Applied AI for Real Business Work

Your trusted dashboards + operating docs, turned into decision briefs and approval‑gated next steps — fast.

Add9 turns the reports, exports, and constraints you already trust into forwardable artifacts that leaders can act on — without rebuilding your stack or waiting quarters for value.

Dashboards & Exports
Add9
Decision Briefs & Actions

Start with what you already trust

BI exports, reports, operating docs, and constraints. No new data pipelines required.

Decision-ready output, not chat

One forwardable artifact that leaders can act on — not a chatbot conversation to parse.

Expand by trust

Read-only briefs first. Then approvals. Then execution — only by consent, never by surprise.

See What Add9 Recommends for You

Answer four simple questions. No proprietary data needed.

Step 1 of 4

What function are you focused on?

What's your primary goal?

How often should this run?

Any constraints? (optional)

"Proof in days, not quarters."
"No big-bang rollout."
"Approvals required by default for execution."

Applied Swarm AI

A coordinated team of AI capabilities — applied to one business activity per run.

Add9 aggregates the best available AI and applies it to real operating loops: pricing, close, overtime, collections, compliance, and more.

Not one model answering

Many specialized capabilities coordinated to produce a single decision artifact.

Forwardable output

One brief plus draft actions with owners, scope, and measurement — not a chat transcript.

Provider-agnostic

Add9 stays provider-agnostic so outputs improve as the frontier improves. No lock-in.

How It Works

From trusted inputs to measurable proof — in five stages.

1

Ingest

We start from what the business already uses: dashboards, exports, recurring reports, operating docs, and constraints.

2

Aggregate

We route work to the best available AI capabilities — without locking you into one vendor.

3

Apply

Each run is tied to a specific decision loop: revenue, margin, throughput, cash, or risk.

4

Prove

Proof is measurable: surfaced opportunity or risk, faster decisions, approved actions, and outcomes.

5

Expand

Add the next play, then the next function, then approvals and execution — only as trust is earned.

Plastic by Design

Add9 adapts as reality changes — new reports, new definitions, new constraints, new priorities — without "rebuilding the project."

No brittle automation debt

Handles changing inputs and exceptions without breaking workflows.

No forced migrations

Stays current as tools and providers change. No rip-and-replace.

Consistent governance

Keeps governance consistent while scope expands across functions.

Example Use Cases

Add9 is deployed by business function. Below are common starting points — each tailored to the customer's trusted artifacts.

Revenue / Pricing Integrity

Continuous price + margin control across CPQ/CRM/ERP — without turning the org into analysts.

High-ROI Loops

  • Price corridor enforcement
  • Discount guardrail monitoring
  • NPR drift detection
  • Contract-vs-invoice mismatch flagging
  • Underbilling identification

Typical Actions (approval-gated)

  • Quote holds on out-of-corridor deals
  • Exception routing to pricing committee
  • Guardrail update recommendations
  • Invoice correction drafts
  • True-up calculations

What Gets Measured

  • NPR recovery
  • Override rate reduction
  • Leakage recaptured
  • Win-rate impact

Finance / Close + Cash

Close checklist automation, tie-outs, JE anomalies, DSO drivers, collections prioritization — packaged into a forwardable brief.

Operations / Overtime + Throughput

Overtime drivers, bottlenecks, downtime root causes, schedule adherence — plus action drafts with rollback and tripwires.

Industries we serve:

Manufacturing Distribution Construction / Project-based Heavy Industry SaaS Financial Services

Start Small

One loop. One audience. One cadence. One forwardable artifact.

Minimum Inputs

  • 10–20 trusted artifacts (dashboards, exports, reports) + owner + refresh cadence
  • The decision loop you want improved (the "wedge")
  • Boundaries + approvers for any execution

What You Get (First Output)

  • Insight Edition — executive-forwardable brief
  • Draft Action Cards — approval-gated, with owners + scope
  • Evidence links + "what's missing" list

Proof in Hours, Not Quarters

What "proof" means — in plain language.

A quantified opportunity or risk tied to a real lever

A decision made faster — with higher confidence

An approved action draft (if execution is enabled)

Measured movement — even early

Expand with Trust

A simple, consent-based expansion path.

1

Read-only briefs

No execution. Just decision-ready intelligence delivered on cadence.

2

Approval routing

Named approvers for each action category. Nothing moves without sign-off.

3

Execution by consent

With receipts, rollback plans, and tripwires on every action.

4

Scale across the enterprise

Department → Business Unit → Enterprise rollout — earned, not forced.

Security & Control

Built for enterprises that take governance seriously.

Controls & Governance

  • Named approvers for action categories
  • Audit trail for reads, drafts, approvals, dispatches, and receipts
  • Separation of duties where required

Data Access & Privacy

  • Least privilege access, scoped to agreed sources
  • Clear ingestion boundaries: what's in-scope vs. out-of-scope
  • Configurable retention and deletion controls

Execution Safety

  • Approval required by default
  • Rollback plan + tripwires on every action draft
  • Receipts + verification after execution

Resources

See what Add9 actually produces — and how it compares.

Sample Outputs

"Outputs are designed to be forwarded. The adoption mechanism is the artifact."

Insight Edition

Revenue / Pricing Integrity Brief

An executive-forwardable analysis of pricing corridor violations, NPR drift, and contract-vs-invoice mismatches across CPQ and ERP data.

Sanitized example
Insight Edition

Finance / Close Acceleration Brief

Tie-out exceptions, JE anomaly flags, and DSO driver analysis — packaged for the CFO's Monday review.

Sanitized example
Action Cards

Operations Action Set

Draft actions for overtime reduction with scope, named owners, rollback triggers, and measurement criteria.

Sanitized example

Swarm vs. Single-Thread

Same prompt. Same inputs. Two approaches. See the difference.

Single-Thread Chat

  • Surface-level summary
  • Misses contradictions across sources
  • Generic action suggestions
  • No measurement criteria

Add9 Published Brief

  • Multi-source synthesis with evidence links
  • Contradictions surfaced and flagged
  • Specific action drafts with owners + scope
  • KPI measurement built in

Frequently Asked Questions

What do you need to start?

10–20 trusted artifacts — dashboards, exports, recurring reports — plus a clear decision loop you want to improve. No deep data integration required to get the first brief.

How fast is "proof"?

Most customers see their first forwardable brief within days of providing inputs. Not quarters. Not months. Days.

Do you require deep data access?

No. We start from trusted artifacts — the reports and exports you already produce. Deeper access expands by consent as trust is earned.

How do approvals work?

Every action category has named approvers. Nothing executes without explicit sign-off. Approvals are logged with full audit trail.

What does "execution" mean and how is it controlled?

Execution means carrying out an approved action — e.g., sending a notification, updating a field, routing an exception. Every execution requires approval, includes a rollback plan, and generates a receipt for verification.

How do you avoid lock-in?

Add9 is provider-agnostic. We route to the best available AI capabilities and update as the frontier improves. Your artifacts and outputs belong to you.

What's the pricing approach?

Per Orca. Pods are bundles of related Orcas. Enterprise plans add governance, audit, and multi-department coordination layers. We keep it simple.

About Add9

Mission

Apply AI to real business value through best-in-class swarm orchestration.

Why This Exists

Most companies don't need more AI demos. They need applied capability that produces decision-ready output, safely, using what they already trust — then expands by proof.

Built by Operators

Operators who have lived ERP, transformation, and operating cadence. Security + governance posture baked in. We build systems that ship into real workflows, not toy UIs.

Book a Working Session

30 minutes. We'll pick your first wedge, required inputs, and what the first brief will measure.