All the noise in your business. One clear call.
MATRIX reads every system, inbox and meeting, turns the noise into context, and puts the decision in front of you. It does the work on your yes, and every result sharpens the next.
You make the call. We run the technology.
From noise to signal.
See it work
Ask for the upside. It's already on your desk.
Pick a goal. MATRIX reads across every system, finds the opportunity, sizes it in dollars and prepares the work, usually before anyone thinks to ask.
Ready
Start with a read of your business. Days, not months.
We read what your company already knows, show you where the business is leaking, and hand you a plan you keep.
How it works
You decide. It does the work.
Every move runs the same loop: it gathers the pieces, connects them, brings you the call, does the work on your yes, and learns from the result.
One deal, start to finish.
It gathers the pieces.
Three systems each hold part of one $480K deal. None of them sees the whole thing.
SalesforceDeal open at $480K. No next step.
OutlookThe customer wants a revised proposal by Friday.
NetSuiteThe delivery estimate is still missing.
It connects them.
Read together, the three pieces tell one story.
You make the call.
The move arrives with its evidence. You approve it, edit it or stop it.
Ask Operations for the estimate today, then send the customer a dated update.
It does the work.
On your yes, the work is done and logged. Nothing goes out under anyone's name without a yes.
- 09:04Estimate requested from OperationsTeams
- 09:06Dated customer update drafted for your account leadOutlook
- 09:06Next step logged on the dealSalesforce
It learns your yes.
The estimate arrived Wednesday. The customer signed Friday. Approve the pattern once, and next time it is handled and reported to you.
What a decision sees. All of it.
One person sees a slice of the business. MATRIX reads all thirteen areas together, so every call is made with the whole company in the room.
Superintelligence
The whole business in view, at every decision.
A sales exec · CRM, email and meetings, by hand · 3 of 13 in view
See all thirteen and the systems behind them →Any account. Any moment. The whole story.
Whoever is looking, the whole story is already there, with the next move ready.
- Meeting · Tue
- Their COO asked about a 90-day price hold.Zoom
- Email · yesterday
- Dana, their buyer, leaves at the end of the month.Outlook
- Orders
- Down 18% this quarter. Payments 11 days slower.NetSuite
- Support
- Tickets up three times since August.Zendesk
- Market
- A competitor cut prices in their region last week.public signals
Meet their COO this week with the 90-day hold. Revenue at risk: $640K a year.
- Payments
- Net 30 on paper. Paying in 41 days on average, $212K open.QuickBooks
- Satisfaction
- Down from 4.6 to 3.9 since August. Tickets up three times.Zendesk
- Email history
- Asked twice for Net 60 this year, offering to consolidate orders.Outlook
- Negotiations
- Last renewal traded 2% off for a 12-month volume floor.contract · meeting notes
- Market
- Two of their largest customers filed expansion permits.public signals
Offer Net 45, tied to the volume floor. Not Net 60. Keeps about $38K of working capital versus their ask (est.).
- Deliveries
- On time 82% this quarter, down from 95%.NetSuite
- Their rep mentioned a capacity problem on the Tampa line.Outlook
- Contract
- The price hold ends in 30 days, with a 12,000-unit floor.contract
- Meeting
- Ken committed to a restart date by Thursday. Not yet confirmed.Teams
- Market
- A competitor's plant is offline. Spot prices are up 6%.public signals
Request quotes from two alternates before the hold expires. Margin protected: about $310K (est.).
How much it does alone. You set it.
Four settings, chosen for each part of the business. Any of them can be withdrawn in one step.
Try a setting
Get the context and the draft.
MATRIX brings relevant information together and prepares material for you to review. You decide what to use and carry out the next step.
- Reach
- Selected sources for one workflow.
- Authority
- Tempo
- When you request it.
Always asks first: anything new sent under your name, any spend, anything that can't be undone.
Bring one decision. Watch it work.
In a twenty-minute briefing, bring the call that matters most. We'll show you how MATRIX would read it.
What it reads
Everything your company knows. Wherever it lives.
Systems, inboxes, meetings, spreadsheets, documents, your people and the market. MATRIX reads them where they already are, and your teams keep working where they already work.
