What if you had a finance agent?
Ask your business a question and get a straight answer. How much did we really make last month? Can we afford a second location? Datstra and Trivium Global can build you an AI agent that knows your numbers and answers like a finance advisor.
Met us at the Muslim Economy Summit? You’re in the right place.
QuickBooks
Growing, but not sure what you really earn?
Lots of businesses grow on grit and long hours, and then they hit a ceiling. Sales are up, but nobody is sure what the business earns.
The books run months behind. The numbers live in five apps and a spreadsheet. Then the bank asks questions you can’t answer yet. A finance agent fixes that, but only if it’s built on the right foundation. That’s why we go step by step.
Crawl, walk, run.
We get you there in three steps: clean books, connected tools, then questions and growth. Start at whichever step fits your business today.
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Crawl: clean books
First, we make sure your books are clean and up to date. An agent working from messy numbers gives confident wrong answers, so this step always comes first.
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Walk: connect your tools
Next, we connect the tools you already use, like Square, Toast, Clover, Gusto, QuickBooks and your bank. Now you have one set of numbers, and nobody has to copy spreadsheets by hand.
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Run: ask and grow
Then you can ask your agent anything, even out loud. Trivium helps you turn the answers into a plan, whether that’s a loan, a new location or getting ready to sell.
Ask it like you’d ask an advisor.
We call our finance agent Keel. It reads your live numbers, so its answers are always current. Here are a few things owners ask it.
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“What was our average ticket last week?”
$11.40, up from $10.85 the week before.
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“Which hours are losing us money?”
From 2 to 4 pm, payroll costs more than you sell.
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“Can we afford to buy the shop across town?”
Yes, as long as deal fees stay under 5%.
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“Send this to my accountant.”
Shop purchase: numbers and reasoningCash, margins, deal costs and every source
Sent to your accountant to check.
Example numbers.
Two teams, one agent.
Trivium knows which questions to ask. Datstra makes sure the answers are right, fast and easy to get.
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Trivium Global
A strategic finance firm. Trivium helps businesses with forecasts, financing, buying another business and getting ready to sell. Haseeb Chowdhry (Founder and CEO) and Sajjad Chowdhry (Co-founder and Principal) lead the team.
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Datstra Analytics
We build AI agents and connect the data behind them. We’re Certified in the Claude Partner Network, and our team has shipped at Amazon, Apple, Deloitte and more.