SuperAgent
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The data agent that
already knows your business

Like your most seasoned analyst, it delivers for your whole team from day one.

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Trusted by 700,000 business teams

Netflix Cursor Spotify DoorDash Unity Klaviyo Miro Opendoor Udemy Webflow Lovable Sierra Docker Lightspeed

Context is the difference between an answer and the right answer

SuperAgent learns how your systems really work

  • Understands how your CRM, ERP and warehouse are set up
  • Learns your process and which fields really matter
  • Keeps learning as your objects and pipelines change
Salesforce Learned today
  • MEDDIC methodology identified
  • 6 stages, including “Tech Win”
  • Economic Buyer required before Proposal
  • Forecasts on Commit and Best Case
  • Revenue from ARR, not Amount
Net new ARR excludes renewalsTeam context · learned from Priya
Approved by RevOps
Revenue is recognized net of refundsTeam context · learned from Elena
Approved by Finance
MQLs require a demo requestTeam context · learned from Jordan
Approved by Marketing

Learns from every interaction

Every question and correction teaches it something. Owners approve what the team uses.

Finance
What's our revenue?
$3.1M Recognized revenue · NetSuite
Sales
What's our revenue?
$3.8M Bookings · Salesforce

Understands team-specific context

Finance and sales count revenue differently. SuperAgent knows both, and answers each team in its own terms.

Maps every customer across systems

  • Recognizes the same customer across CRM, ERP and sheets
  • Ties every deal and invoice to the right record
  • Counts each customer once in every answer
AccountID 0015g00ABC
Customer#4821
ClientRow 112
1 customerMatched

Teams get one multiplayer agent instead of siloed personal assistants

Access policies
Who can reach which system
Finance
NetSuite ✓Salesforce ✓Snowflake ✓
RevOps
Salesforce ✓HubSpot ✓Snowflake ✓
Sales
Salesforce ✓NetSuite ✗QuickBooks ✗

Shared connections

Connect any system once and the whole team can ask. Each person only sees what they can already access.

QBR prepBuilt by Priya · RevOps
Accounts and deals Product usage Invoices and renewal QBR deck
MJJOAK+9 Run by 12 reps this week

Shared playbooks

Turn your team's best analysis into a playbook once. Everyone runs it the same way, with no individual skills or hooks to maintain.

MJ
Marcus Jones
How is our Q4 pipeline looking?
SuperAgent
Q4 pipeline is $4.2M across 312 open opportunities.
MJ
Marcus Jones
@Priya Raman can you take this one for the board?
PR
Priya Raman
On it. @SuperAgent split this by region

Shared threads

@mention a teammate into any analysis. They join with the full thread and context.

Slack Teams Excel Sheets Email
SuperAgent
$4.2M Q4 pipeline Same answer everywhere

Shared surfaces

Ask in Slack, Teams, Excel, Google Sheets or email. Everyone gets the same answer, chart and logic.

Trust every number because you can trace it down to a cell

View data
q4_net_revenue N NetSuite · pulled 9:42 AM 1,292 rows · 6 columns
DocumentCustomerTypeStatusFee typeAmount
INV-10421Acme CorpInvoicePaidSubscription$184,200
INV-10422GlobexInvoicePaidSubscription$96,500
INV-10424Umbrella CoInvoicePaidSubscription$141,750
INV-10425SoylentInvoicePaidSubscription$73,900
1,288 more rows

Every answer is backed by a spreadsheet

Click View data and the answer opens as a real grid, not a static table.

F6 fx =SUMIFS(Amount, Type, "Invoice", Status, "Paid") − Refunds
Q4 net revenue $414,050
  • INV-10421Acme Corp$184,200
  • INV-10422Globex$96,500
  • INV-10424Umbrella Co$141,750
  • CM-2207Acme Corp refund−$8,400

See the formula and the rows behind it

Check the spreadsheet logic, then open any row in the system of record.

Build artifacts, schedule tasks and push changes to your systems

BI-quality dashboards

Polished for the board, and always current with the source.

Board-ready decks and reports

Formatted slides and PDFs your execs can use as they are.

