Traceable AI

Traceable AI for Enterprise Client Relationships.

Your team is already using AI to write to your biggest customers. Steerco makes it traceable. Every number linked to its source. Every edit signed by the reviewer. Every send logged on the record. So when someone asks where a claim came from — you have the answer before the question lands.

Book a Demo See How It Works
The Traceable AI Gap
600+
Data sources traced
to every claim
100%
Of edits signed
by the reviewer
Every
Send logged
on delivery
Monday 6:00 AM
3 new from Steerco
All delivered
Q2_Board_Book.pptx
✓ 186 slides 4 min 12 sec
1
2
3
4
5
+181
Executive Summary
Slide 1 of 186 · 11 subcommittees
Steerco
$42M
ARR
118%
NRR
247
Customers
All departments submitted · Brand governance locked
Finance
Sales & GTM
Engineering
Customer Success
Product
HR & People
+ 5 more subcommittees · All on-brand
Nov_Ops_Review.pptx
✓ 43 slides 6 min 08 sec
1
2
3
+40
Sources
Snowflake Snowflake 15K records
Salesforce Salesforce 8.2K records
JIRA JIRA 348 issues
Department Status
Engineering
14 slidesOn track
Finance
11 slidesFlagged
GTM
18 slidesOn track
Narrative locked
100%
Acme_Corp_Q3_EBR.pptx
⚠ At Risk 2 min 44 sec
1
2
3
4
+8
Scout · Risk detected at 2:14 AM
Acme Corp — Usage ↓18% vs Q2. Champion changed roles. Renewal in 47 days.
Value Delivered This Quarter
Slide 1 of 12 · Risk-first narrative
Steerco
62%
Adoption
$62K
Expansion
47d
To Renewal
Value delivered — 4 slides
Adoption gaps — 3 slides
Expansion opp — 2 slides
Renewal plan — 3 slides
Your 9 AM board meeting starts in 3 hours. You're already ready.

Trusted by enterprise teams at

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
The moment every revenue leader is one question away from.

"Where did that number come from?"

Your CRO is holding up a slide from last quarter's QBR. The retention figure your team sent to your largest customer. The one the deck said was trending up.

"How did we get to that number?"

Right now, your team says the AI built the deck.

That's not an answer.

Steerco makes it an answer. Every number in every AI-generated deck is linked to the system it came from — Salesforce, Gainsight, Snowflake, Gong — at the moment it was pulled. Click the number. See the source. Close the question.

Trace. Approve. Send.
Every claim sourced. Every edit signed. Every send on the record.
The Cost of Untraceable AI

Your team is using AI with no audit trail.

It's not just the slides. It's that no one can trace where the numbers came from, who approved the narrative, or when it shipped. Your team is sending AI-generated client communications with zero lineage, zero sign-off, and zero send log. That's a data governance gap hiding in every customer deck.

0%
of prosumer AI outputs come with source lineage, edit attribution, or a send log
$300K
average annual cost of one untraceable board deck at a public company
100%
of Steerco-generated decks traceable to source, signed by reviewer, and logged on send
Q2_Board_Deck_FINAL_v7_REAL_FINAL.pptx
3 review comments
VP
VP of Customer Success Slide 4
Rebuilding the exec summary
Should be: closing a $2M renewal
CS
Chief Strategy Officer Slide 11
Updating stale Q1 numbers
Should be: making a $10M decision
VP
VP of Sales Slide 18
Adjusting chart formatting
Should be: coaching the pipeline
0
hours burned
this quarter
Quarterly cost
$0
How It Works

Trace. Approve. Send. On the record.

