Business Software for Microsoft Power BI

Orchestra serves as a Comprehensive Control Platform for Data and AI Operations, aimed at empowering data teams to effortlessly create, deploy, and oversee workflows. This platform provides a declarative approach that merges coding with a graphical interface, enabling users to develop workflows at a tenfold speed while cutting maintenance efforts by half. Through its real-time metadata aggregation capabilities, Orchestra ensures complete data observability, facilitating proactive alerts and swift recovery from any pipeline issues. It smoothly integrates with a variety of tools such as dbt Core, dbt Cloud, Coalesce, Airbyte, Fivetran, Snowflake, BigQuery, Databricks, and others, ensuring it fits well within existing data infrastructures. With a modular design that accommodates AWS, Azure, and GCP, Orchestra proves to be a flexible option for businesses and growing organizations looking to optimize their data processes and foster confidence in their AI ventures. Additionally, its user-friendly interface and robust connectivity options make it an essential asset for organizations striving to harness the full potential of their data ecosystems.

ScalePad Cognition360 revolutionizes the ticket data from ConnectWise PSA into insightful and predictive business intelligence tailored for managed service providers. It features an extensive array of over 130 interactive reports and benchmarks that reveal underlying insights related to profitability, technician productivity, ticket trends, project outcomes, agreement renewals, and various other aspects. By utilizing a specialized data warehouse for reporting, Cognition360 effectively reduces the load on production systems, facilitating both historical trend examination and "what-if" scenarios. The incorporation of advanced machine learning and AI technology enhances predictive analytics, empowering MSP executives and virtual CIOs to pinpoint capacity issues, uncover hidden cost factors, assess client profitability, and identify operational hurdles, which can lead to a boost in profitability of 10–15%. Furthermore, for users of ConnectWise Manage, the integration process is straightforward, necessitating minimal setup and capitalizing on existing Power BI licenses for easy report visualization and interpretation. This innovative approach not only streamlines reporting but also provides actionable insights that can drive strategic business decisions.

MatchX offers a comprehensive AI-enhanced data quality and matching solution that revolutionizes how companies manage their information assets. By integrating powerful data ingestion capabilities and intelligent schema mapping, MatchX structures and validates data from diverse sources, including APIs, databases, and documents. The platform’s self-learning AI models automatically detect and correct inconsistencies, duplicates, and anomalies, ensuring data integrity without intensive manual intervention. MatchX also provides advanced entity resolution techniques like phonetic and semantic matching to unify records with high precision. Its role-based workflows and audit trails facilitate compliance and governance across industries. Real-time AI-driven dashboards deliver continuous monitoring of data quality, trends, and compliance status. This end-to-end automation enhances operational efficiency while reducing risks associated with poor data. Built to handle massive data volumes, MatchX scales effortlessly with evolving business demands.

OpenMetadata serves as a comprehensive, open platform for unifying metadata, facilitating data discovery, observability, and governance through a single interface. By utilizing a Unified Metadata Graph alongside over 80 ready-to-use connectors, it aggregates metadata from various sources such as databases, pipelines, BI tools, and ML systems, thereby offering an extensive context for teams to effectively search, filter, and visualize assets throughout their organization. The platform is built on an API- and schema-first architecture, which provides flexible metadata entities and relationships, allowing organizations to tailor their metadata structure with precision. Comprising only four essential system components, OpenMetadata is crafted for straightforward installation and operation, ensuring scalable performance that empowers both technical and non-technical users to work together seamlessly on discovery, lineage tracking, quality assurance, observability, collaboration, and governance tasks without the need for intricate infrastructure. This versatility makes it an invaluable tool for organizations aiming to harness their data assets more effectively.

Codd AI addresses a major challenge in the analytics landscape: transforming data into a format that is genuinely suitable for business purposes. Rather than having teams dedicate weeks to the tedious tasks of manually mapping schemas, constructing models, and establishing metrics, Codd leverages generative AI to automatically generate a context-aware semantic layer that connects technical data with the language of the business. As a result, business users can pose inquiries in straightforward English and receive precise, governed responses instantly—whether through BI tools, conversational AI, or various other platforms. Additionally, with built-in governance and auditability, Codd not only accelerates the analytics process but also enhances clarity and reliability. Ultimately, this innovative approach empowers organizations to make more informed decisions based on trustworthy data insights.

