One unified platform for advanced analytics, AI automation, and Vision AI — turn spreadsheets, documents, PDFs, and images into trusted insights, so anyone in your business can explore data, ask questions, and act with confidence.
Your tools. Your rules. Any integration.


Spot what's driving growth, hold teams to the numbers that matter, forecast demand, hear customer sentiment, track competitor moves, and optimize pricing — from one connected source of truth.
Explore trends, segments, and correlations on the metrics you map — with AI-written insights on every chart so leaders act on patterns, not gut feel.
Track revenue, churn, margin, and custom KPIs in one scorecard — with period comparisons and presentation-ready narratives for leadership reviews.
Project any metric with confidence ranges, model willingness-to-pay and elasticity, and simulate price moves before they hit the P&L.
Score sentiment at scale, unify account profiles for renewals, and generate competitive dossiers — so sales and success focus on the accounts and moves that matter now.
Vertex IQ · Knowledge assistant
Prompt
Conversational agents, scheduled workflows, proactive monitors, and account briefings — grounded in your data with delivery to Slack, email, and decks.
Data IQ agents answer from live datasets with charts; Vertex IQ agents cite your documents — deployed to Slack or embedded on your site.
Promote winning prompts to scheduled workflows that email or Slack finished analyses — tapping forecasting, pricing, sentiment, and more.
Describe a monitor in plain English — revenue thresholds, sentiment floors, anomaly watches — and get diagnosis, not just a red number.
Pull AI briefings with metrics computed from your matched records — then send them straight into a presentation for the QBR.
Gross margin
64.6%
Net income
$37.7K
Revenue
$409.5K
Upload a PDF, scan, or photo, describe what you need, and Vision AI extracts tables, fields, and metrics — then exports to Excel, CSV, or Word or adds them to your dashboard.
Read image-based documents — receipts, faxed contracts, photographed whiteboards — not only digital PDFs.
Messy pages become clean rows, fields, and metric tiles — with confidence scores on every extraction.
Extract, summarize, chart, or convert — describe the outcome in everyday language and follow up on the same file.
Download Excel, CSV, or Word — or add KPIs and charts to Intelligence Workspace dashboards and presentations.
Dashboard summary
This dashboard tracks content performance across four post formats. Carousel posts dominate both volume and impressions, while Video significantly underperforms on reach despite consistent posting.
Breakdown
Key takeaways
Pin analyses to live dashboards, assemble grounded reports, and build presentation-ready narratives — without exporting screenshots between tools.
Drag KPIs, charts, and tables from any analysis into a live canvas — refresh on demand and share one view of the business.
Mark charts and tables from any module, assemble a narrative with AI-written sections, and export PDF when leadership needs a document.
Assemble slides from marked charts and KPIs, let AI draft the storyline, and edit until the board pack matches how you tell the story.
Send dossiers, monitor charts, and Vision AI visuals straight into dashboards, reports, and decks from the modules that created them.
Security
01
AES-256 at rest. TLS in transit on every hop.
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Your workspace is fenced from every other customer at the database boundary.
03
Bcrypt, brute-force lockout, optional 2FA, HttpOnly cookies. SSO for Enterprise.
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Stripe handles every payment. PCI scope stays with the processor.
05
Every inbound integration is cryptographically signature-verified.
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Export anytime. Delete on request. Never auto-deleted on cancel.
Recent conversations around Intelligence Navigator point to a clear market need: SMBs have more data than ever, but most do not have the time, tools, or analytics team to turn that data into decisions.
Across LinkedIn discussions, a few themes keep coming up:
SMBs want analytics without complexity
Business owners want answers, not another technical dashboard project.
“The real win isn't replacing analysts — it's giving smaller teams access to capabilities that used to require an entire data department.”
Put your data to work to make informed decisions — analytics, automation, and workspace tools in one platform your whole team can use.
Try Intelligence NavigatorCustomer testimonial
“Small and mid-sized businesses have never really had access to this kind of thing without hiring for it. Now you mostly just need your data in one place and a willingness to ask it questions.”

Nathan Hirsch
Founder, FreeUp
Connect your tools once, then explore analytics, automation, vision, and workspace capabilities built for business outcomes — not dashboards for their own sake.