Capabilities

Practical AI built around your data, not someone else's.

Zenney AI focuses on three high-value capabilities — retrieval, automation and decision support — delivered through a single secure interface and a growing library of system connectors.

Conversational Retrieval

Ask natural-language questions about your business and receive answers grounded in your real data — with citations back to the source records.

Cross-system search
Cited responses
Document & record retrieval

Workflow Automation

Trigger multi-step workflows from a conversation — draft replies, update records, schedule meetings, generate documents, route approvals.

Multi-step task execution
Approval & review gates
Audit trail of every action

Decision Support

Summarise, compare and analyse — produce briefings, weekly reports, trend explanations and what-if analyses on demand.

Briefing generation
Variance analysis
Scheduled insights

Use Cases

Where Zenney AI delivers measurable value.

Concrete, deployable workflows that take work off your team's plate and accelerate the work that remains.

FINANCE & OPERATIONS

Variance & reporting assistant

Automated weekly variance reports, cashflow snapshots, and on-demand drill-downs across the GL, AR and AP — answered in seconds rather than days.

SALES & CRM

Account intelligence & deal hygiene

Instant account briefings ahead of meetings, automated CRM updates from email and call transcripts, and proactive alerts on stalled opportunities.

HR & RECRUITMENT

Candidate screening & HR queries

Resume screening against role criteria, candidate-pipeline summaries, and self-service answers to common employee questions about policy and benefits.

CUSTOMER SUPPORT

Ticket triage & reply drafting

Automated ticket categorisation, priority routing, and high-quality first-draft responses grounded in your knowledge base and prior tickets.

EXECUTIVE

Daily & weekly briefings

Automated executive briefings combining email, calendar, sales pipeline, financials and operations — delivered on schedule, formatted to your preference.

KNOWLEDGE

Internal search across everything

One search bar across SharePoint, Drive, wiki, ERP records, ticketing and email — with cited sources and respect for existing access permissions.

Technical Approach

Engineered for enterprise privacy and control.

The technical architecture is designed around a simple principle — your data stays under your control, and every action Zenney AI takes is auditable.

Data Boundary	Your business data is not used to train any underlying model — ever
Model Choice	Anthropic Claude, OpenAI, AWS Bedrock or self-hosted — swappable per workload
Retrieval Architecture	RAG over your business systems with permission-aware retrieval
Permissions Model	Inherits your existing access controls — Zenney AI never returns data the user is not authorised to see
Audit Logging	Every query, every action, every retrieved source is logged with timestamp and identity
Deployment	SaaS, dedicated tenant, or in your own cloud account / on-premise
Data Residency	AU, NZ, EU or US — selectable per deployment
Authentication	SSO via SAML 2.0 / OIDC, MFA, fine-grained role policies
Approval Gates	Configurable human-in-the-loop checkpoints before any external action
Rate & Cost Controls	Per-user and per-workload usage caps, with cost reporting and alerting

Integration Ecosystem

Pre-built connectors for the systems your business runs on.

Out-of-the-box connectors plus a custom-connector framework for proprietary systems.

Lydiasoft ERP Microsoft 365 Google Workspace Salesforce HubSpot Xero MYOB QuickBooks SharePoint Google Drive Confluence Notion Slack Microsoft Teams Jira Zendesk Custom REST Custom DBs

Connect your systems. Ask anything. Get work done.