252 systems by name, and anything that exports a file
Thirteen kinds of company knowledge.
Where your company's knowledge lives
- dealsYour CRMSalesforce, HubSpot, Dynamics
- ordersYour ERPNetSuite, SAP, Epicor
- cashFinance and accountingQuickBooks, Sage, Bill.com
- promisesEmail and calendarOutlook, Gmail
- decisionsMeetings and callsZoom, Teams, the phone
- discussionChatSlack, Teams
- proposalsDocumentsproposals, procedures, board decks
- real numbersSpreadsheetsthe ones your team actually runs on
- termsContractscustomer, supplier and lease terms
- ticketsSupportZendesk, ServiceNow, the shared inbox
- know-howYour peoplewhat they know, captured as they work
- signalsThe marketfilings, permits, hiring, prices
- outcomesYour recordpast decisions and what happened next
Find your systems.
Search by name. Spreadsheets, exports and documents work too.
252 systems by name
CRM and sales
HubSpot
Salesforce
Pipedrive
Zoho
Close
Attio
Affinity
Outreach
Salesloft
Apollo.io
ZoomInfo
LinkedIn
Clay- CCopper
Marketing
Mailchimp
Klaviyo
Marketo
Iterable
Braze
Google Ads
Meta- GGoogle Analytics
- LLinkedIn Ads
- SSemrush
Commerce
Shopify
BigCommerce
Amazon
WooCommerce- AAdobe Commerce
ERP
NetSuite- MMicrosoft Dynamics 365
SAP
Oracle
Acumatica- BBusiness Central
- IInfor
Epicor
IFS- DDynamics 365 Finance & Operations
- OOdoo
Accounting
QuickBooks
Xero
FreshBooks
Wave
Sage Intacct- AAvalara
Planning and FP&A
Microsoft Excel
Google Sheets
Fathom (financial)
Jirav
Mosaic
Cube
Pigment
Anaplan
Workday Adaptive Planning
Banking and treasury
Chase
Bank of America
Mercury
Brex
Ramp
American Express
First Citizens/SVB
Kyriba
Trovata
Plaid
Spend and AP
Bill.com
Expensify
Navan
Coupa- SAP Concur
Tipalti
AvidXchange
Payments and billing
Stripe
Square
PayPal
Chargebee
Recurly
Zuora
Maxio
Contracts and legal
DocuSign
PandaDoc
Ironclad
Juro- CClio
HR, payroll and hiring
Gusto
Rippling
Justworks
ADP
Paychex
BambooHR
Deel
Paylocity
UKG- Workday
Greenhouse
Lever
Ashby
Workable- PPaycom
Email and calendar
Google Calendar
Microsoft Outlook
Calendly
Motion
Reclaim.ai
Chili Piper
Gmail
Superhuman
Apple Mail
Front
Spark
Meetings and calls
Fireflies.ai
Granola
Otter.ai
Fathom (video)
Gong
tl;dv
Fellow
Zoom
Microsoft Teams
Google Meet
Webex
RingCentral
Dialpad
Aircall
OpenPhone (Quo)
Five9
Genesys
Talkdesk
Chat
Slack
Google Chat
iMessage
WhatsApp
Signal
Telegram
WeChat
Documents and knowledge
Confluence- SharePoint
Google Drive
Guru
Slab
Coda- OOneDrive
Dropbox
Box
Projects and work
Asana
Monday.com
ClickUp
Jira
Linear
Trello
Smartsheet
Wrike- Microsoft Project
Notion- AAirtable
Support and service
Zendesk
Intercom- FFreshdesk
Gorgias
ServiceNow
Help Scout
Data and BI
- Power BI
Tableau
Looker
Metabase
Sigma Computing
Snowflake
BigQuery
Databricks
Amazon Redshift
Fivetran
Airbyte- SSQL Server
- PPostgreSQL
Automation
Zapier
Make
n8n
Workato
MuleSoft- PPower Automate
Security and IT
Okta- Microsoft Entra
1Password
CrowdStrike
Vanta- DDrata
Engineering
GitHub
GitLab
Figma
Sentry
Datadog
Research and AI
ChatGPT/OpenAI
Perplexity
Claude/Anthropic
Gemini
AlphaSense
PitchBook
Crunchbase
CB Insights
Gartner
Statista
Bloomberg
FactSet
Construction and real estate
Procore
Autodesk- BBuildertrend
- VViewpoint
Yardi
AppFolio
RealPage
MRI Software
Buildium
CoStar
Healthcare
Epic- Oracle Health
athenahealth
eClinicalWorks
Field and home services
ServiceTitan
Jobber
Housecall Pro
Manufacturing and logistics
- PPlex
Fishbowl
Katana
Manhattan Associates
McLeod Software
Samsara
project44- CCin7
- SShipStation
- SSPS Commerce
Hospitality and retail
Toast- Oracle MICROS
OpenTable
