Stop spending days pulling together data for a meeting that happens every quarter.
LivePreso assembles each account review automatically — live data, governed slides, personalised to each customer — so your account managers can spend their time on the conversation, not the spreadsheet.
Account reviews are one of the most important conversations an account manager has. And one of the most painful to prepare for. Data from the CRM. Numbers from the BI tool. Last quarter’s performance pulled from a report.
All of it manually assembled into a presentation that looks different every time, says different things, and takes days that should have been spent with customers.
And when preparation is that painful, the temptation is to do it less well, less often, or not at all.
LivePreso connects to every system that holds your account data — CRM, BI, ERP, fulfilment platforms — and assembles the review automatically. This customer’s numbers, this quarter’s performance, the benchmarks that matter for this relationship. Not pulled manually. Not formatted by hand. Ready before the account manager opens the app.
AI surfaces the talking points that matter most for this account — what’s changed, what’s at risk, what the opportunity is. The account manager reviews, adjusts if needed, and walks into a meeting with content that’s genuinely prepared for the person they’re meeting.
But the most powerful shift is what happens during the meeting itself. Rather than presenting a fixed report, account managers can run the review as a strategic conversation — letting the customer set the agenda by choosing which goals and priorities are top of mind.
The presentation responds in real time, surfacing the relevant data, visualisations, and recommendations for each chosen priority. Every path is governed in advance. The customer feels heard. The account manager looks like a business adviser, not someone reading from a slide.
After the meeting: engagement analytics show what resonated, AI drafts the follow-up, and actions are pushed straight to CRM.
