New event
Automate data work
for business teams
Mage replaces manual work with solutions that learn your business
Analyze data across all financial systems and deliver forecasts to lenders daily
Mage
Sync API
Sync tool
Sync data
Learn
Dashboards
Deliver
Customer
Received
Daily cash forecast
- Opening cash
- $420k
- Expected receipts
- +$135k
- Expected payments
- −$90k
- Closing cash
- $465k
Enterprise automation that understands your business data
Automate client portfolio reporting
Deliver daily client reports from reconciled transactions, holdings and client records, with results sent to dashboards and client systems.
Explore finance solutionsYour business knowledge, reused everywhere
Mage learns your definitions, relationships, and rules, then reuses that knowledge across solutions and future processes.
Domain expert at your service
Automatically models your business data
to run your processes and adapt to changing requirements.
Customer knowledge
Active customer
Paid in the last 90 days
Established in the report
Customer report
Renewal workflow
Review agent
Lessons learned are never forgotten
Corrections, feedback, and approved rules carry across workflows, so your team doesn’t have to repeat itself.
Customer
- AccountSubscription
- Active customerPaid in the last 90 days
- “Send me the details”“Let’s talk next week”“Check back Thursday”“Call me Friday”Previous conversation
The right information, at the right time
Up-to-date data, relevant context, and previous results come together to inform and improve ongoing processes.
Reliability on autopilot
Mage keeps your automations delivering what you intended, carries your feedback forward, and independently verifies that every requirement is met.
Checks throughout the process
Mage catches and corrects mistakes to make sure agents follow your instructions at all times.
Repair, learn, and improve
Issues are repaired and results verified, with tested fixes improving future work.
Put your team in control
Understand what’s happening in the business, improve how work gets done, and launch new solutions as Mage keeps learning from your results.
Launch the next solution
Describe another goal. Mage builds on established knowledge,
connections and processes to create and validate the next solution.
Learn from your results
Ask why results changed and create views using your emails, documents, and records.
Improve how work gets done
Investigate delays, adjust rules, and validate changes before putting them into use.
Your first solution, built with you
We connect your systems, adapt existing work and validate the results against your requirements.
Explore solutionsMigrate
Your work, carried over
We adapt existing workflows and logic, carrying proven work into the solution your team needs.
Integrate
Connected systems
We connect your apps, databases and files through built-in or custom integrations.
Implement
Ready for your team
We build what’s missing and check the results with your team before the solution goes into use.
Get more done, faster, with less manual work
Minutes
to seconds
Support tickets are classified automatically and routed to the right team on first assignment, so agents can focus on resolving customer issues.
Read the story2 people →
1,700 sales reps
A small BI team delivers hourly reporting for 34 sales teams across 13 states.
120+ hours
saved weekly
Estimated time saved by automating manual data work previously handled by the team.