7shifts
Lightspeed
NCR Voyix
Professional services
Kantata
BigTime
Harvest
iManage
Karbon
CCH (Wolters Kluwer)
Private equity and VC
DealCloud
Carta
Juniper Square
Allvue
Chronograph
Insurance
Applied Systems
Guidewire
Vertafore
Nonprofit
Blackbaud
Bloomerang
Outside your walls
- Public filings
- building permits
- job postings
- pricing
- news
- reviews
- patents
- web traffic
Not on the list? Exports, spreadsheets and documents work too. Ask in your briefing.
What your IT team does.
- 01
Approve access
Read-only, through each system's own approval screen.
- 02
Name one contact
One person to call if something changes on your side.
- 03
We do the rest
Connections, monitoring and upkeep. You make the call. We run the technology.
Your systems are already enough. Let's read them.
Read-only access to three to five sources is all a first read takes.
What you get
Stop chasing data. Start chasing what it finds.
Your people stop chasing deal status, voicemails and CRM updates. MATRIX does that, works out the odds, and hands them the opportunities worth their time.
A sales rep's week, before and after.
15→32hours a week on selling and the opportunities MATRIX finds
Before
- Chasing deal status and data8h
- Voicemails and follow-ups6h
- Updating the CRM for reports6h
- Forecast calls and prep5h
- Selling15h
With MATRIX
- Selling22h
- Opportunities MATRIX found10h
- Approving prepared work4h
- Everything else4h
- Chasing deal status→read live from email, meetings and the CRM
- Voicemails→transcribed, summarized, the reply drafted
- Updating the CRM→logged from the conversation itself; the reports build themselves
- Forecast calls→% to close worked out from every signal
% to close, worked out for you.
Updated whenever something changes, from every source, with the reasons attached. Nobody types in a number.
- +Their COO joined the last two calls
- +Legal asked for the MSA
- −Budget sign-off slipped to Q1
- −Their buyer leaves at month end
- −Tickets up three times since August
- +COO asked about a 90-day price hold
- −No reply in 19 days
- −Their champion changed roles
- +Usage up 12% this quarter
Time for what it finds.
Opportunities nobody was looking for, ranked in dollars, with the work already prepared.
- 1Three Southeast accounts are hiring warehouse staff. Call them this week.job posts · permits · Salesforce$1.1MpipelinePrepare the calls
- 2Halverson's COO wants a price hold. Meet before their buyer leaves.Zoom · Outlook · Zendesk$640Krevenue a yearPrepare the brief
- 3Redline asked for the MSA. Send it today with a dated delivery plan.Outlook · NetSuite$480Kopen dealApprove
Then it compounds, across the whole engine.
- Market developmentThe regions and segments about to move, spotted in permits, hiring and filings.
- MarketingCampaigns aimed at the accounts already showing intent.
- SalesOdds worked out, follow-ups drafted, the week spent on deals that can close.
- MeetingsEvery commitment captured, owned and chased.
- EventsWho to invite, who to meet there, and what to say to each.
- Round tablesWhich clients should meet each other, and why it helps both. Introductions that bring more business to everyone at the table.
fig. · each one feeds the next. A round table opens the next market.
Give your people their week back. Start with a read.
We show you where the time and the money are going, and what MATRIX would find first.
JARVIS · your chief of staff
Talk to your business. It talks back.
Ask what changed, approve a move and hand off the follow-up, by voice, from anywhere.
A conversation that ends with the work moving.
