The Erdo Platform

Intelligence meets action.

Connect your data, deploy AI agents, and automate workflows — all with human oversight and complete audit trails.

Always-On Data Analysis

24/7 Business Intelligence

Securely connect your data sources and analyze them using natural language. Create custom graphs, dashboards, and context-aware analysis — all without writing SQL or waiting for reports.

Natural language queries

Ask questions about your data in plain English — no SQL required.

Custom dashboards

Build dashboards through conversation, not drag-and-drop.

Cross-source analysis

Query across CRM, marketing, finance, and operations data together.

Proactive insights

Get alerts when metrics change — before you think to ask.

Context-aware analysis

Erdo learns your business context for more relevant answers.

Instant visualizations

Charts, graphs, and tables generated automatically from your questions.

Connect to your favorite tools

Snowflake
BigQuery
PostgreSQL
MySQL
Redshift
Salesforce
HubSpot
Sheets
+ 1,000 more

From Insight to Execution

Action Engine

Domain expert agents come pre-loaded with skills, context, and automations to execute across your entire stack. From budget reallocation to campaign management — agents do the work.

Budget reallocation

Shift ad spend to winning channels — agents execute, you approve.

CRM updates

Update deal stages, clean data, and trigger outreach sequences.

Report generation

Automated reports compiled and delivered on schedule.

Campaign management

Pause, resume, or adjust campaigns across platforms.

Workflow automation

Chain actions together into automated workflows.

Cross-system coordination

Agents work across tools — CRM, marketing, finance — together.

Specialized AI Workforce

20+ AI Agents

Specialized agents for marketing, sales, finance, operations, customer success, and more. Each one built with domain expertise and ready to work from day one.

Marketing Agent

Campaign analysis, budget optimization, attribution modeling.

Sales Agent

Pipeline health, deal scoring, forecast accuracy.

Finance Agent

Reconciliation, variance analysis, budget monitoring.

Operations Agent

Process optimization, resource allocation, efficiency tracking.

Customer Success Agent

Health scoring, churn prediction, expansion signals.

E-Commerce Agent

Inventory management, pricing optimization, cart recovery.

You Approve Every Action

Human-in-the-Loop Controls

Review, approve, or reject agent actions before they execute. Full visibility into every decision with complete audit trails. You're always in charge.

Action approval

Review and approve every agent action before it executes.

Configurable workflows

Set approval rules by action type, value, or risk level.

Full audit trail

See every action, who approved it, and when.

Delegation controls

Route approvals to the right people by action type.

Risk-based routing

High-impact actions require senior approval.

Enterprise-Ready

Security & Compliance

Built with layered safeguards across encryption, access controls, and network isolation to keep your data secure.

AES-256-GCM Encryption

All data encrypted at rest with multi-layer keys at organization, user, and dataset levels.

Role-Based Access Control

Fine-grained permissions across organizations, users, threads, datasets, and integrations.

Row-Level Security

Users only access the specific datasets and resources they are authorized to view.

Secure Code Execution

AI-generated code runs in isolated, sandboxed containers with strict resource limits.

Private Network Infrastructure

Compute runs inside private VPCs with WAF protection against OWASP top 10 threats.

Complete Audit Trails

Every API call, query, and agent action is logged with rich metadata for traceability.

Get started with Erdo

Erdo is an advanced next generation AI agent trained to provide fast and accurate insights from data.