01Generate reports
Reports and overviews: just ask the system
A report you wait until the end of the month to see only describes the past. When you can ask the system right away, you make decisions based on what is happening now.

02What it looks like today
Today
- 1Month-end in ExcelSomeone exports data to Excel at the end of the month. Until then, you don't have the report you need to make decisions.
- 2Merging spreadsheets by handEvery system has its own spreadsheet, and someone has to stitch them together manually.
- 3Numbers are outdated on arrivalBy the time the report is ready, the numbers are already out of date. It describes the past, not what is happening in the company right now.
- 4Every new question waits for the next reportWhen a follow-up question comes to mind, you don't get an answer right away. You wait for the next report cycle.
And how it works with Draivix
With Draivix
- 1
Ask in plain English
“How many overdue invoices do we have?” “Which orders have an issue?” “What are we scheduled to ship this week?”
- 2
Answers from live data
The AI assistant looks directly into the system—across invoices, orders, inventory and sales—and answers from the data that applies right now.
- 3
Charts, tables and direct links
An answer can be a single figure, a table or a chart, and every result lets you click straight through to the underlying records.
- 4
Dashboards that update themselves
Recurring management overviews live on dashboards and refresh automatically.
03Illustrative example
You ask. The system answers.
Click a question to see what an answer can look like.
There are 14 overdue invoices totaling €15,457. Three are more than 30 days overdue.
- FV-2026-0412 · 32 days€3,368
- FV-2026-0398 · 31 days€1,674
- FV-2026-0371 · 30 days€900
Illustrative data
04Less routine, more value
The system handles the routine. People focus on where they are needed.
Asking the right question is up to you
People ask the right questions. You ask the system in plain language, and it answers from live data.
People make the decisions
The system responds with a number, a table or a chart. What to do next is decided by your team based on those answers.
No more hours spent in Excel
Your team doesn't have to spend hours in Excel. Recurring management overviews sit on live dashboards and update automatically.
What makes up the solution
- AI assistant on top of your dataAnswers from invoices, orders, inventory and sales based on live data.
- Overview dashboardsRecurring management overviews update on them automatically.
- Charts and exportsAnswers can be charts or tables with direct links to the specific records.
- Role-based permissionsThe AI assistant respects user permissions, so everyone only sees what they are allowed to see.
05Frequently asked questions
Have questions? Here are the answers.
Will everyone be able to see all the numbers?
No. The AI assistant respects user permissions. A sales rep only gets answers from data a sales rep is allowed to see, while management sees the whole company.
Do we need to have all our data in Draivix first?
The more processes you run in the system, the more questions it can answer. You can start with a single process and add more over time.
06What else Draivix can take over
- Process an inquiryRead the email, extract the details, create the customer record, and prepare the next step.
- Prepare a quoteUse your prices, products, customer history, and company rules.
- Process documentsThe system can automatically read and process invoices, orders, contracts, delivery notes, and other documents.
- Track orders and jobsMonitor deadlines, project status, missing documents, or budget overruns.
- Manage inventoryConnect orders, inventory, field service, purchasing, and invoicing into a single process.
- Reply to customersAI can work with your live company data to draft or handle everyday customer communication.
Typically helps in industries: Wholesale and distribution, Field service and installations, Project-driven companies
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation