Revenue Intelligence
AI Revenue Intelligence & Autonomous Business Analytics Platform
m10_uat ALL_PASS
Warehouse ingest, metrics/anomaly/RCA, Text-to-SQL + RAG, and HITL for collections and pricing.
M0–M10 complete · API 1.0.0 · Closeout 2026-09-12
The problem
CRM, payments, and sheets sit in silos with invented KPIs and ungated finance actions.
Siloed data
CRM, payments, and sheets with weekly spreadsheet merges.
Invented KPIs
Conflicting definitions; forecasts float.
Unsafe NL/SQL
Agents invent numbers; DROP/UPDATE risk.
Ungated finance actions
Collections, pricing, retention without HITL.
Silent pipeline failures
Ingest/analytics die without DLQ/audit.
The solution
FastAPI owns metrics, Text-to-SQL allowlists, and HITL; n8n owns ingest/notify — finance exposure stays RBAC-bound.
Production revenue intelligence: unified warehouse, governed analytics, anomaly/RCA, and HITL on finance-impacting actions — not a BI chatbot.
Warehouse ingest
Unified metrics layer from CRM/payments/sheets.
Anomaly + RCA
Alert with dedupe and root-cause assist.
Text-to-SQL + RAG
Allowlisted analytics; grounded briefs.
Finance HITL
Collections/pricing require approval packages.
RBAC dashboard
Finance exposure controlled by role.
Sources → n8n ingest → warehouse/Postgres → FastAPI metrics/RCA/SQL/RAG → HITL → Slack/Email/Teams → dashboard
Before → After
Architecture
Delivery
Milestone narrative from kickoff through closeout — all gates met.
| ID | Theme | Unlocked |
|---|---|---|
| M0–M1 | Architecture + skeleton | Compose stack, schema, FastAPI, n8n, health |
| M2–M3 | Core intelligence | Orchestrator/agents, RAG, primary integrations |
| M4–M5 | Reliability + HITL | Approvals, DLQ, audit, Phase 1 gate |
| M6–M7 | Depth + Phase 2 | Secondary channels/agents, Phase 2 regression |
| M8–M9 | Dashboard + scale | Ops UI RBAC, eval, observability, adapters |
| M10 | Closeout | Docs, UAT/smoke, KT pack, deliverables |
Proof
Verified on local Docker dry-run — no invented client metrics.
m10_uat
ALL_PASS
Closeout pack
Finance exposure
0
Unauthorized finance views blocked
Destructive SQL
0
Allowlist guard
API
1.0.0
Revenue platform
Stack
- FastAPI
- n8n
- Postgres
- Redis
- Qdrant
- HubSpot / Stripe / Sheets
- Caddy
Want a system like this?
We build production AI ops platforms — multi-agent orchestration, RAG, CRM, and reliable automation — not one-off chatbot demos.