Sapien is the AI business analyst for finance and operations teams. It connects to your ERP, warehouse, and spreadsheets to explain what changed, why it changed, and what to do next.
Leveraged daily by
| Buying Factor |  Runway |  Sapien |
|---|---|---|
Autonomously traces root causes to the exact transaction | ||
Learns your specific company patterns over time | ||
Data stays in your environment by default | ||
Analyzes raw transactional data from source systems | ||
Autonomous analysis beyond forecast deviation alerts | ||
Purpose-built for cross-functional root-cause analysis (not just unified data) | ||
Proactive insights | ||
Anyone can use it (no SQL needed) |
Why teams switch
Sapien connects directly to your ERP and operational data, learns how your company runs, and gives your team fast answers you can understand, verify, and act on.
Demo Company
Company Context Model
Finance
Operations
Sales
Procurement
Every formula, definition, and exception your team carries in its head. Sapien learns it once and applies it every time, so you do not rebuild context from scratch on every question.
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
When leadership wants contribution margin instead of gross margin, or by SKU instead of product family, Sapien recalculates in minutes instead of kicking off another reporting cycle.
Site 4 is the only large site growing profit, with GP up $739.94K (10.91%) H1 2024 to H1 2025.
Site 4 Gross Profit Walk: H1 2024 → H1 2025
Open any answer to see the source transactions, logic, and driver breakdown behind it, so finance can verify every number before acting on it.
2024 Budget vs Actual Costs Monthly
2024 Total Budgeted Spend
0.00M
Across all five sites
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.
Sapien flags margin compression, cost overruns, and unusual patterns as they emerge, not after someone spends a week building the report.
Integrations & Security
Sapien works across SAP, NetSuite, Snowflake, BigQuery, Excel, and even 20-year-old on-prem ERPs. You do not need to move everything into a new warehouse first.
SAP
NetSuite
Acumatica
QuickBooks
Snowflake
BigQuery
Excel
Google Sheets
Salesforce
Oracle
Xero
Sage
WorkdaySAPNetSuiteAcumaticaQuickBooksSnowflakeBigQueryExcelGoogle SheetsSalesforceOracleXeroSageWorkday
Redshift
Databricks
PostgreSQL
MySQL
HubSpot
Stripe
Shopify
Craftable
Microsoft Dynamics
Coupa
Anaplan
Looker
dbtRedshiftDatabricksPostgreSQLMySQLHubSpotStripeShopifyCraftableMicrosoft DynamicsCoupaAnaplanLookerdbtBuilt with security and trust at our core. Trusted by Fortune 500s.
SOC 2 Type II
SOC 3 Type IIError caught
SKU- and plant-level variance analysis
“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.”
Alex Cohn
Sr. Director of Corporate Finance & Accounting, Carlex
Saved per week
Self-service analytics across every location
“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
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
FAQ