Keystone
Ask your business a question. Get a real answer.
Copilot knows your documents. Keystone connects the systems where the work actually happens — your CRM, your service desk, your finance platform — and answers in plain English, inside Microsoft Teams.
The gap
Your AI can read your files. It cannot read your business
Microsoft Copilot is good at what sits inside Microsoft 365. But the answers people actually need are somewhere else — in the CRM, the ticket queue, the ledger, the ERP.
So the question gets asked the old way: someone messages someone, who opens three systems, copies figures into a spreadsheet and replies an hour later. The information was there all along — it just wasn’t reachable.
Connects to systems including
Keystone works alongside your existing licences and identity. It doesn’t replace the systems you already run.
Governance
Built for organisations that have to explain their decisions
Connecting AI to operational systems is exactly where most organisations are right to be nervous. Keystone is built around that concern rather than in spite of it.
Who it suits
Where Keystone earns its place
Organisations running several systems of record, where the cost of finding an answer is measured in people rather than licences.
Sales teams
Account position without opening the CRM.
Service desks
Queue status and SLA exposure on demand.
Finance
Aged debt and cash position in a sentence.
Operations
Cross-system reporting without the spreadsheet.
Leadership
Board questions answered before the meeting.
In practice
Questions people are asking Keystone today…
Asked in Microsoft Teams, in the same window people already work in. No new application to learn, no dashboard to log into, no training programme.
Today
Give me the full EBITDA overview
EBITDA overview — Northgate Precision Ltd
Period: 1 Aug 2025 – 31 Jul 2026 (FY)
The honest headline first
I can give you a reliable operating-profit picture, but a fully precise EBITDA needs one more data point I do not have from this summary — depreciation and amortisation. I will show you exactly where that sits rather than invent a number.
What the live ledger confirms
| Line | Amount |
|---|---|
| Income | £284,610 |
| Expenses | £191,240 |
| Operating profit | £93,370 |
EBITDA calculation
| Component | Amount | Confidence |
|---|---|---|
| Operating profit | £93,370 | Confirmed (live) |
| + Depreciation & amortisation | not in summary | Unknown |
| = EBITDA | ≥ £93,370 | Floor only |
So EBITDA is at least £93,370, and higher by whatever D&A is buried inside the £191,240 expenses total.
The read
- Fact: 32.8% operating margin on ~£285k turnover.
- Assumption: D&A is modest, so EBITDA and operating profit are close.
- Judgement: financially healthy and cash-generative. Confidence high on operating profit, medium on exact EBITDA pending D&A.
To get an exact figure I would need the depreciation line — best source is the detailed P&L or the trial balance. Want me to pull it?
Today
What does next week look like? Give me a summary
Next week at a glance — Mon 10 to Sat 15
A full, evenly balanced rota — 30 shifts, all assigned, no gaps except Sunday.
The headline numbers
- 30 shifts, all assigned (none open or unfilled)
- 5 departments covered every day, Mon–Sat
- ~247 scheduled hours, split evenly — ~49h 20m per department
- Sunday: empty (no shifts)
- Cost: not shown — no wage rates attached, so this is an hours-only picture
The daily pattern
- Mon and Tue — long days, 09:00–18:00
- Wed–Sat — standard 8h days, alternating early and late
Every department covered every working day, hours spread evenly. The only asterisk is that cost shows nothing because wage rates are not set in the source system.
Want the full day-by-day grid, or is this summary enough?
Today
What appointments do we have next week?
Next week’s bookings
Here is the summary for Mon 3 to Sun 9. This covers Mon–Thu in full; the result set continues onto further pages for the back end of the week.
Volume by day
- Mon — ~30 bookings across all clinicians and three locations
- Tue — ~30 bookings, full practice
- Wed — ~30 bookings, full practice
- Thu — starts busy; the page cut off partway through the morning
Appointment mix
Diagnostic, physiotherapy, urgent, remote, initial consultation and follow-up, spread across the three locations.
Worth flagging
- High cancellation rate continues across every clinician — significant backfill opportunity.
I have the per-clinician breakdown for Mon–Thu. The week runs beyond what fits on one page, so Fri and the weekend are not yet retrieved. Would you like me to fetch the remaining days, show a single day in detail, or list confirmed-only with the backfillable cancelled slots?
