Awarded as the top customer success solution by Winning by Design

Ops & Leadership Intelligence

Turn Executive BI Requests into Autonomous Agents.

Stop battling the reporting backlog. Empower your Ops and BI teams to vibe-code AI Agents that deliver governance, executive dashboards, and autonomous intelligence at scale—reducing days of manual work to minutes.

  • RECOGNIZED BY GARTNER
  • #1 — WINNING BY DESIGN 2025
  • ZERO AI PoCs LOST IN 2025
FunnelStory manage customers dashboard with renewal predictions and needle-movers
“FunnelStory helps me understand our customer journey across both sales and post-sales. I now rely on it daily to track feature adoption and flag at-risk accounts.“
Gilad Shriki, Co-Founder, Descope

Gilad Shriki

Co-Founder, Descope

Why FunnelStory is the solution

Deliver Intelligence at the Speed of Leadership

Transform how your organization consumes data. Move from reactive, manual reporting to proactive, autonomous governance.

Isometric illustration of a jigsaw puzzle missing its final piece, representing fragmented, manual reporting

The Reality

The Reality: Slow & Unscalable

The manual approach to generating executive intelligence is slow, repetitive, and impossible to scale. Internal BI and Ops teams are constantly bogged down by one-off leadership requests, spending hours slicing data instead of driving strategy.

  • Days spent compiling weekly risk roll-ups.
  • Data is stale by the time it reaches the board.
Isometric illustration of an automated report unrolling from a clipboard

The Fix

Vibe-Code to Scale

With FunnelStory, Ops and BI leaders can create powerful AI Agents just by describing what they need in plain English. Turn complex business intelligence requests into autonomous workflows that deliver mathematically validated insights instantly.

  • Agents run 24/7 on the Customer Intelligence Graph.
  • Zero developer bandwidth required.

80–90%

Effort Reduction

Automate the heavy lifting of data compilation and formatting.

10 Mins

From 2 Days of Work

Instant turnaround for complex, multi-source reporting.

Infinite

Scale Without Headcount

Show leadership unmatched speed without adding to your BI team.

Autonomous agents

An Autonomous Agent for Every Executive Question

Deploy a fleet of specialized AI Agents to monitor, forecast, and report on your most critical business metrics 24/7.

Revenue & Growth

Track ARR waterfall and revenue health, renewal forecasts and modeling, customer LTV, and product bundling opportunities in one place.

Risk & Governance

Surface portfolio and downstream risk, cohort retention, logo retention modeling, and automated anomaly alerts before they escalate.

Operations & Performance

Monitor CSM performance and capacity, value drivers, forecast analysis, and QBR generation automation without manual roll-ups.

Intelligence where you work

Delivered Exactly Where Leadership Lives

No new portals to log into. FunnelStory pushes executive intelligence directly into the tools your leadership team already uses to make decisions.

Push your autonomous BI directly into Claude, ChatGPT Enterprise, or your preferred LLM. Chat with your data natively.

Claude chat surfacing an autonomous expansion report with qualified candidates, ARR in scope, and ranked expansion plays

Why teams trust FunnelStory

Recognized, proven, and built for the enterprise.

Recognized by Gartner

Enterprise-grade compliance

#1 — Winning by Design

Top AI solution for Customer Success, Expansion & Renewals, 2025.

Zero AI PoCs lost in 2025

Every proof-of-concept we ran converted. The foundation shows up in the pilot.

Unified Journey — patent-pending

Our Unified Journey and needle-mover methods are patent-pending technology.

Enterprise security in our DNA

Built by founders with deep enterprise-security backgrounds.

Governed & auditable

Role-based, permissioned access to every part of the context graph.

SOC 2 Type IIISO 27001GDPRUS Data PrivacyTrust Center →

Ready to Transform Post Sales?

Unlock the power of
the Customer Intelligence Graph

Connect any AI. Govern every team. See everything.