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Your Company’s
Digital Twin.

Delta connects all of your systems, tools, documents and conversations in one platform. It understands your business at every level and optimizes operations with your approval — increasing productivity and saving you time.

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Your Business, Connected

A living, interactive model of your company

Sample data

Ask Delta

Ready when you are

  • Summarize this quarter’s performance
  • What are our biggest opportunities?
  • Draft a client follow-up
  • Show me at-risk renewals

The Delta approach

From your data
to real outcomes.

Delta connects to your data, understands the context of your business, and prepares the next step — so you can move faster with confidence.

  1. Connect All your data,
    one secure place
  2. Understand Turn data into
    business insight
  3. Act Move from insight
    to approved action

01 Connect

Connect

Bring your data, systems, and teams together in one secure place.

Data sources

Sample
  • QuickBooks Accounting Connected
  • Microsoft 365 Email, calendar & documents Connected
  • TaxDome Client portal & workflows Connected
  • Salesforce CRM Connected
  • +5 more Also connects to Gmail, RingCentral, Google Voice, HubSpot, and Drake Tax.

02 Understand

Understand

Delta builds a living model of your business across all your data.

Business insights

Sample

Revenue trend

$12.4M ↑ 12%

Ask Delta

Try an example

Why did revenue increase last month?

Revenue rose 12% in May, mostly from enterprise renewals and higher usage in existing accounts. Sources: 3 reports · 41 invoices

03 Act

Act

Go from insight to action. Delta prepares the work, and you approve it.

Recent work

Sample
  • Drafted client update emails 12 clients · 2 min ago Needs your approval
  • Compiled quarterly financial report 8 pages · 15 min ago Needs your approval
  • Matched 387 transactions QuickBooks · 1 hour ago Approved
  • Created client opportunity list 28 opportunities · 2 hours ago Approved

Suggested next steps

  • Prepare Q3 board update Draft a presentation with key insights
  • Follow up with at-risk clients Draft personal outreach for your review
  • Build renewal opportunity list Rank expansion opportunities
Save time Less manual busywork, and answers in seconds instead of hours.
Spot opportunities sooner See trends and risks earlier, and act on them faster.
Stay in control Delta prepares the work. Nothing goes out until you approve it.

01 Connect

Connect

Bring your business together.

Delta connects to your data, communications and systems — bringing what you need into one secure place.

  • All your tools, in one view Email, calendar, documents, messaging and more.
  • Real business context Understands how your work, teams and data connect.
  • Permissioned by design Connections follow roles you set, and access is logged.

My Workspace

Everything connected. All in one place.

Sample data
  • Email 24 new
  • Calendar 3 today
  • Tasks 12 open
  • Documents 428 files
  • Messages 48 new
  • Systems 8 connected

Recent Activity

View all
  • Client proposal updated Acme Renewal v3.docx 2m ago
  • New client email Re: Q3 expansion discussion 12m ago
  • Calendar event Executive review with Acme 1h ago
  • RingCentral message Pricing feedback from client 2h ago
  • System update New opportunity created 3h ago

Connected Sources

Manage
  • Microsoft 365 jd@acme.example Connected
  • Gmail jd@acme.example Connected
  • TaxDome Acme Corp Connected
  • RingCentral Acme Corp Connected
  • Salesforce Acme Corp Connected

02 Understand

Understand

Turn data into business insight.

Delta builds a living model of your business across all your data, so you get clear answers with the context behind them.

  • Natural conversation Ask questions in plain language.
  • Answers you can check Each answer shows the sources it came from.
  • See the bigger picture Connects trends across people, clients, operations and financials.

In development Delta can sometimes make mistakes. Source logs may be used to confirm response accuracy.

Ask Delta

Get answers with full business context.

Sample data

What are the biggest bottlenecks right now, and what should we prioritize?

Here are the main bottlenecks I see in your latest project, client, and operations data:

  1. 1 Proposal approvals are taking 2.3× longer than last quarter, mostly at the legal review stage.
  2. 2 Implementation capacity is tight, with 4 projects at risk of delay.
  3. 3 Client response times are up 40%, which is pushing out renewal timelines.

I’d start with legal review turnaround and rebalancing the implementation team.

Based on 14 projects 62 client threads 3 reports

Business Insight

Sample

Proposal approval cycle

2.3× longer

than last quarter

12.4 daysavg. approval time

Key Drivers

View details
  • Legal review time ↑ 156%
  • Internal stakeholder reviews ↑ 48%
  • Client response time ↑ 40%

03 Act

Act

Move from insight to execution.

Delta prepares the work — drafting communications, creating tasks, updating systems and lining up workflows. Nothing runs until you review and approve it.

  • Turn insight into action Drafts emails, tasks, record updates and more.
  • You stay in control Every action waits for your review and approval.
  • Every step on record What was proposed, who approved it, and when.

In development Review-and-approve actions are being built and tested now.

Review & Take Action

Delta prepared a client follow-up based on your latest insights.

Sample data

Related Actions

4 actions selected · run only after you approve

  • Send email to client After your approval
  • Create follow-up task Add to your calendar
  • Update opportunity Sync to Salesforce
  • Notify implementation team Message via RingCentral

Each approval is recorded in the audit log.

Trust by design

Privacy & Intelligence,
from Day One.

You don’t have to choose between security and utility. Delta is built to let you use frontier AI models without exposing client PII to third-party AI providers.

  • Sensitive-data
    detection
  • Masked before
    anything is sent
  • Only the context
    a question needs
  • Audit logs
    you can review
1

Ask Delta, get real answers

Ask Delta natural questions about your business. Get helpful, actionable answers.

JD

You

What’s the status of the Smith engagement? Can you summarize the 2023 tax position and any open items?

Delta

The Smith engagement is in review. Here’s the 2023 tax position and the top open items:

Engagement summary

  • 2023 tax position: in progress
  • Key areas: federal, state, and international
  • Open items: 3 need client input
  • Next step: review and finalize by Mar 15
Sample conversation
2

Delta screens PII

Personal details are detected and masked inside Delta before an external model sees the request.

  • Names & people
  • ID numbers
  • Account details
  • Financial information
  • Sensitive documents

Delta protects sensitive data Engineered to keep client PII safe within the platform

3

Models see redacted requests

The external model gets only the context the question needs, with identifying details masked.

What the model sees

What’s the status of the engagement? Summarize the tax position and open items for .

Illustration only. Not the actual format Delta sends.

In development

Detection can sometimes miss a name. For the best protection, keep your client records, including spouses and dependents, complete and up to date.

Your control

No Vendor Lock-In.
The Best Models at Your Command.

Intelligence is becoming a utility. Delta is designed so you can move to the best model as it arrives, while your data, context and privacy controls stay with you.

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  • Swap models freely

    Being built so you can move to a newer or better model without rebuilding your setup.

    Future direction

  • Bring your own key

    Connect your firm’s own AI account key, so usage runs under your account.

    In development

  • Same protection, any model

    PII screening and your approval steps stay in place, whichever model does the work.

    In development

Early access

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Private preview

Help shape Delta before it launches.

Delta is in active development and isn’t generally available yet. We’re inviting a small group of businesses to try early builds and tell us what matters.

Request a Private Preview Talk to Us
  • Early builds, honest status You’ll see what works today and what’s still in development.
  • A direct line to the team Talk to the people building Delta, not a ticket queue.
  • Shape what ships Your feedback decides what we build next for your industry.

Questions first? thericktenorio@gmail.com