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Connect your financial tools and see your company's performance metrics in one live dashboard, updated automatically.
Valyxo uses an AI agent to automatically sync and process your financial data. Here's how it works and what it means for your data security.
The AI agent only reads your financial data from connected systems. It never modifies, deletes, or writes anything back to your source tools. Your original data remains untouched in your existing systems.
Each company has its own dedicated AI agent instance. Your data is processed in complete isolation and is never shared with or reused by other companies. What belongs to you stays with you.
Your financial data is processed only for your company's dashboard. It is never used to train models, shared with third parties, or reused in any way. Your data serves only your dashboard.
You decide which tools to connect, what data to sync, and who has access to your dashboard. You can revoke connections or disconnect integrations at any time, immediately stopping all data access.
The AI agent runs automatically in the background, continuously syncing your data in real time to keep your dashboard current. All processing happens securely, and you maintain full control over your connections and data access.
Example of a real-time Company Performance dashboard
Last updated: Jan 15, 2026, 04:41 PM · Powered by Valyxo Agent
The AI agent is granted secure, read-only access to your data. Nothing can be edited or changed.
The agent continuously reads and standardizes your data across systems in real time.
Your dashboard updates automatically with accurate, standardized metrics and trends.
Always understand how your company is performing — without spreadsheets.
All your financial data is unified in one consistent view.
Share a secure, read-only dashboard with stakeholders — no reports, no exports.