GATE's AI strategic planning starts from your real numbers: your own agent reads the books if GATE keeps them, the deals in your CRM, Pipedrive or HubSpot, Shopify orders, your Stripe balance and what your Google and Meta ads cost. Then it searches the market and lays out the options with one recommendation for you to choose with a tap. The decision becomes tasks on your board and a scheduled check against the books. Habitual's founder counts analysis and finance among the jobs its one GATE agent runs.
Your agent does the legwork a planning day takes: gathering the numbers, reading up on the market and laying out the routes. The decision stays with you.
Brief your agent the way you'd brief a co-founder: hire or wait, raise prices, open a second location, drop a product. In plain words, in the chat.
It reads what your company already has in GATE: the booked entries if GATE keeps your books, deals in your CRM, Pipedrive or HubSpot, Shopify orders, your Stripe balance and what your Google and Meta ads cost. Anything else, send it as a PDF or a CSV.
It searches the web for what your own numbers can't tell you: competitors, their prices and the market you're looking at, and gives you the links to check.
You get the routes side by side, what each one costs and risks, and the one it would pick. It asks with buttons, and your answer is kept with the question in the chat.
The decision goes into your agent's memory, the plan becomes tasks on your board, and a scheduled check compares it with the books every week or on a set day each month and tells you where you've drifted.
You do. Your agent can read everything a plan needs, and the tools it reads through keep their own rules, whatever the plan says.
GATE enforces them, not your agent.
Your agent plans with the tools your company already runs on GATE, so the numbers under the plan are the real ones.
If GATE keeps your books, your agent reads the booked entries themselves, month by month and account by account on the BAS chart: the same figures your accountant sees.
Deals and stages from GATE's CRM, Pipedrive or HubSpot, and orders from Shopify, once you've connected them.
Spend, clicks and conversions from Google Ads and Meta Ads, and visits from your website analytics.
Web searches on competitors, prices and the market you're considering, with links you can check.
What you decided and why is saved, so next month's check starts from the plan you agreed, not from scratch.
The plan becomes tasks on your board, each with a priority, and a scheduled check compares it with the books on the day you pick.
Three ways to plan a big decision, side by side.
| What you compare | A spreadsheet model | A strategy consultant | GATE's planning |
|---|---|---|---|
| Where the numbers come from | Typed or pasted in by hand | Whatever you send the consultant | Read from your books, CRM, shop, Stripe and ad accounts in GATE |
| Market research | Your own searching | Part of the engagement | Web searches, with the links to check |
| The options | The scenarios you build | A report with a recommendation | Routes side by side with costs, risks and one recommendation, answered with a tap |
| After the decision | The file goes out of date | Ends with the engagement | Tasks on your board and a scheduled check against the books |
| Who decides | You | You, on the consultant's advice | You: the agent recommends and never decides |
Type /sharpen before a big call and your agent interviews you: one question at a time, each with its recommendation and buttons to answer. It asks about the real goal, the smallest useful version, what could go wrong and how you'll know it worked. When nothing important is left open, it writes up what you decided for you to confirm.
Meet your agentsAI strategic planning means an AI does the legwork of a plan while people make the calls. In GATE, a company's own agent gathers the numbers the company already keeps in GATE, searches the market, lays out the routes side by side with one recommendation, and then turns the chosen route into tasks and a scheduled check against the books.
Yes, the ones a company has connected. If GATE keeps the books, GATE's agent reads the booked entries directly, with queries that can only read. The agent can also read the pipeline in GATE's CRM, Pipedrive or HubSpot, Shopify orders, the Stripe balance and payouts, and what Google and Meta ads cost. Anything else can be sent to the agent as a PDF or a CSV.
No. GATE's agent lays out the routes with what each one costs and risks, says which one it would pick and asks with buttons; the answer is stored with the question in the chat, and the plan follows what the person chose. The agent moves no money while planning: Stripe is read-only for it, and an ad budget changes only after a person confirms the amount.
GATE has no budget or forecasting module that tracks itself, no live bank feed and files nothing with Skatteverket or Bolagsverket. GATE's agent can still work out a budget or forecast with a person from the company's real figures and hand it over as a file or a private page the team can comment on, and it checks the plan against the books when asked or on a schedule.
In three ways. GATE's agent saves the decision and the reasons in its memory, turns the plan into tasks on the company's board, each with a priority, and runs a scheduled check, every week or on a set day each month, that compares the plan with the books and reports in the chat where the plan has drifted.
/sharpen is GATE's decision interview for a big call. Typing /sharpen and the idea makes the agent ask one question at a time, each with two to four options, a recommendation and a way to answer in your own words, about the real goal, the smallest useful version, what could go wrong and how success will be measured. Nothing is acted on until the person confirms the written plan.
No. With GATE, a company starts with one job it is tired of doing, like the books or the inbox. GATE Intelligence scopes that work with the company in one call, and the company's own agent takes on the next job once the first one runs, so the strategy grows from work that is already done instead of from a plan written first.
Yes, the planning does. The bookkeeping that GATE's agent reads directly is built for Swedish companies on the BAS chart of accounts, so outside Sweden the agent plans from the company's connected sales, shop and ad accounts, its own web research and the reports the company sends it as a PDF or a CSV.
GATE stores a company's books, plans and agent memory on its servers in Germany and Finland, and the AI model calls that read them run in the United States under the EU's Standard Contractual Clauses. The agent's queries on the books can only read and only reach that company, and a booked entry is never changed or deleted: a mistake is fixed with a new correcting entry, so the original stays in the books.
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