Agentis AI
Intelligent Systems That Act
Agentis AI helps organizations transform Microsoft platforms into intelligent systems that think, act, and continuously improve. We combine AI services, autonomous agents, and deep Microsoft expertise to move enterprises from insight to execution.
Built on Microsoft Fabric, Azure AI, Dynamics 365, and Microsoft Security.
Home
The Problem We Solve
Most organizations are surrounded by data, dashboards, and AI pilots—yet decisions are still manual, slow, and reactive. Despite significant investments in analytics platforms and business intelligence tools, the gap between knowing what to do and actually doing it continues to widen.
Insights Live in Reports
Critical intelligence remains trapped in static dashboards and PowerPoint decks, disconnected from operational workflows where decisions happen.
AI Stops at Recommendations
Current AI tools excel at analysis but fail at execution. They suggest actions but cannot take them, requiring constant human intervention.
Manual System Integration
Teams spend countless hours manually transferring data between systems, creating bottlenecks that slow response times and increase error rates.
Agentis AI closes the gap between intelligence and action. We transform your Microsoft ecosystem from a collection of tools into an integrated intelligent system that autonomously drives business outcomes.
What Makes Agentis AI Different
We do not build chatbots. We build agentic systems—AI that understands context, makes decisions, and takes action securely inside your Microsoft environment.
1
Enterprise-Grade Data Foundations
We establish unified, governed data platforms using Microsoft Fabric and Azure that serve as the trusted source of truth for all intelligent operations.
2
Autonomous Agents with Guardrails
Our agents operate independently within clearly defined boundaries, executing complex workflows while maintaining safety, transparency, and auditability.
3
Human-in-the-Loop Governance
Critical decisions include approval workflows and escalation paths, ensuring AI augments rather than replaces human judgment and expertise.
4
Native Microsoft Integration
Built exclusively on Microsoft Cloud platforms, our solutions leverage existing investments while ensuring enterprise security, compliance, and scalability.
What We Do
AI Services
We Design and Deliver Production-Ready AI Solutions on Microsoft Cloud
Our AI Services establish the foundation required for trusted, production-grade artificial intelligence. We help organizations design, build, and operate AI solutions that are secure, responsible, and built to scale across your enterprise.
From data platform modernization to responsible AI governance, we ensure your AI initiatives deliver measurable business value rather than remaining experimental pilots.
Microsoft Fabric Data Platforms
Unified lakehouse and warehouse architectures that consolidate analytics, AI, and governance into a single intelligent data foundation.
Azure AI & Machine Learning
Production AI model development, deployment, and lifecycle management using Azure-native services and Azure OpenAI capabilities.
Copilot & AI Readiness
Comprehensive assessments, security alignment, and adoption strategies to maximize productivity gains from Microsoft Copilot investments.
AI Governance & Responsible AI
Frameworks, policies, and controls that ensure AI systems meet enterprise standards for transparency, fairness, and regulatory compliance.
Agentic AI Solutions
From Insight to Autonomous Action
Agentic AI represents a fundamental shift from AI that informs to AI that executes. Traditional AI tools provide recommendations and insights, but they stop short of taking action. Agentic AI closes this gap by designing and building autonomous agents that operate within defined guardrails—making decisions, triggering workflows, and resolving exceptions across your Microsoft systems.
Our agents are not simple automation scripts or chatbots. They are sophisticated systems that understand business context, reason over objectives and constraints, and take purposeful action to achieve specific outcomes. Every agent is designed with enterprise-grade security, human oversight, and continuous learning capabilities built in from day one.
01
Custom Agent Development
Workflow-driven agent design tailored to your unique business processes, integrated seamlessly with Dynamics 365, Microsoft 365, and Azure services.
02
Planning & Execution Logic
Agents that understand objectives, evaluate options, make decisions, and execute actions across multiple systems autonomously.
03
Exception Handling
Intelligent detection and resolution of edge cases, with automatic escalation to human experts when confidence thresholds are not met.
04
Human-in-the-Loop Design
Approval workflows, intervention points, and transparent explanations that ensure AI augments human judgment rather than replacing it.
05
Continuous Learning
Performance monitoring, feedback loops, and adaptive optimization that improve agent effectiveness over time.
First-Party AI Agents
Ready-to-Deploy Intelligent Agents Across Core Business Functions
Agentis AI develops and operates first-party agents that address high-value, repeatable business challenges across finance, human resources, IT operations, and supply chain management. These agents can be deployed as standalone solutions or as part of a comprehensive managed service, accelerating time to value while maintaining enterprise-grade security and governance.
Finance Agents
  • Cash Flow Agent: Real-time monitoring, risk identification, and proactive runway alerts
  • Forecasting Agent: Rolling forecasts, scenario modeling, and automated variance analysis
  • Close Agent: Reconciliation automation to accelerate month-end and reduce errors
  • Board Reporting Agent: Executive-ready reports with contextual insights and commentary
HR Agents
  • Workforce analytics and capacity planning
  • Payroll reconciliation and variance detection
  • Compliance and policy monitoring
  • Talent acquisition and retention intelligence
IT & Security Agents
  • Microsoft tenant configuration and monitoring
  • Security posture assessment and risk management
  • License and cost optimization
  • Incident triage and response orchestration
Operations Agents
  • Demand and capacity planning
  • Inventory optimization and rebalancing
  • Vendor and procurement intelligence
  • Exception detection and automated resolution
Core Microsoft Services
All Agentis AI Solutions Are Delivered Inside Microsoft's Enterprise Platforms
We architect every solution natively on Microsoft Cloud to ensure scalability, security, and seamless integration with your existing technology investments. This Microsoft-first approach eliminates the complexity of third-party integrations while leveraging the full power of the world's most comprehensive enterprise cloud platform.
Dynamics 365
Business Central, Finance, Supply Chain, Sales, and Field Service integration with embedded AI and agent workflows.
Microsoft 365 & Copilot
Productivity optimization, Copilot adoption and extension, Teams and SharePoint automation.
Azure Cloud & Apps
Cloud-native development, API integration, AI-first application architectures, and modernization services.
Security & Compliance
Microsoft Security stack, identity and access management, data protection, and Zero Trust implementation.
How It Works
Data → Intelligence → Action
Unify Data
Microsoft Fabric, Dataverse, and Azure bring disparate data sources together securely, creating a single source of truth across your organization.
Apply Intelligence
Azure AI and agent reasoning models interpret context, understand intent, and generate actionable insights aligned to business objectives.
Execute Actions
Agents autonomously trigger workflows, system updates, alerts, and decisions inside Microsoft platforms—moving from insight to execution instantly.
Govern & Improve
Built-in controls, human oversight, audit trails, and continuous learning ensure safe, transparent, and progressively better performance.
This closed-loop system transforms static data into dynamic intelligence that continuously optimizes business performance. Unlike traditional approaches that require manual intervention at each step, Agentis AI creates an autonomous cycle where data flows seamlessly into action, and outcomes feed back to improve future decisions.
Who We Serve
Industries Where Execution Speed, Trust, and Governance Matter
Agentis AI supports organizations across industries where the ability to act quickly on intelligence creates competitive advantage. Our solutions address the unique challenges of sectors where regulatory compliance, operational complexity, and security requirements demand enterprise-grade AI that can be trusted to execute autonomously.
Manufacturing
Demand forecasting, capacity planning, inventory optimization, and margin intelligence for complex production environments.
Retail & Distribution
Supply chain intelligence, inventory rebalancing, pricing optimization, and exception-based fulfillment management.
Financial Services
Cash flow monitoring, regulatory reporting, risk detection, and automated compliance for financial institutions.
Professional Services
Resource optimization, project margin protection, utilization forecasting, and client profitability analysis.
Healthcare & Life Sciences
Operational efficiency, clinical and financial data integration, compliance monitoring, and capacity management.
Public Sector
Budget oversight, compliance automation, resource allocation, and transparent stakeholder reporting for government agencies.
Built on Microsoft. Designed for Scale.
Agentis AI is architected natively on Microsoft Cloud, ensuring every solution benefits from enterprise-grade scalability, security, and seamless integration with your existing Microsoft investments. This architectural decision is not just about technology compatibility—it is about delivering solutions that can grow with your organization while maintaining the highest standards of governance and trust.
Microsoft Fabric
Unified data and analytics platform providing the foundation for all intelligent operations and AI workloads.
Azure AI & OpenAI
Enterprise AI services delivering advanced reasoning, language understanding, and machine learning capabilities.
Dynamics 365
Integrated business applications serving as systems of record for finance, operations, sales, and customer service.
Microsoft Security
Comprehensive security stack ensuring trust, compliance, and Zero Trust architecture across all agent operations.
This Microsoft-native approach ensures scalability across multi-entity and multi-region deployments, enables co-sell alignment with Microsoft partners, and provides a clear path from pilot to production. Organizations gain the confidence that comes from building on the world's most trusted enterprise cloud platform.
Why Agentis AI
AI That Acts, Not Just Informs
Our agents do not stop at recommendations. They execute real workflows, trigger decisions, and drive measurable business outcomes autonomously.
Enterprise-Grade Security & Governance
Every solution includes built-in identity management, audit trails, compliance controls, and human oversight from day one.
Deep Microsoft Expertise
Our team brings decades of combined experience across Microsoft data platforms, applications, AI services, and security infrastructure.
