Own your AI knowledge

“Why did churn spike in March?

Your stack has the data and still can't answer. beetree builds an AI you can ask: a warehouse in your cloud and a knowledge base that teaches it your business, with your metrics, your definitions, your prompts. Owned by you, so the next time you ask, you get an answer with receipts. And a growth agent that reads the books every morning and tells you what to do next.

Sources we join · tools we build on
Shopify Amazon WooCommerce Webflow TikTok Shop Faire Stripe PayPal Square HubSpot Mailchimp Zendesk GA4 Meta Ads Google Ads Oracle NetSuite QuickBooks Supabase AWS Snowflake Databricks BigQuery Claude OpenAI

Every tool sees a piece. No tool sees your customer.

Shopify sees the cancellations, never the reason. Klaviyo sees engagement dropping, but only for its list. Support tickets and reviews hold the “why,” in prose no dashboard reads. And wiring AI into each tool one connector at a time doesn't fix it: the model visits one silo at a time, with none of your definitions. The answer exists in your data. Nothing can find it.

The knowledge base

Why AI-on-top keeps guessing.

Generic AI doesn't know what your contribution margin includes, when a subscriber counts as churned, or which of your three revenue tables is the truth. That knowledge lives in your team's heads and nowhere else, so the AI improvises: plausible SQL, confidently wrong. beetree writes it down as a knowledge base of your definitions, your metrics, and your prompts, and the guessing stops.

57%
accuracy of a leading LLM answering business questions from raw schema access alone
78%
the same model, same questions, once business meaning was written into a knowledge base the model could use
▸ Snowflake engineering, BIRD-SQL benchmark. With a full governed semantic model, production systems report 90%+.

The accuracy isn't in the model. It's in the knowledge base. beetree builds it. You own it.

How it works

Three steps. No rip-and-replace.

Land small, prove value, expand: greenfield-friendly, built beside the platforms you already run, and yours at every step.

01

Prove it

The Customer Data AI Audit: a fixed-fee, two-to-three-week diagnostic: what can't your stack answer today, and what revenue hides in that gap? Value first, commitment later.

02

Build it

Your AI query layer: a warehouse in your cloud, a knowledge base that encodes your business, and a portal where you chat with your data, get answers with receipts, and wake up to a growth agent's recommendations. No rip-and-replace, and yours forever.

03

Run it

Your fractional data team: new sources, new questions, a knowledge base that keeps learning your business, expanding only as the ROI proves out.

The growth agent · new

It noticed this without being asked.

Chat answers the questions you think to ask. The growth agent asks its own: every morning it reads your trusted layer, sizes the moves worth making, and keeps a short feed of recommendations. Open one for the evidence. Dismiss what doesn't fit. Mark what you did. It learns from every tap.

  • Grounded, not guessed. Every number on a card comes from your governed metric definitions, with the definition and data-through date printed under it. Same receipts as chat.
  • Five at a time, two a day. The feed never becomes a backlog. New cards arrive only when there's room, so dismissing or acting is what makes space.
  • Learns your business. “Not relevant” steers it away for good. “Not now” fades after a month. “We did this” brings more like it. Nothing is applied automatically; you stay the operator.
  • Yours. The generator prompt, the definitions it quotes, and every card it ever wrote live in your warehouse, in your cloud.
Growth3/5 open · sample data
Platforms

If it holds customer data, it joins the layer.

Shopify, Webflow, Amazon, Stripe, Square, Recharge, Klaviyo, Braze, Mailchimp, HubSpot, Gorgias, Zendesk, GA4, QuickBooks, plus the wholesale feeds and ops spreadsheets no dashboard reads. If it has an API or an export, it joins: modeled once, in your warehouse, feeding every tool downstream.

We go deepest on Shopify, Klaviyo, Stripe, and Braze. The point of an owned layer is that the list above never has to be complete. Run something we haven't named? It joins anyway.

The land offer · Customer Data AI Audit

Two to three weeks. A fixed fee. Proof first.

We join your sources, benchmark what your current stack can and can't answer, quantify the revenue hiding in the gaps, and hand you the build spec for your owned AI data layer, yours whether or not we build it.

What you walk away with
01

The ten questions

A benchmark of what your stack can and can't answer today: churn drivers, cohort LTV, the revenue your reports disagree on, with a dollar frame on every gap.

02

The findings ledger

Every leak the join surfaces, priced: duplicate profiles, cancels your email tool never sees, renewals counted twice. The first answers usually pay for the audit.

03

The build spec

A source inventory, data-quality read, and knowledge-base blueprint for your owned AI layer, plus a fixed-fee build proposal, whoever does the next phase.

Read-only access to start, roughly two hours of your team's time end to end, and a findings ledger that's yours to keep, nothing vendor-locked. See a real ledger →

Free leak check
Within a day · no call

Pick a question, we answer it: do your cancels reach your email tool? Do your revenue reports agree? What does your billing-tier math say?

  • Done for you; you send at most a screenshot
  • A short written answer, yours either way
  • No pitch attached
Build & run
After the audit · phased

The AI query layer: warehouse in your cloud, a knowledge base of your business, and a portal where your team chats with the data and a growth agent volunteers the next move. Then a fractional data team to keep it compounding.

  • Your cloud, your keys, your prompts, portable forever
  • Answers with receipts, across every source
  • Expands only as the ROI proves out
▸ Two audit slots per month.
Field notes · a live build, not a mock-up

What the audit actually finds.

A recent build: a specialty coffee company: storefront, Stripe billing, a subscription app, Mailchimp for email. Healthy business, tidy-looking dashboards, and four questions its own stack couldn't answer. Today it runs an owned warehouse and a chat-with-your-data portal across orders, subscriptions, and customer records.

6 in 10
customer records were duplicates: one person stored as several billable profiles, quietly inflating list size and skewing LTV.
100%
of subscription cancellations were invisible to the email platform. The subscription app recorded no cancel timestamps at all, so every lapsed subscriber looked active.
31%
of successful payments were invisible to order-level reporting: subscription renewals billed cleanly through Stripe and never appeared where revenue was counted.
8%
of active subscriptions were missing from the tool that manages them: the billing ledger and the subscription app each reported a different business. Churn was unmeasurable until they agreed.

None of this was visible from inside any single tool: every dashboard looked fine on its own. The fixes ran on the stack the brand already owned: profiles merged, cancel events wired from billing into email, revenue reconciled to one number, and a win-back flow launched at subscribers who had never received a single message after cancelling. The stack was Webflow and Mailchimp rather than Shopify and Klaviyo: different logos, same physics. Your cancel events, duplicates, and double-counted renewals behave exactly the same way.

Who's behind it

Built by an operator, not an agency.

beetree is a customer data consultancy for growing commerce brands, founded on a simple idea: enterprise brands pay six figures a year for systems without a unified view of customer data or an AI layer on top. beetree builds you the version you own.

With 20 years in customer data and advertising, including enterprise customer data systems for major consumer brands, I've spent my career making customer data answer questions. beetree brings that discipline to your stack, whatever it's built on. AI does the heavy lifting behind the scenes, which is how beetree moves at agency speed; a real person stays accountable for the result.

Let's talk

Rented AI answers their questions. Owned AI answers yours.

Start with a free leak check (no call needed) or book twenty minutes for an honest read on what your stack can't answer today. No pitch deck either way.