AI FOR BUSINESS DECISIONS

AI That Understands
Your Business

Connect your business information, investigate complex questions, and get evidence-backed answers you can act on.

Works with the systems and data you already use.
S
Serentopic
Revenue investigation
ConnectedCRMERPSQLExcelSharePoint
HOW IT CONNECTS

Bring your business information together.
Without replacing the systems behind it.

Serentopic connects to the information you already have across your business environment — without moving or replacing it — and turns it into answers you can trust.

YOUR BUSINESS INFORMATION
Scattered across systems and tools that don’t speak to each other.
SERENTOPIC
Connects the context across all your information — without moving your data.
BUSINESS OUTCOMES
One connected context you can explore, understand, and act on.
CRM
Customers
Accounts
Opportunities
Excel / Spreadsheets
Budgets
Forecasts
Operational data
Documents
Policies
Contracts
Reports
Databases
Transactions
Master data
History
ERP
Orders
Inventory
Finance
SharePoint
Project files
Knowledge
Documents
APIs & Services
Third-party data
Web services
SSerentopic
Your data stays in place.
Serentopic connects the context without replacing or copying your systems.
People
Customers
Products
Projects
Operations
Financials
CONNECTED BUSINESS UNDERSTANDING
QUESTION
Why did performance decline last quarter?
Investigate
ANSWER
Performance declined due to higher operational costs and slower project delivery in two regions.
SUPPORTED BY
CRMERPFinanceProjectsDocuments+ more
FROM DATA TO DECISIONS

More confident decisions.

Serentopic brings the context together so teams can move from a business question to an evidence-backed answer faster.

Select an outcome to explore
FROM INSIGHT TO ACTION

Know what to do next.

Serentopic turns evidence-backed understanding into practical next steps — helping teams move forward with confidence.

01
Understand what changed
Start with the impact.
Revenue
Last quarter vs previous
14%↓
$12.8M decrease
Evidence-backed
02
See what drove it
Understand the key drivers.
Top contributing factors
Operating costs
Increased across labour, subcontractor and materials
↑ 12.8M
Negative impact
Project delivery delays
More projects completed later than planned
↑ 9.1M
Negative impact
Key account activity
Lower activity across strategic accounts
↓ 6.7M
Negative impact
See all factors
03
Decide what to do next
Focus on the actions that matter.
Recommended next steps
Review operating costs
Investigate labour, subcontractor rates and material spend
Investigate delivery delays
Identify bottlenecks and get projects back on track
Engage key accounts
Re-engage accounts showing lower activity or renewal risk
View all recommended actions
Business question
Evidence-backed answer
Understanding & context
Action with confidence
SECURITY & DATA

Your data stays yours.
Serentopic only reads what it needs.

Connect your business information without giving up control. Serentopic securely accesses the context required for investigation while keeping your business data protected.

YOUR BUSINESS SYSTEMS
Connect your existing tools
CRM
ERP
Documents
Databases
And more…
READ-ONLY ACCESS
Secure and controlled

Serentopic reads the information required to understand your business context.

NO CHANGES TO YOUR DATA
SERENTOPIC
Investigate with context
S

Investigates, connects and reasons
across your information.

ContextConnectionsClarity
INSIGHTS FOR YOUR TEAM
From question to action
Answer
Clear, relevant insights
Evidence
See what supports it
Source references
Trace back to original sources
Recommended actions
Turn insight into impact
01
Read-only access
Your source information cannot be changed by Serentopic.
02
No unnecessary data storage
Data is read for investigation rather than duplicated into another business-data store.
03
Not used to train models
Your business data isn't used to train public AI models.
04
You stay in control
Access remains governed by your organisation's permissions and security controls.
A MORE INFORMED TOMORROW
SECURE  /  PRIVATE  /  YOURS
SERENTOPIC
START WITH YOUR BUSINESS

Ready to understand
what your business
data is telling you?

Connect the information you already have, ask the questions that matter, and use Serentopic to investigate what's happening and what to consider next.

Works with the systems and information you already use.
CRM
ERP
Databases
Excel
SharePoint
APIs
Documents