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Business AI

Ask your business a question

Business AI answers questions about your business from your own data, shows the records it used, and prepares next steps for you to approve.

IllustrationBusiness AI: an answer with its sources, and a task waiting for approval.

What the Business AI module does

  • Answers with sources

    Every answer cites the records it used and where they came from, and says which data was missing instead of guessing.

  • Your permissions, never more

    Business AI can only read what the person asking is allowed to see.

  • Changes wait for approval

    It can prepare a task or a change, but nothing happens until someone approves it. Paying invoices isn’t possible at all.

  • Your choice of model

    Business AI works without an AI provider, as a built-in assistant. A server can be set up for Anthropic, Google Gemini, OpenAI or a local model, within your AI policy.

What Business AI may do

Every action Business AI can take has a rule. The model doesn’t decide what it’s allowed to do.

Security and AI in detail
Default AI policyAs set for every new business
Read business dataAllowed
Create tasksApproval required
Change financial dataApproval required
Change integrationsApproval required
Pay invoicesNot possible

Reading still follows the user’s role: Business AI only sees what that person may see.

Works with

The integrations this module works with. Those marked Live connect to real accounts today; the others can be tried in the demo with simulated data.

All integrations
  • Notion
    Documents
  • Anthropic Claude
    AI models
  • OpenAI
    AI models
  • Google Gemini
    AI models
  • Local model
    AI models

See what Videxa would flag for a business like yours

Describe a business and the demo builds a simulated version of it to explore.

No account needed