Ask Your Business Anything: AskCorelytics Now Answers From All Your Company Data
3 min read
Business owners want something simple from AI: ask a question about the company and get a straight answer. How did margins hold up last quarter? Which customers are stretching their payment terms? Is our largest account on pace for the month?
Until now, getting that kind of answer meant pulling reports from several systems and piecing them together by hand. What owners needed was a single place to ask and get a reliable answer back.
The latest release of AskCorelytics delivers exactly that. Type a question in plain English, and AskCorelytics reasons across all of your company data, from accounting and ERP to HR, operations, and CRM, and comes back with an answer you can act on.
What's new in AskCorelytics
Powered by Claude. AskCorelytics now runs on Anthropic's Claude, one of the most advanced reasoning models available. We use different AI models for different jobs throughout Corelytics, and for answering questions about your business, Claude delivered the strongest results in our testing. It understands what you are actually asking, works through the numbers, and explains how it reached its answer.
All your company data, in one place. Corelytics connects to a business's core accounting and operating systems. AskCorelytics now draws on the full history of that data: financials and ERP, plus operational sources like BambooHR, Crewtraks, and HubSpot. A single question can pull from sales, inventory, payroll, and the general ledger at once.
Questions that build on each other. AskCorelytics keeps the context of your conversation, so each follow-up picks up where the last one left off. Ask about last month's sales, then ask "what about by product line?" and it knows exactly what you mean.
Share the whole conversation. Share any thread with colleagues in your Corelytics account. They see every question and answer, and can reply directly in a threaded discussion that lives right alongside the data. "Do these numbers look right?" becomes a conversation in one place, with the answer attached.
Every point is sourced. Each answer comes with a short summary, the full analysis, and a list of key findings, with every finding linked to the data behind it. A plain-language section explains what the results mean for your business.
Take it with you. Export any thread to a Word document for a board packet, a lender, or your advisor.
Bring in the outside world when you need it. Answers come from your internal financial and operational data by default. Turn on external web sources when a question calls for market or industry context.
Every query, saved. Your questions save automatically, so you can return to any answer later. Delete the ones you no longer need.
Why this is different from a general AI tool
A general AI chat tool knows only what you paste into it. To ask it about your business, someone has to export the data, clean it up, and upload it, every time. The answer is only as current as the last export.
AskCorelytics starts with your business already in place. Your financial and operational history is connected, organized, and kept current, so Claude is reasoning over the full, real picture of your company the moment you ask.
Building that yourself means a consultant, a development project, and months of work connecting systems. With Corelytics, it is ready from day one.
See it in action
A manufacturer checks on its largest account, then asks a follow-up.
Question · Oct 13, 2026, 9:20 AM
What's our projected sales volume for Northfield Mechanical in October, and how are we tracking so far?
Short answer
Northfield Mechanical is projected at 4,820 units ($612,400) for October across six SKUs. Through October 12, actuals are 1,935 units ($247,300), or 40% of projection with 39% of the month elapsed, so the account is on pace.
Show full analysis
Key findings
CP-2210 coil assemblies and BR-1100 bracket kits are ahead of pace at 43% and 44% of projection.
Operations - Operational Data
CP-2240 large coil assemblies (36%) and HX-3050 exchanger housings (34%) are trailing and account for most of the remaining gap.
Operations - Operational Data
FT-0820 fitting sets lead all SKUs at 46% of projection.
Operations - Operational Data
How this impacts us
October lands at or above projection if CP-2240 and HX-3050 catch up in the second half of the month. Confirm both are scheduled to ship before month end.
Sources
- Operations - Operational Data: Daily and monthly operational snapshots and metrics.
Question · Oct 13, 2026, 9:22 AM
How does that compare to last October?
Short answer
Last October, Northfield Mechanical ordered 4,310 units, so this month's projection is about 12% higher.
One question, answered from HR and financial data together.
Question · Oct 13, 2026, 9:20 AM
Which departments added the most people this year, and how has revenue per employee changed?
Short answer
Headcount grew from 98 to 112 over the past twelve months, led by Production. Revenue per employee moved from $133,700 to $130,400 because headcount grew faster than revenue.
Show full analysis
Key findings
Production grew from 48 to 57 people, Sales from 11 to 14, and Engineering from 8 to 10. All other departments held at 31.
Operations - Operational Data
Headcount grew 14% over the period.
Operations - Operational Data
Trailing twelve-month revenue grew 11%, from $13.1M to $14.6M.
Data Review - Financials
How this impacts us
The added Production capacity has not yet shown up in revenue. Revenue per employee recovers as those hires turn into shipped volume, so it is worth tracking monthly over the next two quarters.
Sources
- Data Review - Financials: Imported financial data and monthly ratios.
- Operations - Operational Data: Daily and monthly operational snapshots and metrics.
Answers get shared and discussed where the data lives.
Thread shared by Dana Reyes, Controllerwith Mike Turner, VP Operations
Question · Oct 13, 2026, 9:20 AM
What's our projected sales volume for Northfield Mechanical in October, and how are we tracking so far?
Short answer
Northfield Mechanical is projected at 4,820 units ($612,400) for October across six SKUs. Through October 12, actuals are 1,935 units ($247,300), or 40% of projection with 39% of the month elapsed, so the account is on pace.
Show full thread
Dana Reyes, Controller
Do these numbers look right before I send them to the owner?
Mike Turner, VP Operations
Yes, they match the order book. HX-3050 is waiting on Thursday's shipment, so it should catch up next week.
Ask your own business
The best way to see AskCorelytics is on your own data. Book a demo and we will show you what it can answer about your business.