AI assistants have become part of everyday work. Teams use Copilot, ChatGPT, Claude, and other applications to summarize documents, draft emails, and brainstorm ideas.
But ask one why your margin dropped last month, and you'll likely get a confident answer that has little to do with what's actually happening in your business.
That's because AI is only as useful as the data behind it. Without trusted numbers, consistent KPI definitions, and the right security controls, even the most advanced AI tools are likely to hallucinate or fill in the gaps with fictional figures.
TARGIT AI Connect closes that gap. It gives your preferred AI platform the context it needs to become an expert on your business data. Approved users can ask business questions in natural language and get answers grounded in governed analytics.
It doesn't replace your AI platform or your governance model. It provides a secure bridge between them, so your teams can move faster with answers they can trust.
AI Connect is now available* on TARGIT Cloud. Read the technical documentation here →
TARGIT AI Connect is an MCP server. MCP (Model Context Protocol) is an open industry standard that lets AI tools connect securely to business systems. Think of it as a bridge between your AI assistant and the trusted data in TARGIT.
AI Connect doesn't require manual spreadsheet uploads or copy your information into a separate AI database. Every answer comes directly from TARGIT and follows the same business rules, KPI definitions, and permissions that power your reports and dashboards. Users can only see in AI what they're already allowed to see in TARGIT.
Understand the why, not just the what. When TARGIT data meets the context in your AI tools, such as emails and documents, you can see the factors influencing your numbers.
Use your preferred AI platform. AI Connect uses an open standard, so you can use it with AI tools that fit your teams today - and those that emerge tomorrow - without setting up new integrations.
Keep the governance you already trust. Margin means what your business says it means, because the answer comes from your data model.
Reach more people. AI Connect brings trusted insights to managers and teams who don't spend their days in the TARGIT platform.
Act faster. Go from question to next step without opening multiple reports, switching interfaces, or waiting on an analyst.
Quarterly reports are in, and profit is down compared to last year. Your CFO has a board meeting in two days and needs more than a top-level number. They also need to explain factors that could be contributing to the change.
Instead of waiting on a custom report, the CFO asks their AI assistant why profit declined. AI Connect retrieves governed finance data from TARGIT, so the AI can compare time periods and drill into the cost and revenue drivers behind the change. The CFO can then ask follow-up questions and have the AI summarize the findings for the board.
Because the numbers come from the same model as the company's TARGIT reports and dashboards, there's no debate about which number is correct or how was calculated.
For equipment dealers, every machine sitting idle in the yard is lost revenue. A rental manager wants to know which machines have the lowest utilization this month and where they're located.
With AI Connect, that question takes seconds. And because the AI tool can also draw on the context around the numbers, such as service records, emails, and documents, the manager can start to see why a unit is underused.
Depending on how the organization has configured its AI tools, the manager can then draft a follow-up to the branch or flag the issue to the right owner, all without leaving the conversation.
Rather than opening a dashboard for each site, they ask their AI assistant to summarize the latest results and where the team should focus. The answer reflects only the locations and performance data the leader is authorized to see in TARGIT. They walk into the meeting with a clear, data-backed agenda.
This same pattern applies in many other industries. An automotive general manager can check service gross from their phone, and a public sector employee can look into a budget variance alongside the case notes behind it.
AI already knows a lot, and now, it can know your business. Join our webinar on November 17th to see a live walkthrough of AI Connect, explore example use cases, and pose your questions or ideas to our team.
Note: AI Connect is available for standalone TARGIT customers only, and is not currently a part of Forterro's cross-sell offering.
This article includes AI-generated content and was reviewed by FORTERRO.