CData's artificial intelligence solution revolves around Connect AI, which offers AI-enhanced connectivity features that enable real-time, governed access to enterprise data without transferring it from the original systems. Connect AI operates on a managed Model Context Protocol (MCP) platform, allowing AI assistants, agents, copilots, and embedded AI applications to directly access and query over 300 data sources, including CRM, ERP, databases, and APIs, while fully comprehending the semantics and relationships of the data. The platform guarantees the enforcement of source system authentication, adheres to existing role-based permissions, and ensures that AI operations—both reading and writing—comply with governance and auditing standards. Furthermore, it facilitates capabilities such as query pushdown, parallel paging, bulk read/write functions, and streaming for extensive datasets, in addition to enabling cross-source reasoning through a cohesive semantic layer. Moreover, CData's "Talk to your Data" feature synergizes with its Virtuality offering, permitting users to engage in conversational interactions to retrieve BI insights and generate reports efficiently. This integration not only enhances user experience but also streamlines data accessibility across the enterprise.

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

Bevica is a specialized ERP solution designed specifically for the beverage sector, efficiently managing the entire process from grain to bottle and from warehouse to consumer, all within a single platform. Its comprehensive capabilities include financial management, reporting, KPI tracking, inventory oversight, supply chain logistics, and tax compliance, addressing the unique regulatory requirements of the beverage industry. Additionally, Bevica enhances customer relationship management and service, allowing businesses to synchronize sales, orders, and customer interactions seamlessly with their production and distribution operations. Built on the robust Microsoft Dynamics 365 Business Central, it offers seamless integration with Microsoft 365, Power Platform, Excel, Teams, and Copilot tools, enhancing automation, reporting, and overall interoperability. Furthermore, Bevica incorporates best practices tailored to breweries, wineries, distilleries, fine wine merchants, and distributors, featuring specific functionalities like barrel and cellar management, bonded warehousing, and compliance with industry regulations, ensuring that users can operate efficiently and effectively in a competitive market. This holistic approach allows businesses in the beverage industry to streamline their operations while maintaining compliance and optimizing customer engagement.

Maestra is a comprehensive personalization platform designed for DTC brands that extends personalization efforts beyond just email and SMS, resulting in an increase of over 15% in conversion rates. The platform includes a variety of features right out of the box: - A real-time Customer Data Platform (CDP) that provides unified profiles, identity resolution, calculated and custom fields, as well as product feeds. - An omnichannel messaging system that encompasses Email, SMS, MMS, RCS, push notifications, messengers, chatbots, and ad-audience synchronization. - Personalization capabilities for sites and apps, featuring pop-ups, stories, banners, surveys, and other dynamic content blocks. - A range of product personalization options, including recommendations, product quizzes, and images sourced from product feeds. - Price personalization strategies such as loyalty rewards, individualized discounts, and referral programs. - Robust analytics that facilitate reporting, segmentation, ad optimization, and tracking attribution. - Additionally, a dedicated white-glove service is available to ensure optimal results and help brands maximize their experience with the platform, enabling them to fully leverage its diverse capabilities for increased success.

Garage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency.

HexIQ software offers quick and straightforward access to negotiated rate information, enabling users to search, download, and analyze intricate healthcare reimbursement rates associated with any specific code, payer, provider (NPI), or tax identification number (TIN), thereby allowing them to utilize transparency in coverage requirements for better business decisions and negotiations. Each month, it processes numerous machine-readable files (MRFs) from various payers, meticulously cleaning and enriching the data with relevant provider names, addresses, and network affiliations, and continually updating it to enable users to benchmark their negotiated rates against those of peers within the same specialty and geographic area without the need for cumbersome Excel work. The software's sophisticated search capabilities allow users to filter results by criteria such as code, specialty, state, place of service, payer, NPI, or TIN, with the option to download findings in CSV format for deeper analysis. Furthermore, integrated analytics and visualization tools provide insights into rate distributions, average and mode rates, and contracted provider networks, which help users gain a clearer understanding of market dynamics. This comprehensive approach not only streamlines the process but also empowers healthcare professionals to make informed strategic decisions based on reliable data.