Balanced Business Model
We deliver value through professional services, managed first-party agents, and platform IP—providing flexibility in how you engage.
Real Operational Outcomes
Our success is measured by business impact: faster decisions, reduced costs, improved accuracy, and accelerated execution across your organization.
Organizations choose Agentis AI because we combine technical excellence with business pragmatism. We understand that enterprise AI must deliver measurable value while operating within strict governance frameworks. Our approach balances innovation with responsibility, autonomy with control, and speed with safety.
Ready to Move from Insight to Action?
Whether you are modernizing data platforms, deploying AI agents to automate critical workflows, or transforming core business processes across finance, operations, or IT, Agentis AI can help you unlock the full potential of your Microsoft investments.
Our team of experts is ready to discuss your specific challenges and design a solution that delivers measurable business value. From initial assessment through production deployment and continuous optimization, we partner with you to ensure AI moves beyond experimentation to become a trusted driver of operational excellence.
Start your journey from insight to autonomous action today.

About Agentis AI
Purpose. Trust. Leadership. Vision.
Agentis AI was founded to solve a fundamental problem facing modern organizations: AI has delivered insight—but not execution. We exist to close that gap by building intelligent systems that act, securely and responsibly, inside the Microsoft enterprise cloud.
Our Vision
To Become the Trusted Leader in Agentic AI—Powering Intelligent Execution Across the Enterprise
We envision a future where organizations move beyond static systems of record and reactive decision-making, toward autonomous, adaptive systems that continuously optimize performance across finance, operations, people, and technology. This transformation represents more than incremental efficiency gains—it fundamentally changes how enterprises operate.
In this future, data does not sit idle in warehouses waiting for analysis. Intelligence does not stop at dashboards requiring manual interpretation. Decisions do not bottleneck in email chains and approval workflows. Instead, organizations operate as living, learning systems where AI agents understand context, make informed decisions, and execute actions within appropriate guardrails—all while maintaining human oversight and accountability.
1
Today
Systems of record capture data, but intelligence remains disconnected from execution.
2
Tomorrow
Agentic systems autonomously drive outcomes while humans focus on strategy and exceptions.
3
The Future
Organizations operate as adaptive ecosystems where AI continuously optimizes every aspect of performance.
This is the future Agentis AI is building—where intelligence and action are inseparable, where systems learn and improve continuously, and where enterprises gain unprecedented agility while maintaining the trust and governance required for sustainable success.
Our Mission
Transform Microsoft Platforms into Intelligent, Action-Oriented Systems
Our mission is to combine AI services, autonomous agents, and deep domain expertise to help organizations turn their Microsoft investments into intelligent execution engines. We believe that the true value of AI is not realized through better dashboards or more sophisticated analytics—it is realized when intelligence drives action automatically, safely, and at scale.
Turn Data into Decisions
Establish unified data foundations using Microsoft Fabric and Azure that provide trusted, real-time intelligence across the organization.
Turn Decisions into Action
Deploy autonomous agents that understand context, evaluate options, and execute workflows within appropriate governance frameworks.
Turn Action into Continuous Improvement
Implement feedback loops, performance monitoring, and adaptive learning so systems become progressively more effective over time.
All of this happens with enterprise-grade security, comprehensive governance, and human-in-the-loop oversight. We do not believe in AI that operates as a black box. Every agent we build includes transparency, explainability, and appropriate intervention points to ensure human judgment remains central to critical decisions.
Our mission is grounded in a simple truth: Intelligence without action has limited value. By closing the gap between insight and execution, we help organizations achieve outcomes that were previously impossible—faster decisions, reduced costs, improved accuracy, and the agility to respond to changing conditions in real time.
What "Agentis" Means
The Power of Agency—The Ability to Act with Intent
The name Agentis is derived from the concept of agency—the capacity to take purposeful action to achieve specific objectives. It reflects our core belief that intelligence without the ability to act delivers limited value to organizations.
In a world where enterprises are drowning in data and insights, the real competitive advantage belongs to those who can translate understanding into execution faster and more accurately than their competitors.
Autonomy with Accountability
Our agents operate independently within clearly defined boundaries, making decisions and taking actions while maintaining full transparency and auditability.
Intelligence with Governance
Every agent includes built-in controls, approval workflows, and human oversight to ensure AI augments rather than replaces human judgment.
AI That Executes
Our agents are not assistants that provide recommendations. They are purpose-built systems designed to reason, decide, and act autonomously.
This philosophy shapes everything we build. When organizations implement Agentis AI, they are not just adopting new technology—they are fundamentally changing how work gets done, moving from manual processes and reactive responses to autonomous systems that anticipate needs and execute solutions proactively.
Our Approach to Agentic AI
Enterprise-Ready Intelligence Built on Discipline and Rigor
Agentic AI requires more than large language models or copilot interfaces. It demands a disciplined, enterprise-ready approach that balances innovation with governance, autonomy with control, and speed with safety. Our approach is built on five core principles that ensure AI systems deliver value while earning the trust required for autonomous operation.
Context First
Agents must understand business context—not just raw data. We ground intelligence in governed, trusted Microsoft data platforms that provide complete situational awareness.
Action-Oriented by Design
Every agent is designed to execute real workflows and drive measurable outcomes, not just provide recommendations that require human follow-up.
Human-in-the-Loop Governance
Autonomy is paired with transparency, explainability, and appropriate intervention points to ensure human oversight of critical decisions.
Secure by Default
Identity, access control, compliance monitoring, and security policies are architected into every agent from inception—not added as an afterthought.
Continuous Learning
Agents improve over time through performance monitoring, feedback loops, outcome analysis, and adaptive optimization of decision logic.
This approach ensures Agentic AI that enterprises can trust—not experiments they have to manage. Organizations implementing our solutions gain confidence that AI will operate reliably, safely, and in alignment with business objectives and regulatory requirements.
AI Services Overview
Turning Data into Actionable Intelligence
Our AI Services establish the foundation required for trusted, production-grade artificial intelligence. We help organizations design, build, and operate AI solutions on Microsoft Cloud—securely, responsibly, and at scale. These services address the full lifecycle of AI implementation, from initial strategy through data platform modernization, model development, adoption enablement, and ongoing governance.
Many organizations struggle to move AI initiatives from pilot to production. They face challenges with data quality and accessibility, lack clear alignment between AI capabilities and business outcomes, encounter security and compliance obstacles, and find their teams lack the skills required to operationalize sophisticated AI systems.
Agentis AI solves these challenges by bringing deep technical expertise across the entire Microsoft AI stack, proven methodologies for enterprise AI implementation, and a pragmatic focus on delivering measurable business value rather than pursuing technology for its own sake. Our AI Services create the intelligent foundation that enables autonomous agents to operate effectively and safely.
01
Strategy & Assessment
Define AI roadmap aligned to business priorities
02
Data Foundation
Establish unified, governed data platforms
03
AI Development
Build and deploy production models and agents
04
Adoption & Governance
Enable safe, effective organizational use
05
Optimization
Continuously improve performance and value
Data & AI Strategy
Aligning AI Initiatives to Business Outcomes, Not Experiments
Successful AI implementation begins with strategy—not technology. Too many organizations rush into AI pilots without clear understanding of which use cases will deliver the greatest value, how AI capabilities align with business priorities, whether their data and infrastructure can support production AI, or how they will measure success and ROI.
Our Data & AI Strategy services help organizations cut through the hype and develop pragmatic, executable roadmaps that prioritize initiatives based on business impact, technical feasibility, and organizational readiness.
AI Opportunity Assessment
We analyze your business processes, data landscape, and competitive environment to identify high-value AI opportunities. This includes evaluating which workflows are best suited for automation versus augmentation, where data quality supports reliable AI, and which initiatives offer the fastest path to measurable ROI.
Use-Case Identification & Value Modeling
We work with business and technology leaders to define specific use cases, document success criteria, estimate implementation effort and timeline, and build financial models that quantify expected benefits including cost reduction, revenue acceleration, and risk mitigation.
Data Readiness & Modernization Roadmap
AI is only as good as the data that powers it. We assess your current data architecture, identify gaps in quality and accessibility, and design a phased modernization plan that establishes the unified, governed data foundation required for production AI.
Operating Model & Skills Enablement
Successful AI requires organizational change. We help define roles and responsibilities, establish governance frameworks, identify skill gaps, and create training programs that prepare your teams to build, deploy, and manage AI solutions effectively.
Outcome: A clear, executable AI strategy tied to measurable business value—not a collection of disconnected experiments.
Microsoft Fabric & Analytics
Designing Fabric-First Data Platforms That Unify Analytics, AI, and Governance
Microsoft Fabric represents a fundamental shift in how organizations approach data and analytics. By unifying data engineering, data warehousing, data science, real-time analytics, and business intelligence into a single SaaS platform, Fabric eliminates the complexity and fragmentation that has plagued traditional data architectures.
Agentis AI specializes in designing and implementing Fabric-based data platforms that serve as the intelligent foundation for all downstream AI and analytics workloads. Our implementations follow modern lakehouse architecture principles while ensuring governance, security, and performance at enterprise scale.
Lakehouse & Warehouse Architecture
We design unified architectures that combine the flexibility of data lakes with the performance of warehouses, supporting both structured and unstructured data while optimizing for analytical and AI workloads.
Data Ingestion & Transformation
We implement robust data pipelines using Fabric Data Factory and Dataflow Gen2, establishing patterns for batch and real-time ingestion, transformation logic, and data quality validation.
