AI analytics for agencies and data consultants: client reports from one question
Updated 2026-09-26
Ask a client's data "revenue by channel, this month vs last?" and Intellrise writes the SQL, draws the chart, and turns it into a dashboard, a PDF, slides or an Excel file, and can email the client the numbers as a report every Monday. A solo consultant runs it on Pro at $29/month; an agency runs it on Team at $100/month for five seats, with every client report in one shared workspace. It learns what each client's columns mean, so the second report starts from what the first one taught it.
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 AI runs on an AI provider key, and a Google Gemini key is free to create.
Sources it connects for client work
- A client database (PostgreSQL, MySQL) or warehouse (Amazon Redshift).
- Client spreadsheets and exports (Google Sheets, CSV, Excel).
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 flow from question to chart to an 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. A client that needs separation on paper gets its own account: its own login, its own AI key and its own learned definitions.
Yes, with read-only share links (a Pro feature).
Related
The one-stop AI data analyst that knows your schema.
One place from question to finished work: the SQL, the chart, a dashboard your whole team can open, and a report that emails itself every morning. It learns what your columns mean, so nobody explains a field twice. Start free with one database plus Google Sheets, or take 14 days of Pro with no card.
Every new account starts on a 14-day Pro trial with no card. After it lapses, the free tier stays free.