How do I know the reports and insights are accurate enough to act on?

DataWyse pulls directly from your business tools to generate reports and insights. Critically, the AI has no ability to modify or write back to your data it can only read it. This removes any scope for hallucination, since the output is always grounded in your actual source data. On top of that, every analysis shows you its full thought process along with the exact data queries used in both Excel and SQL format so you can trace exactly how any number or insight was arrived at, not just take it at face value.

Our finance team already pulls these reports manually. What does DataWyse actually change?

When you're pulling from multiple sources your ERP, CRM, and accounting tools data cleaning and validation at every step adds up fast. Analysis that takes your team 5 hours is done in under 5 minutes with DataWyse. It connects to all your sources and generates your weekly cashflow forecasts, pipeline reports, P&L, and more without anyone having to stitch it together by hand. Every report also has a built-in chat where your team can ask follow-up questions about any finding and get an instant, data-backed answer so decisions get made with full context, not just the top-line numbers. With the repetitive, time-consuming work handled, your finance team can focus on the analysis and strategic work that actually moves the business forward.

Is this feasible for a mid-size business?

DataWyse is tailor-made for US businesses generating between $2M and $50M in revenue, that are aiming to grow rapidly. We aim to help companies that need serious financial intelligence but aren't at the scale where hiring a full analytics team makes sense. The reports, dashboards, and cash flow monitoring modules are calibrated for SMBs. You don't need a data warehouse, a BI team, or any additional learning to use it.

How long does it take to get up and running?

We need about 45 minutes with your software admin to connect your tools via API. Within one to two business days after that, your first reports are ready. No lengthy implementation, no IT project.

What data sources does DataWyse connect to?

Any ERP or CRM that has API Access.

Do I need to know any query languages?

Plain English is how it works. You can ask questions like "why did our travel spend spike in February?" or "what's our gross margin trend by product line over the last six months?", and DataWyse pulls from your connected data, reasons through it, and gives you a structured answer with charts and context. No SQL, no dashboards to configure, no technical background needed.

Agentic financial analysis for mid-market finance teams

The finance analyst who answers the questions your FP&A tool can't

Scenario plans, variance analysis, cash forecasts, delivered in minutes, verifiable line by line, at a third the cost of an analyst hire.

Book a Pilot Call Interactive Demo

your.datawyse.app

DFinancial Analyst

Queried current headcount and fully-loaded costs

Modeled monthly burn with 8 additional engineers

Projected 12-month cash runway under both scenarios

DFinancial Analyst

Pulled Q2 and Q3 P&L line by line

Identified cost drivers: infra migration + bonus payroll

Built margin bridge from 34% to 19%

DFinancial Analyst

Pulled GL entries and filtered to COGS and OpEx

Re-attributed 76% of mistagged Finance entries

Grouped by cost type and cost center

$1.80M/mo

Adding 8 engineers increases monthly burn by $123K — runway drops from 18.2 to 16.4 months

Current Burn$1.68M

+8 Hires$1.80M

Δ Runway-1.8mo

DataInsightsLogicAssumptions

12-Month Cash Runway Projection

Current+8 Hires

ScenarioMonthly BurnRunway

Current (52 eng)$1.68M18.2 mo

+8 engineers$1.80M16.4 mo

Company Brain: Eng cost $185K fully loaded · Cash floor $5M · Runway target 18mo

17.1mo

Staggering to 5 in Q1 + 3 in Q2 preserves 17.1 months runway — still hits the March product milestone

Current18.2mo

+8 Q116.4mo

Staggered17.1mo

DataInsightsLogicAssumptions

Scenario Comparison — Cash Position

Current+8 Q15+3 Staggered

Month 11

With $400K MRR pipeline conversion, break-even moves from month 14 to month 11 — staggered plan breaks even earliest

