KPI software for creating dashboards and reports with AI insights built in
Stage
Not given
Established
Founded
Not given
2007
Based in
Not given
GB
Pricing model
Not given
Free trial
Pricing
Not given
$79 per month billed monthly, or $63 per month billed annually ($758 a year). Every feature included, unlimited users. Free 14-day trial with no credit card required.
Key features
DCF and relative valuation models computed on demand
Options structuring with live chain data
SEC filings and financial statements analysis
Background research agent for sourced answers
Workflow automation with approval gating
Voice-driven research in multiple languages
Live market and economic data access
Real-time shared canvas with synchronized state
AI-powered dashboard creation
KPI dashboards with interactive charts and graphs
Pulse anomaly detection and alerting
Explore deep dive analytics with root causes
Data connections from apps and spreadsheets
Smart spreadsheet import with AI mapping
Role-based access control with six user roles
Public dashboard sharing and embedding
Developer API for programmatic data access
What makes it different
Single shared canvas where people and AI work on the same problem in real time
Financial work unified in one place instead of scattered across terminals and vendors
Built-in video, audio and screen sharing with no separate meeting link
Transparency about computational capabilities and limitations
AI built into the core for dashboard creation and insights
No per-seat fees or AI credit meters
100% independent with no venture funding
Designed for simplicity without data department requirements