Inventory
In the warehouse system140 in stock, but 60 are already promised to another customer.
Make your business data ready for AI.
We connect your systems, documents and business rules into one governed foundation your AI can work from.
-
Connect the information
One record for every customer, product and order.
SystemsDatabasesSpreadsheetsDocuments -
Give it business meaning
A signed contract, an invoice and collected revenue never get mixed up.
-
Keep the context current
Policies and contract terms stay attached, and conflicts are flagged.
-
Control how it is used
You set who sees what, and when a person must approve.
Finance, Operations, AI assistant -
Ready for AI
AI has the context to answer questions and do approved work.
A simple question can cross the entire business.
The answer rarely lives in one place. It sits across applications, documents and the people who know how the work gets done.
“Can we deliver this order by Friday?”
Procurement
In a supplier emailMore stock arrives Wednesday, if the supplier confirms.
Logistics
On the courier portalOrders must leave by Thursday at 3 pm to arrive on Friday.
Contract
In a signed PDFSplit deliveries are allowed, so part can ship now.
Ragioneer brings that information together, with its meaning, relationships and permissions intact.
02From records to context
The next step after digitization.
Digitization gave businesses records. AI also needs the context around them.
1970
E. F. Codd’s relational model let people work with data without knowing how a computer stored it.
Read the original researchToday
Most businesses hold a digital record of almost everything they do. A person still has to assemble the context around each question.
AI‑ready
The context is explicit, so people and approved AI can use it.
What a record represents
How it relates to others
Which version is current
What the business permits
Turn scattered records into a model of your business.
Ragioneer Data Intelligence builds it in four steps, on the systems you already run.
Each system keeps its own copy of the same person. We link them, so every system points to one record.
Example: one patient, four systems
Today
AMorgan, JamesAppointments
LJ. MORGANLab results
Pjames.morganPharmacy
IJames R. MorganInsurance
Four spellings. Staff can’t be sure it’s the same patient.
With Ragioneer
JM
James Morgan
ALPI
One patient, linked in every system.
Everyday words like “visit” get one agreed meaning, so every team counts the same thing the same way.
Example: “How many patients did we see this week?”
Today
Front desk“Everyone with an appointment.”
Clinicians“Everyone we actually examined.”
Billing“Every visit we’ve claimed for.”
Same word, three different answers.
With Ragioneer
Bookedappointment made
Seenvisit done
Claimedsent to insurer
Each has its own name, so everyone reads it the same way.
Rules and contract terms stay attached to the data and up to date. When two sources disagree, the right person is asked.
Example: James’s follow-up visit
Today
Visit protocol, old version
Two allergy records on file
Out-of-date steps get followed, and nobody spots the clash.
With Ragioneer
Visit protocolLatest
James’s care planAttached
Two allergy recordsSent to clinician
The latest protocol applies, and clashes reach someone who can resolve them.
You decide who and what can see each record, what they can do with it and when a person has to approve.
Example: who can see James’s results?
Today
Access is all or nothing
Hard to let AI help without exposing everything.
With Ragioneer
DR
DoctorSees the full record and can update it
DoctorSees the full record and can update itFD
Front deskSees appointments, not results
Front deskSees appointments, not resultsAI assistantDrafts summaries, a clinician approves
Everyone gets the access their job needs, and no more.
Build more on the same foundation.
Once your data is connected, every new use of it starts further ahead.
Ask questions, get sourced answers
Ask in plain words and see which records each answer came from.
Which patients are due a follow-up this week?
14 patients are due. Nine are post-surgery reviews and five are routine check-ins, and all have an open slot this week.
Sources
1Care plansfollow-up dates for each patient 2Appointmentsopen slots this weekReports everyone agrees on
Every number follows one shared definition.
BookedAppointment made312
SeenVisit signed off276
ClaimedSent to insurer241
Automation that finishes the job
Workflows run end to end, with a person approving where it matters.
Example: reminding James about his follow-up
James is due a follow-up
His care plan and consent are checked
A nurse approves the reminderWaiting
James gets a text reminder
A clearer view for growth
Compare demand, staff and travel time before you open a new site.
North district
North district
Patient demand High
Staff available Yes
Travel time 20 min
✓Good fit for a pilot
Built around the information your industry depends on.
The method stays the same in every industry; only the records change. Here is how it looks in six of them.
Construction
Win work you can actually deliver.
Bids, contracts and site reports live in different places, so new estimates rarely learn from how past projects really finished.
01 of 06
We connect
EstimatesContractsSchedulesSite reportsFinal costs
So you can ask
“Which bids look like projects we delivered well?”Measured by estimate accuracy and margin at final settlement.
Commerce
Grow on the offers that pay off.
An offer lifts orders. Weeks later, returns, shipping and support costs quietly eat the margin it seemed to win.
02 of 06
We connect
CampaignsOrdersReturnsFulfilment costsRepeat purchases
So you can ask
“Which customers stay profitable after the first order?”Measured by contribution after the cost to serve, and repeat purchasing.
Banking and trading
One view of exposure you can trust.
