Reporting ETL Bot
An AI-assisted pipeline that ingests data from your apps and files, cleans and models it, writes to a warehouse, and refreshes your BI —
complete with tests, lineage, and alerts.
From messy data to trustworthy dashboards — on autopilot
- Incremental & backfill runs; change-data capture where available
- Data contracts; column-level lineage
- SCD handling; timezone & currency normalization
- Cost controls (partitioning, pruning, schedule windows)
- Metric layer with definitions & owners
What it does
- Ingest — Pulls from SaaS (CRM, billing, support), databases, and files (CSV/XLSX/Parquet).
- Normalize & map — Unifies schemas, handles keys/dedupes, joins across systems.
- Transform — Applies business logic (cohorts, MRR/ARR, CAC/LTV, pipeline stages, SLAs).
- Load & refresh — Writes clean tables to your warehouse/lake and triggers BI refreshes.
- Notify — Alerts on failures, anomalies, and data drift with guided fixes.
Metrics
- Data Freshness
- Test Pass Rate
- Pipeline Success %
- Dashboard Latency
- Anomaly Rate
- Time-To-Repair
- Warehouse Spend Vs. Baseline
- Analyst Hours Saved
Security
- Least-Privilege Keys
- Network Allow-Listing
- Encryption In Transit/At Rest
- Audit Logs
- PII Masking
- Configurable Retention
- GDPR/DPA
Implementation plan (30‑day pilot)
Connect & model
(week 1)
- Link sources
- define KPIs (e.g., ARR, churn, CAC)
- map entities (accounts, opportunities, invoices).
Build & test
(week 2)
- Stand up initial pipelines and data tests
- reconcile against source reports.
BI & alerts
(week 3)
- Publish curated tables/views
- wire dashboards and SLA alerts
- dry-run failure playbooks.
Harden & handoff
(week 4)
- Add lineage docs, cost controls, runbooks
- finalize rollout and ownership.
Outcomes you can expect
- Reliable, up-to-date dashboards without manual CSV wrangling
- Faster time-to-insight for exec, sales, finance, and ops
- Fewer breakages; clear lineage and tests when they do happen
- Lower BI/analytics cost via standardized, reusable pipelines
Price & packaging
- Pilot (30 days) with fixed scope and KPIs.
- Standard: core sources → warehouse → BI refresh + basic tests.
- Pro: advanced transforms, metric layer, lineage/docs, anomaly alerts.
- Enterprise: SSO/RBAC, private VPC/on-prem, custom SLAs, cost governance.
Try the chat demo on our homepage or request a private preview with your redacted docs.
SaaS metrics
Support ops
Finance close
Share your KPIs, data sources, and BI stack
We’ll propose a 30-day pilot with clear success metrics and a go-live plan.