AI Automation Solutions With Control, Context, and Purpose

PlusLive AI turns your business data into insight, clarity, and action, without compromising control.

AI That Makes Business Data Work for You

PlusLive AI

At PBT, we believe artificial intelligence should deliver practical business outcomes, not experimentation, hype, or complexity. PlusLive AI, from Plus Software is designed to help organisations turn their existing business data into actionable insights, automate processes, and make better decisions.

Built specifically for data‑rich organisations, our AI capability integrates directly with your core business systems, creating a trusted, intelligent AI layer over your operational and financial data. The result is AI that understands your business context and delivers answers, insights, and actions you can rely on.

Want To Know More?

Stop chasing reports. Get instant answers, smart forecasts, and trusted automation with PlusLive AI. Talk to our team today.

PlusLive AI Explained

PlusLive AI is a secure, enterprise‑ready AI platform that connects to your existing systems including ERP, Finance, Payroll, HR, CRM, Timesheet and operational platforms. It brings them together into a single, intelligent data foundation.

On top of this foundation, AI models are trained and prompt‑engineered to understand your data structures, business rules, and terminology. Users can then interact with their data using natural language, generate insights instantly, and enable

AI‑driven automation across key business processes.

Core capabilities are delivered through three integrated components:

Insight AI allows users to interact directly with live business data using natural language. Finance and operational leaders can ask questions in plain English and receive accurate, explainable answers grounded in governed data.

Key capabilities include:

Natural language querying across financial and operational data
Drill‑down explanations and contextual insights
Predictive analysis, forecasting, and scenario modelling

Report AI assists with the generation, writing, and enhancement of business reports. It streamlines the end‑to‑end reporting process by helping teams create reports faster, add clear narrative and commentary, and reduce the manual effort traditionally involved in report writing, while maintaining consistency and governance.

Key capabilities include:

Assisted generation of management, board, and operational reports
AI‑driven narrative, commentary, and variance explanations
Automated formatting and standardisation of reports
Reduced reliance on spreadsheets and manual report preparation

Agentic AI introduces intelligent agents that assist with, or automate, repeatable business processes. These agents operate within defined rules, approvals, and permissions, ensuring control and accountability.

Key capabilities include:

AI‑assisted forecasting and re‑forecasting
Purchasing and inventory recommendations
Workforce and rostering optimisation
Workflow assistance with human‑in‑the‑loop controls

Together, these three components provide a complete AI capability, from insight, to reporting, to action, embedded directly into your business architecture.

Why PlusLive AI Exists

People don’t adopt technology because of what it does. They adopt it because of why it exists.

Working with Plus Software, we helped build PlusLive AI because we believe organisations should be able to understand and act on their own data without friction, dependency, or risk. Too often, valuable business data is locked behind technical barriers, slow reporting cycles, or tools that only specialists can use.

At the same time, much of today’s AI promises speed and intelligence but ignores the realities of business governance, accountability, data ownership, and trust. That disconnect creates hesitation, risk, and ultimately limits adoption.

PlusLive AI exists to change that.

Our purpose is to empower leaders and teams to engage directly with their data, ask better questions, and make better decisions—confidently and responsibly.

We are doing this to:

Put insight and decision‑making back into the hands of the people who run the business
Remove complexity and reliance on specialist skills for everyday analysis and reporting
Enable AI adoption that aligns with real business rules, controls, and accountability
Help organisations move from reactive reporting to proactive, data‑driven action

Security, Access Control, and Trust

PlusLive AI is designed with a purpose‑built, enterprise‑class security and governance model that prioritises client data ownership and control. All data used by PlusLive AI remains within the client’s Microsoft environment and is managed inside the client’s own Microsoft tenant.

Client data does not leave the client environment.

This means the client retains full control over where their data is stored, how it is secured, and who can access it, in line with their internal policies and Microsoft security standards.

Rather than inheriting security rules directly from source systems, PlusLive AI applies its own independent access control framework, purposefully designed for AI‑driven interaction with enterprise data.

This security model enforces strict controls over what data users can access, how it can be queried, and how AI responses are generated, ensuring sensitive information remains protected at all times.

This means:

All data remains within the client’s Microsoft tenant
The client maintains ownership and control of their data at all times
AI access is governed by a dedicated PlusLive AI security layer
User permissions are explicitly defined and enforced within the AI platform
Financial, payroll, HR, and sensitive operational data are isolated and protected
AI responses are filtered to prevent exposure of unauthorised or sensitive data

Unlike consumer AI tools, PlusLive AI does not extract or externalise business data. It operates as a controlled intelligence layer within the client environment, ensuring AI‑driven insight and automation can be trusted in business‑critical environments.

The Benefits for Our Clients

Faster, Better Decision‑Making Get immediate answers to complex financial and operational questions without waiting for reports or analysts. Leaders can explore scenarios, validate assumptions, and act with confidence.
Increased Productivity Automate repetitive analysis, reporting, and forecasting tasks. Free your teams to focus on strategic, value‑adding work rather than data preparation.
Trusted and Explainable AI Unlike generic AI tools, PlusLive AI is grounded in governed, structured data with clear logic and traceability—making it suitable for finance, audit, and executive use.
Predictive and Proactive Insights Move from hindsight to foresight. Use AI to anticipate financial outcomes, demand changes, workforce requirements, and operational risks before they impact performance.
Scalable AI Adoption Start with high‑value use cases and expand over time. The platform is designed to grow with your organisation, your data, and your AI maturity.
Competitive Advantage Organisations that can understand and act on their data faster will outperform those that cannot. PlusLive AI helps turn data into a strategic asset, not a reporting burden.

AI with Purpose

PlusLive AI is built with a clear purpose: to help organisations make better decisions, operate more efficiently, and get real value from the data they already own.

Rather than acting as a generic AI overlay, PlusLive AI is designed to work within real business constraints,data quality, governance, security, and accountability. Every insight, report, and automated action is grounded in structured data, explicit rules, and defined permissions.

This ensures AI is not just insightful, but usable and trustworthy in day‑to‑day operations.

By combining Insight AI, Report AI, and Agentic AI, PlusLive AI supports the full decision lifecycle, from understanding what is happening, to explaining why, to confidently taking action.

For organisations ready to move beyond static reports and dashboards, PlusLive AI provides a practical, controlled, and scalable way to embed AI into core business processes and decision‑making.

Contact PBT Now

Stop chasing reports. Get instant answers, smart forecasts, and trusted automation with PlusLive AI. Contact us today.

Reach out by filling in the form below, or calling 1300 720 767.