Heartly - AI-Driven business insights
Challenge
Heartly's goal was to create an AI-powered web application capable of providing real-time insights into key performance indicators (KPIs) and operational data, helping businesses make better decisions. The challenge was to develop a system that could measure the overall health of a company in a clear and insightful way. This required creating a robust application capable of monitoring and processing complex business data in real-time, while integrating AI for deep insights and decision-making support. Additionally, the solution had to be user-friendly for small to medium-sized business owners, managers, and successors, who might not be data experts.
Heartly's goal was to create an AI-powered web application capable of providing real-time insights into key performance indicators (KPIs) and operational data, helping businesses make better decisions. The challenge was to develop a system that could measure the overall health of a company in a clear and insightful way. This required creating a robust application capable of monitoring and processing complex business data in real-time, while integrating AI for deep insights and decision-making support. Additionally, the solution had to be user-friendly for small to medium-sized business owners, managers, and successors, who might not be data experts.
Solution
We collaborated closely with the client to develop the Heartly web application, an innovative tool that uses AI to provide business owners with a pulse on their company’s health. The application focuses on one key indicator—HeartBeat—which tracks the financial and operational health of the business, providing an easy-to-understand view of the company's condition. Powered by ChatGPT, the AskMe virtual assistant was integrated to offer personalized insights and strategic recommendations in real-time, helping users make more informed decisions.
The system also includes several modules for tracking key business indicators, with the flexibility to set customized indicators and filter data based on the company’s specific needs. Additionally, the application supports integrations with tools like Google Sheets, AppSheets, and reporting templates, allowing users to directly feed data and generate reports. The system’s scalability and continuous updates ensure that the application will grow alongside its users’ evolving needs.
We collaborated closely with the client to develop the Heartly web application, an innovative tool that uses AI to provide business owners with a pulse on their company’s health. The application focuses on one key indicator—HeartBeat—which tracks the financial and operational health of the business, providing an easy-to-understand view of the company's condition. Powered by ChatGPT, the AskMe virtual assistant was integrated to offer personalized insights and strategic recommendations in real-time, helping users make more informed decisions.
The system also includes several modules for tracking key business indicators, with the flexibility to set customized indicators and filter data based on the company’s specific needs. Additionally, the application supports integrations with tools like Google Sheets, AppSheets, and reporting templates, allowing users to directly feed data and generate reports. The system’s scalability and continuous updates ensure that the application will grow alongside its users’ evolving needs.
Results
Heartly provides businesses with an intuitive, AI-powered platform that delivers actionable insights into their financial and operational performance. With the ability to monitor KPIs and receive tailored advice through the AskMe assistant, users are empowered to make data-driven decisions and efficiently manage their business. The HeartBeat feature helps companies understand their overall health at a glance, allowing them to identify issues and opportunities for improvement quickly. The flexibility of the platform and continuous updates ensure it remains a valuable tool for business owners, managers, and successors across a wide range of industries.
Heartly provides businesses with an intuitive, AI-powered platform that delivers actionable insights into their financial and operational performance. With the ability to monitor KPIs and receive tailored advice through the AskMe assistant, users are empowered to make data-driven decisions and efficiently manage their business. The HeartBeat feature helps companies understand their overall health at a glance, allowing them to identify issues and opportunities for improvement quickly. The flexibility of the platform and continuous updates ensure it remains a valuable tool for business owners, managers, and successors across a wide range of industries.