DataXcel AI Services Add-on
AI-powered reporting intelligence for your construction business — automated analysis, action items, and trend detection.
- ✓ AI-generated CEO action briefings
- ✓ Intelligent AR aging analysis
- ✓ Automated collection priorities
- ✓ Week-over-week trend detection
- ✓ One AI-powered dashboard connection
- ✓ Powered by Claude (Anthropic)
How It Works
The AI Services Add-on connects to your live DataXcel reporting data and uses advanced AI (Claude by Anthropic) to analyze patterns, generate executive-ready briefings, and recommend specific actions. Reports are automatically refreshed on a weekly schedule and delivered directly to your Metabase dashboard.
Currently Available AI Reports
- CEO Weekly Action Briefing AI Audit — system-wide AR analysis with prioritized collection actions, critical account escalation, and payment momentum tracking
- Service AR Executive Overview — AI-enhanced high-level KPIs, aging distribution, and top account analysis
- More AI-connected reports coming soon
Requires DataXcel Core Subscription
The AI Services Add-on works on top of your existing DataXcel Core Subscription ($799/mo). AI features analyze your live Sage 100 Contractor data — no additional data setup required.
Flexible & Transparent — each subscription includes one AI-connected dashboard. Need more? Contact us for enterprise AI pricing. Cancel anytime — no long-term contract.