Your single source of truth for finance, sales, and ops—without spreadsheet chaos.

INSIA connects ERP, CRM, and Excel to deliver live dashboards, automated reporting, alerts, and AI explanations so teams make decisions in seconds.

Book a 20-min demo See a sample dashboard

Seconds
to create live dashboards

60+ KPIs
pre-modeled and ready to use

15+ dashboards
for finance, sales, and ops

Works with

ERP / CRM Databases / Files Tally / SAP / NetSuite Salesforce / HubSpot Excel / CSV Postgres / SQL Server APIs & more

The problem INSIA solves

When KPIs live in spreadsheets, teams debate numbers instead of decisions. INSIA replaces manual reporting with governed, real-time metrics and narratives.

Spreadsheet drift

Multiple versions of "revenue" and "margin" across teams, weeks of reconciliation.

Stale reporting

Dashboards refresh monthly, exports break, and leadership loses trust.

No explanation

You can see a KPI changed - but not why. Root-cause takes days.

Get a rollout plan See how INSIA compares

A governed metrics layer for the business

Connect sources, standardize definitions, and publish trusted dashboards + automated reporting—without fragile manual work.

Connect your sources

ERP, CRM, Excel/CSV, databases, and APIs—mapped to a consistent model.

Standardize KPIs

Lock definitions with validation rules, permissions, and auditability.

Automate reporting

Weekly/monthly packs and KPI digests delivered to email, Slack, or Teams.

Explain variance with AI

Ask "what changed and why?" and get narratives + drill-down paths.

Typical first dashboards

• Revenue, bookings, pipeline, and forecast

• Gross margin and cost drivers

• Cash, working capital, AR/AP aging

• Inventory health and order cycle time

• Executive weekly narrative

Book a demo See implementation

Tip

Start with 10–15 KPIs for leaders, then expand into drill-downs for teams.

Outcomes teams care about

Less time building reports. More time driving actions and accountability.

Seconds

to spin up dashboards

Once sources are connected, new dashboards and views are created in seconds.

80%

less manual work

Automate exports, joins, and weekly packs with governance.

60+ KPIs

and 15+ ready dashboards

Finance, sales, and ops metrics modeled and ready from day one.

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