Break-evenMo. 11

Pipeline$400K

Runway17.1mo

DataInsightsLogicAssumptions

Cash Flow with Revenue Ramp

Revenue RampStaggered Burn

-15pts

EBITDA margin fell from 34% to 19% between Q2 and Q3 — revenue was flat, the entire drop is cost-side

Q2 EBITDA34%

Q3 EBITDA19%

Delta-15pts

RevenueFlat

DataInsightsLogicAssumptions

EBITDA Margin Bridge: Q2 → Q3

DriverImpactCategory

Bonus payroll-8 ptsRecurring

Infra migration-6 ptsOne-time

COGS increase-3 ptsStructural

Company Brain: EBITDA target ≥ 25% · Bonus cycle: Feb + Aug · Infra budget cap $500K

600%

Infrastructure migration was budgeted at $200K — actual spend hit $1.4M after the board-approved emergency cloud migration

Budget$200K

Actual$1.4M

Variance$1.2M

DataInsightsLogicAssumptions

Infra Migration: Budget vs Actual

Board-approved emergency migration post-March outage — not in original FY budget

26%

Stripping one-time items, run-rate EBITDA margin is 26% — underlying business margins stable at 26-28%

Reported19%

Adjusted26%

Gap7pts

DataInsightsLogicAssumptions

Reported vs Adjusted EBITDA — Trailing 4 Quarters

ReportedAdjusted (excl. one-time)

$20.2M

FY2025-26 total spend — G&A is the biggest cost type at 30% and Tech is the biggest cost center

Total$20.2M

Largest TypeG&A

Largest CenterTech

DataInsightsLogicAssumptions

Expenditure by Cost Type

G&A

$6.1M

COGS

$4.4M

Sales

$3.7M

R&D

$3.2M

Mktg

$2.8M

Company Brain: G&A target ≤ 25% of rev · GL re-attribution enabled · Cash floor $5M

$6.1M

G&A breakdown — Office & Facilities leads at $1.8M, Professional Services spiked 40% in Q3 from Series B legal

Office$1.8M

Prof. Svc$1.4M

Insurance$1.1M

Software$0.9M

DataInsightsLogicAssumptions

G&A Line Item Breakdown

Office

$1.8M

Prof Svc

$1.4M ↑40%

Insurance

$1.1M

Software

$0.9M

Professional Services spiked 40% in Q3 — one-time legal and advisory fees from Series B close

$276K

Three subscriptions have under 35% utilization — $276K in potential annual savings

At Risk$276K

Lowest Util12%

Reviewed8 subs

DataInsightsLogicAssumptions

Subscription Utilization Audit

ToolAnnual CostUtilization

Tableau$180K

12%

Snowflake$96K

34%

Salesforce$240K

67%

Slack$84K

92%

We're thinking about hiring 8 engineers next quarter — what does that do to our burn?

Monthly burn goes from $1.68M to $1.80M. Runway drops from 18.2 to 16.4 months — I've modeled both scenarios.

Staggering preserves 17.1 months runway and still hits the March milestone. Added a third scenario line.

With that pipeline, break-even moves from month 14 to 11. Staggered plan gets there fastest.

Why did EBITDA drop 15 points between Q2 and Q3?

Revenue was flat — the entire 15pt drop is cost-side. Two drivers: $1.2M unplanned infra migration and bonus payroll.

Budget was $200K, actual $1.4M — 600% over. Board-approved emergency after the March outage.

Adjusted margin is 26% — underlying business is stable at 26-28%. I've charted reported vs adjusted.

Break down our total expenditure for FY2025-26

$20.2M total — G&A is the largest at 30%. I re-attributed 76% of mistagged GL entries to the correct teams.

Office & Facilities is the top item at $1.8M. Professional Services spiked 40% in Q3 from Series B legal fees.

Tableau at 12% utilization ($180K) and Snowflake at 34% ($96K). That's $276K in potential savings.

Datawyse lets your finance team say "I'll have that for you in a few minutes" , without drowning in Excel for days.

