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FINANCE · KELEVO AI AGENT

Ask-Your-Data Agent

Answers business questions in plain language from Zoho Analytics, with a chart and a short explanation, right where your team works.

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Built on Zoho Zia AgentsHuman approval built inWorks 24×7
Ask-Your-Data AgentSample run · live simulationWorking · step 1 of 6
TRIGGER
CEO asks on Cliq: “Which region missed target this quarter?”
Zoho Cliq
REASONING
Plan: compare this quarter’s bookings with target by region
ACTION
Queried the sales and target tables
Zoho Analytics
REASONING
West is 18% below target; two large deals slipped to next quarter
ACTION
Built a chart and a one-line summary
Zoho Analytics
RESULT
Answer posted in Cliq with a drill-down link
Zoho Cliq
Zoho AnalyticsZoho BooksZoho CRMZoho Cliq
WHAT IT DOES

Less admin. Better decisions.

Plain-language questionsAsk the way you speak. The agent plans the query and picks the right data.
Answers you can checkEvery answer comes with the chart, the numbers behind it and a link to drill down.
Respects permissionsPeople only see the data their Zoho role already allows.
HOW IT WORKS

Four steps, fully automated.

The agent follows the same steps your best team member would, every time, at any hour.

1AskIn Cliq or a dashboard
2PlanThe right tables and filters
3QueryZoho Analytics
4ExplainChart plus summary
FINANCE AI, UNDER THE HOOD

The AI behind accurate, on-time finance.

Six kinds of AI work together inside the Ask-Your-Data Agent, each handling one part of the process. A person approves anything that matters.

AI TYPES USED
NLPText-to-query AIGenerative visualsGenerative AIAnomaly detectionGuardrails
01Plain-language questionsNLPUnderstands questions asked the way people speak, in everyday business terms.
02Query planningText-to-query AITurns each question into the right query over your Zoho Analytics tables.
03Auto chartsGenerative visualsPicks the clearest chart for the answer and builds it automatically.
04Insight summariesGenerative AIExplains the result in one or two sentences, with the key driver behind it.
05Anomaly spottingAnomaly detectionPoints out unusual spikes or drops you did not ask about but should know.
06Permission-aware answersGuardrailsAnswers only from the data each person’s Zoho role allows.
CONNECTS WITH

Works where your data already lives.

Zoho AnalyticsZoho BooksZoho CRMZoho Cliq
Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
RELATED AGENTS

Agents that work well together.

FINANCECollections Agent →Follows up overdue invoices from Zoho Books every day, politely and on the channel each customer prefers, and escalates only when needed.FINANCEBill Capture Agent →Reads vendor bills from email or uploads, matches them to purchase orders and books them in Zoho Books with the right accounts and GST.SALES & CRMLead Qualifier Agent →Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.
FAQS

Questions we often hear.

Short, direct answers. Still unsure? Talk to our team.

What does the Ask-Your-Data Agent do?

Answers business questions in plain language from Zoho Analytics, with a chart and a short explanation, right where your team works.

Which Zoho apps does the Ask-Your-Data Agent work with?

It works with Zoho Analytics, Zoho Books, Zoho CRM and Zoho Cliq.

Is our data safe?

The agent runs on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and it can only see and change what its Zoho role allows.

Can it be set up around our process?

Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.

SEE IT LIVE

See the Ask-Your-Data Agent working on your own Zoho data.

Book a 30-minute demo. We show the agent on a process like yours and map what it would take to go live.

Book a live demo →