Can clients view a dashboard without an account?

Yes, with read-only share links (a Pro feature).

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AI analytics and client reporting for agencies and consultants

Updated 2026-08-22

Agencies and data consultants live in client deliverables — reports, dashboards, recurring updates. An AI data analyst lets you connect each client's data, ask questions in plain English, and export a polished report to PDF, slides or Excel. It's a consultant amplifier: less time hand-building charts, more time on the insight.

You can evaluate it without asking a client for anything. A Google Sheet connects with no read-only user and no open port, and it never counts against the free tier's one source; CSV and Excel uploads work on the 14-day Pro trial — so the first run can be an export you already hold rather than a live connection you would have to get a client to consent to. The one thing no plan waives is your own AI provider key, and a Google Gemini key is free to create.

First, the question that decides whether any of this applies to you: can we reach your database?

Intellrise connects from our servers, not from your browser, so your database has to accept a connection from the internet, and the account you give us has to be read-only. That second one stays your control, not ours — and when you connect we check whether you used one: Intellrise asks your database what that account is allowed to do and puts the answer on the connection screen. It reports, it never blocks, and it says so plainly when it cannot tell. On our side we also refuse the statements we send. Three sources skip that question entirely: BigQuery, Google Sheets and uploaded CSV or Excel files need no inbound rule at all, because there is no port to open. If you do open one, the page below has the checklist, the copy-paste GRANT statements for four databases, the two outbound ranges we connect from, and the TLS position per database type: Postgres always connects with sslmode=require and there is no setting to turn it off, while MySQL, SQL Server and Redshift follow whatever your server negotiates.

Can Intellrise connect to my database?

The other prerequisite is an AI provider key of your own, on every plan including the trial. A Google Gemini key is free and takes about a minute:

How do I get a free AI key?

Sources it connects for client work

A client database (PostgreSQL, MySQL, SQL Server) or warehouse (BigQuery, Snowflake).
Client spreadsheets and exports (Google Sheets, CSV, Excel).
Bring-your-own-key means each engagement runs on a key you control.

What agencies use it for

Recurring client reports exported to PDF, slides or Excel
Read-only share links (Pro) so clients can self-serve a dashboard
Quick answers during a client call, without opening a query editor
Standardising how a metric is defined across a client's data

Why it fits agencies and consultants

Client data is never clean and rarely documented. An AI data analyst annotates the schema and remembers the definitions you set per client, so each engagement gets faster over time. The end-to-end flow — question to chart to exportable, client-ready report — is exactly the deliverable agencies sell.

Frequently asked questions

Yes — each data source and its learned definitions belong to one account and are only ever read back for that account. Worth knowing how: it is one shared database with an account column on every row, not a separate database per client.

Get your end-to-end AI business intelligence now.

Ask in plain English, pin the answer to a dashboard, export it as CSV, Excel, PDF or PowerPoint — on the free tier that whole loop runs on one database source plus Google Sheets, and the field definitions you save carry into every later session, including after a schema refresh. One exception you should hear from us rather than discover: on a Google Sheet, re-running the tab picker — even only to add a tab — clears the definitions saved for that source and reads its schema fresh. Connecting a database is the technical part: a read-only user and network access, once. If your numbers live in a spreadsheet, none of that applies: put the file in a Google Sheet and it connects on the free tier, with no read-only user and no open port. Uploading a CSV or Excel file directly is a Pro feature, and every new account gets 14 days of Pro with no card. The one thing no plan waives is your own AI provider key, and a Google Gemini key is free to create.

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Every new account starts on a 14-day Pro trial with no card. After it lapses, the free tier stays free.