Features

Everything your members need, under your brand.

Five AI executives, connected to real business data and asked in plain English. Run it for your own organisation, or give every member in your network their own.

Trusted by advisory networks, franchises and the businesses they support

What every member gets

  • Learns each member's business, and sharpens with use
  • Answers any question and helps shape the strategy
  • Generates PDFs, slide decks and charts from your data
  • Turns insight into priorities with assignable tasks
  • Dashboards you can customise across every area
  • On mobile, wherever the decision happens

Documents

Drop in a document. Ask it anything.

Management accounts, a supplier contract, a board pack, a spreadsheet someone sent you at 6pm. Upload it into the conversation and get an answer grounded in what it actually says.

  • Tagged to the advisor it belongs to
  • Read alongside your connected data, not in isolation
  • Stays in the conversation, so you can keep asking
Weekly Sales ReviewGenerated

Generated from your CRM, invoices and calendar.

1 / 4

Slide decks

Ask for the deck. Get the deck.

“Build me a sales update for this week.” That is the whole instruction. Chiefly already knows the business and is connected to the systems the numbers live in, so the deck comes back in seconds — with the right figures, already checked.

  • Pulled live from your accounts and CRM — nothing retyped
  • Every figure traceable back to the system it came from
  • Edit any slide, then present from Chiefly or export it

AI advisors

Same business, five different lenses.

Running out of cash? Ask Finance. Team stretched? Ask Operations. Pipeline stalling? Ask Sales. Each advisor sees your data through a different lens.

Finance

“Will we run out of cash before Q4?”

Pulls from: P&L, bank feeds, AR aging, invoices

Sales

“Which deals should I chase this week?”

Pulls from: Pipeline, deal velocity, win rates, follow-ups

Operations

“Is anyone on the team overloaded right now?”

Pulls from: Capacity, utilisation, team health, delivery timelines

Marketing

“Is the LinkedIn campaign worth continuing?”

Pulls from: Channels, conversion rates, campaign ROI, attribution

Chief of Staff

“What should I focus on today?”

Pulls from: Cross-team blockers, priorities, calendar, action items

Connects to the tools you use.

QuickBooksQuickBooksSageSageHubSpotHubSpotAsanaAsanaMicrosoft CalendarMicrosoft CalendarXeroXeroFreshBooksFreshBooksGoogle AnalyticsGoogle AnalyticsMondayMondayGoogle CalendarGoogle CalendarGoogle DriveGoogle DriveOneDriveOneDriveCompanies HouseCompanies HouseDeelDeel
QuickBooksQuickBooksSageSageHubSpotHubSpotAsanaAsanaMicrosoft CalendarMicrosoft CalendarXeroXeroFreshBooksFreshBooksGoogle AnalyticsGoogle AnalyticsMondayMondayGoogle CalendarGoogle CalendarGoogle DriveGoogle DriveOneDriveOneDriveCompanies HouseCompanies HouseDeelDeel

Want to see it on your own numbers?

Thirty minutes, connected to a business like yours.
No prep, no canned demo.

Priorities

Advice that turns into action.

Your advisors don’t just tell you what’s wrong — they tell you what to do next and make sure it happens.

The loop: analysis surfaces a problem → the advisor generates a priority → you assign it to a team member → it gets done.

Assign tasks to anyone on your Chiefly team. They see the priority, the context, and the reasoning behind it — not just a to-do with no explanation.

Team members need a Chiefly seat to receive assignments.

Impact →
Effort →
plan
start here
Fix timezone bug
Prepare Q4 board deck
Reorganize Drive folders
Call Acme about overdue invoice
Approve designer deliverable
Reply to Keen proposal

On your phone

Your whole business, in your pocket.

The Chiefly app puts your advisors a tap away. Ask on the school run, check your brief over coffee — the same live answers as the web, wherever you are.

  • Your morning brief and key metrics, always in your pocket
  • Ask by text or voice — answers grounded in your live data
  • Charts render inline, right in the thread

Native apps coming soon

Coming soon to theApp StoreComing soon toGoogle Play
The Chiefly app's morning brief: deal value, sales cycle, leads and closed-won metrics, with what needs attention below.

Combined to help you move faster

Everything you need in one intelligent workspace.

AI Chat & VoiceAsk anything in chat or speak naturally.
Smart InsightsGet key insights before you even ask.
PrioritiesKnow exactly what matters most today.
TasksTurn advice into tasks, tracked per advisor.
ReportsBeautiful reports, automatically generated.
Executive PerspectivesFive AI executives, one clear plan.
IntegrationsConnect your tools and centralise your data.
Team CollaborationWork with your team, all in one place.
NotificationsNever miss what needs your attention.
Works anywhereFully responsive — use Chiefly on any device.

See it on your business

Watch it reason through your business.

Every feature on this page only matters if the answers are right for your business. Thirty minutes is enough to find out.

Your questions, not a script

Bring the decision you're actually stuck on. We run it live rather than replaying a canned demo.

Reasoned through a framework

Pick the lens — E-Myth, EOS, Systems Theory, Levers — and watch the answer change with it.

Grounded in real data

Connected to a business like yours, so you can judge whether the answers hold up.

No prep needed. Bring one question you want answered.