For finance, management control and operations teams
Query your data in natural language
Financial analysis, management control, reporting: ask your question and get the figure, a chart and an Excel export. No SQL, no VLOOKUP, no waiting on IT. Talk to Data connects to your real sources (SQL, Sage, Salesforce, Excel, docs).
The data already exists. The problem is accessing it.
Your data is scattered across an ERP, a CRM, a SQL database, Excel files, and internal documents. For management control and financial analysis, every question (“Q3 financial reporting by region?”, “customers without an invoice for 60 days?”) requires an export, a tedious VLOOKUP, then another ask to the data team.
Talk to Data connects to your existing sources (SQL, Sage, Salesforce, Excel, MCP, docs) and answers in natural language, with your business context. It is a truly conversational data-analysis tool: analysts and operations teams get answers themselves, generate charts, and export to Excel/CSV. IT keeps control of access and sources.
Connected to your real sources
SQL, Sage, Salesforce, Excel, MCP, SharePoint. No re-entry, no copy, no ETL to build.
Business context built in
Context configuration, self-learning, and your company documents (RAG) help the AI understand your terms, rules, and workflows.
Built for management control and operations
Fewer manual exports, fewer VLOOKUPs, fewer repetitive BI requests. Permissions inherit from your existing tools.
Dashboard and conversation
The dashboard tracks your KPIs. The conversation explains the why.
Talk to Data does not replace your Power BI or Excel dashboards: it complements them. The dashboard shows how your indicators evolve; the conversation analyses the gaps and explores the drivers.
The dashboard
Great for tracking KPIs over time: revenue, margin, cash. You see what is moving, in a stable, shared visual format.
The conversation
Great for understanding why a figure moves: query an ERP in natural language, cross-reference sources, isolate a customer, a region or a period — without building a new report for every question.
Resources
Go further
Selected articles and videos to better understand this solution and see how it works in practice.
Articles
GuideData analysis tools: which family for which need in 2026?
Excel, Power BI, Python, conversational AI: a comparison of data analysis tool families to help you pick the right one for your needs.
GuideManagement control: how to combine Excel, Power BI dashboards and AI?
Excel, Power BI dashboards or conversational AI: which tool for your management control, financial reporting and data analysis? A guide to choosing.
ProductYour databases are a gold mine, AI gives you the shovels
Juggling enterprise systems, getting a simple answer often takes twenty minutes (or a Teams ping to the “person who knows”). Your real data lives in structured databases: it’s often reliable, up to date… but also inaccessible. Most companies seem to overlook it, yet AI can query it in plain language and cross-reference documents and databases in seconds.
Frequently asked questions
How do I query my data in natural language with Talk to Data?
You ask your question like you would a colleague (“what is the Q3 financial reporting by region?”). Talk to Data translates the question, queries your connected sources (SQL, Sage, Salesforce, Excel, docs), then returns a figure, a chart and, if needed, an Excel/CSV export. No SQL skills required.
Can it replace Excel for financial analysis?
For repetitive, tedious analyses, yes. Instead of chaining exports and VLOOKUPs, you get the answer and the chart directly. Keep Excel for what it does best, and export Talk to Data’s results to Excel/CSV whenever useful.
How is it different from Power BI?
Power BI is excellent for tracking KPIs in dashboards. Talk to Data is conversational: it explains gaps and explores drivers in natural language. The two are complementary. Talk to Data is also a simple alternative when Power BI’s conversational AI (Fabric Copilot) is too costly to enable.
Does Talk to Data cover management control and financial reporting?
Yes, it is a core use case: financial analysis, management control, operational monitoring. CFOs, management controllers and business unit directors query their data without depending on IT or BI.
Who should use AI to query their data?
Far beyond management control. Operational teams who need quick information to move forward — sales, supply chain, support, business unit leaders — can ask questions without going through IT. Top management benefits too: more transparent, direct access to the real numbers, without waiting for an export or an intermediate report.
Do my data and access stay under control?
Yes. Talk to Data is read-only and inherits the permissions of your existing tools. IT keeps control of access and sources, and hosting is European.
Make your data speak in a 30-minute demo
Show us your sources and a real use case. We’ll show you Talk to Data’s answer live.