01
Connect & Trace
600+ sources linked. Every number traced to where it came from.
02
Lock & Approve
Every edit signed. Every version kept. Admin-controlled.
03
Build & Review
Agents build the deck. Reviewers approve it. Lineage stays intact.
04
Send & Log
Deck ships. Send is logged. Engagement is tracked. On the record.
Connected integrations
Salesforce Salesforce
HubSpot HubSpot
Gong Gong
Gainsight Gainsight
Snowflake Snowflake
Amplitude Amplitude
BigQuery BigQuery
Looker Looker
Zendesk Zendesk
JIRA JIRA
Stripe Stripe
+ 589 more
All sources syncing · Last pull: 2 minutes ago
Q2 Board Review
S
M
K
Editing
1
2
3
Executive Summary
Slide 1 of 24
Steerco
$42M
ARR
118%
NRR
247
Customers
Brand Governance
Brand colors
Locked
Logo & narrative
Locked
Data sources
Live
Agent activity · 2:14 AM
3 risks detected
Scout · 2:14 AM At Risk
Acme Corp — Usage down 18% vs Q2. Champion changed roles. Renewal in 47 days.
Scout · 2:11 AM Signal
WidgetCo — CFO mentioned "budget review" in last call. Expansion deal may stall.
Wrangler · Merging Salesforce + Gainsight
Running
Scout · 247 accounts scanned
Done
Cowboy · Q2 Board Book — slide 1 of 186
Building…
Board Book progress 0%
Your inbox · 6:00 AM
3 decks ready
Q2 Board Book
186 slides · 4m 12s
Acme Corp EBR
12 slides · 2m 44s
Nov Ops Review
43 slides · 6m 08s
Your 9 AM board meeting starts in 3 hours. You're already ready.
What Goes Into Every Deck

Four steps machines do better. One step only humans should.

01

Data Tracing

Steerco

Scouts pull live data from 600+ connected sources — and link every number to the system it came from. Full lineage from the first query.

02

Analysis & Synthesis

Steerco

Wranglers cross-reference, flag variances, and surface what matters — maintaining the lineage chain so every claim stays traceable.

03

Narrative Building

Steerco

Cowboys build the story your audience needs — with every number sourced, every claim linked, every edit attributed.

04

Brand & Approval

Steerco

Every slide on-brand, on-template, on-spec. Routed through your approval chain. Signed by the reviewer before it ships.

05

Your Review

Human

Review, approve, and send. The one step only humans should do. Everything else is traced and ready.

Use Cases

Traceable client communications. Every format.

Board Presentations
Traceable board decks for public companies and PE-backed boards.
✓ Every number traced to its source system
✓ Every subcommittee report signed by its reviewer
✓ SOX-ready audit trail on every send
✓ Quarterly, on the record
Q2 Board Book
✓ Auto-generated
1
2
3
4
5
+181
Executive Summary
Steerco
$42M
ARR
118%
NRR
247
Customers
Finance ✓
Sales & GTM ✓
Engineering ✓
Customer Success ✓
+ 6 more subcommittees · 186 slides total
100% on-brand Built in 4m 12s
QBRs & EBRs
Traceable QBRs — ready for the moment a customer asks.
✓ Every claim linked to CRM and CS platform data
✓ Expansion signals traced to usage records
✓ Risk narrative signed by reviewer before send
✓ Delivery logged with per-slide engagement
Acme Corp — Q3 EBR
⚠ At Risk
1
2
3
4
+8
Scout · Risk detected
Adoption ↓18% · Champion changed roles · Renewal Apr 30
Value Delivered This Quarter
62%
Adoption
$62K
Expansion
Adoption Gaps ✓
Escalation Path ✓
Renewal Plan ✓
12 slides · Risk-first Built in 2m 44s
Monthly Ops Reviews
Cross-functional reports with every number traced to its source.
✓ Snowflake, JIRA, Salesforce — every number sourced
✓ Per-department sign-off before delivery
✓ Consistent narrative, traceable every month
✓ Full lineage from data pull to final send
November Ops Review
✓ 3 depts unified
1
2
3
+40
Department Status
Engineering
14 slidesOn track
Finance
11 slidesFlagged
GTM
18 slidesOn track
Narrative locked
100%
43 slides total Built in 6m 08s
Sales Decks
Pipeline reviews where every forecast is traced to the CRM.
✓ Every deal number linked to Salesforce / HubSpot
✓ Forecast claims sourced at the moment of pull
✓ Territory views approved before distribution
✓ Send log tracks who received which version
Q3 Pipeline Review
CRM Live
1
2
3
+15
Pipeline Overview
$8.2M
Pipeline
67%
Forecast
24
Deals
Pipeline Overview ✓
Top Deals Deep-Dive ✓
Forecast Scenarios ✓
18 slides · Live CRM Built in 1m 52s
Investor Updates
Investor communications where every KPI is traceable to its source.
✓ Same source of truth as the board deck — traced
✓ KPI deltas linked to the systems that produced them
✓ Narrative signed by reviewer before distribution
✓ Every investor send logged with delivery confirmation
Q2 Investor Update
✓ Board-aligned
1
2
3
4
+10
Business Overview
$42M ↑14%
ARR
118% ↑3pt
NRR
Business Overview ✓
Financial Highlights ✓
Product & Roadmap ✓
Ask & Next Steps ✓
14 slides · Board-aligned Built in 2m 10s
S&OP Cycle Decks
Traceable S&OP decks with every data point linked to ERP.
✓ SAP, Oracle, Kinaxis — every figure traced
✓ Demand vs. supply numbers sourced at pull
✓ Executive sign-off before distribution
✓ Full audit trail from data to delivery
April S&OP Review
✓ Cycle complete
1
2
3
4
5
+22
S&OP Executive Summary
97% ↑2pt
Forecast Acc.
92% ↑5pt
Fill Rate
34d ↓3d
DOS
Demand Plan ✓
Supply Plan ✓
Inventory & Gaps ✓
Executive Decisions ✓
27 slides · APICS cycle Built in 4m 52s
Enterprise Grade