- You
What's coming that I can't see yet?
- JARVIS
Southeast demand looks set to rise about 22% in Q1. I have quotes from three suppliers. Want me to hold 90 days at today's price?
- You
Yes. And get me Halverson's CFO this week.
- JARVIS
Done, on your yes. Thursday at 2 is booked, and I'll brief you Wednesday night.
- ✓90-day price hold requested from three suppliers
- ✓Thursday 2:00 with Halverson's CFO, booked
- ✓Your brief, Wednesday 8:00 pm
In your day.
- 06:40Your morning brief, read to you on the drive in.
- Before every callThe thread, the numbers and the open question, in thirty seconds.
- On your wordApprove, decline or hand off by voice, from anywhere.
- Never droppedEvery follow-up owned, dated and chased.
Your name. Your rules.
- It dials only on your yes, and says it is an AI.
- Above a limit you set, a spoken yes also needs a push approval on your phone.
- Everything it does lands on the same record as the rest of MATRIX.
Your chief of staff is one conversation away.
Ask it what changed this week. It will tell you, and offer to handle it.
Security and control
Nothing moves without your yes.
Sometimes that yes is given in advance, as a standing order you can withdraw in one step. Either way, it is on the record.
Every action takes the same path.
wants to update a deal
holds no keysis this allowed, and at what level?
set by youuses the key from your vault
returns only the resultthe change is made
nothing else is touchedwho, what, when, and how to undo it
readable by your auditorsfig. · one path for every action. An agent that is not allowed to do something does not have the tool to try.
Built so the boundaries are structural.
Credentials held by agents
A broker checks authority, uses the credential from your vault, and returns only the result.
Every action, one record
Each carries who authorized it, what it touched and whether it can be undone.
SOC 2 Type II infrastructure
Built to pass the same audit. Our own report is the next step.
Straight answers.
Who decides what MATRIX can do?
You do. Every capability sits at one of four levels, set for each part of the business, and any of them can be withdrawn in one step.
What does it always ask about first?
Anything new sent under your name, any spend, and anything that can't be undone.
Can an email or document trick it into acting?
It is built so it can't. Everything MATRIX reads is treated as information, never as an instruction. Reading something can't grant authority; only you can.
Where does our data live?
In your own workspace, separate from every other client, encrypted in transit and at rest, with access limited record by record.
Is our data used to train AI?
No. Models are reached under business terms that exclude training on your data.
Are you SOC 2 certified?
MATRIX runs on infrastructure that holds SOC 2 Type II, and it is built to pass the same audit. Our own report is the next step, taken when an engagement requires it. We don't claim certification we don't hold.
What if we leave?
Disconnect any system at any time. Offboarding removes your data in one complete operation.
The infrastructure underneath.
MATRIX runs on providers that each publish their own SOC 2 Type II reports.
- Supabase · SOC 2 compliance ↗database and workspace hosting
- Vercel · security and compliance ↗application hosting
- Cloudflare · SOC 2 Type II ↗network and edge
Procurement teams can request our control narrative in a briefing.
Ask us the hard questions. We'll answer them in writing.
Procurement and IT teams can request our control narrative in a briefing.
Get started
Start with a read. Days, not months.
The Operating Read grades thirteen parts of your business, shows where it is leaking, and prices the fixes worth making first. You keep the plan whether or not you go further.
Your first read, day by day.
- Day 1We meet.
You name the decision that matters most. Access is approved, read-only.
- Days 2–6MATRIX reads.
Three to five of your sources, read together. Thirteen parts of the business graded.
- Day 7Your Operating Read.
Where the business is leaking, and the four fixes worth making first, priced.
- Day 10Your first moves.
A ranked list, live, with the work prepared. And a plan you keep either way.
fig. · a typical first read. Yours is scoped with you in the first meeting.
What the read shows you.
fig. · the golden spiral: thirteen chambers, one per part of your business. Each lights as it is read; what reaches the center is the decision.
What we need from you.
- AccessRead-only access to three to five sources: a system, an inbox, a shared drive.
- An hourOne conversation with you about what matters most.
- A contactOne person on your IT team to approve access.
Request a briefing.
Bring one decision that matters, and see what MATRIX would show you.