Learn about NEO
Reliable AI for enterprise dashboards
NEO helps finance, compliance, HR, and analytics teams retrieve precise data from complex internal dashboards using natural language without relying on brittle scripts, unsafe “agent guessing”, or weeks of API integration work. NEO is built for environments where APIs are missing, UIs change often, and auditability matters.
Watch the demo
See NEO navigate a realistic enterprise dashboard workflow and return a verifiable answer.
Note: The demo uses a representative dashboard to avoid exposing customer or proprietary data.
Why NEO exists
Inside large enterprises, critical metrics often live behind authenticated dashboards, nested filters, and multiple UI interactions. Traditional RPA breaks when the interface shifts. Generic LLM “agents” can be inconsistent, difficult to trust, and often hit capability walls when attempting to retrieve information that's too specific.
NEO is built to bridge that gap: it helps teams reliably pull highly specific data from internal tools, freeing analysts to focus on higher value tasks while keeping humans in control and preserving verification.
Common use cases
- FP&A / Finance: headcount, spend checks, variance explanations, cost breakdowns, KPI pulls.
- Compliance / Risk: evidence gathering, control monitoring, periodic reporting, audit prep.
- HR / Ops: workforce metrics, staffing insights, internal reporting, administrative dashboards.
- Analytics: recurring metric retrieval, standardized reporting, cross-tool data pulls.
How it works
NEO connects natural-language questions to repeatable dashboard workflows. It uses a layered approach to (1) interpret user intent, (2) select and execute a safe navigation plan, and (3) return results in a business-friendly format with verification context.
For public-facing documentation, we intentionally describe NEO at the outcome and capability level and not at the level of internal representations or proprietary workflow mappings.
If you’re evaluating NEO as a design partner, reach out and we can share deeper technical detail under NDA.
Trust & security posture
NEO is designed for enterprise constraints like least-privilege access, careful handling of authenticated sessions, and multiple layers that reduce accidental disclosure of sensitive internal structure. Outputs are checked before being released to the end user.
- Least privilege: access is scoped to what a user is authorized to see.
- Verification-first: answers include enough context to validate the result.
- Controlled execution: actions are constrained to approved capabilities and workflows.
Interested in a pilot?
If your team spends significant time manually navigating dashboards for recurring metrics, NEO may be a fit. We’re onboarding a small number of design partners for scoped, low-risk pilots.
Tip: When reaching out, include the dashboard category (finance/compliance/HR/analytics), 2–3 example workflows, and the frequency of the workflows (daily/weekly/monthly).