Semantic Models & Power BI
We build enterprise semantic models that provide consistent business definitions and metrics, enabling self-service analytics through Power BI while maintaining governance and accuracy.
Copilot-Ready Foundations
We structure data and metadata to maximize effectiveness of Copilot experiences, ensuring AI can understand context and provide relevant insights.
Outcome: A single, trusted system of intelligence across the enterprise—where data flows seamlessly from source systems to analytics, AI models, and autonomous agents.
Azure AI & Machine Learning
Building, Deploying, and Operationalizing AI Models Using Azure-Native Services
While large language models and generative AI capture headlines, many high-value enterprise use cases require custom machine learning models tailored to specific business problems. Agentis AI brings deep expertise in designing, training, deploying, and managing production ML models using the full Azure AI platform.
Our approach emphasizes models that deliver measurable business outcomes, not academic accuracy. We focus on forecasting, optimization, anomaly detection, and classification problems that directly impact revenue, costs, and operational efficiency.
Azure AI Studio & Azure OpenAI
We leverage Azure AI Studio for orchestrating complex AI workflows and Azure OpenAI Service for integrating GPT-4, embeddings, and other foundation models into enterprise applications. Our implementations include prompt engineering, retrieval-augmented generation (RAG) patterns, and fine-tuning when appropriate.
Custom Model Development
We design and train supervised and unsupervised learning models using Azure Machine Learning, addressing use cases like demand forecasting, customer churn prediction, fraud detection, quality inspection, and resource optimization. All models include comprehensive evaluation, bias testing, and performance benchmarking.
Forecasting, Optimization & Anomaly Detection
We specialize in time-series forecasting models for financial planning, demand prediction, and capacity management. We build optimization models that balance multiple objectives and constraints. We implement anomaly detection systems that identify unusual patterns requiring investigation.
Model Lifecycle Management
Production AI requires ongoing monitoring and maintenance. We implement MLOps practices including automated retraining pipelines, model performance monitoring, drift detection, A/B testing frameworks, and governance workflows that ensure models remain accurate and compliant over time.
Outcome: Predictive and prescriptive intelligence embedded directly into business operations—not science projects that never leave the lab.
Copilot & AI Readiness
Preparing Organizations to Adopt Copilot Safely and Effectively
Microsoft Copilot represents a significant opportunity to enhance productivity across knowledge workers. However, successful adoption requires more than purchasing licenses. Organizations must ensure their data is accessible and well-governed, security and permissions are properly configured, employees understand how to use AI effectively, and the organization can measure and optimize value from the investment.
Agentis AI provides comprehensive Copilot readiness and adoption services that prepare organizations for success before deployment and continue supporting them through rollout and optimization.
1
Copilot Readiness Assessment
We evaluate your current Microsoft 365 environment, data architecture, security posture, and organizational readiness to identify gaps that could limit Copilot effectiveness or create risks. This includes data access patterns, permission structures, content quality, and change management requirements.
2
Data, Security & Permission Alignment
We help remediate issues discovered during assessment, including implementing proper data governance in SharePoint and OneDrive, configuring sensitivity labels and data loss prevention policies, optimizing search and discovery, and ensuring Copilot respects existing security boundaries.
3
Custom Copilot Extensions
We extend Copilot capabilities by integrating with line-of-business systems, building custom plugins that access enterprise data, creating declarative agents for specific workflows, and developing connectors to external services—all while maintaining security and governance.
4
Adoption, Change Management & Training
We develop adoption strategies including phased rollout plans, role-based training programs, use-case libraries and prompt guides, success metrics and monitoring dashboards, and champion programs that accelerate organizational learning.
Outcome: Faster AI adoption with measurable productivity gains—while maintaining security, compliance, and governance standards.
AI Governance & Responsible AI
Trust Is Non-Negotiable in Enterprise AI
As AI systems gain autonomy and influence over business decisions, governance becomes critical. Organizations must ensure AI operates fairly, transparently, and in compliance with regulatory requirements. They need mechanisms to detect and mitigate bias, explain AI decisions to stakeholders and regulators, manage data privacy and security, and maintain human oversight of consequential decisions.
Agentis AI helps organizations build comprehensive AI governance frameworks that enable innovation while managing risk responsibly.
Responsible AI Frameworks
We implement Microsoft's Responsible AI principles—fairness, reliability, privacy, inclusiveness, transparency, and accountability—through concrete policies, processes, and technical controls that govern AI development and deployment.
Model Transparency & Auditability
We ensure AI decisions can be explained and traced by implementing model cards documenting training data and performance, decision logs capturing model inputs and outputs, and explainability tools that help humans understand AI reasoning.
Data Privacy & Compliance
We align AI systems with GDPR, CCPA, HIPAA, and industry-specific regulations through privacy-preserving techniques, consent management, data retention policies, and regular compliance audits.
Risk Management & Policy Enforcement
We establish AI risk management programs including risk assessment frameworks, approval workflows for high-risk use cases, monitoring systems for policy violations, and incident response procedures.
Outcome: AI systems that meet enterprise, regulatory, and ethical standards—enabling innovation without compromising trust.
Agentic AI Solutions Overview
From Insight to Autonomous Action
Intelligence That Executes
Agentic AI represents a fundamental shift from AI that informs to AI that executes. Traditional AI tools excel at analysis—they process data, identify patterns, generate insights, and provide recommendations. But they stop short of taking action. Humans must interpret the insights, make decisions, and manually execute changes across systems.
Agentic AI closes this gap by designing and building autonomous agents that operate within defined guardrails—making decisions, triggering workflows, and resolving exceptions across your Microsoft systems without constant human intervention.
Our agents are not simple automation scripts that follow rigid rules. They are sophisticated systems that understand business context through access to unified data, reason over objectives and constraints using advanced AI models, evaluate multiple options and their consequences, make decisions within appropriate confidence thresholds, and execute actions across integrated systems—all while maintaining full transparency and auditability.
Context Understanding
Agents access real-time business data to understand current state and conditions
Intelligent Reasoning
AI models evaluate options against objectives and constraints
Autonomous Action
Agents trigger workflows and updates across Microsoft systems
Continuous Learning
Performance monitoring and feedback improve effectiveness over time
Human Oversight
Approval workflows and escalation paths maintain control
Enterprise Security
Identity-based access and audit trails ensure governance
What Is Agentic AI?
Intelligent Systems That Understand, Reason, and Act
Agentic AI refers to intelligent systems that possess agency—the capacity to act autonomously to achieve specific objectives. Unlike traditional AI or copilot tools that assist humans by providing information and recommendations, agentic systems are goal-driven and action-oriented.
Understand Context
Agents access real-time data from across the organization to develop complete situational awareness. They understand not just raw numbers but business context—recognizing patterns, trends, and relationships that inform decision-making.
Reason Over Objectives
Agents evaluate current state against desired outcomes, considering multiple objectives that may compete or conflict. They understand constraints including business rules, policies, resource limitations, and regulatory requirements that bound acceptable solutions.
Take Action Across Systems
Agents execute workflows, update records, send notifications, trigger approvals, and coordinate activities across Dynamics 365, Microsoft 365, Azure, and integrated third-party systems—all without manual intervention.
Learn From Outcomes
Agents monitor the results of their actions, comparing predicted outcomes with actual results. This feedback enables continuous improvement of decision logic, helping agents become more accurate and effective over time.
Unlike traditional automation that follows rigid if-then rules, agentic AI adapts to changing conditions. Unlike copilots that wait for human prompts, agents proactively monitor for situations requiring action. This combination of autonomy, intelligence, and purposeful action represents the next evolution of enterprise AI.
Custom Agent Development
Designing Agents Tailored to Your Business Processes
Every organization has unique processes, systems, and requirements. While our first-party agents address common high-value use cases, many organizations need agents designed specifically for their workflows and business logic.
Our Custom Agent Development services design, build, and deploy agents that solve your specific business challenges while integrating seamlessly with your existing Microsoft environment.
01
Workflow Analysis & Design
We begin by deeply understanding your current processes—how work flows between teams and systems, where bottlenecks and inefficiencies exist, which decisions require human judgment versus can be automated, and what outcomes define success. This analysis informs agent design.
02
Integration Architecture
We design integration patterns that connect agents with Dynamics 365 for accessing and updating business data, Microsoft 365 for workflow automation and notifications, Azure services for advanced AI capabilities, and external systems through APIs and connectors.
03
Event-Driven & Exception-Based Logic
Agents monitor for specific triggers and events including threshold violations, unusual patterns, scheduled reviews, and external signals. They are designed to handle both routine scenarios and exceptional situations requiring escalation.
04
Domain-Specific Reasoning
We incorporate business knowledge and rules into agent logic, including industry regulations and compliance requirements, company policies and approval matrices, financial thresholds and risk parameters, and best practices from domain experts.
05
Testing & Validation
Before deployment, we thoroughly test agents using historical data scenarios, edge cases and exceptions, integration with actual systems, and performance under load. We validate that agents behave correctly and achieve intended outcomes.
Outcome: Agents that perform real work—not just provide recommendations—tailored precisely to your business requirements.
Agent Architecture & Safety
Enterprise-Grade Agents Require Enterprise-Grade Architecture
Autonomous agents that can execute actions across business systems introduce new security and governance challenges. Organizations must ensure agents only access data they are authorized to see, cannot take actions outside approved boundaries, maintain detailed audit trails of all activities, and can be controlled or disabled if problems arise.