Maiky is an innovative governance, risk, and compliance (GRC) tool powered by AI, aimed at assisting organizations in streamlining security and compliance processes, minimizing manual efforts, and ensuring ongoing visibility within their risk and control frameworks. By integrating governance, risk management, compliance, and tailored workflows into a single platform, it allows organizations to instantly identify risks, prioritize their mitigation, and maintain continuous monitoring and evidence collection, eliminating the need for disjointed spreadsheets and cumbersome manual reporting. This tool empowers users to automate routine tasks, gather and verify evidence, and generate audit-ready reports effortlessly, transforming compliance from a sporadic activity into a dynamic, ongoing endeavor. Additionally, its adaptable architecture supports both local and cloud-based workflows, allowing for scalability as businesses evolve, and it includes pre-configured templates and controls aligned with various standards such as ISO 27001, SOC 2, NIS2, DORA, HIPAA, among others, which ultimately reduces redundancy and facilitates the management of multiple frameworks concurrently. This comprehensive approach ensures that organizations are not only compliant but also proactive in their risk management strategies.

Tenant provides an all-in-one, cloud-based platform for self-storage businesses, integrating all operations into one cohesive system that replaces outdated, fragmented tools with comprehensive property management, ecommerce, and operational solutions tailored for the self-storage sector. The platform's essential offerings feature Hummingbird, a property management system designed to automate daily tasks from tenant move-ins to delinquency management while enabling remote supervision; Mariposa, which delivers high-performing websites equipped with full online reservation and rental functionalities to attract more tenants; and Nectar, a central data hub that synchronizes products, vendors, and online experiences in real time. Additionally, Tenant offers digital marketing solutions to boost visibility and generate leads, integrated payment processing, mobile task management tools to enhance field operations, and membership services that empower independent operators to effectively compete against larger competitors. This comprehensive suite not only simplifies management but also enhances the overall efficiency of self-storage operations.

NineAnts serves as a cloud-based financial data automation platform, tailored to minimize the manual and repetitive tasks faced by treasury, finance, and accounting teams by establishing direct connections to banks, payment service providers, market data feeds, ERPs, and various financial sources. This system continuously gathers, cleans, enriches, and delivers data into familiar tools like Excel, Power BI, ERP, or Treasury Management Systems, all while ensuring secure storage and compliance with ISO standards. Users can customize automated data flows according to their specified schedules, implement intelligent rules to categorize transactions and provide context, and create smart alerts triggered by specific business events, ensuring stakeholders are promptly informed of important occurrences such as large incoming payments or dwindling account balances without needing to perform manual checks. Additionally, the platform guarantees that all imported and modified data remains transparent and traceable, enabling analysts and auditors to track the source of each figure and monitor its journey within the system. With such robust features, NineAnts not only streamlines financial operations but also enhances the accuracy and reliability of financial reporting.

Solid is a data intelligence platform enhanced by AI, aimed at ensuring enterprise data is both dependable and accessible for applications in AI, analytics, and interactive data queries. It automatically identifies, documents, and constructs business-relevant semantic models utilizing a company's existing data, queries, and tools, thereby establishing a reliable foundation that AI systems can depend upon. By assessing the actual usage of data within the organization, it produces validated tables, metrics, relationships, and SQL logic that correspond with genuine business definitions. With offerings like Solid Build and Solid Analyze, teams can streamline semantic modeling, convert natural language inquiries into production-ready SQL, and ensure models are continually refreshed in response to data changes. The platform prioritizes transparency and human involvement, permitting data teams to review, adjust, and confirm AI-generated models instead of merely depending on unclear automation. This approach fosters a collaborative environment where data professionals can enhance the quality and accuracy of the models they work with.

Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.

AOPAY is a comprehensive digital banking and financial infrastructure platform designed to support modern financial services operations. Built for fintech startups, non-banking financial companies (NBFCs), microfinance institutions, cooperative societies, and banks, the platform provides a complete ecosystem of financial tools through a single API layer. AOPAY enables organizations to deploy payment infrastructure, identity verification services, lending systems, treasury management, and account management capabilities without managing multiple vendors or complex integrations. The platform supports multi-channel financial services across web, mobile, APIs, and agent networks while maintaining centralized control and real-time synchronization. Developer-friendly REST APIs, SDKs, and sandbox environments allow teams to integrate financial services quickly and build scalable digital products. AOPAY also includes built-in analytics dashboards and reporting tools to help organizations monitor operations, track financial performance, and make data-driven decisions. With pre-integrated connections to banks and payment networks, the platform enables faster deployment of digital financial services and seamless transaction processing.

