Ask your AccountMate data anything.
PinBall.AI lets authorized users explore AccountMate information in plain English—turning business questions into reports, analysis, visualizations and actionable insights.
Use natural language instead of building every report by hand
PinBall.AI is designed to help business users query and analyze AccountMate data without requiring them to write SQL. It can support straightforward lookups, multi-condition analysis and more involved management reporting workflows.
Ask in plain English
Describe the information you need using familiar business terminology rather than database syntax.
Analyze complex questions
Work with filters, comparisons, trends, calculations and multi-stage analysis across relevant AccountMate data.
Deliver usable results
Present results as on-screen reports, spreadsheets, charts, email-ready summaries or other supported formats.
Ask questions that connect directly to business performance
A flexible AccountMate analysis environment
PinBall.AI combines AI-assisted querying with configuration tailored to your AccountMate and SQL environment.
- Natural-language queries with extensible business vocabulary
- Configured around relevant AccountMate and SQL structures
- Simple, conditional and multi-stage analytical requests
- Screen, spreadsheet, chart and email-oriented outputs
- Dashboard for organizing and reusing approved queries
- Connections to additional authorized data sources
- Flexible deployment and security architecture
- Support for an expanding organizational query library
Built for extensible AI-assisted workflows
PinBall.AI uses Anthropic Claude capabilities and can use Model Context Protocol integrations to connect approved tools and data sources within a controlled deployment architecture.
This allows PinBall.AI to evolve beyond individual reports into broader workflows involving ERP, CRM, e-commerce, email and other authorized business systems.
Available capabilities depend on the selected implementation, connected systems, permissions and security requirements.
More than software: configuration, training and ongoing support
Installation and configuration
RDI configures the environment, deployment architecture, data access and agreed security controls.
Bootcamp-style training
Users learn effective query structure, terminology, output options and methods for checking results.
Starter query library
The initial engagement includes more than 20 business queries plus a foundation for developing organization-specific queries.
Ongoing coaching and expansion
Support can include troubleshooting, query development, coaching and periodic additions to the query library.
A structured launch with ongoing assistance
Initial implementation
- Installation and initial setup
- Bootcamp-style user training
- 20+ starter business queries
- Foundation for custom query development
Ongoing support
- Four support chips per month
- Coaching and query-building assistance
- Quarterly additions to the query library
- Additional support chips available at $50 each
A separate qualifying Claude subscription is required. Pricing, scope, integrations and third-party subscription requirements should be confirmed with RDI before purchase.
What buyers should know
How quickly can we get started?
A standard configuration using secure access to an approved copy of the company database may be completed quickly, depending on the environment, access, data quality and security requirements.
RDI recommends completing training early so users understand effective vocabulary, procedures, output choices and methods for validating results.
How is our data protected?
PinBall.AI can be configured with read-only data access. RDI may recommend using an approved reporting copy of the production database rather than allowing direct interaction with operational data.
Additional options can include network isolation, separate infrastructure, restricted access, VPN controls and obfuscation of selected customer information.
Can AI-generated results ever be wrong?
Yes. AI-assisted systems can misunderstand a request, apply an incorrect assumption or produce an incomplete result. Important reports should be reviewed against source data and established business controls.
Training and support include guidance for refining requests and checking output before it is used for operational or financial decisions.
What is an executive-style consulting report?
PinBall.AI can help organize data into a structured management assessment containing defined metrics, observations, questions for management and potential areas for further investigation.
The result should be treated as decision support—not as a substitute for management judgment or professional consulting review.
What is MCP?
Model Context Protocol is an open protocol for connecting AI applications with authorized tools and data sources through standardized interfaces.
In an appropriately configured environment, this can support workflows involving AccountMate and other systems such as CRM, e-commerce, reporting or email platforms.
What happens when PinBall.AI does not understand a request?
The user can refine the wording, clarify the desired result or explain organization-specific terminology. Approved vocabulary and query patterns can then be documented for consistent future use.
Start with the questions your business needs answered most
Talk with RDI about your AccountMate environment, reporting priorities, deployment requirements and the first set of business questions you want PinBall.AI to address.
Schedule a PinBall.AI Discussion