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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.
Data-integration and reporting platform pulling 400+ sources into sheets, BI and warehouses, with AI insights on dashboards.
AI market-research suite that auto-builds data-driven personas and runs synthetic surveys and interviews for marketers.
AI-native spreadsheet connecting live databases and files, letting teams query and chart data with AI, Python, or SQL.
Graphy simplifies data storytelling with fast, beautiful graph creation.
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- ✦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
- ✦400+ data source connectors
- ✦Automated refresh to sheets, BI and warehouses
- ✦Blend, filter and transform data
- ✦AI Insights on dashboard data
- ✦Dashboard templates
- ✦AI integrations and chat-with-data agent
- ✦Automated persona generation
- ✦Customer journey maps
- ✦Digital twins to chat with
- ✦Synthetic research (surveys/interviews)
- ✦Marketing recommendations by channel
- ✦B2B and e-commerce persona solutions
- ✦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
- ✦AI-generated insights and graphs
- ✦Connects to Google Sheets and other data sources
- ✦Lightning-fast data visualization
- ✦Simple and intuitive interface
- ✦Interactive and shareable graphs
- ✦Visual annotations and enhancements
- →Automating financial and management reporting
- →Budgeting and financial planning
- →Month-end close and reconciliation
- →Regulatory and tax reporting
- →Lease accounting
- →Automating marketing and sales reporting
- →Consolidating data into a warehouse
- →Getting AI summaries of dashboard performance
- →Creating buyer personas from data
- →Understanding B2B and e-commerce segments
- →Running quick synthetic market research
- →Getting channel marketing guidance
- →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
- →Creating marketing reports
- →Driving decisions with data
- →Internal reporting and board memos
- →Quickly creating visuals for newsletters and social feeds
- →Consulting business presentations