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From Your AI Executive Team

ProfitZ Signals™

Your AI Agents work 24/7. When they spot something important, they send you a Signal.

Each of your 6 AI executives—CFO, CMO, CRO, COO, CHRO, CPO—continuously monitors their domain. When they find something that needs your attention, they create a Signal with full context, AI reasoning, and a recommended action.

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See It In Action

Your Agents, Speaking Up

When one of your 6 AI executives spots something important, they create a Signal—with full context, AI reasoning, and a recommended next step.

ProfitZ Signals dashboard showing prioritized alerts with AI reasoning and one-click actions

Signal cards with priority badges, AI reasoning, entity linking, and action buttons

What It Is

What is a Signal?

A Signal is how your AI Agents talk to you. Each of your 6 executives—CFO, CMO, CRO, COO, CHRO, CPO— continuously analyzes data from their domain. When they find something noteworthy, they create a Signal.

Always Watching

Your AI Agents never sleep. They continuously monitor their domains—finance, marketing, sales, operations, people, product—and surface issues before they become crises.

6 executives, 24/7 vigilance.

Agent Reasoning

Each agent explains WHY they're flagging something. Not just “invoice overdue” but “AI CFO: This customer has paid on time for 6 months—something may have changed.”

Think of it as a briefing from your team.

One-Click Actions

Each signal includes recommended actions with one-click buttons. Send an email, make a call, or dismiss—directly from the alert.

Act instantly.

Priority System

Agents Prioritize For You

Your AI executives don't just report—they prioritize. Each agent weighs the urgency and impact of their findings, so you always know what needs attention first.

Critical

Act today - immediate attention required

  • Cash runway below 30 days
  • Major customer 90+ days overdue
  • Revenue cliff detected

High

Act this week - important but not urgent

  • Collection opportunities
  • Customer risk patterns
  • Expense anomalies

Medium

Monitor - worth knowing about

  • Trend changes
  • Seasonal patterns
  • Benchmark comparisons

Positive

Good news - celebrate wins

  • Payment received
  • Goal achieved
  • Improvement detected
Signal Anatomy

What Your Agents Tell You

When an agent creates a Signal, they include everything you need: what they found, why it matters, and exactly what you should do about it.

Source agent
Which AI executive generated this signal
Priority level
Critical, High, Medium, or Positive
Signal type
What category of insight this is
Agent reasoning
Why this agent thinks it matters
Recommended action
What the agent suggests you do
Quick actions
Send Email, Make Call, Acknowledge, Dismiss
AI CFOCritical

Red Rock Diner 74 days overdue $226

Their oldest invoice is 74 days past due, the only one in 61-90 days bucket.

CFO REASONING

74 days overdue signals potential customer issues like cash problems. With total AR at $5k and cash only $2k, losing $226 hurts liquidity.

Recommended Action

Call Red Rock Diner's contact today to discuss payment.

Features

More Than Simple Alerts

Your AI Agents don't just check thresholds—they analyze patterns, context, and history across their domains to surface what actually needs your attention.

Agent Reasoning

Each agent explains their thinking—WHY they flagged this, what the data reveals, and what patterns they detected.

Agent Recommendations

Your AI executives don't just report problems—they suggest specific actions. "Here's what I'd do next."

One-Click Actions

Send an email, make a call, acknowledge, or dismiss—all with a single click. Act on agent insights instantly.

Agent Prioritization

Each agent weighs urgency and impact to prioritize their signals. Critical items from any agent rise to the top.

Cross-Agent Inbox

All 6 agents send signals to one unified feed. Finance, marketing, sales, ops, people, product—one place.

Integration-Powered

Agents analyze real-time data from your connected tools—QuickBooks, Stripe, Salesforce, and more.

Your AI Executive Team

Every Agent Watching Your Back

All 6 AI executives continuously monitor their domain and surface what needs your attention. One unified inbox for signals across finance, marketing, sales, operations, people, and product.

AI CFO

Financial health & cash flow

  • Cash runway alerts
  • Overdue invoice risks
  • Collection opportunities
  • Expense anomalies

AI CMO

Marketing & growth signals

  • Campaign performance drops
  • CAC trending up
  • Channel ROI changes
  • Lead quality shifts

AI CRO

Revenue & pipeline insights

  • Pipeline velocity changes
  • Deal at risk alerts
  • Forecast adjustments
  • Win rate trends

AI COO

Operations & efficiency

  • Bottleneck detected
  • Capacity constraints
  • Process delays
  • Resource conflicts

AI CHRO

People & culture insights

  • Retention risk flags
  • Engagement changes
  • Hiring pipeline alerts
  • Team capacity warnings

AI CPO

Product & customer signals

  • Feature adoption drops
  • NPS score changes
  • Churn risk indicators
  • Usage pattern shifts
Where It Lives

Your Team's Unified Inbox

All six agents send their signals to one place—your alerts dashboard. No switching between tools. Every insight from every executive, in a single prioritized feed.

Dashboard Location
/dashboard/alerts

View and manage all your signals in one place

Included With
AI Executive Team

Signals are part of your subscription with connected integrations

Let Your AI Team Keep Watch

Six AI executives, monitoring your business 24/7, surfacing what matters most.

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