AI Automation & Business Intelligence
CoreBI connects your existing business systems, automates repetitive workflows and brings your people, processes and performance together in one intelligent management platform.
Specialist solutions for technology sales teams and construction businesses.
Connected sources
Synthetic data · illustrativeSales 360
Open pipeline
£660k
Stalled deals
8
Construction 360
Forecast margin
8.6%
Pending approvals
20
Planned vs actual cost, top 5 projects
The problem
Most growing businesses already own good systems. The trouble is the gaps between them — filled with spreadsheets, re-keying, email chasing and late reports.
CRM, spreadsheets, email, HR, timesheets and accounting each hold part of the picture. Nobody has one reliable view.
The same information is typed into several systems, then chased by email when it's missing or late.
Quotes, purchase orders, timesheets and variations wait for sign-off, slowing customers and projects.
Management packs are built by hand from exports, so decisions rely on last week's or last month's numbers.
Overruns, stalled deals and resourcing gaps surface at month end instead of when they can still be fixed.
You can see the potential, but you need controlled access, human approval and an audit trail.
Two specialist solutions
The same secure foundation, with industry-specific workflows, dashboards and language.
CoreBI Sales 360
Connect Salesforce, Outlook, Teams, telephony and Power BI to streamline proposals, approvals, follow-ups and sales performance management.
For: Technology resellers, MSPs, managed print, cyber & cloud resellers
CoreBI Construction 360
Connect workforce planning, timesheets, project budgets, procurement and approvals into one intelligent view for construction managers and business owners.
For: Contractors, specialist & M&E subcontractors, fit-out and facilities
How CoreBI works
We connect what you already have — we don't ask you to replace it.
We integrate the systems you already use through governed APIs and least-privilege access. Your systems of record stay in place.
Data is reconciled into a documented model with agreed definitions, so every figure can be traced back to its source.
Workflows handle the repetitive steps. AI reads, extracts and drafts; people approve pricing, commitments and anything customer- or employee-facing.
Managers see exceptions, approve actions and track performance in Power BI and an operational portal — with every action logged.
AI workflow automation
AI handles reading, extraction and drafting. Rules handle routing and calculations. People approve pricing, commitments and anything affecting customers or employees.
Extract requirements, deadlines and actions from emails, meeting notes and tender documents.
Route requests by value, budget and role, with reminders and a complete audit trail.
Flag what needs attention using defined rules and thresholds — not guesswork.
Draft proposals, responses and briefings from approved data. Nothing is sent without approval.
Business intelligence & management dashboards
Interactive previews built on synthetic data for two fictional companies. Change the filters — every number recalculates from the underlying records.
Total deal value (GBP) in each open stage
Leads created and converted to deals, by month (last 6 months)
Integration ecosystem
Microsoft 365 and the Power Platform, leading CRMs, telephony, HR, payroll, accounting and project tools — connected through governed APIs.
Salesforce
CRM
HubSpot
CRM
Microsoft 365
Productivity
Outlook & Teams
Collaboration
SharePoint & Excel
Documents
Power Automate
Orchestration
n8n
Orchestration
Power BI
Analytics
Power Apps & Dataverse
Platform
Claude (Anthropic)
AI
8x8
Telephony
HR, payroll & timesheets
People
Accounting systems
Finance
Project planning tools
Projects
Azure SQL / PostgreSQL
Data
REST APIs & webhooks
Custom
Product names are trademarks of their respective owners. Listing them does not imply a partnership or endorsement; specific integrations are confirmed during discovery.
One source of truth
CoreBI sits across your existing systems. Data is reconciled into a governed layer, business rules and AI work on top of it, and managers act from one experience.
Existing business systems
Stay in place as systems of record
Secure integration & data layer
Least-privilege access, reconciled and traceable
Business rules & AI
Calculations are validated; AI assists, people approve
CoreBI management experience
Where managers act and report
What “one source of truth” means
Governed, reconciled and traceable information with agreed definitions — every figure can be traced back to its source. It does not mean replacing every system. Each data type keeps a clearly defined system of record:
| Information | System of record |
|---|---|
| Customers & opportunities | CRM (e.g. Salesforce) |
| Employee details | HR system |
| Pay & deductions | Payroll system |
| Invoices & project costs | Accounting system |
| Programme & milestones | Project planning tool |
| Hours worked | Timesheet system (approved records) |
Delivery process
Durations depend on scope and are agreed in writing — we don't promise fixed timelines before discovery.
A free conversation about your processes, systems and priorities.
30 minutes
We map processes and systems, confirm the system of record for each data type, and agree success measures.
Scoped
A written scope with approval points, data access and an agreed fee.
Agreed in writing
Built in your Microsoft 365, Power Platform or n8n environment, so you keep ownership.
Phased
Testing with sample data, then a controlled live period with approvals on, documentation and training.
Hypercare included
Service packages
Indicative starting packages — every engagement is scoped and confirmed in writing after discovery.
From £1,500 fixed fee
Business process review, systems assessment and a prioritised implementation roadmap.
Duration agreed at scoping
£5,000–£12,000 indicative, depending on scope
One agreed process, automated end to end with selected integrations and human approval.
Duration agreed at scoping
From £15,000 subject to discovery
Dashboards, integrations, operational workflows and management visibility in one command centre.
Phased plan agreed after discovery
From £1,000 per month, subject to scope
Monitoring, maintenance, support and agreed improvements after go-live.
Rolling monthly; terms confirmed in your proposal
Businesses in the UK and internationally, in two specialist areas: technology sales organisations (resellers, managed IT and print providers, cyber and cloud resellers) through CoreBI Sales 360, and construction businesses (contractors, specialist and M&E subcontractors, fit-out and facilities firms) through CoreBI Construction 360.
No. CoreBI connects the systems you already use. Your CRM, HR, payroll, accounting and project systems remain the systems of record for their data; CoreBI reconciles and presents that data and automates the steps between systems.
A governed, reconciled and traceable view of your information, with agreed definitions and a clear system of record for each data type. It does not mean moving everything into one new system.
No. Engagements are scoped and priced in writing before work starts. Prices on this site are indicative starting points; the final fee depends on discovery.
No. AI reads, extracts, drafts and flags exceptions. People approve pricing, customer communications, purchase orders, tender submissions and anything affecting employees. Every decision is recorded in an audit log.
No. Timesheets and workforce planning are transparent to the people involved and are used for planning, costing and approvals. We design for GDPR (UK and EU) and the local rules where you operate: role-based access, data minimisation, appropriate retention and human review of any decision affecting an employee.
Yes. CoreBI works with clients in the UK and internationally. Delivery is remote-first, discovery calls are scheduled in your time zone, and we confirm data hosting regions and applicable data protection requirements during discovery.
If you already run on Microsoft 365, we typically use Power Automate and the Power Platform so everything stays in your tenant. Where more flexibility or self-hosting is needed, n8n can be a better fit. The business rules are the same either way.
You do. We build in your own environments using your accounts and hand over documentation.
No. Both demos use synthetic data for fictional companies and simulate integrations in your browser. They do not connect to Salesforce, Microsoft 365, 8x8, Claude, Power BI or any real records.
A free, no-obligation discovery call. We'll look at your systems and processes and tell you honestly whether automation is worth it.