Plan
Every quarter, and whenever the plan breaks
- Strategy review pack with plan against actuals by function
- Scenario models for hiring, pricing and market entry
- OKR drafts with the tradeoffs spelled out
- Board pack first draft, every figure sourced
Private preview · onboarding design partners
One live picture of your company.An agent for every executive.
Role-based agents read your finance, sales, operations and people data, keep one shared view of the business, and brief you with evidence. You decide what happens next.
Read-only by default. You approve every action.
Company model · synced 4 min agoIllustrative · sample data
Strategy agent
For the CEO · Founder
5 role agents +Reads Meeting notes, Email & calendar, Plans & sheets, Slack, Data warehouseMonday brief ready
Finance
CFO
Reads ERP, Billing, Bank, Plans & sheets, Data warehouseBurn 9% over plan
Needs attentionRevenue
CRO · CMO
Reads Salesforce, Marketing & ads, Meeting notes, Billing3 deals slipped to Q1
Needs attentionOperations
COO
Reads Jira, Helpdesk, SlackResponse time down 18%
ResolvedPeople
CHRO
Reads HRIS, Plans & sheets, Slack6 roles behind plan
WatchingProduct & Tech
CPO · CTO
Reads Jira, Product analytics, Cloud costs, Helpdesk2 roadmap items at risk
Watching
Data sources · read-only
Hover or tap a source to see which agents it feeds
The problem
You make the biggest calls with the least connected picture.
Your company lives in a dozen tools.
Finance sits in the ERP, pipeline in the CRM, delivery in the tracker, people data in the HRIS. Nobody holds the whole picture, including you.
Reports arrive after the decision.
Monthly closes and quarterly reviews describe last month. The choices you make on a Tuesday can't wait for them.
Decisions get made in threads.
Options, tradeoffs and the numbers behind them scatter across chat and slides. Three months later, nobody can reconstruct why.
How it works
From scattered data to a decision you can defend.
Step 1: Connect, read-only
Link your ERP, CRM, finance, HR, product and workspace tools with read-only access. Each agent sees only the sources its role needs.
Sources we read
- Meeting notes
- ERP
- Salesforce
- Billing
- Bank
- HRIS
- Jira
- Helpdesk
- Slack
- Email & calendar
- Plans & sheets
- Cloud costs
- Data warehouse
- Marketing & ads
- Product analytics
Step 2: One shared company model
Agents turn raw data into one live model of the business: plan against actuals, commitments and risks. Every figure keeps a link to its source.
Step 3: Brief, decide, approve
Get a daily brief, alerts when something moves, and decision memos with options and tradeoffs, delivered wherever you work. Nothing acts without your approval.
Delivered to
- Slack
- Custom dashboard
Delivery
The output goes wherever you work.
No new app to check. Briefs, alerts and decision memos arrive in the tools your leadership team already opens every morning.
Need another channel? Tell us in the demo.
Slack
The Monday brief and alerts in a channel or a DM, each with links back to the evidence.
Email
A morning digest in your inbox, short enough to read on your phone before the first meeting.
Custom dashboard
A live view built around your own KPIs and open decisions, for you or the whole leadership team.
Meet the team
An agent for every seat at the leadership table.
Each agent owns one area, reads only the sources that area needs, and writes into the same company model. Start with one seat or bring the whole table.
Strategy agent
Works for the CEO · Founder
Pulls every role agent's view into one picture and tells you what deserves your attention this week.
Watches
- Plan against actuals across every function
- OKR and initiative progress
- Board and investor commitments
- Cross-functional risks and dependencies
- Decision log and meeting notes
Produces
- Monday brief and daily digest
- Decision memos with options and tradeoffs
- Quarterly strategy review pack
- First draft of the board pack
Ask it
- “What are the three things most likely to make us miss Q4?”
- “If we delay the EU launch a quarter, what changes?”
Plan and run
Two rhythms of leadership, one loop.
Most tools help you plan or help you operate. Team Nexa connects both, so the plan and the week never drift apart.
Run
Every morning, and whenever something moves
- Monday brief and a short daily digest
- Alerts when a metric crosses a threshold you set
- Meeting prep with context and open commitments
- Follow-through on decisions, owners and dates
Plans set the thresholds your agents watch. What they see every day feeds the next plan.
See the output
Not a chatbot. A brief you can act on.
This is the kind of Monday brief and decision memo Team Nexa prepares. Click through it. The company and every number are sample data.