Today
Give me a list of contacts we have not reached out to in over 90 days
Contacts with no outreach in 90+ days
Pulled from the CRM. 34 contacts across 21 accounts have had no logged call, email or meeting since before 12 May. Ranked by account value, then by how long it has been.
Worth a call first
| Account | Contact | Last touch | Open value |
|---|---|---|---|
| Halewood Group | Operations Director | 142 days | £48,000 |
| Brightside Care | Practice Manager | 118 days | £31,500 |
| Vale Engineering | Finance Director | 106 days | £27,200 |
| Kestrel Legal | Managing Partner | 97 days | £19,800 |
Patterns worth knowing
- 9 of the 34 have an open opportunity with no activity since it was raised — those are the ones quietly going cold.
- 6 accounts had a support ticket closed in the last month but no commercial follow-up. Warm, and nobody has called.
- Two contacts have bounced email addresses — they have likely left. Worth verifying before they are counted as unreached.
I have not changed anything in the CRM. Want me to draft a follow-up task list for the top ten, or export the full 34 with last-contact dates?
Today
Fetch me a list of change requests scheduled for next week
Change requests scheduled for next week
7 changes in the queue for Mon 10 to Sun 16, across 4 clients. Two need approval before they can proceed.
| When | Change | Risk | State |
|---|---|---|---|
| Tue 19:00 | Firewall firmware — main site | Medium | Awaiting CAB |
| Wed 07:00 | M365 conditional access policy update | Low | Approved |
| Wed 20:00 | Core switch stack — IOS upgrade | High | Awaiting CAB |
| Thu 08:00 | Backup retention policy change | Low | Approved |
| Fri 18:00 | Wireless controller failover test | Medium | Approved |
Worth flagging
- The core switch upgrade is high risk and still unapproved with three working days to go. It also has no rollback plan attached.
- Two changes land in the same maintenance window on Wednesday — if the conditional access change causes authentication issues, it will be hard to tell which change caused it.
- No changes are scheduled against the client currently in a change freeze until month end. Correct.
Want me to flag the two unapproved changes to the CAB channel, or open the switch upgrade record so someone can attach a rollback plan?
Today
What does the clinic look like next week?
Next week at the clinic — Mon 10 to Sun 16
Pulled from the booking system, the staff rota and this month’s income summary. Short version: clinically well covered, thin on reception Thursday, and carrying more unfilled capacity than usual on Friday.
Demand and capacity
| Booked | Capacity | Utilisation | |
|---|---|---|---|
| Mon | 31 | 34 | 91% |
| Tue | 33 | 34 | 97% |
| Wed | 30 | 34 | 88% |
| Thu | 28 | 34 | 82% |
| Fri | 19 | 34 | 56% |
Week average 83%, against 89% for the last four weeks. Friday is the outlier and is dragging the average down on its own.
Staffing
- Clinical cover is complete — all sessions have a named clinician across all three locations, no gaps.
- Reception is one person short on Thursday afternoon. One booked as annual leave, no cover assigned. Thursday afternoon has 14 arrivals and two rooms running — historically the point where phones go unanswered.
- One clinician is on reduced hours Wednesday (finishing 15:00). Their afternoon slots are already blocked out correctly, so no double-booking risk.
Worth your attention
- Friday has 15 unfilled slots. At the current average appointment value that is a meaningful gap in a single day. There are 22 patients on the cancellation-backfill list who could be offered them.
- DNA rate is running at 11% across the last four weeks, up from 8%. Concentrated in follow-up appointments rather than initial consultations.
- No clinician is over their contracted hours next week, and nobody is scheduled across two locations on the same day.
What I would raise at the Monday huddle
- Cover Thursday afternoon reception, or accept the phones will drop.
- Run a backfill campaign against Friday before Wednesday, while there is still time for patients to rearrange.
- The DNA trend is worth a look — three weeks is a pattern, not noise.
I have not contacted any patients or changed any bookings. Want me to draft the Friday backfill list, or show the DNA breakdown by appointment type?
Illustrative conversations using demonstration data. Keystone answers from your own systems, under your own permissions.
Next step
Book a 30-minute technology and security review
No obligation and no scripted sales call. You’ll leave with a clear view of where your current environment is exposed and what it would take to fix.
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