Agentis AI builds comprehensive safety and security controls into every agent from inception—not as afterthoughts.
Secure Identity & Access Controls
Every agent operates with a managed identity in Microsoft Entra ID, subject to the same role-based access controls as human users. Agents can only access data and systems explicitly granted through Azure RBAC and conditional access policies.
Role-Based Permissions
Agent capabilities are scoped to specific roles and responsibilities. For example, a forecasting agent might read financial data and write to planning tables but cannot modify actual transactions or approve expenditures.
Approval Workflows
High-impact actions trigger human approval workflows before execution. Approvers receive context about the proposed action, supporting rationale, and predicted impact—enabling informed decisions about whether to proceed.
Observability & Audit Trails
All agent activities are logged with detailed context including what triggered the agent, what data was accessed, what reasoning was applied, what action was taken, and what outcome occurred. These logs support compliance audits and incident investigation.
Hallucination Mitigation
We implement guardrails to reduce AI errors including input validation and sanitization, output verification against business rules, confidence scoring and thresholds, and structured outputs rather than free-form generation.
Outcome: Safe, transparent, and controllable autonomy that organizations can trust in production environments.
Human-in-the-Loop Design
Autonomy Does Not Mean Loss of Control
One of the biggest concerns organizations have about autonomous AI is losing control over critical decisions. Will AI make mistakes? What happens when agents encounter situations they were not designed for? How can humans intervene when necessary?
Agentis AI addresses these concerns through human-in-the-loop design patterns that balance autonomy with oversight. Our agents operate independently for routine scenarios while escalating appropriately for exceptions and high-stakes decisions.
Approval Workflows
Agents can be configured to require human approval before executing specific types of actions. For example, a procurement agent might automatically process orders under $10,000 but route larger requests through an approval chain. Approvers receive full context and can approve, reject, or modify the proposed action.
Escalation Paths
When agents encounter situations outside their training or confidence thresholds, they escalate to human experts rather than guessing. Escalations include all relevant context, the agent's analysis, and why human judgment is required. Experts can resolve the situation and provide feedback that improves future agent performance.
Confidence Thresholds
Agents evaluate their confidence in proposed actions. When confidence is high and risk is low, agents proceed autonomously. When confidence is lower or potential impact is significant, agents either request approval or escalate to humans. These thresholds can be tuned based on organizational risk tolerance.
Explainability & Traceability
Every agent action is accompanied by an explanation of the reasoning that led to that decision. Humans can understand what data the agent considered, what logic it applied, what alternatives it evaluated, and why it chose a specific course of action. This transparency builds trust and enables continuous improvement.
Outcome: Trusted AI that augments—not replaces—human decision-making, with appropriate guardrails and intervention points.
Continuous Learning & Optimization
Agents Improve Over Time
The true power of agentic AI emerges over time. Unlike static automation that performs the same way indefinitely, agents learn from experience and become progressively more effective. This continuous improvement creates compounding value—the longer agents operate, the more valuable they become.
Agentis AI builds learning and optimization capabilities into every agent, ensuring they evolve alongside your business.
Performance Monitoring
We establish KPIs that measure agent effectiveness and track metrics continuously. These might include decision accuracy, process cycle time reduction, exception rates, user satisfaction, and business impact metrics aligned to agent objectives.
Feedback Loops
Agents receive feedback from multiple sources including outcome data showing whether actions achieved intended results, human corrections when agents make mistakes, user ratings and comments, and comparative analysis against baseline performance.
Retraining & Tuning
Based on accumulated feedback and performance data, we periodically retrain agent models and tune decision logic. This might involve updating machine learning models with new data, adjusting confidence thresholds, refining business rules, or expanding the range of situations agents can handle autonomously.
Scenario Testing
Before deploying updates, we test improved agents against historical scenarios to validate that changes increase performance without introducing new errors. A/B testing allows comparison between current and improved versions.
Adaptive Behavior
Advanced agents can adapt their behavior based on changing conditions without explicit retraining. For example, a forecasting agent might recognize that seasonality patterns have shifted and adjust its models accordingly.
Outcome: AI systems that get better with use—delivering increasing value over time rather than becoming stale.
First-Party AI Agents Overview
Ready-to-Deploy Intelligence
While custom agents address organization-specific needs, many high-value use cases are common across industries. Agentis AI develops first-party agents that solve these repeatable business challenges, accelerating time to value while maintaining enterprise-grade quality and governance.
Our first-party agents can be deployed as standalone solutions or as part of a managed service where we operate and continuously improve the agents on your behalf. Each agent is built on our common agent platform, ensuring consistent security, governance, and operational practices.
4
Functional Domains
Finance, HR, IT Security, and Operations
12+
Agent Types
Specialized agents across use cases
90
Days to Value
Typical deployment to production
Our agent roadmap continues expanding across additional functional areas and industry-specific variants. We are building a comprehensive portfolio that addresses the most critical intelligent automation needs of modern enterprises, with each agent designed to deliver immediate value while serving as a foundation for broader transformation.
Phase 1: Finance Agents
Cash flow, forecasting, close automation, and executive reporting
Phase 2: HR & IT Agents
Workforce analytics, security posture, and cost optimization
Phase 3: Operations Agents
Supply chain, inventory, and demand planning intelligence
Phase 4: Cross-Agent Orchestration
Coordinated multi-agent workflows spanning functions
Finance Agents
Intelligent Financial Management That Acts
Finance organizations are data-rich but often execution-poor. Teams have access to comprehensive financial systems and analytics, yet much of their time goes to manual processes—consolidating data from multiple sources, building forecasts in spreadsheets, chasing down reconciliation issues, and preparing reports for executives and boards.
Agentis AI Finance Agents transform financial operations from reactive and manual to proactive and autonomous. These agents continuously monitor financial data, identify risks and opportunities, execute routine processes automatically, and provide executives with real-time intelligence.
Cash Flow Agent
Monitors cash inflows and outflows in real time across all bank accounts and entities. Identifies risks to liquidity based on forecasted needs and available balances. Provides proactive alerts when runway falls below thresholds. Recommends actions to optimize working capital and reduce idle cash.
Forecasting Agent
Delivers rolling forecasts that update continuously as actuals are recorded. Incorporates multiple scenarios with different assumptions about growth, costs, and market conditions. Automatically analyzes variances between forecast and actual performance. Replaces static monthly spreadsheets with dynamic, data-driven projections.
Close Agent
Automates reconciliations between source systems and general ledger. Identifies and resolves common discrepancies without human intervention. Flags unusual items requiring accountant review. Accelerates month-end close from weeks to days while reducing errors and improving accuracy.
Board & Executive Reporting Agent
Generates investor- and executive-ready financial reports with contextual narrative. Automatically produces variance explanations and key metric commentary. Ensures consistency in reporting formats and definitions. Reduces reporting preparation time from days to hours while improving quality and insight.
These agents do not just provide financial analytics—they actively manage financial processes, freeing finance teams to focus on strategic analysis, business partnership, and value creation rather than data gathering and reconciliation.
HR Agents
Intelligent Workforce Management
Human resources organizations face increasing pressure to operate strategically—providing workforce insights that drive business decisions, identifying talent risks before they become crises, ensuring compliance with evolving regulations, and optimizing labor costs without sacrificing capability.
Yet HR teams often spend most of their time on administrative tasks rather than strategic initiatives. Agentis AI HR Agents automate routine processes while providing the intelligence required for proactive workforce management.
Workforce Analytics & Insights
Continuous analysis of headcount, attrition, productivity, and cost trends. Identification of departments or roles with retention risks. Forecasting of future capacity needs based on business growth plans. Benchmarking against industry standards to identify improvement opportunities.
Payroll Reconciliation & Variance Detection
Automated comparison between payroll systems and time tracking, identifying discrepancies for investigation. Detection of unusual patterns that might indicate errors or policy violations. Validation that compensation aligns with approved salary structures and merit increases.
Compliance & Policy Monitoring
Continuous monitoring for potential compliance issues including overtime violations, leave policy adherence, and certification expirations. Automated alerts when situations require HR intervention. Audit trail documentation to support regulatory reviews.
Talent & Capacity Planning
Forecasting of hiring needs based on attrition rates, growth plans, and project pipelines. Analysis of skill gaps and recommendations for training or recruiting priorities. Workforce cost modeling to evaluate scenarios and optimize budget allocation.
By automating these processes, HR agents enable HR teams to shift from reactive administration to strategic workforce planning and organizational development.
IT & Security Agents
Proactive Technology Operations & Risk Management
IT and security teams are overwhelmed. They manage increasingly complex technology stacks, respond to a constant stream of alerts and incidents, maintain compliance with security frameworks, and try to optimize costs—all while enabling the business to move faster. Manual processes and reactive responses create bottlenecks and risk.
Agentis AI IT & Security Agents shift operations from reactive firefighting to proactive management. These agents continuously monitor the Microsoft environment, identify and resolve routine issues automatically, escalate genuine risks requiring human attention, and optimize configuration and costs.
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Microsoft Tenant Configuration & Monitoring
Continuous assessment of tenant configuration against best practices. Detection of configuration drift and security misalignments. Automated remediation of common issues. Reporting on tenant health and optimization opportunities across Microsoft 365, Azure, and Dynamics 365 environments.
