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The presentation will begin shortly. AIRA | EARNINGS CALL Q3 2026
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Q3 2026 AI Revenue Assistant Software Stockholm AB (publ) | 2026 Q3 All in on Aira for Fortnox. Ninnie Karlsson CFO Daniel Wikberg CEO
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Q & A To submit a question, use the Q&A button in the toolbar at the bottom of the Zoom window. Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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INTRODUCING AIRA Who we are. 01 An AI company Aira gives businesses the right data about their customers and their market. Spun out of Upsales and listed on First North in May 2026 02 Two decades of experience The team has two decades of experience building and selling CRM to this exact audience 03 Aira for Fortnox The same engine built into Fortnox: a CRM that runs itself, bought in Fortnox Marketplace with value within minutes 04 A SEK 2.2bn market The annual market for the service in Sweden. Denmark, Norway and the UK are next Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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CEO REVIEW OF THE QUARTER We had more opportunities than we could pursue. In the third quarter we chose one : Aira for Fortnox. Daniel Wikberg Chief Executive Officer, Aira Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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AIRA FOR FORTNOX A CRM that runs itself. Same engine The engine behind Aira, with a new integration into Fortnox The ERP is the key Accounting data is accurate, so recommendations are right from day one All CRM admin handled Quotes, follow-ups, leads like their best customers, and alerts on risk and cash flow One click in Fortnox Marketplace Value within minutes. Zero onboarding, zero migration Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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THE CUSTOMER Why no one has reached them. 01 Too complicated Tens of thousands of companies need a CRM, but todayʼs systems are too expensive and too complicated to get started with 02 Too busy The average small business owner is stressed. They know they need it but never get around to it 03 80 % were small In my previous business we targeted companies with 50 to 500 employees. 80% of all leads had fewer than ten 04 80 % lost on price and complexity 80% of them were disqualified on price and complexity, not on need. The demand was there, the product was not Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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THE MARKET Our market : SEK 2.2bn per year. FORTNOXCUSTOMERS 600,000 existing customer companies WITH A NEEDSHARE ~ 20 % have business customers and a need for the service, around 120,000 companies ANNUAL MARKETSWEDEN 2.2SEK bn for the service, in Sweden alone We believe we can reach a significant share of this market. Sweden is the first of four markets. After Sweden: e-conomic in Denmark, Tripletex in Norway and Xero in the UK. Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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GO-TO-MARKET How we reach 3 – 5 % of Fortnox ’ s customers. 01 Events Two a week, 50100 companies each, in a workshop format where they try the product 02 Direct sales Built on 20 years with this audience. My previous business taught us it takes events, digital and sales together 03 Fortnox Marketplace Zero-touch. No sales process. The customer clicks install and gets value immediately 04 Accounting firms More than 10,000 companies in the Fortnox partner ecosystem Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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UNIT ECONOMICS Low cost of sales, attractive unit economics. DEALSPER SELLER 2a day productive within a few weeks AVERAGE ARRPER CUSTOMER 18,000SEK at SEK 699/month per licence CAC PAYBACKESTIMATED < 4months on customer acquisition cost No lock-in, no onboarding team. The Fortnox integration keeps churn low. Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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FINANCIAL REVIEW Financial review. As this is the companyʼs first financial year, there are no comparative figures for prior years. Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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THE QUARTER IN BRIEF Financial review. Development and commercial focus on Aira for Fortnox, while Aira and Aira Connect kept shipping. 1 Aira for Fortnox will launch commercially on 1 November 2 We expect meaningful revenue from Aira for Fortnox already in the fourth quarter, which will extend our runway in the near term ARREND OF QUARTER 1.85MSEK Up 0.08 MSEK in the quarter NET SALESFOR THE QUARTER 0.5MSEK EBITDAFOR THE QUARTER -3.1MSEK Improved from 4.6 MSEK in Q2 CASH POSITIONEND OF QUARTER 9.9MSEK Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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Q & A To submit a question, use the Q&A button in the toolbar at the bottom of the Zoom window. Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)
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Nasdaq First North · AIRA Thank you. INVESTOR RELATIONS investors@aira.app WEBSITE www.aira.app CERTIFIED ADVISER Bergs Securities AB Interim report | Q3 2026 AI Revenue Assistant Software Stockholm AB (publ)