Revenue forecast
Confirmed invoices due, plus CRM pipeline weighted by probability, plus recurring revenue from active contracts. Three lines: confirmed, probable, optimistic — updates in real time as pipeline changes.
AI & Business Intelligence
Your data answers your questions.
YBNW One's intelligence layer is not a bolt-on analytics tool. It is built directly into the data layer — the same tables your modules write to are the ones the AI reads from, in real time, scoped to your workspace only.
Read-only AI data access
Zero ETL delay
Workspace-scoped queries
100% audit logged
Architecture
How the intelligence layer works.
The AI and analytics modules query your live operational database directly through a read-optimised view layer, instead of a separate warehouse fed by a nightly sync.
Single source of truth
All business data lives in one database, workspace-scoped via isolation. The intelligence layer reads from this same source — no duplication, no ETL pipeline to fail, no lag between a transaction happening and the AI knowing about it.
Workspace isolation
Every AI query runs inside the requesting user's workspace context, enforced at the database level. Even if the AI assistant were compromised, it cannot return another workspace's data.
Read-only enforcement
The AI connects via a role with no insert, update, or delete permissions. It cannot create records, modify data, or trigger any write operation — enforced at the database permission level.
Full audit trail
Every AI query and response is logged: user, timestamp, query text, response text, tables accessed. Logs are immutable and available to workspace administrators.
Permission-aware responses
The AI respects the requesting user's role permissions. A user without invoice access cannot retrieve financial data by asking the AI — permissions are checked before any query runs.
Real-time answers
The AI queries live tables directly, so answers reflect the current state of the business at the moment of the query — not yesterday's figure. Standard queries return in under 3 seconds.
Module: AI Assistant
Ask questions. Get answers from your own data.
The AI assistant is a natural-language interface to your business data. Type a question, get a structured answer sourced from live records.
What you can ask
"What is our current cash position?"
Returns opening bank balance plus confirmed AR inflows minus confirmed AP outflows within the current cash flow forecast window.
"Which projects are running over budget?"
Compares actual cost to budget across every project, returns all over-budget projects with variance sorted descending.
"Who hasn't completed mandatory training?"
Cross-references completion records against mandatory course assignments per role, with course name and days overdue.
"What is our pipeline value this quarter?"
Sums value × probability for every open opportunity closing this quarter — returns weighted and unweighted totals.
What the AI cannot do
Cannot modify data
Zero write access to any table. Cannot create invoices, approve requests, or update any record regardless of what it's asked.
Cannot access other workspaces
Isolation at the database layer makes cross-workspace queries structurally impossible — it cannot be prompted into revealing another tenant's data.
Cannot bypass permissions
A viewer-role user asking about payroll data gets permission-denied. Permissions are checked before constructing any query.
Cannot send data externally
Internal tool only. All outputs stay within the workspace session — no data transmission outside the platform.
Module: Predictive Forecasting
Forecasts built from your actual operational data.
Cash flow forecast
13-week rolling forecast. Inflows from AR due dates, outflows from payroll dates, AP payments, and PO delivery. Configurable low-balance alert threshold.
Headcount forecast
Current headcount plus active requisitions minus historical attrition rate, by department, for the next 6 months. Flags periods below minimum staffing.
Project completion forecast
Sprint velocity vs. remaining backlog, or task completion rate vs. remaining tasks. Flags overruns at least 2 sprints before the deadline — not after it's missed.
Procurement demand forecast
Stock depletion dates per SKU from consumption rate, with predicted reorder dates and total procurement spend forecast vs. budget.
KPI trajectory forecast
For KPIs with enough historical data, a trend line projects forward — identifying declining trajectories before they breach the warning threshold.
Domain Analytics
Pre-built analytics across every module.
Each business area ships with its own pre-built analytics view. No configuration required.
Financial analytics
Revenue by month, gross margin %, invoice aging, DSO, DPO, budget vs. actual by department and project.
Project analytics
Delivery rate, average overrun %, budget variance distribution, resource utilisation, EVM metrics (CPI, SPI).
HR analytics
Headcount trend, turnover rate, time-to-hire, cost-per-hire, absenteeism, training completion, pay gap by grade.
CRM analytics
Pipeline velocity, stage conversion rates, win rate by source/owner, average contract value trend, NPS trend.
Compliance analytics
Framework compliance % by month, open finding age distribution, current risk heatmap, DSAR response time.
Procurement analytics
Spend by vendor/category, PO approval cycle time, 3-way match exceptions, vendor score distribution.
Document Intelligence
Extracting data from documents automatically.
Receipt OCR
Expense receipts scanned on upload extract vendor, date, total, and tax amount — pre-populating the expense form. Cuts submission time from ~90 seconds to ~15.
Invoice extraction
Vendor invoices uploaded to AP are scanned for number, date, vendor, line items, and due date, pre-populating the record for three-way match.
Contract metadata
Contracts uploaded to DMS extract party names, effective and expiry dates, and value — pre-seeding the renewal alert calendar.
Document search
Full-text search across all document metadata and extracted content, respecting cabinet-level access — users only see documents their role permits.
Every answer your business needs is already in your data.
Book a demo and we will show the AI assistant, forecasting, and analytics modules working with a live workspace.