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Security Posture & Risk Assessment
Real-time monitoring of security posture using Microsoft Defender and Sentinel. Identification of vulnerabilities, misconfigurations, and unusual activities. Risk scoring and prioritization to help teams focus on highest-impact threats. Automated triage of security alerts to reduce noise and fatigue.
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License & Cost Optimization
Analysis of license utilization across Microsoft 365, Azure, and Dynamics 365. Identification of unused or underutilized licenses. Recommendations for right-sizing based on actual usage patterns. Cost forecasting and anomaly detection to prevent budget overruns.
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Incident Triage & Response Orchestration
Automated classification and routing of incidents and service requests. Intelligent escalation based on severity and impact. Coordination of response activities across tools and teams. Resolution of common incidents without manual intervention using automated playbooks.
These agents reduce operational burden on IT teams while improving security, reliability, and cost efficiency—enabling technology organizations to shift focus from maintenance to innovation.
Operations & Supply Chain Agents
Intelligent Operational Excellence
Operations and supply chain management require balancing multiple competing objectives—meeting customer demand while minimizing inventory, optimizing costs while maintaining flexibility, and responding to disruptions while keeping operations stable.
Traditional planning approaches rely on periodic reviews and manual adjustments. Agentis AI Operations Agents enable continuous, intelligent planning that adapts dynamically to changing conditions.
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Demand & Capacity Planning
Continuous forecasting of demand using historical patterns, market signals, and external data. Capacity modeling that evaluates whether current resources can meet forecasted demand. Scenario analysis showing impact of different growth or constraint assumptions. Automated alerts when demand-capacity imbalances require action.
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Inventory Optimization
Real-time monitoring of inventory levels across locations and SKUs. Identification of overstock situations creating working capital drag. Detection of stockout risks before they impact customers. Automated rebalancing recommendations that optimize inventory placement across the network.
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Vendor & Procurement Intelligence
Analysis of vendor performance including delivery reliability, quality metrics, and cost trends. Identification of concentration risks and single points of failure. Recommendations for vendor diversification or consolidation. Automated detection of procurement anomalies requiring investigation.
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Exception Detection & Resolution
Continuous monitoring for operational exceptions including late deliveries, quality issues, and process deviations. Automated root cause analysis to understand why exceptions occurred. Intelligent routing to appropriate teams for resolution. Tracking of exception trends to identify systemic improvement opportunities.
Operations agents transform supply chain management from periodic reviews and reactive responses into continuous optimization that automatically adapts to changing business conditions.
Agent Roadmap
Expanding Intelligence Across the Enterprise
Our first-party agent portfolio continues expanding based on customer needs and market opportunities. We are building toward a comprehensive ecosystem of specialized agents that work together to optimize enterprise operations end-to-end.
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Current: Core Function Agents
Finance, HR, IT Security, and Operations agents addressing high-value, repeatable use cases within each domain.
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Near-Term: Industry Variants
Specialized versions of core agents tailored to specific industries including manufacturing, retail, financial services, and healthcare with industry-specific data models and logic.
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Medium-Term: Additional Functions
Expansion into sales operations, marketing automation, customer service, and project management with agents designed for those specialized workflows.
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Long-Term: Agent Orchestration
Multi-agent systems where agents collaborate across functional boundaries—for example, a demand planning agent coordinating with finance forecasting and HR capacity agents.
Each new agent builds on our shared platform, accelerating development while maintaining consistent security, governance, and operational standards. As the portfolio expands, the value of the ecosystem increases—agents that can share context and coordinate actions deliver exponentially greater impact than isolated automation.
The future of enterprise operations is agentic—and we are building that future on Microsoft.
Core Microsoft Services Overview
Intelligence Lives Where Work Happens
Agentis AI delivers all solutions inside Microsoft's enterprise ecosystem—ensuring security, scalability, seamless integration, and alignment with your existing technology investments. This is not a constraint—it is a strategic advantage.
By building exclusively on Microsoft platforms, we eliminate the complexity and risk of third-party integrations, leverage world-class security and compliance capabilities built into Microsoft Cloud, ensure our solutions can scale alongside your organization, and enable co-sell opportunities through Microsoft partner programs.
Our expertise spans the entire Microsoft stack from Dynamics 365 business applications to Microsoft 365 productivity tools to Azure cloud infrastructure and services to Microsoft Security, compliance, and identity platforms. This comprehensive knowledge enables us to design solutions that maximize the value of your Microsoft investments while creating a foundation for future innovation.
Dynamics 365
Business applications
Microsoft 365
Productivity & collaboration
Azure Cloud
Infrastructure & AI services
Security Stack
Trust & compliance
Microsoft Fabric
Unified data platform
Dynamics 365
Intelligent Business Applications
Dynamics 365 serves as the system of record for critical business processes across finance, operations, sales, customer service, and field operations. Agentis AI extends Dynamics capabilities by embedding intelligent agents directly into these business applications.
Our implementations modernize legacy systems, integrate cross-functional processes, and add AI-driven automation that transforms Dynamics from a system of record into a system of intelligence and action.
Business Central & Finance Modernization
Implementation and optimization of Dynamics 365 Business Central and Finance for mid-market and enterprise organizations. Data migration from legacy ERP systems. Chart of accounts and financial dimension design. Integration with banking, procurement, and operational systems. Embedded AI agents for cash flow monitoring, forecasting, and close automation.
Sales, Supply Chain & Field Service Integration
End-to-end process design spanning sales pipeline management in Dynamics 365 Sales, order fulfillment and inventory management in Supply Chain Management, and service delivery in Field Service. Real-time data synchronization ensuring all systems reflect current state. Intelligent agents that optimize resource allocation, detect risks, and automate routine tasks.
Embedded AI & Agent Workflows
Custom development of AI-powered features integrated directly into Dynamics applications. Agents that monitor business data and trigger actions automatically. Predictive models that forecast customer behavior, demand patterns, and operational risks. Natural language interfaces that enable users to interact with data conversationally.
Modern Work & Copilot
Productivity Amplified by Intelligence
Microsoft 365 provides the productivity and collaboration foundation for modern work. Agentis AI helps organizations maximize the value of their Microsoft 365 investments through optimization, Copilot adoption, and workflow automation that eliminates manual tasks.
Microsoft 365 Optimization
Assessment of current Microsoft 365 usage and configuration to identify improvement opportunities. Optimization of SharePoint information architecture and Teams governance. Implementation of security and compliance controls including sensitivity labels and data loss prevention. Training and adoption programs that drive consistent usage patterns and best practices.
Copilot Adoption & Extension
Copilot readiness assessments covering data quality, permissions, and security posture. Phased rollout strategies that maximize value while managing change. Custom Copilot extensions and plugins that integrate with line-of-business systems. Use-case development and prompt libraries tailored to specific roles and processes.
Teams, SharePoint & Workflow Automation
Power Automate workflows that eliminate manual handoffs and data entry. Teams apps and bots that bring intelligence into collaboration channels. SharePoint sites designed for knowledge management and process enablement. Integration between Microsoft 365 and Dynamics 365 or other business applications.
By combining Microsoft 365 capabilities with intelligent agents, we create work environments where information flows seamlessly, routine tasks happen automatically, and people can focus on high-value activities that require human creativity and judgment.
Azure Cloud & App Modernization
Building the Intelligent Enterprise on Azure
Azure provides the cloud infrastructure and platform services that power intelligent applications. Agentis AI brings deep Azure expertise across infrastructure, application development, data platforms, AI services, and integration.
We help organizations modernize legacy applications, build cloud-native solutions, and establish the technical foundation required for enterprise AI.
Cloud-Native Application Development
Design and development of modern applications using Azure App Service, Container Apps, and Kubernetes. Microservices architectures that enable independent scaling and deployment. Serverless computing with Azure Functions for event-driven workloads. DevOps practices and CI/CD pipelines for rapid, reliable delivery.
Integration & API Enablement
API Management implementations that expose business capabilities securely. Azure Logic Apps for complex integration scenarios spanning cloud and on-premises systems. Event Grid and Service Bus for asynchronous, event-driven architectures. Real-time data streaming using Azure Event Hubs and Stream Analytics.
AI-First Application Architectures
Applications designed from inception to leverage AI capabilities. Integration with Azure OpenAI Service for natural language and generative AI. Machine learning model deployment using Azure Machine Learning. Cognitive Services for vision, speech, and language understanding.
Legacy Application Modernization
Assessment of existing application portfolios to identify modernization candidates. Migration strategies including rehosting, replatforming, and rearchitecting. Incremental modernization approaches that reduce risk and maintain business continuity. Integration of legacy systems with modern cloud services.
Security, Compliance & Identity
Trust Built into Every Solution
Security and compliance are not features—they are foundational requirements for enterprise AI. Agentis AI leverages the Microsoft Security stack to ensure every solution meets the highest standards for data protection, identity management, compliance monitoring, and threat detection.
Our security-first approach means agents operate within Zero Trust principles, accessing only the data and systems explicitly authorized. All activities are logged and auditable. Sensitive data is protected with encryption and data loss prevention controls. And compliance with regulatory frameworks is built in from day one.
Microsoft Security Stack Alignment
Implementation of Microsoft Defender for Cloud, Endpoint, Office 365, and Identity. Microsoft Sentinel for security information and event management (SIEM). Threat intelligence integration and automated response capabilities. Security posture management and continuous monitoring.
