One source of truth
Bring CRM, marketing, operations, finance, service, and custom system data into a decision-ready view.
Business Intelligence & Analytics
Business intelligence dashboards that show what is happening — and what needs action.
Hatty AI connects the systems you already use and turns their data into executive dashboards, operational reporting, alerts, and AI-assisted insights your team can act on.
Executive KPI visibility
Give owners and leaders a clear view of the metrics that actually drive revenue, margin, delivery, and customer experience.
Automated reporting
Replace spreadsheet assembly and manual status reporting with scheduled, reliable reporting workflows.
Operational alerts
Surface exceptions, missed follow-up, SLA risk, pipeline changes, capacity problems, and other events that need action.
What Hatty AI can connect
The exact architecture depends on your systems, but the goal is consistent: reliable data, clear ownership, and metrics that support decisions instead of creating more reporting work.
CRM and sales pipeline data
Marketing, SEO and paid-media performance
Call, form and appointment activity
Operations, dispatch and service delivery
Customer support and SLA performance
Finance, revenue and margin reporting
Custom portals and internal applications
AI-generated summaries and exception alerts
Business intelligence is not just a prettier spreadsheet
A useful dashboard begins with the decision a person needs to make. We define the KPI, its source, how often it should refresh, who owns it, what threshold matters, and what action should follow when the number changes. That prevents the common failure mode where a dashboard contains dozens of charts but does not help anyone run the business.
Dashboards and automation should work together
Reporting is most valuable when it can trigger action. A sales dashboard can surface stalled opportunities; an operations dashboard can flag missed handoffs; a service dashboard can identify SLA risk; and an executive dashboard can summarize changes that require leadership attention. Hatty AI can connect those signals to workflows, notifications, CRM updates, and human approval steps.
Built around your data and your operating model
We do not force every customer into the same reporting stack. We evaluate the systems you already own, the APIs available, the data quality, security requirements, reporting frequency, and the people who will use the dashboard. The result is a system designed around the business rather than a generic template.