Production
Data Intelligence
Upload data. Refresh controlled reports.
Data Intelligence is a focused reporting product. Create a reporting workspace, choose the reports you need, upload the latest source file, validate with controls, and refresh statements with AI commentary grounded in the evidence.
Included in the Operator plan. Priced per workspace when purchased on its own.
What it does
- Reporting workspaces for recurring packages
- Source file upload with mapping review
- Source, transformation, and report controls
- Financial statement refresh with variance columns
- Exception tracking before publish
- AI commentary grounded in report evidence
What you get
- A reporting cycle that runs on a schedule
- Numbers your team can defend
- Fewer manual spreadsheet rebuilds
Who it's for
- Owners who need trusted monthly reporting
- Finance and operations leads closing the books
- Teams replacing fragile spreadsheet packs
Questions
- Do I need a data warehouse first?
- No. Start with the exports you already produce. Data Intelligence handles mapping, validation, and reporting from those files.
- Will this replace our BI tool?
- It replaces the manual reporting pack, not exploratory dashboards. The focus is controlled, repeatable reports.
Start with the free Foundation
Set up your company once, then install Data Intelligence when you are ready.