Checks & Balances AI
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Your AI Managers keep your company from drifting off course today—not at your next quarterly review

You set the destination. Your AI Managers build your company's evolving view of reality and predict where your strategy, roadmap, decisions, and execution need to course-correct as reality changes. They keep everyone on course, from your team to your AI agents. Start preventing costly drift, rework, and missed opportunity windows today, not at the next quarterly review.

Start working with your AI Managers

You've added AI. Now there is more work to align

You don't have an AI problem, you have a coordination problem. AI creates more drafts, more tasks, and more activity across the company. Keeping people aligned was hard enough, and AI moves faster than any meeting cadence. So who is making sure all that work still serves your strategy, your roadmap, and the decisions you approved?

What breaks as you add more AI.
AI creates more work to manageMore drafts, tasks, and AI agents arrive, and each one works from whatever context it happened to be given.
Decisions get approved but the work drifts after the meetingLeadership makes the decisions, but teams and their AI agents keep working in separate AI chat silos and slowly drift away until you feel the pain.
Your managers try to fill the gap, but people are too slow to keep up with AIPeople spend their time passing context in chat threads, checking work in meetings, and reconciling plans instead of moving the company forward.

This is where Checks & Balances AI can step in to help you manage the increased workload.

Your AI Managers maintain your company's view of reality and predict what's ahead

Every company runs on facts, beliefs, assumptions, and predictions about reality, and most of them live in people's heads and last quarter's deck. Your AI Managers maintain these as an evolving Company World Model™. As new information comes in, they weigh it, update the model, make predictions to check against what actually happens, and flag when your strategy, decisions, and roadmap are drifting away from reality. This is collective learning for a company, and it gets sharper with every cycle.

Which means you stop

  • Rediscovering the same assumption in every planning cycle
  • Finding out a belief was wrong after the work shipped
  • Keeping what the company knows in decks that expire
See it in action
Halden Health — Checks & Balances AIDemo

World Model

What the company believes, how confident it is, what is weakening, and what depends on it. Confidence is derived from evidence, never typed in.

Refresh New belief
Tracked
38
facts, beliefs, assumptions, predictions
Weakening
0
band dropped in the last 30 days
Could break the strategy
1
uncertain, with dependents
Awaiting your review
7
4 beliefs, 3 evidence
overviewregistryactivity
2026-09-11 07:12·agent Tempo AI·B-15
evidence added — contradicting strong evidence (proposed): Denver contracted draw took eight days for member M-2188. Second miss in 30 days.
2026-09-10 09:00·agent Helm AI·B-21
confidence recomputed — recomputed (likely)
2026-09-10 08:41·user Sarah Chen·B-9
evidence accepted — supporting moderate evidence: interview 14, member booked the plan call on day 5
2026-09-09 09:00·agent Frontier AI·B-4
linked — linked to decision DEC-31
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Your AI Managers build your strategy and keep it on course as reality changes

Tell us where you want the company to go. Your AI Managers maintain your strategy as five explicit choices that work together to win your market and identify what must be true to get there. These include 1) the winning aspiration, 2) where to play, 3) how to win, 4) the capabilities, and 5) the management systems. When your strategy drifts from reality they'll flag it so you can take action today, not when it's too late.

Strategy process based on Playing to Win and The Opposable Mind by Roger Martin, Harvard graduate, former dean of the Rotman School of Management, and Thinkers50's number one management thinker.

Which means you stop

  • Paying for a strategy deck that is stale by the next meeting
  • Guessing which assumptions your plan depends on
  • Re-explaining your company to every new AI agent
See it in action
Halden Health — Checks & Balances AIDemo
Helm AIStrategy Manager · Strategy

We want to be the annual health checkpoint for high-earning adults, not another lab menu. Build the strategy and show me what it rests on.

14 member interviewsPricing sheetLast year’s lab volumesTwo competitor decks

Sarah Chen · 2m ago

Reply to Helm AI…
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Your AI Managers keep the team on strategy and surface new leadership decisions you need to make

Each department has an AI Manager that answers grounded in your approved strategy and flags issues when the company is drifting. They bring you the leadership decisions that are blocking the roadmap. Once you approve a decision, they update and align the roadmap for you.

Which means you stop

  • Digging decisions out of notes, docs, and chat threads
  • Re-litigating the same call every few weeks
  • Chasing the evidence yourself before you can decide
See it in action
Halden Health — Checks & Balances AIDemo
Tempo AIOperations Manager · Operations

Sequencing draws, coaching, and the next city.

Create a roadmap feature for in-home blood draws in Austin, Denver, and Chicago — customers renew when the draw is easy.

Ada Reyes · just now

Tempo AI— Operations Manager02:38 PM

Thought for 18s

Got it. I'll add it under Member renewal rate, tied to the cash-pay lock — then check what still blocks shipping.

Working from Stay cash-pay through 2027 (DEC-31) and the North Star — not a separate prompt

Ask Tempo AI anything…

Auto
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Your AI Managers keep your roadmap aligned the moment you approve direction. Not after weeks of meetings

Set the direction and approve the decisions. Your AI Managers plan the roadmap across every department, write the tickets, tie each one to the decision and objective it serves, and surface the calls only you can make before work starts. Done in minutes, and kept aligned as things change.

Which means you stop

  • Running month-long planning cycles of workshops and reviews
  • Keeping a different roadmap tool for every department
  • Maintaining spreadsheet roadmaps tied to no objective
Checks & Balances
Your strategy
Strategic Decision

DEC-212: Win natural grocery first, hold mass retail until velocity proves out

OKR-1

Shoppers buy it a second time, not just once

  • 35% repeat purchase within 90 days
OKR-3

Earn shelf space we can defend at the next category review

  • 45% ACV in the natural channel
  • 8+ units per store per week
Generated roadmap3 items
RI-21In Progress$1.8M

Shelf-Ready Packaging System

The pack has to win the shelf in three seconds — structure, claims, and front panel carry trial when nobody is there to explain it.