How it works

How a board question becomes a verified and traceable answer, in minutes

DataWyse connects to your ERP, CRM, Business tools, learns the rules, patterns and definitions your business actually runs on, and puts specialist finance agents to work on top.

Data Sources

Business Context and Rules

FormulasRulesKPIsBudget

Datawyse Finance Agents

Plan, fetch, analyze, verify, and model your data.

Company Brain

Knows your business like you do, and keeps learning with every interaction.

Checkout our Interactive Demo

Experience Datawyse

Instant Analysis

Variance deep-dives, scenario plans, cash re-forecasts and other requests.

Continuous Alerts

Receivables, payables, margin and spend checked against your thresholds daily.

Automated Reports

Customized Reports, compiled, formatted and delivered to your inbox.

More FP&A horsepower, without increasing headcount.

Output

Cost Savings

70%

Hours Saved

120hrs/mo

Time to Deploy

2–3days

Purpose-built AI for finance teams

Every feature exists because a CFO told us what broke when they tried the alternatives.

Zero hallucination

Every number is calculated, never generated

The AI never touches your numbers directly. All calculations run inside an isolated execution environment with output validation — you get deterministic math, not a language model's best guess.

Sandbox

    # Gross margin — isolated env    revenue = fetch("gl_entries", "4000")    cogs = fetch("gl_entries", "5000")    margin = (revenue - cogs) / revenue    result = round(margin * 100, 2)

Read-only · No write access · Isolated runtime

Validation

[✓]Matched against your gross margin definition
[✓]Cross-checked with Q2 actuals: consistent methodology
[✓]Verified against your FY26 budget threshold: 74%

3/3 checks passed

Full traceability

See the formula behind every answer

Every output ships with its complete calculation lineage — the exact formulas, assumptions, and data queries, in both Excel and SQL format. Verify any number the same way you'd check an analyst's spreadsheet.

1 First, confirmed expense, bill, and cloud spend data covered the full FY2025-26 window before pulling team totals. ▾

FormulaExcel

A — Data Coverage by Source Table UNION ALL of (MAX(Generated Through Date) for latest Run Id by Generated At), (MIN/MAX(expenses.date)), (MIN/MAX(bills.Issue Date)), (MIN/MAX(Cloud Spend Daily.date))

Data Source Earliest Latest

generation_metadata — 2023-03-01

expenses 2023-03-05 2026-08-05

bills 2023-04-01 2026-08-01

cloud_spend_daily 2023-03-02 2026-08-05

Showing 4 of 4 rows
2 Then, totaled employee expense spend by team for FY2025-26 using expense dates from the expense management system. ▾
3 Then, totaled vendor bill spend by team for FY2025-26 using bill issue dates from accounts payable. ▾
4 Then, totaled cloud and SaaS spend by team for FY2025-26 from cloud billing records. ▾

Data Source	Earliest	Latest
generation_metadata	—	2023-03-01
expenses	2023-03-05	2026-08-05
bills	2023-04-01	2026-08-01
cloud_spend_daily	2023-03-02	2026-08-05

14 steps total·Open full trace →

Company brain

Customized to how your business actually works

Your P&L categories, your KPI definitions, your commission rules, your seasonal patterns. DataWyse builds a knowledge graph of how your business actually runs — and gets sharper with every interaction. The context a new hire takes a year to learn, available from day one.

