See the query behind every figure.
Ask your business data a question. The Controller seat answers from your live business systems, starting with Business Central and Outlook, with your own permissions. Every figure in an answer block is read from a live query, with the table and the record count shown beside it. It is the seat for analysis questions (totals, lists and trends). A Support seat answers from setup, master data and the document in front of you; posted ledger entries need a Controller seat.
Ask it
Who is over their credit limit, right now
It reads the customer card for everyone with a credit limit set, compares Balance (LCY) with Credit Limit (LCY), and returns the customers that are over, as a table built from the rows it read.
How many hours went into that project last week
It resolves the project by name, then sums posted quantity on Job Ledger Entry inside Business Central, split by work type. Time that is not posted yet is left out, and the answer says so.
Draft the reply, in the customer's language
It reads the mail thread and the posted invoice, and leaves a draft in your own Outlook, in the language the customer wrote in. It is not sent: sending is a separate tool, and your permission mode decides whether it may run.
Answer ready
You: Which customers are over their credit limit right now?
UNI4C:
Answered by the analysis model. Read as Customers over credit limit.
Used 4 tools
- Open a guide
- Search saved knowledge1 entry
Read table fields1 field
- Table
- Customer (18)
- Filter
- Credit Limit
Credit Limit (LCY) · Decimal
RawGetBCFields · bc__get_fields
Read Business Central records42 records
- Customer (18) · Credit Limit (LCY) <> 0 · 42 records read
3 of the 42 customers with a credit limit are over it right now, by 123,550 DKK in total.
Customers over their credit limit
Read asCustomers over credit limitby customer
SourceCustomer3 rows
Customer Business CentralCRONUS Danmark A/SProduction
Open in Business Central
Columns No.Name#59#20
#20 not 0#59 > #20
Result 3 rows42 read
Technical details
- bc__read_data · Customer (18)
- Credit Limit (LCY) <> 0 · Over by = Balance (LCY) - Credit Limit (LCY)
- 42 read · 3 kept where Balance (LCY) > Credit Limit (LCY) · sum(Over by) = 123550 · not truncated
- bc:read:18:7d2e90c4a1b3
- Show open entries for Nordisk Trædesign A/S
- Which invoices are more than 30 days overdue?
- Who owes us the most?
Figures in a block are read from a live query when they are shown. The words around them are AI-generated and can be wrong.
The Controller seat answers from your live business systems, starting with Business Central and Outlook, with your own permissions. Every figure in an answer block is read from a live query, with the table and the record count shown beside it. It is the seat for analysis questions (totals, lists and trends). A Support seat answers from setup, master data and the document in front of you; posted ledger entries need a Controller seat.
Business Central is where it goes deepest. Outlook, SharePoint, OneDrive and Microsoft Fabric are available now; Uniconta, e-conomic, SQL databases, REST and OData APIs and Salesforce are in early access, per account.
A Controller seat is ≈ €87.00 per person a month, excl. VAT, or ≈ €938.34 a year if you pay yearly.
Questions it answers, by who is asking
The assistant answers questions like these from Business Central, Outlook or the portal. Press a marked one to run it in the example above.
Finance and controlling
- Run a trial balance for August.
- Which purchase invoices are still open, by vendor?
- What were posted sales of item 1000 last month, by customer?
Receivables
- Show open receivables by age at month end.
- Which invoices for Nordisk Trædesign are past due?
Projects
- Which projects posted the most hours this month?
Owners and management
- What is our cash position today?
- How are sales this month?
- Give me this month's key figures.
Most answers take the same four steps
The assistant has no connection of its own. It reads through the one you authorised, so Business Central checks your permissions before a single record comes back.
You ask in words.
In the portal, or in the browser extension on a Business Central page.
It finds the table before it reads it.
The tables most questions need, it already knows by number. Anything else, add-on tables included, it looks up by name across the whole environment with
bc__list_tablesandbc__search_fields, and the lookup is shown with the read that follows.It reads, and counts what it read.
A live read pages automatically up to 2,000 records and says whether anything was left behind. Bigger questions are aggregated inside Business Central.
It answers and names its source.
The table, the filters, the record count and what matched, and one click opens the same query in Business Central. If the answer changed something, the audit log records who, what and when.
It looks up what it can read when you ask
There is no configured set of entities to outgrow. The tools search every table in the connected environment by name, including the ones your add-ons brought with them, and the four financial functions the installed extension exposes.
Business Central tables
Every table in the environment, found at runtime rather than configured in advance: standard tables and the ones from vertical and ISV modules alike.
