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AI-native data platform

Your data, together.
Understanding
that lasts.

Profonti brings your company’s data into a private environment and builds a lasting understanding of your business.

Your systems. Your business context. One connected understanding.

How Profonti works
Your systemsBusiness recordsYour filesDocuments & dataYour knowledgeBusiness context
Your business context

Your terminology.
Your business rules.
Connections across systems.

Ask across your systems

Clear answers.
Useful reports and dashboards.

A useful answer. A view worth keeping.

More than a place to ask questions

AI at the core.
Not added on.

Your company doesn’t work in silos. Your understanding of it shouldn’t either. Profonti connects information across the tools you already use.

01

Bring your data together.

Gather data from your business systems and files into a dedicated private environment you control.

02

Build lasting understanding.

Connect your customers, people, money, work, and knowledge across systems, preserving context and building on what’s learned.

03

Get answers you can use.

Ask in your own words for clear explanations, charts, and reports grounded in your company’s data.

04

Keep what matters in view.

Turn your important questions into dashboards that stay current.

Interactive example · fictional company and data

One question.
Follow it all the way through.

Step into the role of a customer retention manager at Shoreline Inc. Ask a question, see how the data connects, and turn the answer into a view worth keeping.

A guided illustration of the workflow, not a recording of the customer application. Company, data and screens are illustrative; nothing connects to a live system.

Read the example without the walkthrough

Shoreline Inc. is a fictional managed-services company. Its customer retention manager asks which renewals need attention. The saved rule combines renewals within 45 days from CRM, open high-priority issues from support, and annual contract value from billing, using data captured in Shoreline’s private cluster.

Your workspace My dashboardIllustrative dashboard

A saved question, now a current view

Renewals needing attention

“Which upcoming renewals need our attention?”

Review window Next 45 days
Annual contract value to review$420,000Across the renewals below
Customers needing attention3customersRenewal within 45 days + a priority issue
Open high-priority issues6issuesConnected from support records

Renewal value by timing

Annual contract value (USD) · Days to renewal

The issues behind the renewals

Open high-priority issues by customer

Open high-priority issues by customer Willow Labs: 3. Northline Supply: 2. Alder Services: 1. Total: 6. 6open issues
  • Willow Labs3
  • Northline Supply2
  • Alder Services1
Fictional renewal review · all amounts in USD
CustomerRenews inOpen priority issuesAnnual value
Willow LabsC-10114 days3$180,000
Northline SupplyC-10221 days2$144,000
Alder ServicesC-10335 days1$96,000
Your business definition

“Needs attention” = renewal within 45 days + an open high-priority issue. This is a review rule, not a prediction of customer churn.

Connected sources CRM Support BillingRefresh cadence is configured for your sources.
Illustrative dashboard with fictional data — not an actual product screenshot. Your dashboard is shaped by your questions, sources and agreed refresh schedule.
See the records behind this example

The shared customer ID connects the source records. Values below are invented solely to explain the workflow.

  • CRM: C-101 Willow Labs, C-102 Northline Supply, C-103 Alder Services; renewal windows 14, 21 and 35 days.
  • Support: unresolved high-priority ticket counts grouped by those customer IDs: 3, 2 and 1.
  • Billing: annual contract values for C-101, C-102 and C-103: $180,000, $144,000 and $96,000.

Total annual value: $180,000 + $144,000 + $96,000 = $420,000. The same review rule can be rerun as the source data changes.

Your questions define the dashboard.

Keep the views that matter to you: visual trends, summary numbers, detailed tables and the records behind them — together, not scattered across separate reports.

About Profonti · private by design

Your data.
Your business meaning.

Keep your existing tools while bringing the information you need into a dedicated environment. Define the terms, relationships and access that make the answers useful to your team.

Understand your data & AI boundaries

A dedicated environment

Your company’s data is gathered separately from other customers’ data.

Understanding you can build on

Business definitions and retained context make the next question more useful than an isolated chat.

Clarity about model data flow

Private storage is not the same as local inference. Agree what context can be sent to the model before use.

Getting started

A useful first result.
Then the next one.

01 / Discovery

Start with the question.

Agree the decision you want to improve, the sources involved and what a useful answer looks like.

02 / Build

Connect and check.

Bring the records together, define the business terms and validate the answers with your team.

03 / Run

Keep it useful.

Refresh your data and saved views. Build on the understanding as your business changes.

What getting started involves

Start with what you need to know

What question is your
data making hard to answer?

Tell us about your business, the systems you use, and the question you keep coming back to. We’ll start there.

Talk about your data

No account required. A conversation with our team.

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