Revenue Benchmarks 4 ⌃

Target metrics the AI evaluates performance against

Target @Net Revenue Retention is 115% annually RevenueRetention|2026-03-20
Healthy @Gross Margin target is 74% or above FinanceMargin|2026-03-18
@CAC payback should not exceed 18 months SalesCAC|2026-03-15
@Cash runway floor is 18 months at all times FinanceRunway|2026-03-11

+ Add Entry

Seasonality Patterns 3 ⌃

Recurring cycles factored into forecasts

Federal deals spike in @Q3 from fiscal year-end flush FederalTiming|2026-03-22
@Q4 revenue runs 30% above quarterly average RevenueForecast|2026-03-14
Renewals cluster in @January from legacy contract dates RenewalsTiming|2026-03-09

+ Add Entry

Always-on

Your finance health check and reporting, on autopilot

Eagle Eye runs a daily check on receivables, payables, margin, and spend against your thresholds — drift flagged the day it starts, not at month-end. Meanwhile, 10+ reports are compiled, formatted, and delivered to your inbox on your cadence. Ask any report directly why a number moved.

Root cause drilldown

Don't just see that a number moved — find out why

When margin drops or spend spikes, ask the report directly. DataWyse traces the anomaly back through the data to surface the root cause — no hours of manual digging across tabs and tools.

$1.8M $1.2M −$340K ▼ AprMayJunJulAugSep

Why did revenue drop $340K in August?

Apex Industries churned — $210K ARR Enterprise3yr customerExpired Jul 31

Two mid-market downgrades — $130K combined Birch LLC $82K ▼ $45K Cited H2 budget reallocation Cedar Inc $94K ▼ $47K Cited H2 budget reallocation

Root cause: Q3 enterprise budget freeze — from company brain

Excel workbook

A full analyst workbook, ready to download

Every analysis comes as a linked Excel workbook — multiple sheets, exact formulas, raw data references, and step-by-step transformations. The same deliverable a senior analyst would hand you, built in minutes.

fx=Revenue_Breakdown!D12/Assumptions!B3

	A	B	C	D
1	Metric	Q3 Actual	Q3 Target	Variance
2	Revenue	$2.4M	$2.6M	-7.7%
3	Gross Margin	68.2%	74.0%	-5.8pp
4	CAC Payback	14.2mo	18.0mo	✓
5	Cash Balance	$5.8M	$5.0M	✓
6
7
8
9
10
11
12
13
14

fx=SUMIFS(Raw_Data!E:E, Raw_Data!B:B, "Q3")

	A	B	C	D
1	Segment	MRR	Growth	% of Total
2	Enterprise	$142K	+12%	58%
3	Mid-Market	$68K	-3%	28%
4	SMB	$34K	+8%	14%
5	Total MRR	$244K		100%
6
7
8
9
10
11
12
13
14

fx=B3*1.15

	A	B	C
1	Parameter	Value	Source
2	NRR Target	115%	Board-approved FY26
3	Margin Floor	74%	CFO threshold
4	Seasonality Q4	1.30x	3yr historical avg
5	CAC Limit	18mo	Unit economics model
6
7
8
9
10
11
12
13
14

fx=E7

	A	B	C	D
1	Date	Segment	Customer	Amount
2	2026-07-01	Enterprise	Acme Corp	$18,400
3	2026-07-03	Mid-Market	Birch LLC	$4,200
4	2026-07-05	Enterprise	Cedar Inc	$22,100
5	2026-07-08	SMB	Dune Co	$1,950
6
7
8
9
10
11
12
13
14

Summary Revenue Breakdown Assumptions Raw Data

Human + AI

AI that works with your people, not instead of them

DataWyse does the analysis. Your team verifies, questions, and decides. AI speed, human judgment.

See How It Works

Gross margin dropped to 68.2% — driven by Acme Corp churning and two mid-market downgrades.

S That feels off. Check against Q2. Also why did Acme churn?

Q2 was 81% — not seasonal, a real dip. Acme churned over pricing. We ran a similar win-back with Meridian last year — a 2-year lock at a lower rate retained them. Could work here.

S Crunch the numbers on that.

Done. 2-year contract at 8% below their last rate — we retain $180K ARR and margin recovers to ~71% by Q4. Acme Corp · 2 years @ 8% Scenario plan · retains $180K ARR View scenario →

S Make a doc and email it to the CEO for approval.

This isn't a reporting tool.
It's your financial analyst.

