Move work forward across systems, with people in control
What changes for your team
Before
- Work stalls between systems while someone copies data across.
- Automation feels risky when a mistake can reach a client or the books.
- Exceptions get lost in inboxes.
With Dagny
- Each handoff runs from the trigger to the write-back.
- A person approves the steps that matter before anything is written.
- Exceptions are flagged and routed to the right person, with the context attached.
Workflows
Sent back
TriggerWhen Month closes
SheetsStep Match the fee schedule
Dagny AIAI Price the month
NetSuiteStep Draft the invoice
RAApprovalHuman R. Alvarez approves
To R. Alvarez, in Slack
Approve invoice INV-2093?
- Client
- Helios Health
- Amount
- $62,066.67
NetSuiteThen Post the invoice
SheetsThen Update the billing log
SlackThen Tell the team
See the pattern in production
- Finance operations
QBR Media brought billing and collections into a shared operating system
Invoice generation, reported by QBR's founder went from hours to days to 10–15 min.
- Insurance brokerage
From Epic records to a client-ready proposal
Time per proposal went from 60 min to under 5 min.
- Programmatic media / finance operations
Mogl took month-end billing out of spreadsheets
Of the billing work finished on the first live day, reported by Mogl: >80%.
- Customer success operations
Customer health needed a trusted foundation
Scope to solution: 2 weeks.
- Health data & analytics
Fragmented data became a decision system
Unified data foundation: BigQuery.
How we build with you
Four steps, from the first blueprint to systems that keep getting better.
See our process