Eagle Eye · Custom AI
Custom AI built on Operational Intelligence.
Eagle Eye answers from the foundation URTM builds for your organization — connected systems, reconciled data, governed definitions, role-based permissions, workflows, dashboards and business logic.
Ask questions in plain language. Get answers grounded in the way your organization actually runs.
Runs inside your governed environment• Scoped to each user’s permissions• Does not train on your data
Eagle Eye
One agent, tailored to you.
Not a chart you read — an analyst you direct. Set your industry, metrics and systems, and watch it re-tune.
Trusted by Finance & Operations Leaders
Our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
URTM's expertise in data analysis and visualization has been pivotal to our success.
Sports Dynamics LLC
Founder
Built Around Your CFO Agenda
Custom AI for finance, operations and executive decision-making.
Eagle Eye supports the full finance leadership operating model — from close and reporting to planning, forecasting, performance management, risk visibility, workforce planning and capital allocation.
Built on URTM’s connected, reconciled and governed Operational Intelligence foundation, it helps your team ask better questions, find answers faster, understand what changed, and act with confidence.
01
Understand performance
Know exactly where the business stands — and why.
Analyze performance
Revenue, margin, EBITDA, cost, profitability, utilization, pipeline, workforce and operating KPIs — across entities, regions, teams, products and customers.
Explain what changed
Variance analysis, movement explanation, actuals vs. budget and forecast, prior-year comparisons and driver-based commentary.
02
Plan what comes next
Turn today’s numbers into a credible forward view.
Forecast what comes next
Predictive analytics, run-rate projections, trend analysis, demand signals, revenue outlooks, staffing needs and cash flow visibility.
Model what-if scenarios
Planning scenarios for pricing, headcount, margin, cost structure, FX, churn, pipeline conversion, utilization and investment decisions.
03
Protect the numbers
Catch problems early — and stand behind every figure.
Detect risk & exceptions
Reconciliation issues, missing data, duplicate records, unusual movements, policy exceptions, workflow delays and metrics that need attention.
Answer with backup
Every answer can include the context, source figures, definitions, logic and supporting detail behind it — so teams can validate before they act.
04
Drive decisions
Move from insight to board-ready action.
Support executive reporting
Board narratives, leadership summaries, performance commentary, risk and opportunity highlights, and decision-ready reporting packages.
Guide operational action
Workflow recommendations, approval context, bottleneck identification, next-step guidance and alerts tied to real business processes.
It doesn’t give generic answers — every capability is configured to your definitions, data and workflows and scoped to each person’s permissions. Because it’s custom, the agenda it covers grows with your needs.
Want to see it answer your questions, on your numbers?
How We Handle Your Data
Connect, don't copy.
The single biggest reduction in your risk surface: we operate on your data where it lives instead of duplicating your whole business into another platform.
Connect
We connect, we don't collect
The platform reads from the systems you already run through secure, least-privilege, read-only connections — purely to visualize analytics.
No persistence
Your data isn't stored in the platform
URTM doesn't store or persist client data in the Customer Portal. All data remains in your source systems and designated data platforms.
Read-only
We don't modify your source data
We don't write back to or alter source systems, and keep no independent copies beyond what's required for transient processing or visualization.
Protected
Encrypted on every hop
Everything in transit uses TLS 1.2+ over HTTPS-only endpoints; anything at rest is encrypted with Azure-managed keys.
Compliance
Enterprise compliance, inherited from the platform it runs on.
URTM's Customer Portal is built on Microsoft Azure and Power BI, so it inherits their certifications under a shared-responsibility model: Microsoft secures and audits the infrastructure, and URTM implements the application-level controls on top.
Built on certified infrastructure
The Customer Portal runs on Microsoft Azure and Power BI, inheriting their certifications under a shared-responsibility model.
SOC 2 Type 2
ISO 27001
GDPR
HIPAA*
* where applicable · full list in the Trust Center
AI Governance
AI that lives inside the same guardrails.
Eagle Eye and the MCP Server are held to exactly the same access, governance and traceability as every other surface — not bolted on outside them.
Governed by your access
Eagle Eye and the MCP Server honour the same row-level access as the rest of the platform — they only answer from data the caller is cleared to see.
Grounded in your numbers
Every answer traces back to reconciled source data and shows the figures behind it. No invented metrics, no hallucinated totals.
Your data isn't training data
Your numbers are never used to train foundation models, and any AI sub-processors are assessed for security and data protection.
Human oversight throughout
AI assists the work; it doesn't run unsupervised. Outputs are reviewable, attributable and bounded by the same governance as everything else.
For your security team's full diligence package — architecture, identity design, RLS and data-handling.
Testimonials
Performance visibility, built for leadership.
Real outcomes from teams who put URTM between their data and their decisions.
Our leadership team is better equipped to make data-driven decisions.
Our leadership team is better equipped to make data-driven decisions.
URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Aon
6X+
Faster monthly close
Close cycles cut without adding headcount.
Process improvement and dashboards that exceeded our expectations.
Process improvement and dashboards that exceeded our expectations.
URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.
6X+
Return on URTM
Value returned many times over the investment.
Their professionalism and efficiency made the process seamless from start to finish.
Their professionalism and efficiency made the process seamless from start to finish.
URTM played an important role in the creation of the McRock Industrial Software Index. They quickly understood the problem we were trying to solve, and their professionalism and efficiency made the process seamless from start to finish. We’re grateful for their support in bringing this to life and making the Index accessible to our community.
McRock Capital
Managing Partner
McRock Capital
1
Custom index, built
A bespoke software index, delivered end to end.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.
Sports Dynamics LLC
Founder
Sports Dynamics LLC
6→1
Systems to one view
Six source systems consolidated into one.