Native in Excel and Sheets

Works inside the spreadsheets where your team already does the analysis.

Scheduled tasks

Runs your Monday pipeline review or month-end pack automatically.

Proactive alerts

Watches your numbers and tells the team when something moves.

Actions

Updates records in Salesforce, HubSpot and NetSuite after the analysis.

Playbooks for every team

FINANCE

Month-end close

Pulls the GL and income statement, maps them in a spreadsheet, builds the dashboard and shares it for review.

NetSuite GL Spreadsheet Dashboard Slack review

Board reporting

Turns the quarter into a board-ready deck.

NetSuite + Salesforce KPI sheet Board deck Email to board
REVOPS

Pipeline vs target vs actuals

Forecast by rep and stage from Salesforce or HubSpot, in a live sheet.

Salesforce or HubSpot Quota sheet Dashboard Slack #revops

Churn analysis

Closed-won and churned deals in one sheet, pivots built.

CRM deals Pivots Churn dashboard Teams alert
SALES

QBR prep

"I have a QBR tomorrow, prep me." Usage, trends and open deals.

Salesforce account Product usage QBR deck Email

Deal review

Flags MEDDIC gaps on every open opportunity before you forecast.

Salesforce opps MEDDIC gaps Deal sheet Slack before forecast call
MARKETING

Campaign ROI

Ties ad spend to pipeline and revenue in one live view.

Ad spend (Google, Meta) HubSpot leads Salesforce pipeline ROI dashboard

Lead funnel

MQL to opportunity conversion by stage, sent every week.

HubSpot MQLs Salesforce opps Funnel sheet Weekly email

Why our customers trust it with real decisions

"Most AI tools can read our data. This one understands how we run the business: our fiscal calendar, pipeline stages, and what we count as ARR."
Corey Hill Corey Hill
Senior Director, Operations
Invicti Security Corp.
Invicti
"I don't have to take the agent's word for it. I can open any analysis, inspect the underlying records, and fully trust the numbers."
Lauren Langbert Lauren Langbert
Senior Manager, Channel Operations
LogicMonitor
LogicMonitor
"The dashboard looked like something our BI team would ship. I built it in minutes and refined it by hand in an hour."
Andrew Boeger Andrew Boeger
Director of IT
Vivun
Vivun

Answers without the token bill

  • Connectors pull the fields and records each question needs, not the whole schema.
  • Dashboards and sheets refresh straight from the source, without re-asking the agent.
  • Your team's context is built once and shared, instead of every person re-explaining the business in their own chat.
NIGHTLY DASHBOARD REFRESH
Claude + MCP $1,000/night
Re-reads every schema and re-asks the model on every refresh
SuperAgent $0/night
Refreshes straight from the source. No model call.
Same dashboard, same data, refreshed daily.

Why not just use Claude with MCP?

Claude with MCPSuperAgent
Context
  • Each person teaches it how systems and processes work, on their own
  • What one person teaches stays in their own chats and memory
  • Learns how your CRM, ERP and warehouse are set up, once for everyone
  • Learns from every interaction and correction, and shares it with the whole team
  • One company-wide context that knows how each team defines its numbers
Multiplayer
  • Each person sets up their own connections and skills
  • Answers stay in each person's chat
  • Connections set up once, with each person seeing only what they can already access
  • Playbooks one person builds and the whole team runs
  • Works natively in Slack, Teams and Sheets, where your team already works
Verification
  • Ask how it got the number and read its explanation
  • Every answer backed by a spreadsheet
  • See the formula and trace any number down to the source record
Best forIndividualsTeams

Already on Claude? Keep it. SuperAgent works as an MCP server, so Claude can ask it for the numbers.

Enterprise ready

Connection controlsDecide which systems the agent can connect to.
SSOSign in with your identity provider.
Access and permissionsEnforce source-level access for every user.
Team deploymentShare approved connections and context across teams.
Audit loggingReview every question and answer in one place.
SOC 2 Type IIIndependently audited security and controls.

Get one agent for your whole team.

Talk to us