Identity & Access Management
Microsoft Entra ID (formerly Azure AD) as the identity foundation. Conditional access policies that enforce security requirements. Privileged identity management for administrative access. Multi-factor authentication and passwordless authentication enablement.
Data Protection & Compliance
Microsoft Purview for data governance, classification, and protection. Sensitivity labels and data loss prevention policies. Information protection across Microsoft 365, Azure, and third-party applications. Compliance Manager for assessment against regulatory frameworks including GDPR, HIPAA, and industry-specific requirements.
Zero Trust Principles
Architecture design based on assume breach mentality and verify explicitly principles. Network segmentation and least-privilege access controls. Continuous verification of identity, device, and application health. Encryption of data at rest and in transit.
By embedding security and compliance into every solution, we ensure organizations can innovate with confidence—knowing that AI operates within appropriate boundaries and meets all regulatory requirements.
The Result
A Unified Approach to Intelligent Execution
When data, intelligence, and action come together inside a trusted Microsoft environment, organizations achieve outcomes that were previously impossible. This is not about individual tools or point solutions—it is about a complete transformation in how enterprises operate.
Data Becomes Intelligence
Unified data platforms provide complete context and situational awareness, enabling AI to understand current state and predict future conditions accurately.
Intelligence Drives Action
Autonomous agents translate insights into execution automatically, eliminating the delays and errors inherent in manual processes.
Action Delivers Measurable Outcomes
Organizations achieve faster decisions, reduced costs, improved accuracy, and the agility to respond to changing conditions in real time.
All powered by Microsoft. All designed for trust, scale, and continuous improvement.
This is the promise of Agentis AI—not just better analytics or smarter tools, but fundamentally different way of operating where intelligence and execution are inseparable, where systems learn and adapt continuously, and where enterprises gain sustainable competitive advantage through superior execution.
The Agentis AI Platform
The Foundation for Secure, Governed, Scalable Agentic Intelligence
The Agentis AI Platform is the unified foundation that enables secure, governed, and scalable agentic intelligence across the enterprise. Rather than deploying disconnected AI tools that operate in isolation, the platform provides a consistent architecture that allows organizations to scale AI safely across functions, teams, and geographies.
It unifies data, intelligence, agents, execution, governance, and learning into a cohesive system—ensuring AI operates as a trusted extension of the organization rather than as an ungoverned experiment requiring constant supervision.
Data Foundation
Unified, governed data across Microsoft Fabric and Azure
Intelligence Layer
AI models and reasoning capabilities
Agent Runtime
Autonomous agent execution environment
Execution Layer
Actions across Microsoft systems
Governance & Security
Enterprise controls and compliance
Continuous Learning
Feedback and optimization loops
Platform Overview
Supporting the Full Lifecycle of Intelligent Execution
The Agentis AI Platform supports every stage of the intelligent execution lifecycle from data ingestion and preparation through intelligence generation and decision-making to autonomous action execution and finally to governance, monitoring, and continuous learning.
Data
Unified, trusted information from across the organization
Intelligence
AI-powered analysis, prediction, and decision support
Action
Autonomous execution across integrated systems
Governance
Controls, audit trails, and compliance monitoring
Learning
Performance feedback and continuous optimization
Rather than treating AI as a standalone capability deployed through disconnected tools, the platform provides a consistent architecture that enables enterprise-wide scale. Organizations can deploy one agent or hundreds, confident that each operates within the same governance framework and benefits from shared infrastructure.
This architectural approach ensures AI systems do not become technical debt—they become strategic assets that grow more valuable over time as agents learn, capabilities expand, and the organization's intelligence infrastructure matures.
Microsoft-Native Architecture
Built Exclusively on Microsoft Cloud for Enterprise Readiness
The Agentis AI Platform is architected natively on Microsoft technologies to ensure enterprise readiness from day one. This is not a superficial integration—our platform leverages the deepest capabilities of Microsoft Fabric, Azure AI, Dynamics 365, Microsoft Security, and Microsoft 365.
By building exclusively on Microsoft, we eliminate the complexity, security risks, and integration challenges that come with multi-vendor architectures.
Data Layer
Microsoft Fabric (Lakehouse, Warehouse, Real-Time Analytics) serves as the unified data foundation. Dataverse provides operational data storage with built-in business logic. Integration with external systems through APIs, connectors, and data pipelines.
Intelligence Layer
Azure AI and Azure OpenAI for natural language, reasoning, and generation. Azure Machine Learning for custom predictive models. Domain-specific reasoning models tailored to business contexts. Semantic layers that provide business meaning to technical data.
Agent Layer
Autonomous agents built on Azure Functions and Logic Apps for scalable execution. Agent orchestration framework enabling multi-agent coordination. Event-driven architecture responding to triggers from across Microsoft systems. State management and memory for context-aware agents.
Execution Layer
Dynamics 365 APIs for business process automation. Microsoft 365 (Teams, SharePoint, Outlook) for workflow and notification. Power Automate for low-code integration. Azure services for infrastructure operations and management.
Governance & Security
Microsoft Entra ID for identity and access control. Microsoft Purview for data governance and compliance. Microsoft Security stack for threat detection and response. Comprehensive logging and audit trails supporting regulatory requirements.
From Insight to Action
Closing the Execution Gap
Traditional platforms stop at insight—they collect data, perform analysis, generate visualizations, and provide recommendations. But someone must still interpret the insights, make decisions about what to do, and manually execute changes across multiple systems. This creates delays, introduces errors, and limits organizational responsiveness.
The Agentis AI Platform is designed to act. Agents do not just identify problems or opportunities—they autonomously execute solutions within appropriate guardrails.
Monitor Signals & Events
Agents continuously monitor data streams, business events, system states, and external signals to detect situations requiring action.
Reason Over Objectives
When a trigger occurs, agents evaluate the situation against business objectives, policies, and constraints to determine the appropriate response.
Trigger Actions
Agents autonomously execute actions including updating records, triggering workflows, sending notifications, generating reports, or escalating to humans.
Escalate When Needed
When confidence thresholds are not met or situations require human judgment, agents escalate with full context rather than guessing.
This creates a closed-loop system where intelligence continuously drives execution. Unlike manual processes that bottleneck in email chains and approval workflows, the platform enables autonomous action at the speed of data—responding to changing conditions in minutes rather than days or weeks.
Agent Orchestration & Collaboration
Multi-Agent Environments, Not Isolated Bots
The true power of agentic AI emerges when multiple specialized agents work together. The Agentis AI Platform supports multi-agent environments where agents collaborate across domains, sharing context and coordinating actions to achieve complex, cross-functional outcomes.
This is fundamentally different from deploying isolated automation scripts or chatbots.
Cross-Domain Collaboration
Agents coordinate across functional boundaries. For example, a demand planning agent might trigger capacity adjustments by HR workforce agents and cash flow updates by finance agents—all automatically.
Shared Context & Memory
Agents share relevant information through a common context layer. When one agent gathers information, others can access it without redundant queries—improving efficiency and consistency.
Event-Driven Coordination
Agents respond to events published by other agents, creating coordinated workflows. Priority and resource management ensure critical actions take precedence when multiple agents compete.
Conflict Resolution
When agents have conflicting objectives, the platform provides escalation logic and resolution frameworks—ensuring coordination rather than chaos.
This orchestration capability enables complex, cross-functional outcomes that would be impossible with isolated automation. Organizations evolve from automating individual tasks to transforming entire processes spanning multiple systems and functions.
Security, Privacy & Compliance by Design
Enterprise Trust Is Foundational
Autonomous AI that operates across business systems introduces significant security and compliance requirements. The Agentis AI Platform enforces comprehensive controls to ensure agents operate safely, transparently, and in compliance with organizational policies and regulatory requirements.
Security and compliance are not features added after the fact—they are architectural principles built into every layer of the platform.
Role-Based Access Control
Every agent operates with a managed identity in Microsoft Entra ID. Agents can only access data and execute actions explicitly authorized through Azure RBAC. Permissions are scoped to the minimum required for agent function—implementing least-privilege principles.
Identity-Aware Execution
Agent actions respect the same security boundaries as human users. If an agent attempts to access data the associated identity lacks permission for, the request is denied. This prevents agents from becoming privilege escalation vectors.
Full Audit Trails
Every agent action is logged with comprehensive context including what triggered the agent, what data was accessed, what reasoning was applied, what action was taken, and what outcome occurred. These immutable logs support compliance audits and incident investigation.
Data Residency & Compliance
The platform respects data residency requirements, ensuring data remains in approved geographies. Compliance controls aligned to GDPR, CCPA, HIPAA, SOC 2, and industry-specific frameworks are enforced throughout the agent lifecycle.
Agents only act within approved boundaries, and every action is traceable—providing the transparency and accountability required for enterprise trust.
Human-in-the-Loop Governance
Autonomy Paired with Control
The Agentis AI Platform enables autonomy without loss of control through comprehensive human-in-the-loop governance mechanisms. Organizations can define precisely where agents operate independently and where human oversight is required.
This balanced approach enables the efficiency benefits of automation while maintaining human judgment where it matters most.
Approval Workflows
High-impact actions trigger approval workflows before execution. Approvers receive comprehensive context including the proposed action, supporting rationale, predicted impact, and confidence score. They can approve, reject, modify, or escalate the decision. Approval requirements are configurable based on action type, financial impact, or risk level.
