Self-service analytics.
From raw data to board-ready.A modern self-service analytics workspace for finance, operations, and revenue teams. Reports, dashboards, time intelligence, AI-powered exploration, and automated insights — in a single platform with no separate BI contract.
Flexible, structured, board-ready.
From a flat grid workhorse to a multi-tab P&L presentation — reports carry dimensions, hierarchies, structures, and time intelligence into every view.
Grid Power Features
- Multi-level pivot headers with auto-merge across dimension combinations
- Derived columns — running totals, % of parent, rank, custom calculations
- Conditional formatting — heatmaps and threshold rules that survive export
- Large dataset support — millions of rows without slowing down your browser
- Excel clipboard — copy/paste blocks in and out of any grid
20+ widget types. One canvas.
Drag-and-drop with snap-to-grid, per-widget data sources, cross-filtering, and Story Mode for board decks.
Dashboard Platform Features
- Snap-to-grid drag-and-drop layout with per-widget resize
- Cross-filtering — click a bar or pie slice to filter the entire dashboard
- Story Mode — same dashboard becomes a slide deck with PDF export
- Per-widget data source — mix datasets, reports, and planning views
- Dashboard chat widget — drop an AI chat panel on any dashboard
Themes & Styling
Workspaces, datasets & sources.
Fast, reliable data storage with live connections to major data warehouses. EAConnect Integration bundled — no separate data pipeline contract.
Data Refresh Options
| Option | Behaviour |
|---|---|
| Full Refresh | Replace all data on each load |
| Append Only | Add new rows, never remove |
| Period Replace | Replace one period, keep history |
| Rolling Window | Keep last N periods, drop oldest |
Source Connections
- BigQuery · Snowflake · SAP HANA · Microsoft SQL · Oracle Database
- Planning views — Actuals and Plan side-by-side in one report
- Cross-workspace dataset joins
- EAConnect Integration bundled — NetSuite, SAP, Salesforce, Workday, ADP
Scheduled delivery. Read-only Excel integration.
Automated, personalized delivery of any report on a schedule. Read-only Excel plug-in with live refresh, corporate template support, and full clipboard parity.
Broadcasting
- Flexible scheduling — time-zone aware; recurring or one-off
- Personalised delivery — 50 recipients = 50 individually filtered emails
- Excel templates — export lands into branded spreadsheets preserving formulas and macros
- Execution history — per-broadcast status, duration, and retry log
Excel Integration
Conversational, governed, contextual.
Eight AI surfaces — from in-app chat to deployed insight agents, AI assistant data access, guided analysis, and a dashboard chat widget. Every surface respects existing role-based permissions and is audited.
What AI Assistants Can Do
AI Governance Principles
- Role-based permissions everywhere — the AI sees exactly what the human user is permitted to see
- Full audit trail — every action logged with session, user, parameters, and outcome
- Usage limits per organisation — prevents runaway agent costs
- No data egress — AI actions operate on in-organisation data only
Add Planning without re-implementing anything.
Analytics and Planning share the same sign-on, hierarchies, calendars, data layer, and AI surface. Upgrade to a full planning environment without changing your data pipeline.
Turn Operational Data into Board-Ready Intelligence
Eliminate standalone BI licensing. Connect directly to planning models and ERP tables with our read-only Excel plug-in and automated report broadcasting.