Learns how your systems really work
- Understands how your CRM, ERP and warehouse are set up
- Learns your process and which fields really matter
- Keeps learning as your objects and pipelines change
The data agent that already knows your business.
Like your most seasoned analyst, it already knows how your business runs and supports your whole team from day one.
Trusted by teams at
01 / Context
Context is the difference between an answer and the right answer.
Learns while your team works
It picks up your definitions, business rules and exceptions from every thread. No skill or memory files to update, and nothing has to be said twice.
Understands team-specific context
Finance and sales count revenue differently. SuperAgent knows both, and answers each team in its own terms.
Maps every customer across systems
- Counts customers and revenue correctly
- Catches different names for the same customer
- Joins across CRM, ERP and sheets without being told how
02 / Multiplayer
Teams get one multiplayer agent instead of siloed personal assistants
Everyone is already connected
Native connectors are built in and ready to go. Connect each system once and share the connection with anyone on your team.
Your best playbook, run by the whole team
Turn your team's best analysis into a playbook. Everyone runs it the same way, with no individual skills or hooks to maintain.
Teammates pick up where you left off
@mention a teammate into any analysis. They join with the full thread and context.
Works in every tool your team already uses
Ask in Slack, Teams, Excel, Google Sheets or email. Everyone gets the same answer, chart and logic.
03 / Verification
Trust every number because you can trace it down to a cell
Every answer is backed by a spreadsheet
Click view data and the answer opens as a real spreadsheet, not a static table.
See the formula and the rows behind it
Click any total to see its formula and the exact records behind it.
04 / Artifacts
Build artifacts, schedule tasks and push changes to your systems
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BI-quality dashboards
Polished for the board, and always current with the source.
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Board-ready decks and reports
Professional slides and PDFs, ready for your executives to share.
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Native in Excel and Sheets
Bring the analysis to the spreadsheets your team already uses.
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Scheduled tasks
Runs your Monday pipeline review or month-end pack automatically.
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Proactive alerts
Watches your numbers and tells the team when something moves.
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Actions
Updates records in Salesforce, HubSpot, Snowflake and NetSuite after the analysis.
Playbooks for every team
Finance
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Month-end close
Reconciles the GL in a spreadsheet, flags variances for review, and posts approved adjustments to NetSuite.
Human reviewNetsuite -
Board reporting
Builds a board-ready deck from the quarter's financials and KPIs.
Human reviewBoard Deck
RevOps
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Pipeline vs target vs actuals
Forecast by rep and stage, in a live dashboard the team checks every Monday.
DashboardSlack review -
Churn analysis
Finds churn patterns across closed-won and churned deals, and flags at-risk accounts for their owners.
Human reviewTeams alert
Sales
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QBR prep
“I have a QBR tomorrow. Prep me on their usage trends and open deals.”
QBR deckEmail -
Deal review
Flags MEDDIC gaps on every open opportunity before you forecast.
MEDDIC gapsSlack before forecast call
Marketing
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Campaign ROI Dashboard
Ties ad spend to pipeline and revenue in one live dashboard.
ROI Dashboard -
Lead funnel
Tracks MQL-to-opportunity conversion by stage and updates lead scores in HubSpot.
Funnel SheetWeekly email
Why our customers trust it with real decisions
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“Most AI tools can read our data. This one understands how we run the business: our fiscal calendar, pipeline stages, and what we count as ARR.”
Corey Hill
Senior Director, Operations
Invicti Security Corp. -
“I don't have to take the agent's word for it. I can open any analysis, inspect the underlying records, and fully trust the numbers.”
Lauren Langbert
Senior Manager, Channel Operations
LogicMonitor -
“The dashboard looked like something our BI team would ship. I built it in minutes and refined it by hand in an hour.”
Andrew Boeger
Director of IT
Vivun
Why not just use Claude with MCP?
Claude with MCP
Knowledge
SuperAgent
- Explores your CRM, ERP and warehouse and learns how they are set up
- Learns from every teammate's interaction, not just yours
- Knows that each team can define the same number differently
Claude with MCP
- Knows only what you teach it, maybe 20 rules out of the thousands a business runs on
- Memory piles up and overwrites itself, with no sense of which note is current
Multiplayer
SuperAgent
- Everyone is already connected
- Multiple people work in the same thread at the same time
- The same answer in Slack, Teams, Excel and Sheets
Claude with MCP
- One person per chat. You can share it, but not work in it together
- Each person sets up their own skills and rules
Verification
SuperAgent
- Every answer backed by a spreadsheet
- See the formula and trace any number down to the source record
Claude with MCP
- Asking how it got the number gets you a long explanation in English, not something you can trace
Best for
SuperAgent
Working with dataClaude with MCP
General-purpose tasksAlready on Claude? Keep it. SuperAgent works as an MCP server, so Claude can ask it for the numbers.
Enterprise ready
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Connection controls
Decide which systems the agent can connect to.
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SSO
Sign in with your identity provider.
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Access and permissions
Enforce source-level access for every user.
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Team deployment
Share approved connections and context across teams.
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Audit logging
Review every question and answer in one place.
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SOC 2 Type II
Independently audited security and controls.