Your data already has the answers.
Now your team can talk to it.
United Intelligence builds apps for ChatGPT and Claude that connect securely to Salesforce and enterprise systems. Ask one business question and get deterministic metrics, source records, filters, and timestamps in minutes.
CEO
United Intelligence
United Intelligence
Based on 17 Opportunities · 43 Line Items · User-scoped access · Last Updated 09:41 AM
The Problem
The Hidden Cost of Manual Analysis
The real risk is not missing data. It is misinterpretation — decisions made on incomplete extraction, outdated summaries, and assumptions that compound silently.
3-5 hours per analysis
Navigating Accounts, Contacts, Opportunities, and Line Items manually to extract a single answer.
Pricing inconsistencies
Variations in deal terms go undetected until margins erode or audits flag discrepancies.
Margin exposure
Below-target deals accumulate silently across business units without centralized visibility.
Executive reporting delays
Decision-makers receive outdated summaries because extraction takes longer than the decision window.
ERP handoff blind spots
Sales-to-operations transitions lose critical context when data lives across disconnected systems.
Our Approach
The United Intelligence Approach
We do not replace your systems. We make the data already inside them accessible, interpretable, and actionable — within minutes.
AI layered on top of Salesforce
Your CRM remains the source of truth. United Intelligence reads, interprets, and presents — it does not modify your data.
Permission-aware
Every query respects Salesforce sharing rules and user-scoped access. No shortcuts. No god-mode.
Traceable outputs
Every answer references record counts, filters, timestamps, and query scope. Nothing is opaque.
Built for real business conversations
Outputs are structured for executive review, not technical debugging. Decision-ready from generation.
Finance and manufacturing rigor
Designed for regulated environments where precision and auditability are operational requirements, not features.
Capabilities
What You Actually Get
Account-level purchase intelligence
Pricing variance detection
Margin exposure summaries
Executive-ready briefs
Sales conversation guidance
ERP-aligned operational context for manufacturing clients
User-scoped data access — no god-mode shortcuts
Industry Applications
Use Case Highlights
Finance / Mortgage
- Compensation audit validation
- Margin stability reviews
- Production trend insights
- Risk-aware executive summaries
Manufacturing
- Irregular order pattern detection
- Contract price standardization
- Sales-to-production handoff clarity
- Operational decision acceleration
Why Us
Why United Intelligence
Built by practitioners who have operated at the intersection of enterprise data, regulated finance, and system architecture.
Reduced reporting extraction time by 40%
Built executive Power BI dashboards
Managed $850K-$1.4M monthly financial processes for 1,300 employees
Reduced discrepancies by 15% via automation and validation
Delivered Salesforce architecture (Apex + LWC)
Built integrations across engineering, manufacturing, and business systems
Operated in regulated financial environments
Designed audit-conscious system workflows
We do not experiment with your data.
We design decision infrastructure.
Security
Enterprise-Grade Security
User-based access
Queries are scoped to the permissions of the requesting user.
Salesforce permission alignment
Sharing rules, profiles, and field-level security are respected.
Audit-friendly outputs
Every result includes record counts, filters, timestamps, and scope.
Clear AI boundaries
Deterministic calculations are separated from AI-generated summaries.
Minimal data retention
No unnecessary data storage. Configurable logging policies.
Client-controlled environments
Infrastructure runs within client-governed boundaries.
Deploy a Salesforce-connected AI app your team can trust.