Where shouldyour next$10K go?
Attribio turns your revenue and spend into a live executive dashboard and an advisor that tells you where the next dollar earns the most. Every number traces back to the row it came from.
HCP Digital returns $6.43 per dollar and is starved; rep detailing returns $2.17. Same budget, rebalanced: +7.1% media revenue.
Starts from the exports you already have
Most tools stop at the charts. Attribio answers the question the charts are supposed to inform: where your next dollar earns the most. Then it shows you the arithmetic.
Ask in plain English. Get an answer you can prove.
The advisor reads your live metrics, sizes a recommendation, and attaches the evidence. The language model chooses the tools and writes the explanation: it never touches the math. Every figure is checked against a tool result before you see it.
Ask it yourself in the demo →Where should my next $10K go: LinkedIn, the trade show, or a new salesperson?
Lead with LinkedIn, but don't cut events. LinkedIn returns $2.30 per dollar and events return $1.90, but events carry $45K of open pipeline. Move ~$7K to LinkedIn, keep ~$3K on events, and revisit after Keystone closes.
A finance tool that hallucinates one number loses you forever.
Numbers from SQL, not the model
The advisor picks the tools; the tools run deterministic queries. A validator rejects any figure that isn't in a tool result, so the AI never does arithmetic.
Traceable end to end
Metric → SQL definition → source rows → import batch → original file. That chain is your audit trail and our debugger. Click any number to walk it.
Honest about gaps
You get a range instead of false precision. When your data can't answer a question, the advisor says so, and names the exact upload that would unlock it.
A live executive dashboard, from your first upload.
Overview
From spreadsheet to decision, in three steps.
Import in minutes
Upload a CSV or Excel export, or connect Google Sheets. AI proposes the column mapping; you confirm. Every row stays traceable to its file.
One metrics layer
Revenue, margin, ROI, pipeline, win rate, and DSO are computed by deterministic SQL. One definition feeds the dashboard, the advisor, and the reports.
Ask the advisor
“Which campaigns should I stop?” “What if I move 20% of budget to events?” Get a sized recommendation with the evidence table attached.
Every figure traces back to the row it came from.
A number on the dashboard isn't the end of the story: it's the top of a chain. Follow it down through the SQL that computed it, the rows it summed, the batch they arrived in, and the file you uploaded. That chain is the audit trail, and it's always one click away.
Every screen in the product reads the same numbers.
Executive dashboard
KPI cards, revenue trend, channel and pipeline breakdowns, client concentration: a view over the metrics layer with no business logic of its own.
Forecasts you can bend
Backtested baselines with honest prediction intervals. What-if scenarios recompute as you change them: hire a rep, raise prices, cut a channel.
Locked until the data's there
A locked metric names the exact upload that would unlock it. When your data can't answer a question, the advisor says so instead of guessing.
One-click reports
Board and investor reports as a web page, PDF, or workbook. The narrative comes with them, and every figure inherits from the same snapshot.
Pipeline kept honest
Open deals live in their own table and never fold into booked revenue. Attribution comes from the deal source your team recorded, not ad-platform pixels.
Your data, exportable
Export any table to CSV. Every row carries its provenance. We never use your data to train models.
made-up numbers: the AI never computes a figure
metrics from one deterministic layer
from spreadsheet to live dashboard
Try it on someone else's books first.
The demo is a fully populated B2B consultancy. Sign in and ask the advisor where its next dollar should go. No card, nothing to install.