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Turn financial data into CFO insights without SQL

AI workspace that connects your data sources and builds executive reports through conversation

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Backed by the best

Data lives everywhere, insights live nowhere

Your financial data sits scattered across Excel spreadsheets, ERP systems, and SaaS platforms while you wait days for analytics teams to write SQL queries. Board meetings approach with incomplete revenue analysis because connecting Stripe, NetSuite, and Google Analytics requires technical resources you don't have. Monthly close processes drag on as you manually compile reports from different systems, introducing errors and burning weekend hours that should be spent on strategy.

  • Waiting three days for revenue analysis that requires joining multiple databases
  • Manual Excel work to combine Stripe payments with accounting system data
  • Missing profit margin insights because product costs live in different systems
  • Board deck preparation requires five different tools and two analysts

Get financial insights through conversation, not code

  • Connect all financial data sources and query them naturally without writing SQL
  • Build executive dashboards and automated reports that update themselves monthly
  • Generate board-ready analysis by asking questions in plain English
  • Create reusable financial models that compound intelligence across your team

How it works

  1. 01

    Connect data sources

    Link your financial systems through guided authentication - ERP, payment processors, analytics platforms, and spreadsheets

  2. 02

    Ask questions naturally

    Request analysis in plain English: revenue trends, margin analysis, cohort performance, cash flow projections

  3. 03

    Get executable insights

    Receive reports, dashboards, and recommendations with source citations and scheduled updates

What Brainvolt brings to your workflow

Contextual Financial Intelligence

AI draws from connected financial systems, spreadsheets, and real-time data sources in one response. Understands revenue recognition, cash flow timing, and margin analysis without manual data preparation.

Executive Report Automation

Builds board decks, monthly close reports, and variance analysis through conversation. Creates scheduled updates that refresh automatically as new data arrives from connected systems.

Cross-System Data Analysis

Connects payment processors, ERP systems, analytics platforms, and spreadsheets. Creates unified financial views without requiring SQL knowledge or engineering resources.

Compounding Financial Knowledge

Every analysis becomes a reusable tool for your finance team. Solved problems like cohort analysis or margin calculations become templates that improve with each use.

Frequently asked questions

More use cases
  • For Financial Analysts
  • For COOs
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  • Replace Excel + Dashboards + Meetings
  • For Accountants

Connect your world.
Get things done.

Try the AI workspace that keeps context and helps you turn conversation into action.

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Use cases

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