How it works

From question to answerin five steps.

Start with the decision you need to make, not the dashboard you need to inspect.

01 Data

Bring the finance data into
one system.

ERP, CRM, warehouse, and spreadsheet inputs come into a single canonical finance layer before any reasoning begins. Clean the source data first, so every answer starts from the same defensible baseline.

ERP + CRM + warehouse · Canonical finance schema · Audit-ready inputs

“We replaced 4 manual workflows with a single structured query. The team hasn't touched the old Excel model in two months.”

FP&A Manager · Series B SaaS company
Workflow replaced
> 4
02 Ask

Ask the business question in plain language.

Ask the question the way it comes up in a meeting. InSightOS turns it into a structured analytical request without dashboard spelunking, SQL, or model surgery.

Natural language input · Finance-native definitions · Structured query output

“First executive question answered in under 10 minutes. I didn't have to go back to my desk.”

Director of Finance · Growth-stage company
Time to first answer
< 10 min
during live board prep
03 Analysis

Analyze the drivers behind the number and surface what matters most.

InSightOS turns the request into a structured financial investigation, tracing the relevant entities, testing the likely sources of change, and producing an explanation your team can act on immediately.

Driver isolation · Source-level reasoning · Executive-ready analysis

“Variance analysis time dropped from 3 hours to 35 minutes. The answer was ready before the CFO finished asking the question.”

VP Finance · Mid-market software company
Time saved per report
−3 hrs
04 Simulate

Model what happens next before you commit.

InSightOS generates what-if scenarios based on the drivers it identified. See the full downstream P&L, cash, and runway impact before you commit to any of them.

Scenario generation · Downstream impact · Decision preview
05 Decide

Turn the recommendation into a decision your team can stand behind.

InSightOS packages the scenario, evidence, and downstream impact into a decision-ready recommendation. Compare options, export the audit trail, and retain the outcome in the operating memory.

Recommended next step · Audit-ready summary · Decision log retention
Finance workflows

Built for the questions finance teams
actually get asked.

FULL VARIANCE ANALYSIS

Why did we miss, and what do we do about it?

From question to decision. Detects what changed, explains the root cause, simulates scenarios, recommends an action. One workflow, end to end.