AI app for finance · no coding needed
Evidence-backed data analysis and reporting workspace
Reduce the time from question to reviewed report while keeping every figure traceable to its source.
Made for: Analysts and finance teams who answer data questions and produce recurring reports

What it does for you
The problem
Data questions are answered in one tool, charts in another and reports in a third, so evidence, sources and review state are lost between them.
What it gives you
Reviewed charts, dashboards and narrative reports linked to source rows
What you give it
Permitted databasesspreadsheetsfiles
Build your own version of DataLine, Turbular and more
One app with what these 9 AI tools do, yours to keep and change: DataLine, Turbular, Julius, Powerdrill, Graphy, Breadcrumb.ai, WebCrawler API, Chartonomics, ChartPixel.
Everything these tools do, in one app
- Natural language querying Lets users ask questions about their data in plain language.Found in DataLine, Turbular, Julius and 3 more
- Chart and dashboard generation Creates charts, tables, and dashboards from data.Found in DataLine, Turbular, Julius and 6 more
- Report generation Produces reports that summarize findings.Found in Turbular, Powerdrill, Breadcrumb.ai
- Multi-source data integration Connects to databases, spreadsheets, files, and other data sources.Found in DataLine, Turbular, Julius and 3 more
- Data cleaning and preparation Cleans, merges, sorts, and organizes data before analysis.Found in Julius, Powerdrill, Breadcrumb.ai and 1 more
- Automated chart selection Automatically picks relevant data columns and suitable chart types.Found in ChartPixel
- Export and save Saves analyses and exports results for sharing or presentations.Found in Julius, Chartonomics, ChartPixel
- Predictive forecasting Provides forecasting and modeling to support decisions.Found in Julius, Powerdrill, WebCrawler API
- Insight explanations Explains key insights and surfaces actionable recommendations.Found in Graphy, WebCrawler API, ChartPixel
- Interactive visualizations Creates interactive charts, maps, and animations.Found in Graphy, Breadcrumb.ai, ChartPixel
- Real-time data updates Keeps visualizations current with real-time data.Found in Chartonomics
- Local data storage Keeps data on the user's device for privacy.Found in DataLine
- Open source Provides transparency and flexibility through open-source code.Found in DataLine
- Credential encryption Encrypts credentials and avoids storing retrieved data locally.Found in Turbular
- No-code interface Allows users to work without writing code.Found in WebCrawler API
- Narrative reporting Turns insights into narrative-driven reports.Found in Breadcrumb.ai
- Embedding and scalability Supports embedding dashboards and scaling across teams or clients.Found in Breadcrumb.ai
- Presentation makers Helps create presentations from data.Found in Powerdrill
How it works, step by step
- Accept plain-language questions over connected data
- Connect databases, spreadsheets and files
- Clean, merge, sort and organize data before analysis
- Select relevant columns and suitable chart types
- Generate charts, tables and dashboards
- Build interactive charts, maps and animations
- Refresh visualizations from real-time data
- Produce narrative reports that summarize findings
- Explain key insights and surface recommendations
- Provide forecasting and modeling for decisions
- Keep data on the user's device where required
- Encrypt credentials and avoid storing retrieved data locally
- Export and save analyses for sharing or presentations
- Build presentations from data
- Embed dashboards and scale across teams or clients
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewed report linked to source rows with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Evidence-backed data analysis and reporting workspace with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Evidence-backed data analysis and reporting workspace with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links4 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare24 KB
- prompt-vps.mdThe same build on your own server (Docker)24 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria11 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce the time from question to reviewed report while keeping every figure traceable to its source. For analysts and finance teams who answer data questions and produce recurring reports, convert permitted databases, spreadsheets and files into reviewed charts, dashboards and narrative reports linked to their source rows. The benefit is a testable hypothesis, measured through reviewed reports per analyst hour and corrections after publication; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect permitted databases, spreadsheets and files, then follow this sequence: 1. Accept plain-language questions over connected data. 2. Connect databases, spreadsheets and files. 3. Clean, merge, sort and organize data before analysis. 4. Select relevant columns and suitable chart types. 5. Generate charts, tables and dashboards. 6. Produce narrative reports that summarize findings. Resolve uncertain cases with qualified reviewers, approve reviewed charts, dashboards and narrative reports linked to source rows, and measure reviewed reports per analyst hour and corrections after publication against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed data schema and approved source list; final figures and narrative checks remain analytical. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve data provenance, source attribution, figure accuracy and usage permissions. Analysts approve substantive changes and publication scope. One fixed data schema and approved source list; final figures and narrative checks remain analytical. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One fixed data schema and approved source list; final figures and narrative checks remain analytical. Implement one approved input format, a bounded representative case set and the first two task modules: accept plain-language questions over connected data; connect databases, spreadsheets and files. Support the third module with operator review: clean, merge, sort and organize data before analysis. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Buyer-owned databases, spreadsheets and permitted files. Cloud data storage, BI import/export and reporting destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Question and data sources, Editable analysis canvas, Report and delivery. Use a thumbnail gallery for saved analyses, a large central canvas for charts and tables, and a right-hand panel for sources, filters and comments. Let users compare versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant chart or figure. Make the task-specific outcome reviewed charts, dashboards and narrative reports linked to source rows visible beside its evidence, review state and value baseline.





