AI STRATEGY ASSISTANT

“Feels Like A Dedicated Consultant Is Solving Every Task On The Spot”

ClearPoint AI turns your goals and KPIs into plans, explanations, and actions — and anything you ask gets answered instantly with the context consultants usually take weeks to collect.

Use your plan, AI builds everything around it
ClearPoint understands each part, AI knows how they connect
Change one thing and AI updates the rest or strategy
Want to see how it works?
Book a Free Demo

See real prompts run on your strategy and watch ClearPoint AI explain, adjust, and rebuild your plan.

Guaranteed Compliance Fit
ClearPoint AI operates inside your security posture and governance standards.
Full Data Privacy
Your data stays private, never trains models, and is accessible only to you.
Excel logo
AI Guided Setup
AI will guide you through setting up or revising your strategic plan.

Watch me generate a full Q2 plan from our goals, KPIs, and initiatives in under 60 min.”

Turns your existing data into aligned objectives, measures, and initiatives.
Builds timelines, owners, and dependencies automatically.
Adapts the plan instantly when priorities, KPIs, or frameworks change.

Here Exactly How Your Workflow Changes The Moment AI Takes Over

A side-by-side view of how the work you used to do manually is now handled instantly the moment ClearPoint AI steps in.
Build goals manually
AI drafts goals and OKRs instantly
Review KPIs by hand
AI runs full exception analysis
Rebuild charts across the system
AI updates and formats all visuals
Wait weeks for consultant analysis
AI gives you insights in seconds
AI ASSISTANTS, PLAYBOOKS, AND EXPERTS

ClearPoint AI Handles The Busywork So You Can Focus On Strategy Execution

The tasks that used to take weeks (building plans, fixing KPIs, updating charts, running reviews) now happen the moment you ask.

Below are the core strategy tasks ClearPoint AI handles instantly:
AI Scorecard Review & Exception Analysis

No More Digging Around For Insights: “Show Me The Measures That Are Underperforming.”

ClearPoint AI reviews your entire plan, quickly builds exception reports, and surfaces risks you wouldn’t catch manually.

If you want deeper KPI explanations, you can ask:
What should we do about X metric?
CS
Clear actions based on trends.
Perform a SWOT for my last quarter.
CS
Instant analysis pulled from your data.
Which measures have no owners assigned?
CS
Owner gaps surfaced immediately.
AI Goal Creation

When You Don’t Want To Build Goals Manually, Say: “Draft my Q2 goals and guide me through the details.”

ClearPoint AI drafts objectives, measurable results, and team-level goals based on your data and priorities, without you structuring anything.

If you want stronger goal alignment, you can ask:
Create 3 objectives for customer retention.
CS
Get ready-to-use objectives.
Draft team goals based on company OKRs.
CS
Aligned outputs for every team.
How should I rebuild goals as the plan evolves?
CS
AI updates the structure instantly.
AI MEASURE REFINEMENT

No More Tweaking Charts By Hand. Simply Ask: “Show me this chart yearly instead of monthly.”

ClearPoint AI rebuilds your charts, recalculates targets, updates thresholds, and applies proper formats instantly.

If you want cleaner, smarter charts, you can ask:
Evaluate green/yellow/red using the 5% rule.
CS
Accurate status colors applied.
Add a benchmark line to every KPI.
CS
Comparative targets added instantly.
Fix formatting across all charts.
CS
Unified visuals in one step.
AI project planning

When Priorities Shift, Don’t Rebuild Plans, Just Ask: “CEO has 4 new priorities, how do they affect our current strategy?”

ClearPoint AI regenerates initiatives, timelines, dependencies, and effort estimates the moment your priorities change.

If you want a fully rebuilt plan in seconds, you can ask:
Generate initiatives for this new goal.
CS
A complete initiative set rebuilt.
Estimate effort and timelines.
CS
Timeline + effort calculated for you.
Highlight cross-team dependencies.
CS
Hidden links surfaced.
AI Strategy Analysis

Instead Of A Month-Long Consulting Project, Ask: “Which of these targets are unrealistic, and why?”

ClearPoint AI evaluates your entire strategy, tests realism, flags conflicts, and reveals issues a strategist usually needs weeks to uncover.

If you want a consultant-level review, you can ask:
Compare our goals to industry benchmarks.
CS
Realistic vs unrealistic flagged.
Highlight where KPIs conflict.
CS
Contradictions exposed immediately.
How do top companies structure this?
CS
Best-practices surfaced.
ai formulas and forecasting

Stop Rebuilding Formulas And Charts, Ask The AI To Do It: “Forecast Q4 if current trends continue.”

ClearPoint AI handles forecasts, rolling averages, variance calculations, and recalculations automatically.

If you want richer, more accurate calculations, you can ask:
Create a year-to-date rolling average.
CS
Smoothed performance generated.
Calculate change vs last period.
CS
Instant variance estimated.
Change this target and recalc all goals.
CS
Entire plan updated.
★★★★★4.6 / 5177 verified reviews on G2

ClearPoint AI, answered

What is ClearPoint AI?

ClearPoint AI is an AI assistant built into the ClearPoint Strategy platform. It reads your organization’s own goals, measures, and project updates and writes the analysis, summaries, and next steps a strategy analyst would normally produce by hand — grounded in your data, not in generic web content.

How is ClearPoint AI different from asking ChatGPT about my strategic plan?

A general chatbot has no access to your KPI history, your owners, or your reporting periods. ClearPoint AI answers inside the strategic context of your plan: it knows which measure is off target, who owns it, what was said about it last quarter, and how it ladders up to your objectives. Every answer traces back to the record it came from.

What does ClearPoint AI actually do during a reporting cycle?

It drafts the narrative. Instead of chasing owners for status paragraphs, ClearPoint AI proposes an analysis of each measure from the data already in the system, flags where performance moved, and suggests next steps — which the owner edits and approves rather than writes from a blank page.

Does ClearPoint AI train on our data?

No. ClearPoint AI uses your organization’s data to generate answers for your organization only; it is not used to train shared models. Teams with public-sector data-handling requirements can review the security documentation and DPA with the ClearPoint team.

Who is ClearPoint AI built for?

The same organizations that run ClearPoint: local governments and state agencies, healthcare networks, utilities, higher education institutions, and banks and credit unions — anywhere a small strategy team is responsible for reporting on a plan far larger than the team.

How do I see ClearPoint AI on my own plan?

Book a demo and a ClearPoint strategist will load a plan structured like yours and show the AI writing analysis against real measures — so you judge the output on your kind of data, not on a canned example.