Supported industries

Five vertical modules. One engine.

Oil Desk is the first live module, built for commodity trading. Marketing, Sales, Finance and Ops share the same backbone: only the domain changes, not the product.

Oil Desk Marketing Sales Finance Ops
Module 01 · Live in production

VORTEXDESK Oil Desk

Daily oil report in a format the trading desk recognises: forward curve, freight, stocks, refinery runs, crack spreads. AI commentary in research desk style, shareable snapshot with clients via signed link.

  • Sources: Platts / Bloomberg / Reuters / ICE / Baltic / email / CSV
  • Quick Chart builder + fullscreen on every panel
  • Share snapshot with watermark, expiry and audit
Discover Oil Desk → Open demo ↗
Daily Oil Market Report
Tue 21 Apr 2026 · 07:00 CET
Live
Brent M182.14+0.34
WTI M178.46−0.12
Dubai81.02+0.41
B/D EFS1.12−0.07
AI commentary. Brent settled modestly firmer as the market digested a tighter Atlantic basin balance.
Module 02 · Coming next

VORTEXDESK Marketing

Weekly performance in a format the CMO recognises: spend, revenue, ROAS, CAC, conversions by channel. AI commentary on the week's patterns, signed snapshot for clients and stakeholders.

  • Sources: Google Ads / Meta / TikTok / GA4 / CRM
  • Weekly AI recap for CMO or client
  • Configurable white-label for agencies
Discover Marketing → Request a demo
Weekly Performance
Mon 20 Apr 2026 · W16
Preview
Spend€42.3k+8%
Revenue€186k+12%
ROAS4.4x+0.2
CAC€38−€2
AI commentary. Meta spend +8% w/w with stable ROAS. Google Search CPA compressed 6% after keyword refactoring.
Module 03 · Coming next

VORTEXDESK Sales

Daily briefing the sales leader opens over breakfast: pipeline, deals closed that day, forecast vs target, conversions by segment. AI explaining what moved and where attention is needed.

  • Sources: Salesforce / HubSpot / Pipedrive / Close
  • AI-assisted forecast vs target and cohort
  • Automatic briefing for CRO and board
Discover Sales → Request a demo
Daily Sales Briefing
Tue 21 Apr 2026 · 07:00
Preview
Pipeline€2.4M+€180k
Won MTD€840k+18%
Win rate34%−2pp
Forecast94%+3pp
AI commentary. Pipeline +€180k w/w driven by 12 new mid-market EMEA opportunities.
Module 04 · Coming next

VORTEXDESK Finance

Daily cash briefing the CFO finds at 7. Cash position, receipts/payments, runway, variances vs budget. AI writing the commentary on deviations and proposing actions.

  • Sources: ERP / accounting / banks / controlling
  • Weekly variance report for board and audit
  • Complete audit trail on every snapshot
Discover Finance → Request a demo
Daily Cash Briefing
Tue 21 Apr 2026 · 06:30
Preview
Cash€3.82M+€210k
Runway14mstable
MRR€240k+4%
EBITDA mgn18%+1pp
AI commentary. Cash +€210k on enterprise client inflow. OPEX 4% above plan on travel.
Module 05 · Coming next

VORTEXDESK Ops

Morning briefing that product & engineering read over coffee. DAU/MAU, churn, activation funnel, open tickets, overnight incidents. AI separating noise from patterns.

  • Sources: GA4 / Amplitude / Mixpanel / PagerDuty / Datadog
  • Automatic alerts on significant deviations
  • Briefing for engineering, product, leadership
Discover Ops → Request a demo
Morning Ops Briefing
Tue 21 Apr 2026 · 08:00
Preview
DAU12.4k+3%
WAU38k+1%
Churn2.1%+0.2pp
p95340ms−15ms
AI commentary. DAU stable after Friday deploy. Funnel step-3 mobile −4pp: possible A/B regression.
Beyond the five modules

Different domain? It's configurable.

If your reporting falls outside the standard modules, we configure VORTEXDESK around your workflow: proprietary sources, data schema, AI prompts, dedicated on-prem deploy if needed.

Custom schema

Data models, snapshot types and commentary configured for your domain.

Proprietary integrations

Connectors to internal systems, data lakes, on-prem agents for sensitive data.

Dedicated deploy

EU SaaS, single-tenant, on-prem or private cloud depending on the level of control required.

Which module goes first?

30-minute demo: we show you Oil Desk live and work through your case together.

Request a demo → Common features