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CEO Weekly Briefing — AI Analysis

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Terms and Conditions

Implementation in: 1-2 Weeks. 

CEO Weekly Briefing — AI Analysis

Choose how often AI analyzes your data and delivers actionable insights directly to your dashboard.

Monthly
Priced separately

AI analysis runs once per month. Best for periodic executive reviews.

Popular
Weekly
Priced separately

AI analysis runs every week. Ideal for tracking trends and catching issues early.

Daily
Priced separately

AI analysis runs every business day. For teams that need daily operational intelligence.

On Demand Unlimited
Priced separately

Unlimited AI analysis runs any time you need them. Run on your schedule.

Pay-per-run option available — contact sales

What You Get

  • ✓  AI-generated CEO action briefings with prioritized items
  • ✓  Critical account escalation and risk alerts
  • ✓  Payment momentum tracking and cash flow trends
  • ✓  Week-over-week performance comparison
  • ✓  Automated action recommendations for your team
  • ✓  Powered by Claude (Anthropic)
  • ✓  Cancel or change frequency anytime

Requires a DataXcel Subscription

Explorer

1 user • buy reports à la carte

Get It All

Tiered by revenue • all 50+ dashboards included

AI Analysis works on top of either DataXcel subscription plan. AI features analyze your live Sage 100 Contractor data — no additional data setup required.

Flexible & Transparent — select the frequency that matches your needs. Upgrade, downgrade, or cancel anytime — no long-term contract.

Requires a DataXcel subscription

This add-on runs on your DataXcel platform. Choose a plan: