For finance & accounting
Spend the month-end on the numbers instead of the spreadsheets.
Turn statements and PDFs into clean tables, reconcile exports from different systems, and build the P&L view your clients or leadership ask for, as a workbook or a live dashboard.
- Google Sheets
- OneDrive
- SharePoint
Microsoft SQL Server- PostgreSQL
- Snowflake
How it fits the work you already do.
PDFs and statements into clean tables
Upload bank statements, invoices or reports and get structured spreadsheets you can check row by row.
Reconcile exports from different systems
Join, match and flag differences between exports, with the code that did it shown alongside the result.
Formatted workbooks and P&L views
Ask for the monthly P&L by department and get a formatted Excel workbook, a chart, or a dashboard leadership can open.
Repeat it next month
Save the steps as a scheduled task or Data Flow so next month’s close starts from fresh exports, not from scratch.
Questions to start with.
Security
Ready when your security team asks.
The controls larger teams need are on the Business plan, with the price on the page.
- Single sign-on and SCIM
- SAML sign-in with Okta, Microsoft Entra ID or Google Workspace, and SCIM provisioning that adds and removes people for you.
- Per-member data access
- Rows, tables and columns are filtered for whoever is asking, in chat and on dashboards.
- An audit log of every change
- Sign-ins, role changes, data access edits, shares and exports, filterable and exportable to CSV.
- An isolated sandbox for every chat
- Analysis code runs in its own environment, separate from other chats and other customers.
- Your data never trains AI models
- Not ours, and not our AI provider’s.
- Stored in the US, encrypted throughout
- Data is stored on AWS in the United States and encrypted in transit and at rest.
Ask your first question now.
Let it keep working tomorrow.
Free plan, no credit card. Bring a spreadsheet or connect a source.