Finance & Operations · iDBQuery
AI data analytics for finance and operations
iDBQuery is AI data analytics for finance teams who are tired of waiting on the data team. By Intrazero, it lets you chat with your databases and build dashboards in minutes — without writing SQL. Ask a question in plain English about budgets, P&L, cash flow, or monthly close, and iDBQuery auto-generates the SQL, resolves the joins, and returns the answer with a chart.
Replace pivot tables. Instead of exporting to a spreadsheet, copying formulas, and reconciling tabs every month, a finance or operations analyst connects the source once and asks the question directly. iDBQuery detects the schema, understands the foreign keys between your ledger, billing, and operational tables, and gives you answers — not another spreadsheet to maintain.
Questions a finance and operations team actually asks
iDBQuery turns the questions you would normally hand to an analyst into self-service answers. Type them the way you would say them out loud, and get the number plus a chart you can drop into a dashboard.
- "What's our actual vs. budget by department this quarter?"
- "Show me gross margin by product line for the last 12 months."
- "Which customers are past 60 days on receivables, and how much?"
- "What's our monthly cash burn and runway at the current rate?"
- "How did operating expenses trend versus the same month last year?"
Connect the data finance already lives in
Finance and operations data is scattered across the ledger, the billing system, the warehouse, and a pile of exports. iDBQuery connects to all of it and resolves the relationships for you, so a single question can span the ERP database, a CSV from the bank, and a Google Sheet the team maintains by hand.
Connect in seconds: upload files or paste a connection string, and the schema auto-detects. Credentials are encrypted at rest, and read-only mode means analysts can explore the production ledger without any risk of changing it.
- SQL databases — MySQL, PostgreSQL, SQL Server, Oracle, Snowflake, BigQuery, Redshift, Databricks, Aurora
- Spreadsheets and exports — Excel, CSV, and Google Sheets
- Documents — PDFs and Google Docs for board packs and contracts
- Read-only mode and encrypted credentials for the production ledger
- Cross-source dashboards that combine the ERP, the bank file, and a team spreadsheet
Kill the monthly pivot-table grind
Monthly close is where pivot tables go to die: re-pointing ranges, fixing broken formulas, and rebuilding the same variance view every period. iDBQuery replaces that ritual. Build the dashboard once in plain English, and it refreshes against live data each month.
Because iDBQuery auto-generates the SQL and resolves joins across your foreign keys, the analyst spends time interpreting the number instead of assembling it — and there is no fragile spreadsheet for the next person to inherit.
- Natural-language to SQL — no formulas, no manual queries
- AI-driven join resolution across ledger, billing, and operations tables
- Live dashboards that re-run against current data, not a stale extract
- Scheduled distribution of the close pack and KPI dashboards to stakeholders
From question to shared dashboard in three steps
iDBQuery is built around one simple flow that fits how finance and operations actually work: connect, ask, share.
- Connect — upload files or paste a connection string; the schema auto-detects
- Ask — type questions in English and get answers plus charts instantly
- Share — assemble dashboards and schedule them out to the board, the CFO, or department heads
- Start free — 1M tokens/month, 3 data sources, and 5 saved reports, no credit card
One engine, every team — and SiteMind for construction
Finance rarely sits alone. The same iDBQuery engine answers questions for sales, HR, healthcare, government, education, and research teams off the same connected sources — so an operations leader can roll cross-functional numbers into a single dashboard.
For construction and capital projects, the SiteMind sub-product adds site-intelligence mapping, clash detection, and BIM cost tracking — connecting IFC, BCF, Speckle, and Autodesk APS data — so finance and operations can track project cost against the model, not just the ledger.
- Finance and operations — budgets, P&L, cash flow, and KPIs
- Sales, HR, healthcare, government, education, and research on the same engine
- SiteMind for construction — clash detection and BIM cost tracking
- Cross-source dashboards that combine operational and financial data
FAQ
What is AI data analytics for finance?
It is asking questions about your financial and operational data in plain English and getting answers and charts back, without writing SQL. iDBQuery auto-generates the SQL, resolves the joins across your tables, and returns the result — so finance and operations teams self-serve budgets, P&L, cash flow, and KPI questions instead of waiting on a data team.
Can iDBQuery replace pivot tables for monthly close?
Yes. Instead of exporting to a spreadsheet and rebuilding the same variance view each period, you build a dashboard once in plain English and it refreshes against live data every month. iDBQuery generates the SQL and resolves the joins for you, so there is no fragile spreadsheet to maintain and re-point each close.
Do I need to know SQL to use iDBQuery?
No. You type questions in plain English and iDBQuery automatically generates the SQL, detects the schema, and resolves foreign-key joins. Finance and operations analysts can query the ledger, billing, and operational data directly without writing a single query.
What data sources can finance teams connect?
iDBQuery connects to SQL databases (MySQL, PostgreSQL, SQL Server, Oracle, Snowflake, BigQuery, Redshift, Databricks, Aurora), MongoDB, spreadsheets (Excel, CSV, Google Sheets), and documents (PDFs, Google Docs). You can build cross-source dashboards that combine the ERP, a bank CSV, and a team spreadsheet in one view.
Is it safe to connect our production financial database?
Yes. Credentials are encrypted at rest, and read-only mode lets analysts explore the production ledger without any ability to change it. You connect by uploading files or pasting a connection string, and the schema auto-detects without manual mapping.
How much does iDBQuery cost to start?
iDBQuery has a free tier with 1M tokens per month, 3 data sources, and 5 saved reports, with no credit card required. You can connect a source, ask questions, and build a dashboard before deciding to scale up.
Get answers, not spreadsheets
Connect your ledger, billing, and operational data, ask your first budget or cash-flow question in plain English, and build a finance dashboard in minutes — start free with iDBQuery, no credit card.
Start free