GoHighLevel

Account Intelligence · Portfolio4 sources linked

Search accounts across CRM, billing, support…

CRM exportBillingSupportUsage

Northwind Traders

CUST00002 · 3 sources · 135 records

Brief ready

Globex Corporation

CUST00118 · 2 sources · 89 records

Generating…

Initech LLC

CUST00441 · 4 sources · 212 records

Brief ready

Umbrella Co.

CUST00703 · 2 sources · 64 records

Queued

Stitched view

Metrics roll up from every connected dataset on a shared account ID — one narrative, not four tabs.

Every account's story, ready to read

Search for an account across your connected datasets and Account Intelligence rolls up the metrics, then writes a grounded narrative that explains who they are, how they buy, and where to focus.

Briefings in seconds.

Pick an account and get a concise, AI-written brief on demand — no digging through systems before a call.

Numbers you can trust.

Key Metrics are computed in code from the matched records first — then summarized — so figures are never invented.

Stitched across sources.

Join multiple datasets on a shared identifier to build one complete view of an account, not five fragments.

Drop it into a deck.

Send the brief straight into Presentation AI to turn a customer story into a ready-to-present slide.

Get started with Intelligence Navigator

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.

Portfolio reviews

Scan your book of business and pull a brief on any account that needs attention right now.

Configurable window

Generate the brief over 30, 60, 90, 180, or 365 days — or all time — to match the conversation.

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.