AccessOwl serves as a comprehensive tool for Access Governance and SaaS management, streamlining the process of managing employee access to various SaaS applications throughout their tenure, from onboarding to offboarding. Acting as the primary platform for overseeing SaaS access, it removes the confusion about who is responsible for specific tools and what approvals are necessary, while meticulously logging every application, user access, and the permissions utilized within the organization. By automating the processes of user account creation, access requests, approvals, and audits, along with detecting Shadow IT, AccessOwl enables teams to move away from spreadsheets and establish a reliable source of truth, significantly minimizing the chances of overlooking offboarding tasks. Furthermore, its integration with Slack allows employees to conveniently request access in the environment they already use, and HRIS integrations automate the onboarding and offboarding processes while keeping employee information such as job title, department, and manager up to date. Notably, AccessOwl has the capability to provision and revoke user access across a multitude of SaaS applications without the necessity for SCIM or SAML, ensuring flexibility and ease of use for organizations. This allows for a more efficient management of software access, ultimately enhancing security and compliance efforts.

Flexa Tables empowers business users by granting them full control and access to their data, significantly diminishing their reliance on IT support. This platform offers intuitive and straightforward tools that enable users to conduct in-depth analyses swiftly and easily. The user-friendly DIY interface enhances productivity right from the start, removing the need for intricate queries from support teams. Users can say goodbye to the tedious process of exporting to Excel, as pivot table functionalities are seamlessly integrated within the platform. They have access to all columns in the source data rather than being limited to what IT considers necessary. By equipping all data consumers with the ability to explore, Flexa Tables reveals a treasure trove of insights waiting to be uncovered. End users of published Power BI reports are equipped with the capability to manipulate data freely, enabling them to perform quick variance calculations, pivot like they would in Excel, access hidden data, simulate data within the table, and filter headers without relying on slicers. This innovation not only streamlines data analysis but also fosters a culture of self-sufficiency among users, ultimately driving better decision-making across the organization.

The Power BI Connector for Jira offers a no-code solution that seamlessly transfers data from Jira into Microsoft Power BI, enabling the creation of tailored reports and dashboards. Users can export a variety of Jira data fields, including standard, custom, historical, and agile information, in addition to data from Tempo’s suite of applications such as Timesheets, Capacity Planner, and Financial Manager, as well as various Marketplace tools like Xray. With options for filtering through basic selections or JQL, users can leverage pre-built dashboard templates for quick access to reports on sprints, projects, and work logs. The integration of Power Query allows for the combination of Jira data with other enterprise systems, including CRM, SAP, and ITSM, within a unified analytics framework. Scheduled and incremental refresh capabilities ensure that reports remain up-to-date at scale, and insights derived from Jira can be shared with stakeholders who do not possess a Jira license. Furthermore, it adheres to Atlassian Data Residency requirements, enhancing security and compliance. Additionally, the Power BI Connector for Jira is included in Tempo's Strategic Portfolio Management (SPM) suite, which also features Structure PPM, Timesheets, Capacity Planner, and Financial Manager, thus providing a comprehensive resource for managing project portfolios effectively.

The Power BI Connector for ServiceNow offers a no-code solution that seamlessly transfers data from ServiceNow into Microsoft Power BI for enhanced reporting and analytics capabilities. Users can effortlessly import incidents, requests, and various ServiceNow tables into Power BI, utilizing pre-designed dashboard templates for quick setup. This tool allows for precise data selection, enables scheduled automatic refreshes to ensure reports are always up-to-date, and integrates ServiceNow data with other enterprise sources in the same BI environment. Available through the ServiceNow Store, it simplifies the process by eliminating the need for coding or middleware while adhering to ServiceNow's established roles and permissions. Additionally, the Power BI Connector is part of Tempo's suite of BI connectors within its Strategic Portfolio Management (SPM) offerings, which also includes integrations for platforms like Jira and monday.com, highlighting its versatile utility across multiple project management tools.