Sample company · B2B software, 180 people, Series B
Week 40 · prepared 07:00 by the Strategy agent
Monday brief
4 findings · 2 decisions · 3 commitments
- ARR
- $18.4M
- Favorable: +3.1% vs last month
- Net burn
- $742K/mo
- Unfavorable: +9% vs plan
- Runway
- 21 months
- Unfavorable: −2 months vs plan
- Q4 pipeline coverage
- 2.6×
- Unfavorable: Target 3.0×
What changed
- Finance agentNeeds attention
Net burn is 9% over plan for the second month running. About 70% of the gap is cloud spend and two unplanned contractor agreements.
ERP · General ledger, SepCloud billing export - Revenue agentNeeds attention
Three enterprise deals worth $1.2M slipped to Q1. All three stalled at the customer's security review.
CRM · OpportunitiesCall notes, 3 calls - People agentWatching
Engineering hiring is six roles behind plan. Two Q4 roadmap items depend on those roles.
HRIS · Headcount planRoadmap tracker - Operations agentResolved
Support first-response time improved 18% after last month's triage change. Commitment closed.
Helpdesk · SLA report
Decisions waiting for you
Pause or stagger the EU hiring wave?
Strategy with Finance, People and Revenue
Memo readyFast-track security reviews for the three slipped deals?
Revenue with Product & Tech
Drafting
Commitments this week
- On track
Revised Q4 cloud budget
CFO · due Wed
- At risk
Security FAQ for enterprise buyers
VP Sales · due Thu
- Done
Vendor consolidation proposal
COO · due Fri
Built for trust
Agents that recommend. People who decide.
Executive data is the most sensitive data a company has. Team Nexa is designed around least access and explicit approval from the first line of code.
How we handle your dataRead-only by default
Connectors request read access only. Write actions stay off unless you enable them for a specific agent.
You approve every action
Agents recommend. Anything that leaves Team Nexa, like a message, a ticket or a file, waits for your explicit approval.
Every number cites its source
Figures link back to the system, report and period they came from, so you can check before you act.
Never used to train models
Your data is not used to train models, ours or our model providers'.
Scoped per agent
Each agent sees only the sources its role needs. The People agent does not read your ledger unless you allow it.
Full audit log
Every question, finding, memo and approval is logged with who, what and when.
Works with your stack
Starts from the tools you already run on.
During private preview we connect sources together with each design partner, starting with the ones behind your biggest decisions.
- Finance
- NetSuiteQuickBooksXeroStripe
- Revenue
- SalesforceHubSpotGong
- Product
- JiraLinearGitHub
- People
- BambooHRRipplingGreenhouse
- Workspace
- Google WorkspaceSlackNotion
- Data
- SnowflakeBigQueryGoogle Sheets
Connector availability varies during private preview. Tell us your stack on the demo call.
Design partner program
Build it with us, on your own decisions.
We're onboarding a small group of scale-up and mid-market leadership teams. No testimonials yet. We'd rather earn them with you.
What you get
- Agents configured with you, on your sources and your decisions
- Direct access to the founding team, with regular check-ins
- A real say in the roadmap: your use cases set what we build next
- Preferred pricing when we launch
What we ask
- About two hours a month of honest feedback
- Read-only access to the sources you choose, under a DPA
- Your reactions to every brief and memo, good or bad
Questions
What leaders ask us first.
Does it replace my CFO, chief of staff or leadership team?
No. Team Nexa does the gathering, reconciling and first-draft analysis so your leaders spend their time on judgment. Every agent reports to a person, and people make the calls.
What data does it need?
Whatever the agents you use cover. Most teams start with finance, the CRM and their current plan, then add people, product and workspace tools. You can start with a single agent, such as Finance.
How is our data secured?
Connectors are read-only by default, each agent is scoped to the sources its role needs, data is encrypted in transit and at rest, activity is logged, and your data is never used to train models. The Trust page lists what is in place today and what is planned.
Does it act on its own?
Not by default. Agents research and recommend. Anything that leaves Team Nexa needs your approval, and you decide per agent whether anything may run automatically.
What about wrong or made-up answers?
Agents answer from your connected data and cite the source of every figure. When the data can't support an answer, they say so. Memos keep facts, assumptions and recommendations visibly separate.
What does it cost?
During private preview we work with design partners on preferred terms. We'll publish pricing at general availability.
How long does setup take?
We aim to put a first brief in front of you within the first week of connecting sources. Design partners get hands-on setup from our team.
See Team Nexa on your own questions.
Bring the decisions on your desk this quarter. We'll show you how the agents would brief you on them.
Book a demo