Independent Retailer
SMB Intelligence (ChatBI)
Small business exploring NexusOS's ChatBI solution to connect fragmented business systems. The project aims to make business data more accessible by allowing owners to ask questions conversationally rather than building manual reports.
Challenge
The business runs on multiple disconnected systems—QuickBooks for accounting, a CRM for customers, and industry-specific tools for operations. Getting answers to basic business questions requires pulling data from each system separately and manually correlating the information. The owner spends significant time on weekend reporting instead of focusing on the business itself.
Solution
NexusOS's ChatBI connects the business's existing tools—accounting software, CRM, and operational systems—and allows natural language questions. Instead of logging into multiple platforms and building spreadsheets, the owner can ask questions like "which products are selling best this month" or "which customers haven't purchased recently" and get immediate answers.
Implementation
The initial setup involves connecting to the business's QuickBooks, CRM, and other key systems through standard integrations. The platform is learning the business's terminology and data relationships. Early testing focuses on the most time-consuming reporting tasks to demonstrate practical value before expanding to additional use cases.
Optimization
The business is testing how conversational intelligence fits into daily operations. Early use focuses on answering routine questions that previously required manual data compilation. The team is gathering feedback on which questions are most valuable and refining the system's understanding of business context. Broader deployment will depend on pilot results.
