See your future business performance
Key features
Emerging matters
Set up your watch-list on priority topics - Ask Astro can watch for specific changes and notify you when something needs our attention.
Advisors: Be notified when an issue or opportunity arises for your client, so you can proactively discuss and decide things together, right as they happen!
Automated research
Run customer desktop research to keep you up to date on competitors, market movements, regulation or industry changes. Any topic, Ask Astro to keep an eye out, and update the report weekly or monthly!
Look deeper at trend data for your clients, patterns over the data, and potential opportunities with more detailed analysis to support your discussions - all within the deep context of your clients situation
Guided playbooks
Be guided through your ‘Jobs to be Done’ - Ask Astro to help you simply create a policy, or even your annual plan! Best of bread processes designed to help get things done, the right way without the time sink.
Use your own frameworks and IP to create custom playbooks driven by AI for your clients to use when you are not there. Knowing they are supported and levelling up their business means a high value and unique offering for your advisory business.
Connect your core data
The first step in having full awareness of your business is giving Ask Astro context. Whether it be adding previous documents, like board papers, strategy documents, contracts and marketing plans, anything will help tell a story of where you have come from. You can drag and drop these directly into the Data page, where Astro will turn those resources into facts about your business. And you can do that in a way that keeps your data secure.
The best data is real time, straight from the source, so that no context is lost. You can do that by simply connecting to any of our common integrations, giving permission for the data to be connected, and you are off! No technical help required! If there is a key data source you need and you don’t see it on our integrations page, just let us know and we will look into getting it in there for you.
Monitor key metrics easily
Running a small business means wearing many hats. The last thing you need is to waste hours figuring out how your business is doing.
Ask Astro makes tracking your business simple. Once you connect your data sources—like your accounting software or sales platform—everything important appears in one place.
Just pick what you want to keep an eye on—maybe it's monthly sales, new customers, or cash flow—click to add it to your dashboard, and you're done. What used to take hours now takes seconds.
When it's time for a team meeting or investor update, hit one button to create a professional report that explains your numbers in plain English. No more scrambling to put presentations together.
The everything platform for business
- Build Custom Dashboards: Add any metric to your dashboard with just a few clicks. Track revenue, customer satisfaction, team performance, or market movements all in one place
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Create Smart Playbooks: Design step-by-step AI-driven workflows for strategic tasks like annual planning, one-on-one’s, or client onboarding that guide you and your team through controlled processes
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Integrate Your Systems: Connect Xero, HubSpot, Shopify, Google Ads, Notion, Harvest and more with one-click integrations, or drag-and-drop documents directly into the platform. Even those unique snowflake spreadsheets are no problem
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Get AI-Powered Insights: Ask questions about your business performance, market trends, or strategic options and get intelligent responses based on your actual data
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Monitor and Emerging Matters: Set up automatic monitoring for key metrics and get notified when something needs your attention—before it becomes a problem
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Collaborate Securely: Share dashboards, playbooks, and insights with advisors or team members while keeping sensitive information protected in your own encrypted data warehouse