AI-Powered Finance & Sales

Your AI Build
Partner in
Finance & Sales.

A connected suite of intelligent tools that automates your planning, benchmarking, and forecasting — built by people who've done the work.

Plan your build Book a demo
modus — claude code
$ claude "Analyze Q3 quota variance for AE team"
M
Analyzing quota data...
Loaded 24 AE records from Data Ingestor
Fetched SaaS benchmark dataset (P50/P75)
Running variance analysis across segments
Results
Enterprise segment +18% vs P75
Mid-Market On target
SMB segment -12% below quota
→ 3 reps flagged for coaching review
$ update ramp assumptions for new AE class
Get up to speed on the tools that matter
C
Claude
Claude Code
Cursor
Perplexity
GitHub Copilot
ChatGPT
G
Gemini
+ more

Transform your Org with a Suite of AI tools in three steps.

We don't just hand you software. We work alongside you — understanding your org, configuring your tools, and making sure your team is equipped to use AI with confidence.

01
Plan Needs

Understand your
current state

We audit your existing Finance and Sales workflows, identify high-impact AI opportunities, and map a custom build plan for your org — no generic templates.

02
Configure

Deploy tools
to your org

We configure each tool to your data, quotas, comp structures, and reporting needs. Upload a config file, connect your sources — and the platform calibrates itself.

03
Subscribe & Scale

Grow with your
AI partnership

Ongoing access to the full suite, continued configuration support, and a team that keeps you ahead of the curve as AI tools evolve. You're never on your own.

Mini tools. One connected
intelligence layer.

Each tool is powerful on its own. Together, they share context, surface insights across functions, and eliminate the manual work that slows Finance and Sales teams down.

Ingest

Raw Data Ingestor

Auto-reads your quota, ramp times, and capacity. Give it any config file and it updates your settings across the entire platform instantly.

Config importAuto-syncQuota mapping
Benchmark

Quota Variance Benchmark

Compares your quotas and compensation structures against verified industry benchmarks. Know exactly where you're competitive — and where you're not.

Industry dataComp analysisVariance alerts
Forecast

Sales Capacity Modeler

Predicts attrition and projects what sales capacity you'll need in future quarters. Plan headcount before you're behind — not after you've missed targets.

Attrition modelHeadcount planningQoQ projections
Performance

Performance Predictor

Surfaces which sales reps are trending toward or away from their targets — before the quarter closes. Identify coaching moments while there's still time to act.

Rep scoringEarly alertsMetric tracking
Custom

Custom Modules

Build your own. We've shipped a month-end close reporting tool with version control, custom variables, and saved report states — as a module. Bring your own workflow.

Version control Custom variables Saved states
Connected

All Tools Talk
to Each Other

Ingestor feeds the Capacity Modeler. Benchmarks inform the Performance Predictor. Custom modules pull from live data. One system of record — zero silos.

Live sync Cross-tool context Shared data layer

Every insight feeds
the next decision.

Most tools exist in isolation. Ours don't. When you update your quota configuration, your capacity model recalculates. When attrition rates shift, your performance benchmarks adjust. The whole platform learns as your business changes.

Single config drives all tools — change once, update everywhere

No duplicate data entry — each module reads from a shared layer

Cross-module insights surface automatically — no analyst required

CORE DATA
Data Ingestor
Quota Benchmark
Capacity Modeler
Performance Predictor
Custom Modules

We don't just build
the tools. We build
your team's ability
to use them.

If your org is behind the curve on AI — whether that's Claude Code, automation workflows, or data infrastructure — we'll close that gap alongside you. Not with a training deck. With real, hands-on work.

Talk to us about your org

Embedded AI expertise

We've built with Claude Code, automated workflows, and shipped production AI tools. That experience comes with your subscription.

Tools that grow with you

As your team matures in AI use, the platform scales to match. New modules, new integrations — we build alongside your roadmap.

Human accountability

You get direct access to the people who built the platform — not a ticketing system. Real partners who are invested in your success.

Built by operators,
for operators.

We've sat in the Finance and Sales seats you're in. We know what it costs to run these functions manually — and what's possible when AI is done right.

Chris
Chris CTO

Co-founder & CTO

Years as Head of Engineering at OpenGov — $1.6B acquisition. If it's technical, it runs through him — and it runs well.

AI ArchitectureClaude CodeAutomation
Lin Ling
Lin Ling CEO

Co-founder & CEO

6 years at HashiCorp from private to $13B IPO. Running BizOps, Finance, Sales, real org growth. Modus was built from lived experience.

Revenue OpsQuota DesignGTM Strategy

Ready to see what your
org looks like with AI?

Let's start with a needs assessment. We'll map your current state, identify where AI can have the biggest impact, and show you exactly what the platform would do for your team.

Plan my AI build Schedule a demo

No commitment required