How DataWyse compares to the two things finance teams actually use today, across every dimension that matters.

Method

Excel + Analyst The status quo

FP&A Platforms Datarails, Mosaic, Fathom

Ad-hoc analysis

5–10 hours per question, manual exports and cross-referencing

On-demand, in under 5 minutes, in plain English

Not built for it — "No SMB-grade product has fully replaced Excel"

Hallucination risk

Human error — formula bugs, wrong cell references, no one catches it until month-end

Zero — LLM is programmatically blocked from touching numbers. Math runs in a sandboxed execution environment

AI disclaimers — no architectural fix for unreliable output

Traceability

Buried across tabs, versions, and email threads — try auditing a 6-month-old forecast

Full cell-level traceability — exact formulas, assumptions, and data queries in Excel + SQL format on every output

Dashboard summaries — no formula trail, no calculation lineage

Business context

Lives in the analyst's head — lost when they leave, takes 6–12 months for the next one to rebuild

Living knowledge graph — your metric definitions, commission rules, seasonality, targets, and past decisions. Keeps learning with every interaction

Generic templates — no company-specific knowledge, no memory of past decisions

Answers "why?"

Hours of manual digging, days of back-and-forth between teams

Root-cause investigation built in — ask the report directly why a number moved and get the answer without leaving the page

Shows what happened — margin dropped 3%. Doesn't tell you why

Continuous monitoring

Nobody has bandwidth — budget compliance hides margin bleed, small overages slip through every month uncaught

Daily health check — receivables, payables, margin, and spend checked against your thresholds. Drift flagged the day it starts

Threshold alerts on preset KPIs only — misses anything outside the template

Onboarding

New analyst: 6–12 months to learn the business

48 hours — connect your tools, knowledge transfer, first reports ready

Weeks of template configuration and data mapping

Cost

$80–150K+/yr fully loaded analyst — and a CFO described this output as costing "hundreds of thousands of dollars" in headcount

~$30K/yr — a third of the hire, replaces the analyst hours

$24–60K/yr SaaS — and you still need the analyst on top

Getting Started

Get your team an Agentic Teammate

STEP 1

Connect your tools

45 min with your software admin. We handle the API setup.

We have in house pre-made connectors for most commonly used ERP and CRM software.

INTEGRATIONS

Connect everything. Ask anything.

Connect your ERP, CRM, and data stack in under 48 hours.

Finance

CRM

AI Systems

ERP

FAQ

Questions, answered.

Everything you need to know before booking a pilot. Reach out any time; we read every message.

Don't take our word for it.
See it in action.

Interactive Demo

The finance analyst who answers the questions your FP&A tool can't

12-Month Cash Runway Projection

Scenario Comparison — Cash Position

Cash Flow with Revenue Ramp

EBITDA Margin Bridge: Q2 → Q3

Infra Migration: Budget vs Actual

Reported vs Adjusted EBITDA — Trailing 4 Quarters

Expenditure by Cost Type

G&A Line Item Breakdown

Subscription Utilization Audit

How a board question becomes a verified and traceable answer, in minutes

Data Sources

Business Context and Rules

Datawyse Finance Agents

Company Brain

Instant Analysis

Continuous Alerts

Automated Reports

More FP&A horsepower, without increasing headcount.

Purpose-built AI for finance teams

Every number is calculated, never generated

See the formula behind every answer

Customized to how your business actually works

Your finance health check and reporting, on autopilot

Don't just see that a number moved — find out why

A full analyst workbook, ready to download

AI that works with your people, not instead of them

This isn't a reporting tool.It's your financial analyst.

Get your team an Agentic Teammate

Connect your tools

Connect everything. Ask anything.

Finance

CRM

AI Systems

ERP

Questions, answered.

Don't take our word for it. See it in action.

This isn't a reporting tool.
It's your financial analyst.

Don't take our word for it.
See it in action.