Confidence Scoring & Thresholds
Agents evaluate their confidence in proposed actions based on data quality, historical accuracy, and complexity of the situation. When confidence exceeds thresholds, agents proceed autonomously. When confidence is lower, agents request approval or escalate to human experts. Thresholds are tunable based on organizational risk tolerance.
Human Overrides & Intervention
Humans can intervene in agent operations at any time—pausing execution, overriding decisions, or taking manual control. The platform preserves full context so humans understand the situation and can make informed decisions about how to proceed.
Transparent Explanations
Every agent action includes an explanation of the reasoning process. Humans can understand what data was considered, what logic was applied, what alternatives were evaluated, and why a specific decision was made. This transparency enables trust and facilitates continuous improvement.
This governance model ensures AI augments human judgment rather than replacing it—preserving accountability while enabling the speed and consistency benefits of autonomous execution.
Continuous Learning & Optimization
Platforms That Improve Over Time
The Agentis AI Platform is designed for continuous learning and optimization. As agents operate, they accumulate performance data, outcome feedback, and environmental insights that enable progressively better performance over time.
This is fundamentally different from static automation that performs the same way indefinitely. Agentic systems learn from experience, adapting to changing conditions and improving decision quality continuously.
Performance Monitoring
The platform tracks comprehensive KPIs measuring agent effectiveness including decision accuracy, process efficiency, business impact, and user satisfaction.
Outcome Feedback
Agents receive feedback from multiple sources including actual outcomes versus predictions, human corrections and overrides, user ratings and comments, and comparative analysis.
Root Cause Analysis
When agents make incorrect decisions, the platform analyzes root causes to understand whether issues stem from data quality, model limitations, or environmental changes.
Model Retraining
Based on accumulated feedback, machine learning models are retrained with new data. Decision logic is refined. Confidence thresholds are adjusted. Agent capabilities expand.
Scenario Testing
Before deploying improvements, the platform tests updated agents against historical scenarios to validate that changes improve performance without introducing new errors.
Controlled Rollout
Improvements are deployed gradually using A/B testing to compare current and improved versions, ensuring changes deliver expected benefits before full rollout.
As agents learn, organizations gain compounding value—the longer the platform operates, the more effective agents become, creating sustainable competitive advantage.
Built to Scale
From Single Agent to Enterprise-Wide Transformation
The Agentis AI Platform is architected for scale from inception. Organizations can start with a single agent addressing a specific use case, then progressively expand to dozens or hundreds of agents operating across functions and geographies.
The platform provides the governance, security, and operational infrastructure required to manage agents at enterprise scale without creating unmanageable complexity.
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Unified Platform
Single architecture for all agents
100+
Agent Capacity
Scales from one to hundreds of agents
Deployment Flexibility
Multi-entity, multi-region, multi-industry
Multi-Entity Deployments
Support for organizations with multiple legal entities, divisions, or subsidiaries—each with appropriate data isolation and governance.
Multi-Region Support
Compliance with data residency requirements across geographies while maintaining consistent agent behavior and governance standards globally.
Industry-Specific Extensions
Ability to extend core agents with industry-specific logic, data models, and compliance requirements without forking the codebase.
Partner-Led Implementations
Platform design enables Microsoft partners to implement and operate agents, accelerating market reach while maintaining quality standards.
Flexible Delivery Models
Support for SaaS agents operated by Agentis AI, managed services where we run agents on behalf of customers, or self-hosted deployments for organizations requiring on-premises operation.
Why the Platform Matters
The Difference Between Experiments and Enterprise Transformation
Without a platform approach, AI initiatives remain fragmented experiments. Each project requires custom security implementation, governance mechanisms must be reinvented for every use case, integration patterns are one-off solutions, and scaling becomes progressively more difficult as complexity compounds.
Without a Platform
Fragmented Initiatives
Disconnected AI projects that don't build on each other
Unmanageable Risk
Security and governance reinvented for each use case
Scaling Challenges
Complexity increases faster than value
Technical Debt
Point solutions that become maintenance burdens
With the Agentis AI Platform
Repeatable & Reliable
Consistent architecture across all agents
Centralized Governance
Enterprise controls applied uniformly
Accelerating Innovation
Each agent builds on shared infrastructure
Strategic Asset
Platform becomes more valuable over time
The platform is the difference between experimenting with AI and transforming how your enterprise operates.
The Result
A Unified Foundation for Intelligent Execution
Data → Intelligence → Action
The Agentis AI Platform creates a unified, enterprise-grade foundation where data becomes intelligence through advanced AI and machine learning, intelligence becomes action through autonomous agents, and action becomes continuous advantage through learning and optimization.
All inside Microsoft. All designed for trust, scale, and execution. All architected to grow more valuable as your organization's intelligence capabilities mature.
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4
5
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Continuous Advantage
2
Autonomous Action
3
AI Intelligence
4
Unified Data
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Microsoft Cloud
This is not about deploying more software. This is about fundamentally transforming how your organization operates—moving from reactive to proactive, from manual to autonomous, from siloed to integrated, and from static to continuously learning.
The Agentis AI Platform makes this transformation possible while maintaining the security, governance, and trust required for enterprise success.
Manufacturing
Imagine a Factory That Thinks Ahead
Imagine manufacturing operations where AI agents continuously forecast demand and capacity in real time, detect production risks before they impact delivery, optimize inventory and supplier relationships automatically, and provide executives with live insights into margin and throughput performance.
This is not a distant future—it is achievable today with Agentis AI.
Demand & Capacity Planning Agents
Continuous forecasting that incorporates customer orders, market signals, and seasonality patterns. Capacity modeling that evaluates whether current resources can meet forecasted demand. Automated rebalancing recommendations when capacity constraints are identified. Scenario analysis showing impact of different growth assumptions or equipment investments.
Inventory Optimization
Real-time monitoring of raw materials, work-in-process, and finished goods across locations. Detection of excess inventory creating working capital drag or shortage risks threatening production schedules. Automated rebalancing between facilities to optimize inventory placement. Exception alerts when unusual consumption patterns require investigation.
Margin & Cost Detection
Continuous analysis of product margins considering material costs, labor, overhead, and throughput. Detection of cost variances requiring action—whether input price increases, efficiency degradation, or yield issues. Automated alerts when margins fall below acceptable thresholds. Root cause analysis to identify which cost components are driving changes.
AI-Driven S&OP Execution
Automated preparation of sales and operations planning materials including demand forecasts, capacity assessments, and inventory projections. Scenario modeling showing tradeoffs between different production plans. Continuous updates as conditions change, replacing monthly snapshot planning with dynamic optimization. Executive dashboards providing real-time visibility into operational performance.
Microsoft Foundation: Dynamics 365 Finance & Supply Chain Management, Microsoft Fabric for unified data and analytics, Azure AI & Machine Learning for predictive models.
Retail & Distribution
Imagine Supply Chains That Adapt Instantly
Imagine retail and distribution environments where inventory rebalances automatically based on demand signals, promotions adjust in real time to protect margin, fulfillment risks are flagged and resolved before customers are impacted, and leaders see true profitability by channel, product, and region.
Agentis AI makes this vision real through intelligent agents embedded in Microsoft retail and distribution platforms.
Demand Forecasting & Replenishment
AI-powered demand forecasts incorporating historical sales, seasonality, promotions, weather patterns, and market trends. Automated replenishment recommendations that balance service levels against inventory costs. Exception detection when unusual demand patterns emerge requiring human review. Multi-location optimization ensuring product is stocked where demand will occur.
Warehouse & Fulfillment Optimization
Dynamic routing of orders to optimal fulfillment locations based on inventory availability, proximity to customer, and shipping costs. Real-time detection of fulfillment risks including stockouts, capacity constraints, or transportation delays. Automated exception resolution including order splitting or expedited shipping when needed to protect customer experience.
Pricing & Promotion Intelligence
Continuous analysis of promotion effectiveness measuring impact on sales volume, margin, and customer behavior. Real-time adjustments to promotional discounts balancing demand stimulation against margin protection. Competitive price monitoring with automated alerts when market conditions change. Markdown optimization to clear excess inventory at minimal margin sacrifice.
Exception-Based Management
Automated monitoring for operational exceptions including late deliveries, quality issues, or fulfillment errors. Root cause analysis to understand why exceptions occurred and prevent recurrence. Intelligent routing to appropriate teams for resolution based on exception type and severity. Trend analysis identifying systemic issues requiring process improvements.
Microsoft Foundation: Dynamics 365 Commerce & Business Central, Microsoft Fabric & Real-Time Analytics for unified data, Azure AI for forecasting and optimization.
Financial Services
Imagine Finance That Runs Itself
Imagine finance organizations where cash flow risks are detected weeks in advance, forecasts update continuously as conditions change, month-end close accelerates without added headcount, and board and regulatory reporting is generated automatically with full supporting detail and narrative.
This level of automation and intelligence is within reach for financial services organizations implementing Agentis AI on Microsoft platforms.
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Cash Flow & Liquidity Agents
Real-time monitoring of cash positions across accounts, entities, and currencies. Forward-looking liquidity forecasts incorporating projected receipts and disbursements. Risk detection when cash positions approach minimum thresholds or covenant requirements. Automated recommendations for cash optimization including intercompany transfers or investment of excess balances.
