The AI Business Analyst For Your Toughest Problems
Supercharge your finance, operations, and analytics teams with a 24/7 AI analyst to proactively deliver profit-driving insights across all your data.
What would you like to explore?
See how teams like yours are driving millions in leverage with Sapien
From scale-ups to PE portcos to F500s
Carlex
Carlex unlocks $12M in hidden profit potential
800%
More data analyzed
$12M
Uplift
“It does more than save us time. It enables us to get more granular with the data and better understand the drivers of better profitability for our business. That’s the power of Sapien.”
Alex Cohn
Sr. Director of Corporate Finance & Accounting, Carlex
&pizza
&pizza delivers self-service analytics across 46 locations
30+ hrs
Saved per week
46
Locations live
1 day
Time to go live
“We skipped a rung on the tech growth curve. Sapien has clearly helped us take a very different look at how we evaluate the business.”
Doug Poppen
SVP of Strategy and Analytics, &pizza
How it works
Your team’s analytical capacity, multiplied.
Connect your data, teach Sapien your business, and get structured analytical output — traceable to the source row.
Connect to your data as it actually exists
On-prem ERPs, legacy systems, budget spreadsheets, or data warehouses. No complex ETL or migrations and no data engineering before you see value. Agents handle the heavy lifting to enable onboarding in hours.
Company Files 14
site_1_cost_detail.xlsx
site_4_cost_detail.xlsx
site_2_cost_detail.xlsx
site_5_cost_detail.xlsx
sales_detail.xlsx
ERP 8
General Ledger
Purchase Orders
Inventory Transactions
Work Orders
Machine Performance
ERP / General Ledger
General Ledger
12 columnsThe core financial ledger containing all accounting transactions and journal entries. This table serves as the single source of truth for all financial data.
Columns
entry_id
Unique identifier for each GL entry
account_code
Chart of accounts code identifying the GL account
transaction_date
Date of the business transaction
debit_amount
Monetary amount posted as debit
description
Detailed description of the transaction
Sapien learns your business, not just your schema
Sapien builds a persistent model of your company — its structure, priorities, industry, and language. Every analysis starts from that context and Sapien learns more over time, compounding capabilities.
Demo Manufacturing Co
Leading manufacturer of precision components
QuickBooks
Accounting & GL
NetSuite
ERP & Operations
Salesforce
CRM & Revenue
SAP
Manufacturing ERP
Excel
Spreadsheet Data
The full analytical process, not just a query
Decomposes drivers by impact and explains why. Structured analytical output that used to take a team of analysts to produce.
Integrations
Connect to anything. Understand everything.
Sapien’s Tabular Reasoning Model natively understands any structured data like a human does; minimal connectors to configure, no schemas to map.
Cloud ERPs, on-prem databases untouched since the 90s, disjoint warehouse exports—we've seen everything. If it has rows and columns, Sapien reasons over it.
SAP
NetSuite
QuickBooks
Snowflake
BigQuery
Excel
Google Sheets
Salesforce
Oracle
Xero
Sage
WorkdaySAPNetSuiteQuickBooksSnowflakeBigQueryExcelGoogle SheetsSalesforceOracleXeroSageWorkday
Redshift
Databricks
PostgreSQL
MySQL
HubSpot
Stripe
Shopify
Microsoft Dynamics
Coupa
Anaplan
Looker
dbtRedshiftDatabricksPostgreSQLMySQLHubSpotStripeShopifyMicrosoft DynamicsCoupaAnaplanLookerdbtBuilt with security, governance, and trust at our core
We never train on your data
Your data powers insights for your team only. Never shared across customers. Never used to train or fine-tune any model.
Row-level RBAC + knowledge governance
Fine-grained access controls ensure every user sees only the data and analyses they’re authorized for.
Complete auditability
Every action logged. Every query traceable. Access logs, query history, and full data lineage available on demand.
How we compare
Not another dashboard. Not another chatbot.
BI tools visualize. FP&A tools plan. LLMs answer one-off questions. Sapien does the analytical thinking — driver decomposition, root-cause isolation, and traceable output that compounds over time.
BI Tools
Shows what happened. Never why. Every new question is a new project.
FP&A Tools
Plans the budget. Can't explain why actuals missed. Finance-only silo.
Sapien
Understands your business. Decomposes drivers. Traceable. Compounds over time.
ERP Modules
Bolted onto your ERP. Limited to what the vendor built. Siloed from everything else.
Standard LLMs
Answers questions well. Context is per-user, outputs are one-off, nothing is auditable.
Industries
Proven impact across every industry.
Decompose cost drivers across every plant, line, and SKU.
See more use casesThe platform
Everything your team needs, in one place.
Structured, repeatable workflow agents
Variance reports, driver breakdowns, 10-Qs, and more. Every analysis becomes a repeatable workflow agent that runs reliably. Trustworthy numbers, deep insights, and no manual maintenance.
Available Modules
Monthly P&L Report
Revenue, margin and EBITDA by site
Cost Driver Analysis
Material, labor and overhead breakdown
Variance Report
Budget vs actuals with driver attribution
Ask anything, get the full picture
Query all your data in plain language. Sapien breaks down the most complex questions, reasons, queries data, and uses your business context to return drivers, causes, and impact — not just a chart.
What would you like to explore today?
Live views and proactive background agents
Board-ready dashboards, scheduled reports, and background agents that continuously monitor for anomalies, margin shifts, and cost spikes. Surface issues before someone asks.
2024 Budget vs Actual Costs Monthly
2024 Total Budgeted Manufacturing Spend
0.00M
Across all five manufacturing sites
2024 Total Manufacturing Spend
0.00M
Actual Costs Exceeded Budget by 23%
The entire variance is driven by $207K in price mix, with volume contributing essentially zero.
Budget vs Actual Cost Variance by Site
Total budget of 89.63M rolls up to total actual of 110.05M across sites.
Hover + click Add item to create a monitoring table.
See it on your data
We don’t demo on synthetic data. We’ll have Sapien running on your data, definitions, and nuances in hours.
The role of CFOs has changed over the years, and now puts the entire CFO stack at an inflection point that’s ripe for disruption. In our view, Sapien is productizing the cutting edge of AI research for CFOs, with the opportunity to truly revolutionize how finance teams operate.
Ken Chenault
Former Chairman and CEO, American Express