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Business AI Agent

Learn spreadsheets, reporting and business tools inside the file you are actually working on.

PlannedOn the roadmap. Your vote decides the order.

The Business agent is planned for the work that gets learned on the job: spreadsheets that grew too complex, dashboards nobody can explain, a model someone else built.

It is intended to read the sheet or report you share, explain what a formula is doing, show a cleaner way to build it, and teach the analysis behind the numbers.

It is a teaching agent. It would not make commercial decisions for you or file anything on your behalf.

What this agent does

This is what the agent is being built to do. Nothing here is running yet.

Reads your sheet

Planned support for spreadsheets and reporting tools you choose to share.

Explains formulas

What a formula does, why it breaks and what a simpler version looks like.

Model review

Walk through a model's structure and its assumptions.

Analytics concepts

Margins, cohorts, forecasting and the traps in each.

Report literacy

Read a dashboard critically instead of taking the headline number.

Practice tasks

Guided exercises with a review afterwards.

Who it is for

New to spreadsheets

Learn formulas and structure by fixing a real sheet rather than a tutorial one.

Analyst

Build cleaner models and explain them to people who do not read formulas.

Small business owner

Understand your own reports well enough to question them.

What you should be able to do
  • Write a formula you can defend
  • Rebuild a messy sheet cleanly
  • Explain a report to a colleague
  • Spot an assumption doing all the work

How a session runs

The same four steps on every Intelligenfy agent.

  1. Choose Your Learning Goal

    The learner selects a market, topic, strategy or skill they want to understand.

  2. Share Your Screen

    The learner deliberately shares a selected screen, browser tab or application with Intelligenfy.

  3. Learn Through Conversation

    The AI agent observes the screen you shared, explains what is visible and answers by voice or text.

  4. Practice and Improve

    The learner completes simulations, quizzes and guided exercises while Intelligenfy tracks progress.

  • You decide what to share.
  • Screen sharing can be stopped at any time.
  • Intelligenfy should not request passwords or sensitive financial information.

More detail on how screen-aware agents work.

Business questions

Is this available?

Not yet. It is on the roadmap and the waitlist decides what gets built first.

Will it do my work for me?

No. It is a teaching agent: it explains the tool and the reasoning so you can do the work.

Be first into the Business agent

It is not open yet. Join the list and you are invited before general release.