Built for the moment a claim gets challenged.

Prosumer AI drafts. Steerco makes it traceable.

  • Lineage
    Every number in every deck is linked to the system it came from. Click a number. See the source system, the query, the timestamp. Close the question before it opens.
  • Approval Chain
    Every edit is attributed. Every sign-off is timestamped. Every version is kept. When a board member asks who approved this — Steerco has the answer.
  • Send Log
    Your team is already using prosumer AI to write to enterprise customers. Steerco logs every delivery — who received it, when they opened it, which slides they viewed. On the record.
See the Enterprise Case →
Steerco Security & Compliance Status
SOC 2 Type II
Compliant
Data Isolation
Per-tenant
Audit Logging
Full
Brand Lock
Admin-controlled
SSO / SAML
Available
Encryption at Rest
AES-256
Role-based Access
Granular
SOC 2 Type II — Tested and Attested by Prescient Assurance
The Intelligence Layer

Four steps machines do better. One step only humans should.

Every enterprise runs differently. Different data stacks. Different approval chains. Different definitions of what "traceable" means for your industry. Steerco's agent architecture is configured to fit your workflow — tracing every data point, routing every approval, and logging every send. Out of the box, every deployment runs on three core agent types.

Custom traceability configurations available
Need an agent that traces a specific data source, routes approvals through a custom chain, or logs sends to a compliance system? We build it. That's part of onboarding.
Talk to Us About Your Workflow →
Agent Type 01
Scouts
Your data holds the answers. Scouts trace them before anyone asks. They run continuously across every connected source — surfacing risks, signals, and opportunities with full lineage so nothing in the final deck goes uncited.
  • Churn early warning
  • Expansion opportunity detection
  • Risk flagging across accounts
  • Strategic gap identification
Agent Type 02
Wranglers
Traceable outputs require traceable inputs. Wranglers pull from every integration, reconcile conflicts, merge custom objects, and maintain the lineage chain — so every number in the final deck can be traced back to the system it came from.
  • Multi-source reconciliation
  • Custom Objects merging
  • Contact & account enrichment
  • Data normalization at scale
Agent Type 03
Cowboys
This is where the work gets done. Cowboys take traced data and Scout-surfaced signals and build the complete deliverable — board decks, QBRs, success plans, ops reviews. Every claim sourced. Every edit attributed. Ready for the day someone asks where it came from.
  • Board deck & subcommittee generation
  • QBR / EBR auto-build
  • Success plan & narrative construction
  • Ops review & investor update creation
Who chooses Steerco.

The revenue leaders who refuse to ship prosumer AI to enterprise customers.

Your team is already using AI to write to your biggest customers.

The question isn't whether AI shows up in your next renewal deck. It already does.

The question is whether you're the leader who let it happen by accident — or the one who got ahead of it.

Steerco is for the second kind.

Built for
Chief Revenue Officers
Chief Customer Officers
VP / SVP Customer Success
VP / SVP Sales
VP / SVP Account Management
Heads of Revenue Operations
The Numbers
What's the cost of one
untraceable
AI deck?
Not just the hours. The churn risk when a customer challenges a number. The audit risk when compliance asks for the source. The reputational risk when a board member asks who approved this.
Calculate My ROI
250-Person / $25M ARR Company — Risk-Adjusted Snapshot
Hours on untraceable deck prep 6,400 hrs
Cost at $75/hr blended $480K
Steerco Traceable AI tier $50K/yr
Net annual return $430K

See your next QBR — traceable — in 15 minutes.

Bring one account. We'll connect your Salesforce, pull your data, and generate a deck with every number linked to its source before the call ends.

Book a Demo Get the Free QBR Template →