Flow AI · Design ManagerDEC-212 · OKR-1
RI-34In Progress$640K

Retail Velocity Program

Sampling and demo cadence in launch doors, so units move fast enough to hold the placement we just won.

Deal AI · Sales ManagerOKR-3
RI-47Not Started$2.4M-$3.6M

Co-Packer & Supply Readiness

First-run capacity and label compliance locked before we commit distribution, so shelf space is never won and then missed.

Tempo AI · Operations ManagerDEC-212
Decisions needed before work starts
Which retailer reset window do we commit to?
Single co-packer, or dual-source the first run?

Your AI Managers brief you daily on the company drift statuses and issues

Every morning your AI Managers check each department's work against the approved strategy and decisions, score how far the company has drifted, and brief you on what is off course, why it matters, and who owns the fix. You see it the day it starts, not at the next quarterly review, and without sitting in every meeting.

Which means you stop

  • Chasing status and reconciling plans
  • Learning at the QBR that a quarter went sideways
  • Hiring managers to translate your intent
See it in action
Halden Health — Checks & Balances AIDemo

Company Drift

Drift Overview

Four major ways to check company drift.

Strategy Drift

Is strategy still matching the outside world?

On Course
2
Drift score

No market or competitor signal this week weakens the cash-pay annual panel.

7D
All clear, nothing needs attention
Weekly Trend
1051
9/59/69/79/89/99/109/11
View Strategy Drift

Decision Drift

Are approved decisions aligned to the strategy?

Slightly Off
4
Drift score

One sales quote assumes insurance billing, which DEC-31 rules out through 2027.

7D
1 item needs attention
Weekly Trend
1051
9/59/69/79/89/99/109/11
View Decision Drift

System Drift

Is what is in production matching internal records?

On Course
2
Drift score

Records, rationales, and references in the strategy graph are current.

7D
All clear, nothing needs attention
Weekly Trend
1051
9/59/69/79/89/99/109/11
View System Drift
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Your AI Managers and your team collaborate in one workspace with shared threads, not in individual AI silos

Ask a question once and the AI Managers who own the answer reply in the same thread, alongside your people. Every thread is visible to the workspace, cites the decisions and beliefs behind each answer, and hands off cleanly from one department to the next. Threads live where the work is: on the roadmap item, the decision, or the strategy itself. Nothing lives in one person's chat window.

Which means you stop

  • Pasting the same context into five separate AI chats
  • Re-explaining a decision to every department
  • Losing the reasoning in someone’s private chat history
See it in action
Halden Health — Checks & Balances AIDemo
Roadmap//RI-41
Tempo AI · Operations Manager
+ New thread
Search threads...
  • Build vs contract — team debateAda Reyes2m
  • What Stack can build while blockedElena Ruiz1m
  • In-house vs contract crossoverMarcus Hall30m
  • Denver and Chicago staffingPriya Nair2h
Build vs contract — team debateRI-41
Ada Reyes

@team Build our own draw network, or contract national labs? Score both options against the locked North Star — own draw network, plan in seven days, $1,850 margin. Be honest about cost, speed, and what customers will feel if the draw is slow.

Tempo AI — Operations Manager

I pulled this against the locked North Star — Own the Annual Panel. Q4 already says we need our own draw network; Q3 wins on a plan in seven days, which needs the draw to be easy.

I attached the three-city capacity model and a Denver customer journey as evidence. This decision blocks In-home blood draws in all three cities (RI-41) until you pick: 14 in-house phlebotomists, or contracted overflow.

Vault AI — Finance Manager

Same North Star read from finance. OKR 3 is contribution margin at $1,850. The NPV worksheet is attached — in-house turns positive above about 8,000 customers; you are at 4,200, so contracting is cheaper now.

But contracting puts margin under that locked target. If the North Star still stands, build in-house and accept the near-term cost — do not quietly rewrite OKR 3 in a vendor contract.

Stack AI — Technology Manager

I already paused phlebotomist routing. That work is throwaway if we contract national labs.

Scheduling and result ingestion stay safe either way — I can keep building those. Routing waits on this lock.

Marcus Hall

I’m with Tempo on the customer feel. A slow draw in Denver kills renewal before finance ever sees the NPV crossover. If we contract, say so clearly — and stop promising a five-day SLA we cannot keep.

Reply to the team…Auto

In-home blood draws in all three cities

Renewal only clears 74% when the draw is easy enough that members finish the panel and get their plan inside a week.

Northstar OKR

What we're building

Acceptance Criteria

25%
1/4 met
AC-1
A member in any of the three cities can book a home draw inside five days
AC-2
Scheduling confirms the draw and reminds the member the day before
AC-3
Results land in the member record within 48 hours of the draw
✓ Passed
AC-4
Denver and Chicago hold the same draw window as Austin for a full month

Critical Decisions

1 linked
Build our own draw network, or contract national labs?ARAda Reyes
Open
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Why leaders choose Checks & Balances AI.

Prevent one approved decision from drifting into weeks of rework, and Checks & Balances can pay for itself.

Stop company drift before it turns into wasted work and missed opportunities in the market. Checks & Balances AI keeps your company heading in the right direction.

See the ROI calculatorRead Trust & Control

Roles, permissions, and manager boundaries.

Tell your AI Managers where you want your company to go next

Bring the goal, and whatever stands in front of it: a messy decision, a stale roadmap, a scattered strategy. See how your leaders can make the call and send both people and AI Managers into action from one shared source of truth.

Start working with your AI Managers