AI analytics for finance teams: margin, spend and cash, with the SQL behind every number
Updated 2026-09-26
Ask "gross margin by product line, month over month?" or "spend by category vs budget?" and Intellrise writes the SQL, draws the chart, pins it to a dashboard and can email the report's numbers every Monday, with Excel and PDF exports for the board pack. Team is $100/month for five seats ($20 a seat after that): finance and ops work in one shared workspace, so a report one person builds, the whole team can open. Set "net revenue excludes intercompany" once, and later answers use it.
If IT owns the systems, you do not have to wait on them to see whether this works. 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 — a month-end export is enough for the first question. The AI runs on an AI provider key, and a Google Gemini key is free to create.
Sources it connects for finance & ops
- An ERP or operational database (PostgreSQL, MySQL).
- A warehouse for consolidated reporting (Amazon Redshift).
- Finance spreadsheets and exports (Google Sheets, Excel, CSV).
- Cross-source questions reconcile a system export against a spreadsheet.
Questions finance & ops teams ask
- Gross margin by product line, month over month
- Spend by category vs budget
- Inventory below reorder threshold by location
- Cash collected vs invoiced by week
- Cost trend by supplier over the last year
Metrics worth keeping on a dashboard
- Revenue, cost and gross margin
- Budget vs actual by category
- Inventory turns and stockouts
- AR / collections aging
Why it fits finance & ops
Finance can't act on numbers it can't verify. On complex questions an AI data analyst shows the query plan before it runs, and the exact SQL behind every chart and table is one click away. You can trust the figure — and the definitions you set ("net revenue excludes intercompany") are remembered, keeping reports consistent period over period. Exports to Excel and PDF make it board-ready.
Frequently asked questions
Every answer shows the exact SQL that ran, and complex questions show the plan before anything runs, so you can verify how a figure was calculated.
Yes — export any analysis to Excel, CSV, PDF, slides or a document.
Related
Give your whole team one AI data analyst.
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.