The business analyst that turns your CRM and ERP into weekly reports you can act on.
Elana is a fully autonomous business analyst. It analyzes your CRM and ERP data — Odoo and HubSpot — to produce departmental reports covering sales, finance, inventory, and purchasing. Everything comes from your connected knowledge base, not manual input.
Five weekly reports, zero manual input
Elana turns synced CRM and ERP data into departmental reports.
Sales pipeline analysis
Reports on pipeline stage, movement, and coverage from your CRM.
Finance reporting
Surfaces invoicing and receivables trends from ERP data.
Inventory analysis
Flags stock levels and movement patterns that need attention.
Purchasing reporting
Tracks purchase orders and supplier activity against commitments.
Executive health reporting
Rolls the departments into a single top-line readout for leadership.
Knowledge-base grounded
Pulls every figure from the connected KB, never manual entry.
One day, start to finish
Pulled fresh Odoo and HubSpot data from the knowledge base.
Generated one readout across all departments.
Flagged two deals stalled in the same stage.
Surfaced receivables aging past the usual window.
Flagged a low-stock SKU ahead of reorder.
Ran the report and posted the full weekly set.
What people ask before trying Elana
Where does the data actually come from?+
Your connected knowledge base — Odoo and HubSpot sync into it, and Elana reports from that. No manual data entry.
Is this just a dashboard, or does it tell me what to look at?+
It's a report, not a raw dashboard — Elana flags what's off so you read the signal, not the entire dataset.
How do I know the numbers are current?+
Reports run weekly against the latest synced data, and each report reflects the data as of its sync time.
Can it see data outside my CRM and ERP?+
No — it's scoped to sales, finance, inventory, and purchasing, drawn from Odoo and HubSpot.
Does it need me to feed it data every week?+
No. Because data flows through the connected knowledge base, weekly reports generate without manual input.