Not a Chatbot. An Intelligence Engine.
Omnyra connects to your business tools and runs real financial analysis — 131+ business rules, 42 KPI calculations, and a full evidence chain — before AI ever touches your data. Every answer traces back to the source. Nothing shows unless we're confident.
What Actually Happens
Most “AI tools” just wrap a chatbot around your data. Omnyra runs a multi-stage analysis pipeline that works 24/7 — whether you're logged in or not.
Connect Your Tools
Link QuickBooks, Gusto, GoHighLevel, your bank, Stripe, and more in a few clicks. OAuth connections — we never see your passwords.
Tokens refresh automatically every 50 minutes. Data syncs run on schedule — some every 2 minutes, others daily. You don't touch anything after setup.
Data Sync & Feature Detection
We pull your transactions, invoices, bills, payroll, customers, vendors, bank balances, calls, jobs, and documents into a secure database.
The system automatically detects what features you use in each tool and classifies your data into tiers — so analysis adapts to what's actually available, not what we assume.
42 KPIs Calculated from Your Numbers
Real financial math — not AI guesses. Cash runway, DSO, margins, revenue consistency, customer concentration, expense growth, and 36 more metrics computed directly from your data.
Organized across Survival, Stability, Efficiency, and Growth tiers. If data is missing, smart fallbacks estimate from alternate sources. Every metric includes a confidence score.
131+ Business Rules Evaluate Automatically
A rule engine — not a prompt — evaluates your KPIs against thresholds built from industry benchmarks. Cash rules, AR/AP rules, margin rules, revenue patterns, expense anomalies, and more.
15 rule categories covering cash management, accounts receivable, accounts payable, profitability, revenue, expenses, customers, vendors, operations, strategy, wins, call tracking, construction, inventory, and banking.
Evidence Chain Built
Every triggered rule links back to the exact transactions that caused it. Invoice numbers, dates, dollar amounts — a full audit trail you can verify yourself.
Fingerprint hashes ensure the evidence chain is immutable. If you tap on an alert, you see the receipts. Not a summary — the actual records.
AI Translates to Plain English
Only now does AI enter the picture. It takes the computed KPIs, triggered rules, and evidence — and writes a clear explanation a business owner can act on.
Structured output — not free-form chat. The AI can't make up numbers because it's constrained to the evidence the engine already verified. If the data hasn't changed, it doesn't re-run.
What This Looks Like in Practice
Real scenarios from real businesses. Every alert links to the exact transactions that caused it — and a clear next step.
Cash runway rule triggers at 30-day threshold
“At current burn rate, you have 22 days of cash runway. Three AR invoices totaling $47,280 are 60+ days overdue: INV-1847 ($18,400), INV-1863 ($16,200), INV-1871 ($12,680).”
QuickBooks AR aging report + Teller bank balance
Send AR reminders to these 3 clients with payment links
$47K collected within 14 days. Runway extended to 68 days.
Profitability rule cross-references revenue with labor costs and callbacks
“Your top-revenue client generated $89K this year. However, HouseCallPro shows a 34% callback rate. After Gusto labor costs for rework, net margin is -2%.”
QuickBooks revenue + HouseCallPro job callbacks + Gusto payroll records
Renegotiate service contract or raise callback billing rates
Client now contributes 18% margin vs. -2%. Same revenue, $17K more profit.
Job costing KPI compares loaded labor cost to billing rate
“Your install crews average $47/hr loaded cost (wages + benefits + workers’ comp + vehicle). You’re billing at $65/hr. That’s 27% margin — industry minimum is 35%.”
Gusto payroll breakdowns + QuickBooks invoice line items
Raise install rate from $65/hr to $95/hr
$3,200/month revenue increase. Zero new customers needed.
Always On. Always Watching.
This isn't a tool you log into once a week. Omnyra monitors your business around the clock and alerts you when something needs attention.
Scheduled Syncs
Data pulls run automatically — every 2 minutes for email, every 50 minutes for accounting tokens, daily for call tracking and field service jobs.
Rule-Based Alerts
When a rule triggers — cash runway dropping, invoices overdue, expenses spiking — an alert is created immediately. No waiting for your next login.
Pattern Learning
Weekly correlation analysis discovers repeating financial patterns in your data and generates predictive warnings 48 hours before triggers hit.
Health Scoring
A continuous health score across Survival, Stability, Efficiency, and Growth tiers — so your advisor always knows where you stand.
Win Detection
It's not all warnings. The system also catches improvements — margins up, DSO down, milestones reached — so you know what's working.
Evidence on Every Alert
Every alert links to the exact invoices, bills, transactions, or payroll entries that caused it. Tap through to verify it yourself.
Real Advisors. Real Strategy.
The platform does the analysis. Your advisor turns it into a plan. Every month, they get an AI-generated Command Brief before your call — so they never ask “how's business?” They already know.
Monthly Command Briefs
Before every call, an AI-generated brief with your KPI changes vs. last month, active alerts ranked by severity, wins the system detected, action item progress from last call, and your advisor’s pre-call notes. Not a generic template — it’s your data.
Strategy Calls with Context
Your advisor opens with: “Your margins improved 3 points since we adjusted pricing, but I’m seeing a new expense pattern I want to walk through.” The call starts where the data left off.
Business Model, Go-to-Market, Finance — All of It
Pricing strategy, vendor negotiations, digital marketing, sales pipelines, HR decisions — whatever your business needs, backed by your actual numbers. Not generic advice.
Privacy & Control
You control the actions. Omnyra can book appointments, send messages, assign leads, and more — but only when you or your rules say so. Nothing fires without authorization.
Encrypted everywhere. Data encrypted in transit and at rest. OAuth tokens stored in AWS Secrets Manager — not in our database.
Full audit trail. Every insight, alert, and recommendation links to the exact source transactions. You can verify everything.
Built to be cautious. If confidence is low, we hold it back. Every metric includes a data quality score. No shaky answers.
Built for Your Industry
131+ rules adapt to your industry. Construction companies get job profitability and project delay rules. Service businesses get scheduling efficiency and technician utilization rules. Every business gets cash, AR/AP, and margin monitoring out of the box.
See It in Action
Book a free strategy call and we'll walk through how the platform works for your specific business.