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Suite of financial reporting, BI, budgeting and EPM tools that connect to 140+ ERPs for finance teams' close, planning and disclosure.
AI chart generator that turns CSV/Excel data and plain-English prompts into charts, dashboards and reports.
AI-native spreadsheet connecting live databases and files, letting teams query and chart data with AI, Python, or SQL.
Embedded analytics platform for building customer-facing dashboards, AI self-service reports and data sharing inside your own product.
Retail competitor-intelligence platform tracking rivals' sales, pricing, promotions, and assortment down to SKU.
No public pricing
Free trial available
No public pricing
Free trial available
- ✦Excel and web ERP reporting (Spreadsheet Server, Wands, Jet)
- ✦Financial planning and budgeting
- ✦Account reconciliation and financial close
- ✦Tax, transfer pricing and disclosure management
- ✦Embedded analytics for ISVs (Logi)
- ✦Connectors for 140+ ERPs
- ✦Natural-language chart generation
- ✦9+ chart types plus Gantt, mind maps, flowcharts
- ✦Financial charts (OHLC, candlestick), treemaps, sankey
- ✦12 color themes with custom palette picker
- ✦Data aggregation (sum, average, count, min/max)
- ✦CSV, Excel, and database connectivity with real-time sync
- ✦Dashboard publishing and sharing
- ✦PNG, SVG, PDF export
- ✦Connects to Postgres, MySQL, Snowflake, BigQuery and other live databases
- ✦Imports CSV, Excel and PDF files alongside database connections
- ✦AI agent writes formulas, code and charts from plain-English prompts
- ✦Supports Python, SQL, formulas and JavaScript in the same sheet
- ✦Built-in connectors for QuickBooks, Google Analytics, Mixpanel and Plaid
- ✦MCP support so external AI agents can read/write spreadsheet cells
- ✦REST API for triggering AI runs and manipulating cells programmatically
- ✦Scheduled tasks and PDF data extraction
- ✦Embeddable customer-facing dashboards
- ✦AI self-service report builder
- ✦Data sharing and exports
- ✦Emailed reports
- ✦Global datasets modeling
- ✦Direct database connections
- ✦SKU-level competitor sales and inventory tracking
- ✦Pricing and promotions monitoring
- ✦Product and assortment analysis
- ✦Benchmarking and white-space identification
- ✦Natural-language querying via Claude/ChatGPT (MCP)
- ✦Sentiment and social channel monitoring
- →Automating financial and management reporting
- →Budgeting and financial planning
- →Month-end close and reconciliation
- →Regulatory and tax reporting
- →Lease accounting
- →Turn spreadsheets into charts fast
- →Build financial or marketing dashboards
- →Create shareable data visualizations
- →Generate reports without design skills
- →Finance teams building recurring, auditable financial reports
- →Analysts combining multiple data sources into one live dashboard
- →Traders and investors tracking market and portfolio data
- →Product and sales teams generating forecasts and charts without formulas
- →Teams wanting an AI agent to verify and edit spreadsheet work directly
- →Add analytics to a SaaS product
- →Give customers self-service reports
- →Share data securely with users
- →Ship dashboards without heavy dev work
- →Tracking competitors' best sellers and pricing
- →Identifying fast-growing products and brands
- →Spotting assortment overlap and white space
- →Monitoring competitor promotions in real time