The Power BI Connector for monday.com offers a seamless no-code integration that facilitates the export of data from monday.com into Microsoft Power BI for efficient reporting and analytical purposes. Users can select specific boards, groups, columns, and item types for export, while the connector automatically establishes data-table relationships in Power BI, eliminating the need for manual modeling. The installation and configuration process is entirely conducted through the monday.com interface, requiring no coding or third-party tools. Additionally, scheduled refreshes ensure that your Power BI reports remain synchronized with updates from monday.com without the hassle of manual exports. Emphasizing security, all requests are encrypted, signed, and authorized according to monday.com permissions, with no customer data being stored. The Power BI Connector for monday.com is a vital component of Tempo's BI connector offerings within its Strategic Portfolio Management (SPM) suite, which also includes connectors for platforms like Jira and ServiceNow, thus enhancing the ability to integrate and analyze data across various systems effectively.

Most enterprise AI tools require your data to leave your network. contboxx Vault was built for organizations where that is not an option. Vault is an on-premises AI knowledge platform developed by Adversign Media. It integrates with 40+ enterprise systems, pulls content from file servers, wikis, CRM platforms, ticketing tools, and chat channels, and makes all of it searchable and distributable from a single permission-controlled environment. Every byte stays within your infrastructure. The platform solves three problems that generic AI tools cannot handle without compromising compliance. First, knowledge fragmentation: employees search across multiple systems and still find incomplete information. Vault consolidates sources, classifies content automatically, and delivers verified answers. Second, access control: Vault enforces five protection levels across all content and all output channels, so a confidential HR document cannot appear in a public digital signage feed. Third, accountability: every content decision is logged in a tamper-proof audit log, with a four-eyes principle on sensitive actions and a break-glass access mechanism for emergency situations. Unlike user-based cloud AI tools, Vault is licensed at a flat annual rate regardless of headcount. No data processing agreements with external vendors are required when running in internal-only mode. The system supports GDPR compliance by design, including traceable deletion procedures under Article 17.

Antares serves as a powerful migration solution tailored for enterprise BI and analytics teams, facilitating seamless transitions between different BI environments. It initiates the process by linking to the existing BI setup, conducting an automatic analysis, and transforming dashboards for deployment in the new platform. The Analyzer component is offered at no cost and operates entirely on deterministic principles: it catalogs the current environment, highlights potential migration risks, and assesses the effort needed for each dashboard. This process allows teams to effectively plan their migration by identifying and excluding unused or orphaned dashboards before incurring any costs related to the migration. Following this, the Converter component automates the dashboard reconstruction, utilizing established mapping tables to ensure that visual types, aggregations, and calculations remain consistent throughout the process, rather than relying on ad hoc methods. In cases where the migration involves semantically intricate scenarios, AI is employed within a framework of deterministic validation. Currently, Antares supports migrations from Tableau to Power BI, including deployment to Microsoft Fabric, as well as from Tableau to Databricks AI/BI. The pricing structure is straightforward, charging a flat fee of $200 for each migrated dashboard, with no additional costs for user licenses or time constraints. Furthermore, the expenses associated with LLM usage are separate and generally amount to less than $20 per dashboard, making it an economical choice for organizations looking to streamline their BI migrations.

WorkforceVision Org Chart Drag & Drop is a custom visual certified by Microsoft for Power BI, enabling users to create dynamic organizational charts and plan workforce scenarios seamlessly within the Power BI environment. This tool allows for the automatic generation of hierarchies using Employee ID and Manager ID data, while also providing the ability to explore and adjust organizational structures through intuitive drag-and-drop functionality. Key features encompass scenario planning, the capability for dotted-line and matrix reporting, span and layer analysis, employee search options, as well as conditional formatting, customizable cards, images and icons, change tracking, and the ability to export data to formats like Excel, PDF, and SVG. Tailored specifically for Human Resources, People Analytics, Finance, and workforce planning teams, this solution empowers organizations to visualize their reporting structures, model potential restructures, conduct headcount analysis, and facilitate organizational design—all without requiring the transfer of data to a different platform. Furthermore, this integration enhances collaboration across departments by allowing users to easily share insights and updates in real-time.