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databox

How to Run a Monthly Financial Health Check for a Services Firm With QuickBooks

Jul 22, 2026 By Nevena Rudan In Databox
Services firms run on a specific financial rhythm that traditional business dashboards were not built for. Revenue is lumpy because invoices land when clients pay them, not when work is delivered. Cash flow depends on which clients are current, which are 45 days overdue, and which have quietly stopped billing altogether.
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From Prompt to Report: Artifacts in Databox

Jul 17, 2026 By Databox: AI-powered analytics that answers back In Databox
Ask Genie a question. Get a report back, ready to share, with real data already in it. This is Genie Artifacts, Databox’s AI analyst turning a prompt into a finished document. Watch it build a report from scratch, convert that report into a slide deck with a single follow-up prompt, then get shared as a public link anyone can open, no Databox login needed. What you’ll see: Genie pulls from 130+ connected data sources, so every report and deck is built on numbers your team already trusts. No manual formatting, no rebuilding for a different format, no dashboard for the recipient to log into.
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databox

Salesforce MCP: Is CRM Data Enough for Your AI Agent?

Jul 10, 2026 By Nevena Rudan In Databox
Connecting Salesforce to Claude via MCP is the advancement the SERP says it is. You authenticate once, your AI agent queries live CRM data, and you stop copying deal records into chat windows. For a Revenue Operations Manager who spent Q1 begging an admin to export pipeline snapshots, that matters.
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databox

How to Become an AI-Native Team

Jul 1, 2026 By Špela Jurič In Databox
A year ago we announced that Databox is becoming an AI-first company. At the time, that mostly meant what it meant for many companies in 2025: AI becoming a strategic priority. Teams were encouraged to experiment and adopt new tools, as it was clear that AI wasn’t a trend we could ignore. That was the easy part. What’s become clear over the last year is that there’s a significant difference between being AI-first and being AI-native.
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databox

Introducing the Skills Marketplace: AI analyses on your data, with expert judgment built in

Jun 30, 2026 By Peter Caputa IV In Databox
Every team we talk to has a running list of questions they wish they could get fast, reliable answers to. What changed in our performance last month and why. Which clients are showing the early signs of churn. Which channels are actually pulling weight and which ones are quietly burning budget. The pull toward AI for this kind of work is obvious. The answers should be a question away.
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