Stop reading reports. Start investigating with AI.
Upload spreadsheets, reports, or operational documents. FlowSummary understands your business, recommends the best investigation, and creates interactive workspaces that turn information into decisions.
Analyst thinking
Finance.xlsx
Problem
Most AI tools stop at the answer.
Chat interfaces can read documents and generate reports, but enterprise teams still have to choose the investigation, preserve context, validate evidence, and decide what to do next.
Prompt
Read
Summarize
Copy
Repeat
Solution
FlowSummary works like an analyst, not a document chatbot.
It understands business documents, recommends the right investigation, and creates Living Workspaces that help teams make confident decisions.
Understand
Investigate
Explain
Recommend
Decide
How FlowSummary Thinks
It reasons before it generates.
FlowSummary follows a structured analyst pipeline so the output is grounded in document intelligence, business context, evidence, and user intent.
Done. Recommended next step: open a Living Workspace with evidence and copilot context.
Document Intelligence
Detects what the document is, which fields matter, and how the information should be interpreted.
Business Reasoning
Connects KPIs, anomalies, and evidence to business context instead of returning a generic summary.
Intent Inference
Predicts whether the team needs a dashboard, root cause analysis, forecast, presentation, or audit trail.
Recommended Actions
Prioritizes next steps based on evidence, confidence, urgency, and the likely decision being made.
Living Outputs
Creates workspaces that teams can explore, question, validate, and turn into executive-ready outputs.
How It Works
A repeatable path from document to decision support.
FlowSummary does not ask teams to decide what analysis to run first. It detects the document, infers the likely objective, and opens the workspace that fits the business problem.
Detect
Identifies document type, structure, fields, language, dates, entities, and business signals.
Understand
Builds document intelligence from metrics, dimensions, evidence, risks, and operational context.
Reason
Connects patterns to likely business meaning instead of treating the upload as plain text.
Recommend
Suggests the right investigation, action, or output before the team writes a prompt.
Workspace
Creates a Living Workspace where context, evidence, copilot answers, and actions stay connected.
Decide
Turns the investigation into decision support for executives, operators, and follow-up teams.
Living Workspace
Collaborate with AI instead of receiving static reports.
Each analysis becomes an interactive workspace. Teams can explore KPIs, compare segments, forecast scenarios, ask the copilot follow-up questions, and inspect evidence without losing context.
Executive Dashboard
Financial performance investigation
Revenue variance
12.4%
Margin pressure
High
Forecast confidence
78%
Recommended action
Open root cause investigation for margin pressure before generating the board presentation.
AI Copilot
“The strongest signal is expense growth in the current period. Evidence is attached from Budget, Actual, and Variance fields.”
Executive Dashboard
Decision metrics, risk signals, recommended actions, and confidence in one operating view.
Root Cause Investigation
Follow the strongest signal from KPI to dimension, evidence, and recommended next action.
Forecast Workspace
Turn current signals into scenarios, assumptions, and confidence-aware decision paths.
Presentation Workspace
Generate executive-ready narratives while preserving the evidence behind each slide.
AI Copilot
Ask follow-up questions that inherit the active KPI, dimension, filters, and reasoning context.
Evidence Viewer
Inspect source fields, supporting findings, confidence, and affected records before deciding.
Supported Documents
Built for business documents.
FlowSummary adapts its reasoning to the document type, then recommends the investigation, workspace, and output enterprise teams usually need next.
Enterprise Features
Designed for recurring investigation work.
FlowSummary keeps the analyst workflow structured enough for explainable reviews, continuous decision support, and management-ready outputs.
Explainable analysis
Confidence, evidence, source fields, and reasoning stay visible inside each investigation.
Continuous context
Analysis history, workspace state, recommendations, and generated outputs remain connected.
RayTech Account access
Built into the RayTech ecosystem with authenticated workspace flows.
Enterprise-ready posture
Designed for controlled document workflows, repeatable reviews, and audit-aware teams.
Comparison
Why FlowSummary is different from chat AI and BI dashboards.
Traditional AI can answer prompts. BI dashboards can show metrics. FlowSummary connects documents, reasoning, evidence, recommended actions, and continuous investigation in one analyst workflow.
Traditional AI
- Reads documents
- Answers prompts
- Generates reports
- Loses analysis context between follow-ups
- Leaves investigation design to the user
FlowSummary
- Understands business context
- Recommends investigations
- Creates interactive workspaces
- Preserves analysis context
- Supports continuous decision making
Interactive Demo
Watch the analyst path.
Select a stage to see how FlowSummary moves from document intelligence to a decision-support workspace.
Detect
Identifies document type, structure, fields, language, dates, entities, and business signals.
Examples
Investigations that support decisions.
FlowSummary changes its workspace based on the document type, available evidence, and likely business objective.
Attendance anomaly investigation
Input
Monthly attendance file with employee, region, check-in, check-out, status, and leave reason.
Output
Creates an anomaly workspace with evidence, affected groups, recommended owner actions, and follow-up questions.
Financial board brief
Input
Finance report with revenue, expense, profit, budget, variance, and reporting period.
Output
Builds an executive dashboard, highlights variance drivers, and prepares a decision-ready presentation path.
Contract risk review
Input
Vendor agreement with obligations, payment terms, renewal windows, and termination language.
Output
Opens an evidence-backed risk workspace with obligations, renewal exposure, and recommended negotiation follow-ups.