Features
Automated chart delivery (pulses) to Slack, Teams, email, Google Chat, WhatsApp
AI-powered cross-source analysis across 40+ data sources
Scheduled pulses with hourly, daily, weekly, or custom cadence
Briefings: cross-source executive summaries as board-ready PDFs
Streams: real-time event delivery for new orders, invoices, leads
Source groups: bundle multiple data sources into one pulse for unified analysis
Slack follow-ups: reply to pulses and AI responds with context from prior analyses
Pulse Score: AI-generated company health score from connected systems
MCP server and agent integration for Claude, ChatGPT, Cursor, and Codex
Context Chat (private beta): conversational AI with business context
Agency workspaces: manage unlimited client accounts with consolidated billing
Anomaly-first mode: configure pulses to trigger only on metric anomalies
Recurring report templates with memory that improve over time
Semantic layer: metric definitions, domain expertise, team memory
Multi-channel routing: send different pulses to different channels
Pre-trained AI models for invoices, receipts, contracts
No-code custom field training
Real-time data validation rules
Batch processing with auto-file-upload
Multi-language document support
Handwriting extraction (limited)
Export to CSV, JSON, Excel
Role-based user permissions
Document classification by type