- Discovery
- bc__list_tables
- bc__search_fields
- bc__get_fields
- Reading
- bc__read_data
- bc__aggregate_data
- For example
- Cust. Ledger Entry
- G/L Entry
- Sales Header
- Item Ledger Entry
- Job Ledger Entry
Financial functions
Four named analyses the installed Business Central extension exposes, run server-side against the live company rather than assembled from rows in the answer.
- bc__run_function
- aging_analysis
- cash_position
- trial_balance
- kpi_snapshot
Outlook
Your own mailbox, through Microsoft Graph and your own delegated permission. A draft is a different tool from a send, which is what makes the default safe.
- outlook__list_messages
- outlook__search_messages
- outlook__get_message
- outlook__create_draft
- outlook__send_message
The portal's own data
Project boards and tasks, support tickets, time entries, users and the audit log, in the same describe-then-query shape as Business Central, so an answer can span both. The company directory and the office have tools of their own.
- Portal
- portal__describe
- portal__query
Microsoft Fabric and further sources
Microsoft Fabric: query your Fabric semantic models in chat, reports and workflows, and see exactly the rows Fabric already lets you see. Documents in SharePoint and OneDrive are available too. Uniconta, e-conomic, SQL databases, REST and OData APIs and Salesforce are in early access, opened per account. Ask us.
- Available now
- Microsoft Fabric
- SharePoint
- OneDrive
- Early access, per account
- Uniconta
- e-conomic
- SQL databases
- REST/OData
- Salesforce
Ask once. Keep the answer running.
The report runs the query you checked in the chat, and the assistant builds the workflow from the same question. Nobody retypes it.
Ask
If a question could mean two things, it asks which one you meant.
Which customers are over their credit limit right now?
Save
Keep the answer as a report.
Report · Customers over their credit limit · 3 of 42 customers
ReportsAct
Let a workflow ask the same question every Monday and tell the people you choose who is over.
Workflow · Mon 07:00 · Customer (18) · 3 over · 3 people notified
WorkflowsRemember
Settle what “over the limit” means at your company once. The assistant writes it down, a reviewing model or your administrator approves it, and the next answer uses it.
Over credit limit = Balance (LCY) > Credit Limit (LCY) · Customer (18) · where a limit is set
How it learns
The Controller seat, for the person who signs off on the number
- One call, one figure
The figure comes from the rows it just read.
Every data tool takes a presentation argument, so the rows a query returns are rendered as the block directly. The model never types the number you see in the block.
- Prose is verified
A figure it cannot trace is hidden and marked not verified.
Before the text streams, each figure in it is checked against what the tools returned, your question and what earlier answers showed. One it cannot ground appears as “…”; click it to see the figure, labelled not verified.
- Names become records
A name in the question is matched to a record before anything is read.
A name in the question is looked up in one call that also lists each customer's projects, and a field-selected read always carries the table's primary key, so the answer can be traced back to the record it came from.
- Ambiguity is a question
If a question can be read two ways, it asks you.
When several customers match, or the period or the measure could be read two ways, it asks rather than choosing, and offers the readings it considered as choices you can pick.
What it will not do
Each limit is held in place by a mechanism you can point at, not by an instruction in a prompt.
- Access
It cannot widen your permissions
Every Business Central call resolves your own connection to your own tenant, so the permission check happens inside Business Central itself. A company you cannot open stays closed, and no phrasing of a question changes that.
- Writes
A write is gated by the mode you chose
Each conversation carries a permission mode. Read-only refuses every write outright; ask-on-write and ask-on-everything stop and wait for you. The default sends each write (and only writes) to a separate, smaller model that decides whether you need to see it, and that judge falls back to asking you whenever it is unsure or unavailable. Whichever mode is set, every write is recorded in an append-only audit log.
- Volume
A live read stops at 2,000 records
It pages through Business Central automatically and stops there, saying plainly when records were left behind. The assistant reports that instead of totalling what it got. For real volume, aggregation runs inside Business Central, where there is no row to leave behind.
- Retention
Zero days to one year
Your company sets the window, from 0 to 365 days; the default is fourteen days. Conversations and the records pulled into them are removed when it passes.
- Reach
It answers from your systems, not from the open web
There is no browsing tool. Beyond your own systems it reads only what you and UNI4C gave it: your company's documentation library, the files you attach, saved knowledge, and vendor documentation UNI4C has indexed. If an answer is in none of them, it says so instead of producing something plausible.
Ask it the question you ask every Monday
Start a trial and put that question to your own data. Every call it makes is on screen. Rather see it first on a tenant set up like yours? Book a demo.
Or write to us at hello@uni4c.ai