AI-Powered Insights & Strategic Research
Ask your data. Get answers instantly visually confidently your way in seconds
Chat with your data in plain English. Build custom dashboards. Monitor with automated alerts. Generate AI-powered insights and strategic analysis—all in one secure platform for non-technical teams.
All-in-one platform for data-driven teams
Five major pillars that work together seamlessly—Chat, Explore & Monitor, Visualize & Present, Deep Strategy, and Data & Team Management.
AI Chat with Your Data
Ask questions in plain English like "top donors last quarter" and get instant tables, charts, and narrative explanations. No SQL required.
Browse & Explore
Interactive tables with powerful search, filters, and column selection. Export filtered views to CSV/Excel. AI-generated metric tiles update as you filter.
Automated Alerts
Always-on monitoring that watches your data and notifies you when important conditions are met. Set severity levels and thresholds.
Custom Reports
Build dashboards with charts exactly how you want them. Designed for recurring reporting and stakeholder presentations.
AI Insights & Forecasting
AI generates and suggests charts and visualizations automatically. Approve the best ones to create a curated portal of insights.
AI Research & Strategy
Deep, iterative analysis that produces executive-style reports with patterns, risks, opportunities, and strategic recommendations.
Team & Access Control
Invite team members, assign roles (Owner, Admin, User), and control who sees what with custom page access and permissions.
Turn your data into decisions
Upload your datasets, explore them with natural language, build custom dashboards, set up automated alerts, and get AI-powered strategic analysis—all in one platform.
Enterprise-grade security. Your data is isolated in your dedicated workspace and never shared with other customers.
Upload & Connect
Import CSV, Excel, Google Sheets, OneDrive, or connect via Aplos API. Datasets are staged for review and cleaning before going live.
Explore & Analyze
Chat with your data in plain English, browse interactive tables with powerful filters, and let AI generate insights automatically.
Automate & Monitor
Set up alert rules that watch your data 24/7, build custom dashboards for stakeholders, and run deep strategic analysis with AI.
Workspace
Everything you need to explore, edit, and automate decisions.
AI Chat
Select a dataset and ask questions in plain English. Get instant answers with tables, charts, and narrative explanations. Follow up with deeper questions to explore further.
- Natural language—no SQL needed
- Tables, charts, and summaries in one response
- Follow-up questions for deeper insights
- Export conversations for sharing
Browse Data
View datasets in clean, interactive tables. Search, filter by year or column, adjust visible columns, and paginate through large datasets. Export filtered views to CSV or Excel.
- Powerful search and filters
- Adjust columns and sort data
- Export to CSV/Excel with filters applied
- Metric tiles for key stats
- AI Tiles: one-click generated insights
Alert Hub
Create rules that watch your datasets 24/7. Define conditions, severity levels, and thresholds. Alerts notify you when something important happens, so you never miss critical events.
- Always-on automated monitoring
- Custom conditions and thresholds
- Severity levels (Low, Medium, High, Critical)
- Manage individually or in bulk
Visualize & Present
Build custom reports, generate AI insights, and run deep strategic analysis.
Reports (User-Designed)
Build custom dashboards with exactly the charts you want. Create multiple report pages, choose full-width or two-up layouts, and configure bar, line, pie, and more chart types against any dataset.
- Manually design your dashboards
- Multiple chart types and layouts
- Perfect for recurring reporting
- Share with stakeholders
Insights (AI-Curated)
AI automatically generates chart and table suggestions for your dataset. Review suggestions, modify if needed, and approve the best ones to create a curated portal of insights that updates with your data.
- AI suggests useful visualizations
- Review, modify, and approve
- Build curated insight portals
- Refresh to use latest data
AI Research & Strategy
An AI analyst that runs deep, iterative analysis on your data and produces leadership-ready reports with executive summaries, key patterns, risks, opportunities, strategic recommendations, and supporting charts.
- Executive-style analysis reports
- Trends, risks, and opportunities
- Strategic recommendations
- Analysis history for comparison
Data Management & Lifecycle
Safe, structured dataset lifecycle with staging, cleaning, and recovery.
Datasets move through a clear lifecycle: staged → active → deleted (with 30-day recovery). This ensures data quality and prevents accidental loss.
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Staged Review
New uploads start as "staged." Preview sample rows, confirm headers, and apply cleaning options before going live.
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Active Datasets
Once approved, datasets are available across Chat, Browse, Alerts, Reports, Insights, and AI Strategy.
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Safe Deletion
Deleted datasets are kept for 30 days with the option to restore, then permanently removed.
Dataset Cleaning Options
- Remove duplicate rows
- Handle blank values
- Confirm or adjust headers
- Preview before activation
Integrations & Data Sources
Connect your data from multiple sources with easy setup flows.
File Uploads & Links
- CSV & Excel files — Direct upload
- Hosted files — Direct links to CSV/Excel
- Google Sheets — Link sharing for auto-pull
- OneDrive Excel — Connect with sharing links
API Integrations
- Aplos — Nonprofit financial and donor data (API key based)
- More integrations coming soon
All integrations follow the same staged → active lifecycle, so you can review and clean data before it goes live.
Team & Access Control
Invite your team, control who sees what, and keep your workspace secure.
Roles & Permissions
- Owner — Full control
- Admin — Manage users and data
- User — Access assigned pages
Custom Page Access
Control which pages each User sees (e.g., only Reports and Browse Data). Great for external stakeholders or focused roles.
Security Features
- Disable users without deleting
- Track last login for cleanup
- Role-based access controls
Your trust is our priority
Security is built into the core: identity, isolation, encryption, and auditability at every layer.
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Secure multi-tenant isolation
Each client has a dedicated tenant with strict boundaries.
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Encryption in transit and at rest
Modern TLS and storage encryption by default.
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Governance and audit logs
Track actions and changes with immutable audit trails.
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MFA and session controls
Multi-factor auth, session lengths, and idle timeouts.