Awarded as the top customer success solution by Winning by Design - 2025

Ops & Leadership Intelligence

Turn Executive BI Requests into Autonomous Agents.

Stop battling the reporting backlog. Empower your Ops and BI teams to vibe-code AI Agents that deliver governance, executive dashboards, and autonomous intelligence at scale—reducing days of manual work to minutes.

Executive BI requests and autonomous agents

“Aviz Networks reduced time to do Executive RMA analysis from 8 hours daily to just 5 minutes with FunnelStory.”

— Aviz Networks

Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale

Why FunnelStory is the solution

Deliver Intelligence at the Speed of Leadership

Transform how your organization consumes data. Move from reactive, manual reporting to proactive, autonomous governance.

The Reality: Slow & Unscalable

The manual approach to generating executive intelligence is slow, repetitive, and impossible to scale. Internal BI and Ops teams are constantly bogged down by one-off leadership requests, spending hours slicing data instead of driving strategy.

  • Days spent compiling weekly risk roll-ups.
  • Data is stale by the time it reaches the board.

The Fix: Vibe-Code to Scale

With FunnelStory, Ops and BI leaders can create powerful AI Agents just by describing what they need in plain English. Turn complex business intelligence requests into autonomous workflows that deliver mathematically validated insights instantly.

  • Agents run 24/7 on the Customer Intelligence Graph.
  • Zero developer bandwidth required.
80–90%
Effort Reduction

Automate the heavy lifting of data compilation and formatting.

10 Mins
From 2 Days of Work

Instant turnaround for complex, multi-source reporting.

Infinite
Scale Without Headcount

Show leadership unmatched speed without adding to your BI team.

Autonomous agents

An Autonomous Agent for Every Executive Question

Deploy a fleet of specialized AI Agents to monitor, forecast, and report on your most critical business metrics 24/7.

Revenue & Growth

Track ARR waterfall and revenue health, renewal forecasts and modeling, customer LTV, and product bundling opportunities in one place.

Risk & Governance

Surface portfolio and downstream risk, cohort retention, logo retention modeling, and automated anomaly alerts before they escalate.

Operations & Performance

Monitor CSM performance and capacity, value drivers, forecast analysis, and QBR generation automation without manual roll-ups.

Intelligence where you work

Delivered Exactly Where Leadership Lives

No new portals to log into. FunnelStory pushes executive intelligence directly into the tools your leadership team already uses to make decisions.

Bring Your Own Copilot

Push your autonomous BI directly into Claude, ChatGPT Enterprise, or your preferred LLM. Chat with your data natively.

Omnichannel Push

Agents automatically deliver proactive insights, risk summaries, and revenue alerts to Slack channels, Email inboxes, and Executive Dashboards.

Slack
FS Agent: Risk GovernanceAPP

Weekly Executive Summary: 3 enterprise accounts showing decreased usage velocity. Projected ARR at risk: $1.2M. Full board-ready report generated.

Automated Monday NRR Forecast

Attached is the mathematically validated NRR forecast for Q3, generated directly from the Intelligence Graph.

Ensured Data Security

Security built for the Enterprise

We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times

SOC 2 Type IIGDPRISO

Ready to Transform Your Post-Sales?

Unlock the power of your customer data with AI-native Super­Intelligence