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Everything the firm's AI does, kept on one record.

Prompts, tool calls, agent actions, and the work AI does through Proxara Connect run through one control point. The firm ends up with a single structured account of its AI, and three standing questions get a real answer.

One record, read through three lenses.

Intelligence is organized around the question someone is actually asking. The same record answers all three.

Spend & value

Is the spend working?

The modeled bill across tokens and seats, who is actually using AI and how concentrated, cost per active person, model mix, and the hours recurring workflows absorb.

$2,260modeled / mo
38 of 38people active
Coverage & proof

Would the program hold up?

One prove-it number for the quarter, what is still outside the record, and where policy lags reality. Firm level, never modeled.

99.4%sealed this quarter
Signedverifiable evidence
Reach & exposure

What can AI reach?

Which systems the AI reached, which paths carry sensitive work, the unsanctioned surfaces to act on, and the unreviewed non-human identities.

2 pathscarry the sensitive work
14 serversreached this month

The same record answers compliance, finance, and security.

The Intelligence section, live. Open a lens, follow a tool, read the heatmap. Seeded with a sample firm, exactly as it runs in the console.

Intelligence

Intelligence

Interactions · 90d
5,555
People using AI
39of 38
Tools in use
6
Sensitive values sealed
6,606
Sensitive data × tools

Where sensitive data went in the last 90 days. Every cell was sealed on the way out.

ChatGPT
Claude
DeepSeek
Gemini
Perplexity
Client identity detail
586
467
290
173
96
Portfolio financials
339
231
243
147
68
Account numbers
339
231
243
147
68
Government identifiers
93
80
61
19
11
Client name
2
1
·
·
·
Account number
2
1
·
·
·
Ssn
2
·
·
·
·
Performance data
·
1
·
·
·
Aum amount
·
1
·
·
·
Date of birth
1
·
·
·
·
Home address
1
·
·
·
·

Dotted classes flow through AI tools but are not yet named by the program's control library.

Adoption trend
Provider usage
ChatGPT1803
Claude1357
DeepSeek795
Gemini739
Perplexity550
Insight categories
Regulations implicated
Newly trueAll insights
Data exposureJun 13 – Jun 17

Onboarding documents are becoming part of AI work

KYC files carrying SSN and date of birth reached the file pipeline twice this week. Both were redacted before upload. Onboarding paperwork is turning into a normal AI input here, which makes it worth naming in the program.

Client identity detail
Recommendation

Stand up an approved document-summary flow so the sanctioned path is the easy one.

AdoptionJun 15 – Jun 17

Notion is now part of the AI toolchain

A Notion connection routed through the MCP gateway for the first time this week, and signed evidence now exists for every tool call to that server. Nothing here needs approval. The vendor profile is worth one read.

Notion

Read the vendor profile once. Block only if its data posture doesn't fit the program.

AdoptionJun 15 – Jun 17

Quarter end is the firm's heaviest AI window

Activity ran near four times the trailing baseline over the last two days, concentrated in late-afternoon work. Deadline weeks are when workflow gaps surface, so the next reporting window is the moment to watch.

Recommendation

If a batch-export tool ships before quarter end, this volume moves onto the sanctioned path.

2 more open insights

Clickable. Open the three lenses the way the firm does.

Governance is what makes the analytics possible.

Proxara is the point the AI stack runs through, not a layer watching from the side. That position is what makes the measurement possible at all.

01

Governance sets the control point

Policy enforces before anything is retrieved or acted on.

02

The control point keeps a record

Every retrieval, approval, and action in one account that stays current.

03

The record drives the work

Spend, coverage, and reach, the risk bands, and the automation candidates all read from it.

04

The record gets richer

Each month of history makes the next answer more precise.

Where the AI spend actually goes.

Each view answers part of it. Proxara sits where the person, the work they fed in, and what it cost all meet, on Connect and on every managed device.

Proxarathe person · the file · the cost

The bill

Sees
What the firm’s own API keys cost.
Gap
A browser paste has no key to bill.

The person

Sees
Who used which AI tool, and when.
Gap
No cost attached to any of it.

The workflow

Sees
Where a task loops, stalls, or repeats.
Gap
Only where something was instrumented.

Spend by person, by model, across every vendor the firm uses, on one page.

Context that only time can build.

A single interaction is a data point. The same pattern, seen across a quarter, is a fact about the firm. A client document chase run by hand every week reads as noise on day one, and as an automation candidate by week eight.

Every interaction resolved to a person

All the intelligence, one Rox call away.

Reach every lens over MCP, in Teams, in Slack, or wherever the team already runs its tools.

Rox answering an AI governance intelligence report inside a chat

It lives in the workflow the team already uses, so the answers arrive where the work happens.

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