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Koralis AIBook a free Scoping Review

Kovac · in beta · for sales and account management

AI for your whole workforce, one team at a time.

Sell with your numbers, not around them.

Your account managers want AI on account plans and price reviews. The numbers that matter, margin by customer and price agreements, sit with finance, which decides who sees them.

Book a free Scoping Review← Other teams

With both founders, no data. Pilots from £5,000 + VAT + your AI model's usage. Half at the start, and half when we send your payback report.

An account manager has a renewal meeting tomorrow. The brief needs the contract, last year's account plan and this year's margin, but margin sits with finance, and the team's AI tool was switched off after someone pasted in a CRM export.

An illustration, not a customer's story.

One request, from your files to the result

Sales and account management: one request, start to finishYour material: Account plan and contract (a document, by end Oct 2026) and Invoice margin export (a spreadsheet). Fields you mark: Cost prices, Discount levels, Supplier rebates. Kovac checks requests to your data against your policy. From late October 2026, the AI model you choose drafts a renewal brief from released figures, working through that check. On every AI call the fields you mark reach it masked: Cost prices arrives as [COST_1]. Unmarked fields, and the text inside Word and PDF documents, arrive as they are. The result: A first-draft renewal brief to edit. Separately, today: A rep not cleared for discounts asks for discount levels, a marked field. Kovac refuses the request and records the refusal. People search that record today; from late October 2026, the AI model can also draft from it. Solid lines work today; dashed lines are dated.Your materialAccount plan and contractby end Oct 2026Invoice margin exportFields you markCost pricesDiscount levelsSupplier rebatesKovac checks against your policyMarked fields masked on every AI callfrom late Oct 2026The AI model you chooseDrafta renewal brief from released figures[COST_1]in place of cost pricesUnmarked fields and Word or PDF text asthey areThe resultA first-draft renewal brief toeditClearance decides what a person may read.A rep not cleared for discountsasks for discount levelsRefusedKovac checks against your policy, todayRefused, and recordedA rep not cleared for discounts askedfor discount levelsPeople search it today.From late Oct 2026, the AI model candraft from it.
  • Works today
  • The AI model's part, from late Oct 2026; Raw files and previews, by end Oct 2026
The detail: the example, what it works on, and what stays governed

An account manager prepares a price review

An account manager asks the AI for price-review notes on one customer, from the margin export and the account plan. Finance has released invoice margin and marked agreed prices and rebates. The model receives the products, volumes, invoice margin and plan as they are, and the marked fields as placeholders. A sales manager not cleared for rebates who asks for that column is refused, and the refusal is recorded.

Fields you mark sensitive reach the AI model masked with placeholders; fields you don't mark reach it as they are. The same value always gets the same placeholder, so masked data can still be linked to a person and remains personal data.

On records loaded into Kovac, someone not cleared for a column you have marked who asks for it is refused, and the refusal is recorded.

Clearance decides what a person may read. It never unmasks a field for the AI model: a marked field reaches the model masked on every call, whoever asks.

What it works on

Document
Account plans and account review notes, as Word documents
Document
Customer contracts and price agreements
Spreadsheet
Invoice margin by customer and product, exported from your finance system
Records
CRM exports of accounts, opportunities and renewal dates

Columns this team would mark

  • Agreed customer prices, in the price list export
  • Cost prices and supplier rebates
  • Rebate-adjusted margin
  • Discount levels by account

What the AI does for this team

From late October 2026, the AI model you choose, working through Kovac's check. That model does the work below. Kovac does not draft or search; its check decides what the model may see.

Draft

The AI model does this

A renewal brief for tomorrow's meeting, from the contract, the account plan and the released margin export

More it could draft
  • An account plan for a key customer, from last year's plan, the contract and the sales history
  • Price-review notes for an account, from its sales and margin export

Find

The AI model does this

The customers whose invoice margin slipped most this year, by product line

More it could find
  • Where invoice margin is slipping, by customer and by product, in the margin export finance releases
  • Contracts coming up for renewal, and the terms they renew on

Check

The AI model does this

A proposed renewal price against the margin floor finance released, before it goes into the quote

More it could check
  • A proposed price against the margin floor finance has released, before the quote goes out
  • A price review's figures against the sales and margin export it was drafted from

Questions your team will ask

Will finance have to release the margin figures?

Yes, and finance decides how. Released figures reach the model as they are; marked columns, such as cost prices, reach it masked. Masking hides a value, not what released figures imply, so finance decides the two together.

Does it connect to our CRM?

Not directly yet. A pilot works from a CRM export of accounts and renewal dates, beside the account plans. See the limit: when live reads arrive

Can reps see each other's accounts?

Clearance is set per marked column, not per customer. A rep not cleared for discounts is refused them on every account, and the refusal is recorded. Holding a rep to their own customers' rows is not something we claim today.

What to bring to the Scoping Review

No data: descriptions are enough.

  • One upcoming renewal, described: the customer, the contract and what the brief needs
  • The column headings of your invoice margin export
  • Your finance director's view of which columns to release and which to mark

What it does not do yet, and what a pilot is

  • Masking works on the fields you mark: the columns of a spreadsheet or record set. It does not reach into the text of a Word or PDF document.
  • The first step is one team: a four-week pilot on your own machines, with one dataset, supplied as files, one workflow, and the AI model you choose working through Kovac's check from late October 2026.
  • Today the check covers three of seven routes to data; opening raw files and previews is checked by the end of October 2026.
The other eight limits

What the check does today

  • Three failure cases still let a request through when they should stop it: a deploy whose policy call fails, a read of a record whose clearance lookup errors, and a plan that cannot be signed, which runs unsigned rather than halting. Every route blocks a request when the policy check cannot run, by the end of October 2026.
  • Kovac's record holds the decisions on the routes it checks: refusals today; permitted requests too by the end of October 2026.
  • The record is searchable, but any signed-in user can add an entry in anyone's name, and entries are not signed or linked together when written. By the end of October 2026, only Kovac itself can write to the record; by then, every entry is signed and linked to the one before it as it is written, permitted requests as well as refusals.

What a pilot is

  • Reading straight from your database tables comes in December 2026.
  • Kovac does not sit in front of Microsoft Copilot, Gemini for Google Workspace or web chat assistants.

What we do not hold yet

  • Kovac is in beta. Koralis AI holds no certification today.
  • Professional indemnity insurance is not held today.
  • A pilot on personal data waits for a data processing agreement, which has no date yet.

Bring the numbers you sell with, and the people who release them.

We take one account team's files: which figures finance would release, which it would mark, and where a pilot could start. Both founders, no data, a written pack within 48 hours.

The terms

  • The Scoping Review is free. It signs you to nothing.
  • Four-week paid pilots, with Kovac on your own machines, from late October 2026.
  • Quick-Start, for mid-sized businesses: £5,000 + VAT, fixed.
  • Proof Pilot, for regulated and larger organisations: £7,500 + VAT, fixed.
  • The pilot's job is to give you a payback figure, measured on your own work.
  • Half at the start, and half when we send your payback report. By invoice.
  • You pay for your AI model's usage, either to its provider directly or passed through by us.
  • Stop at the day-five go/no-go and you pay only the first half.
  • If you subscribe within 90 days of the pilot ending, the pilot fee you've paid is credited against your first year's subscription.
  • Your contract is with Koralis AI Limited (company number 16558134).
  • Kovac is not yet in production anywhere.
Book a free Scoping Review

Rather write first? enquiries@koralis.ai reaches both founders. Or message Dylan or Marko on LinkedIn.