Accounts, trades and market data each carry their own definitions and timestamps, so one simple question needs hours of reconciling.
03 of 06
We connect
AccountsTransactionsPositionsMarket dataAccess rules
So you can ask
“What is our total exposure to this client right now?”Measured by reconciliation breaks and time to a trusted answer.
Healthcare and research
Plan capacity around the real workload.
Schedules count appointments, not the staff, equipment and lab time each visit needs, so plans drift as protocols change.
04 of 06
We connect
SchedulingStaffingProtocolsLab turnaroundVisit outcomes
So you can ask
“Do we have capacity for next month’s visits?”Measured by scheduling accuracy, waiting time and staff overtime.
Legal services
Case knowledge every lawyer can reach.
Precedents, filings and client notes sit in folders that only their author knows how to find.
05 of 06
We connect
Case filesCourt filingsStatutesClient notesDeadlines
So you can ask
“Which past cases match this client’s situation?”Measured by research time per case and missed deadlines.
Energy and regulation
Stay ahead of every rule change.
Regulations change often, and the obligations they create are spread across permits, assets and inspection reports.
06 of 06
We connect
RegulationsPermitsAsset dataInspectionsFilings
So you can ask
“Which of our sites does the new rule affect?”Measured by time to assess a change and late filings.
Built on real records, rules and workflows.
Each of these started with an organization’s own data and the way its work actually gets done.
Healthcare assistantWeb chat
Sample conversation
AI can suggest. Your rules decide.
Before any action runs, Ragioneer checks it against your rules, outside the AI model. Risky actions wait for a person, and everything is recorded.
1. The request
CustomerMy order arrived damaged. Can I get my money back?
AI assistantI’ll arrange that refund for you.
The assistant understands the request. It can’t move money on its own.
2. Your rules check it
1The customer is who they say
2The order qualifies
3It hasn’t been refunded already
4The amount is within the limit
Checked by your system, not by the AI.
3. What happens
Waiting for the checks
The result appears once every rule has been checked.
MKManager approval needed Saved to the activity recordYour business stays in control of what its AI can do.
Based on OWASP guidance for limiting AI agentsWhen people ask AI, your offer should answer.
More people now plan, compare and book through AI assistants. Ragioneer keeps the facts they rely on accurate wherever they look.
Traveller
Find us a family hotel in Dubai near the beach, with an airport transfer, for the first weekend of March.AI assistant
I found two good fits. Marina Shore Hotel is the best match for your family and your dates.90%
higher conversion for visits that came from AI tools than for other visits to US retail sites, September 2026.
Adobe. This compares two conversion rates; it is not a 90% conversion rate. SourceOne set of approved facts
Availability, prices, locations and policies are checked once, then shared everywhere.
Your website
Booking sites and marketplaces
AI assistants and search
Internal data stays private
Once the foundation is ready, learn from what it shows.
Ragioneer Decision Intelligence studies your history, spots where results drift from the plan and helps you test a fix before anything changes.
Follow-up visit length
Example from a clinic, compared with the time it books per visit
Running long
Back on plan
How it happened
1
Spot the change
Visits started running longer than the time booked for them.
2
Find the likely reason
It began when a new follow-up protocol added extra checks.
3
Test a fix
Book longer slots for follow-ups for four weeks and compare.
4
Update the plan
Clinical leads approve the new slot length for everyone.
Each finding comes with its evidence. Nothing changes until the right person approves it.
Explore Decision IntelligenceStart with one part of the business.
We begin with a single decision or workflow, prove it on real work, then grow from there.
Pick the outcome
Choose one decision or workflow that matters, who owns it and how you will judge success.
For example: fewer missed follow-ups at a clinic, owned by the clinical lead.
Build what it needs
Connect only the sources it uses, agree what the key words mean and set who can see or act.
For example: link appointments and care plans, and define what “due” means.
Test it on real work
Check answers against current records and real exceptions, and agree who keeps it running before you expand.
For example: run reminders for one team for a month and review every exception.
Every next step starts further ahead
The definitions, links and permissions you set up the first time are reused, so each new use takes less work than the last.
Bring one question your business needs answered.
Discuss your AI readinessThe teams we build with,
in their own words.
Founders and CEOs on what it was like to plan, build and ship with Ragioneer.
Skilled technologists who take the time to understand project requirements and deliver results on time. Their communication is excellent, and they provide support well beyond the initial engagement.
Their expertise in RAG, Agentic AI, and prompt engineering has been pivotal. They built a hyper-personalized recommendation engine that significantly improved our system.
Invaluable in expediting our RAG application. The team has been insightful consultants and capable engineers. I would highly recommend Ragioneer.
Delivered scalable, cost-efficient, and security-compliant architectures. Their strategic approach has significantly accelerated our product development.
From day one, they understood my vision and brought it to life with creativity, precision, and professionalism. Their continued partnership is transforming nursing education.
Notes on making business data usable for AI.
View all insightsStart with one question
Give your next AI initiative a foundation to build on.
Start with a business question or workflow. We will map the information it needs, identify the gaps and build the data foundation required to put it into practice.
Our mission is to make business data usable wherever AI can create value.