AI MODULE
AI Chat: Revenue Data Instantly On Demand
Revenue from BMW? Which client hasn't ordered in 3 months? The AI chat answers in seconds
Secure your spot now4 orders · Total revenue €12,840
+23% vs. Q4 2025 · Avg. order value €3,210
Next action: Quote #0851 pending for 5 days
- ✗Revenue questions? Wait for the accountant
- ✗Search through 5 Excel spreadsheets
- ✗20 minutes for a simple answer
- ✗Gut feeling instead of real numbers
- ✗Spot trends only when it's too late
- ✓"BMW revenue Q1?" — answer in 3 seconds
- ✓One chat for all business data
- ✓Ask a question, get an instant answer
- ✓Real numbers with trends and comparisons
- ✓Spot problems before they get expensive
THE PROBLEM
Numbers scattered across 5 different tools
You want to know how revenue from a client looks this quarter. So you open Excel, filter, sort, add it up. 20 minutes for one number
It takes minutes instead of seconds
THE SOLUTION
Just ask
The AI chat automatically loads your jobs, clients and quotes
Get answers with numbers, trends and actionable insights
- Natural language
- Real-time data
- Jobs, clients, quotes
- Trend analysis
- 12 messages per session
How it works
Open the chat
From the dashboard or via shortcut
Ask a question
No SQL or filters needed
Get answers
With real numbers
Dig deeper
Follow-up questions in the same context
Finding out how revenue with a key client looks this quarter currently requires three tools and 20 minutes. The PlotonIQ AI Business Chat automatically loads your jobs, clients and quotes and answers questions in natural language — no SQL, no filters, no waiting
How the chat answers your questions
When opening the chat, your current jobs, clients and quotes are automatically loaded
Ask in plain language: "Which invoices have been open for 30 days?" or "BMW revenue Q1?"
The AI analyzes the data and responds with concrete numbers and trends
Follow-up questions in the same context are possible — the chat remembers earlier questions in the session
YOUR BENEFITS
- ✓No more opening reports for simple data queries
- ✓Revenue, client and job analyses in seconds
- ✓Natural language — no learning curve
- ✓Context is maintained across multiple questions
- ✓Trends and comparisons at the push of a button
Frequently Asked Questions
What data does the chat see?
Jobs, clients, quotes and time tracking from your PlotonIQ account. External systems like sevDesk financials are not directly available yet
How many questions can I ask?
12 messages per session are included. After that, start a new session — your data remains fully accessible
Can the chat also take actions?
Currently the chat only answers questions. Automated actions like creating invoices are planned
Is my business data secure?
Yes. Data is only used for the current chat session, not stored and not used for AI training. Tenant isolation is technically enforced