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Rolling Forecast & Scenario Planning
Dynamic financial forecasts that update continuously rather than monthly static snapshots. Integration with actuals from ERP systems ensuring forecasts reflect latest performance. Multiple scenario modeling showing best case, worst case, and most likely outcomes. Automated variance analysis explaining differences between forecast and actual results with supporting commentary.
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Close Automation & Variance Analysis
Automated reconciliations between source systems and general ledger eliminating manual spreadsheet processes. Intelligent detection and resolution of common discrepancies including timing differences and reclassifications. Variance analysis that automatically explains changes in account balances from prior periods. Exception routing when unusual items require accountant investigation before close finalization.
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Executive & Regulatory Reporting
Automated generation of board packages, investor reports, and regulatory filings from underlying financial data. Narrative commentary that explains key metrics, trends, and variances in natural language. Consistency checks ensuring all reports present aligned information. Compliance validation that filings meet regulatory formatting and content requirements before submission.
Microsoft Foundation: Dynamics 365 Finance for financial management, Microsoft Fabric for data integration and analytics, Azure AI & Security for intelligent automation with comprehensive governance.
Professional Services
Imagine Utilization and Margin Optimized in Real Time
Imagine professional services firms where resource demand and capacity stay balanced, project risks are flagged before margins erode, forecasts reflect real delivery performance rather than optimistic assumptions, and leaders see true profitability across clients and practice areas.
Agentis AI enables this level of operational excellence through intelligent agents tailored to the unique workflows of professional services organizations.
Resource Planning & Utilization Agents
Continuous analysis of resource demand from project pipelines, active engagements, and client requests. Capacity modeling across skills, locations, and availability considering planned time off and training. Automated recommendations for resource allocation optimizing utilization while preventing burnout. Skills gap analysis identifying hiring or training needs to support future demand.
Project Margin & Risk Detection
Real-time tracking of project profitability comparing actual costs against budget and contracted revenue. Early warning system detecting projects at risk of overrun before margins are significantly impacted. Root cause analysis identifying whether margin issues stem from scope creep, inefficiency, or underestimated complexity. Automated alerts when corrective action is required to protect profitability.
Revenue Forecasting & Pipeline Intelligence
Forward-looking revenue forecasts based on active projects, pipeline probability, and historical win rates. Scenario analysis showing impact of different close rates and timing assumptions. Comparison of forecast to actual performance with variance analysis explaining differences. Pipeline health monitoring identifying when sales activity needs to accelerate to support revenue targets.
Executive Performance Insights
Unified dashboards providing visibility into utilization, revenue, margin, and client satisfaction across the organization. Drill-down capabilities enabling analysis by practice area, client, project type, or team. Trend analysis identifying performance improvements or degradation requiring attention. Benchmark comparisons against industry standards highlighting competitive strengths and weaknesses.
Microsoft Foundation: Dynamics 365 Project Operations for project management, Microsoft Fabric for analytics, Microsoft 365 & Copilot for productivity enhancement.
Healthcare & Life Sciences
Imagine Care, Compliance, and Cost in Balance
Imagine healthcare and life sciences organizations where operational inefficiencies are detected early, financial and clinical data work together seamlessly, compliance is continuously monitored with proactive alerts, and leaders gain real-time visibility into performance across quality, cost, and patient outcomes.
Agentis AI addresses the unique challenges of healthcare organizations operating under intense regulatory scrutiny while managing complex operations and controlling costs.
Financial & Operational Forecasting
Integrated financial and operational forecasts incorporating patient volumes, resource capacity, and reimbursement rates. Scenario modeling showing impact of changes in payer mix, staffing levels, or service offerings. Cash flow forecasting considering claim timing and denial rates. Variance analysis explaining differences between forecasted and actual performance.
Compliance & Audit Monitoring
Continuous monitoring for compliance issues across HIPAA privacy and security requirements, billing and coding accuracy, quality measure reporting, and accreditation standards. Automated alerts when potential violations are detected requiring investigation. Audit trail documentation supporting regulatory reviews and attestations. Risk scoring to prioritize remediation efforts.
Capacity & Workforce Optimization
Demand forecasting for clinical services based on historical utilization and population health trends. Staffing optimization balancing patient care requirements against labor costs. Skills analysis ensuring appropriate mix of specializations to meet patient needs. Burnout risk detection identifying teams requiring support or additional resources.
Executive Performance Dashboards
Unified visibility into quality metrics, financial performance, operational efficiency, and patient satisfaction. Real-time updates as data becomes available eliminating manual report preparation. Drill-down capabilities enabling analysis by facility, department, or service line. Benchmark comparisons against peer organizations and quality standards.
Microsoft Foundation: Dynamics 365 for healthcare operations, Microsoft Fabric for data integration maintaining HIPAA compliance, Azure AI & Security for intelligent automation with comprehensive audit trails.
Public Sector & Regulated Industries
Imagine Transparency Without Friction
Imagine public and regulated organizations where budget overruns are identified early with automated alerts, compliance issues are surfaced automatically with supporting documentation, resources are allocated dynamically based on changing priorities, and leaders gain confidence through complete transparency into operations.
Agentis AI helps public sector organizations modernize operations while maintaining the transparency and accountability required of government agencies.
Budget & Financial Monitoring Agents
Real-time tracking of budget execution across departments, programs, and funding sources. Early detection of spending trends that may lead to overruns or underutilization. Variance analysis with detailed explanations for budget-versus-actual differences. Forecasting of year-end positions enabling proactive budget management. Automated reporting for oversight bodies and stakeholders with full supporting detail.
Compliance & Policy Enforcement Agents
Continuous monitoring for compliance with procurement regulations, grant requirements, and internal policies. Automated alerts when transactions or activities require additional review or approval. Documentation of compliance activities supporting audits and external reviews. Policy effectiveness analysis identifying areas where controls may need strengthening or streamlining.
Workforce & Asset Optimization
Analysis of workforce utilization and capacity across departments and functions. Asset management tracking equipment, vehicles, and facilities with maintenance forecasting and lifecycle planning. Resource allocation recommendations that balance service delivery requirements against budget constraints. Skills inventory and training needs analysis supporting workforce development.
Executive & Stakeholder Reporting
Automated generation of performance reports for elected officials, boards, and the public. Narrative explanations of key metrics, trends, and variances written in accessible language. Interactive dashboards providing transparency into operations and outcomes. Compliance with open data requirements making government operations more transparent and accountable.
Microsoft Foundation: Microsoft Cloud for Government ensuring compliance with FedRAMP and other public sector requirements, Dynamics 365 for operations, Microsoft Fabric & Security for governed data and comprehensive audit capabilities.
One Platform. Many Industries.
The Pattern Is Consistent Across Sectors
Across every industry, the pattern is the same. Organizations have invested heavily in systems and data. They have access to analytics and business intelligence. They generate insights and recommendations. What is missing is execution intelligence—the ability to translate understanding into action automatically, safely, and at scale.
Data Exists
Comprehensive systems capturing operational, financial, and customer information
Systems Are Deployed
ERP, CRM, and specialized applications supporting business processes
Insights Are Available
Analytics platforms generating reports, dashboards, and recommendations
Execution Is Missing
Manual processes required to act on intelligence, creating delays and errors
Agentis AI Closes the Gap
Autonomous agents that turn insights into action automatically
Agentis AI delivers execution intelligence—securely, responsibly, and at scale—inside the Microsoft ecosystem. Regardless of industry, we help organizations move from knowing what to do to actually doing it, from reactive responses to proactive optimization, and from manual processes to autonomous execution.
This transformation is not industry-specific—it is fundamental to how modern enterprises must operate to remain competitive in rapidly changing markets.
Imagine What's Possible for Your Industry
Industry-Specific Solutions Built on Universal Principles
While the examples provided focus on specific industries, the Agentis AI Platform is designed to support any organization seeking to transform Microsoft platforms into intelligent, action-oriented systems. Whether you are modernizing finance, optimizing operations, enhancing IT and security, or transforming the entire enterprise, our approach delivers measurable value.
We combine deep industry knowledge with technical expertise across the Microsoft stack to design solutions tailored to your specific challenges, regulatory requirements, and operational constraints.

Solutions by Role
Tailored Perspectives for Every Executive
Every executive role experiences different pressures and has different priorities. Yet they all share one fundamental challenge: turning insight into consistent, repeatable execution. Agentis AI delivers agentic intelligence tailored to how leaders actually run their organizations—embedded directly into the Microsoft platforms where work happens.
Solutions Across Executive Roles
One Platform. Many Perspectives.
Each executive role experiences Agentis AI differently based on their unique responsibilities and objectives. CFOs focus on financial performance and risk management. CIOs concentrate on technology enablement and security. COOs prioritize operational efficiency and execution. CHROs emphasize workforce optimization and compliance. CISOs manage security posture and threat response.
Yet all benefit from the same foundational capabilities: unified data providing complete context, secure intelligence leveraging advanced AI, autonomous execution eliminating manual bottlenecks, and human-in-the-loop governance maintaining control.
5
Executive Personas
CFO, CIO, COO, CHRO, CISO
20+
Use Cases
Across functions and industries
1
Unified Platform
Consistent foundation for all roles
This is how organizations move from insight to action—together. Finance, IT, Operations, HR, and Security leaders working from the same intelligent foundation, with agents that coordinate across functional boundaries to deliver enterprise-wide outcomes.
Ready to transform how your organization operates? Let's discuss how Agentis AI can deliver value for your specific role and challenges.