Generative BI for finance and RevOps teams
Ask about revenue, cashflow, margins, or pipeline in plain English and get a full report back — charts, narrative, and the exact query — from Stripe, QuickBooks, and your database.
In short
Ultra BI is generative business intelligence for finance and RevOps teams. You connect Stripe, QuickBooks, and your database, ask a question in plain English, and Ultra BI returns a complete report — visualizations, a written explanation, and the underlying query — in seconds. Every number is inspectable, so finance can verify the math instead of trusting a black box.
Questions you can just ask
How it works
Connect your stack
Securely connect Stripe, QuickBooks, your CRM, and your database. Ultra BI reads the data so finance stops exporting CSVs.
Ask in plain English
Type a question the way you'd ask a teammate. Ultra BI plans the query, runs it across your sources, and assembles the report.
Read, inspect, share
Get charts and a written narrative, expand the generated query to verify every figure, then save or share the report.
Everything you need to see your business clearly
Revenue & retention clarity
MRR movement, gross and net revenue churn, and net revenue retention broken out automatically — with the change explained, not just plotted.
Cashflow & runway
Track cashflow, expenses, and runway over time. Ask for any breakdown — by category, vendor, or period — without rebuilding a model.
Margin & profitability
See gross and net margin by product, segment, or customer, generated on demand from your accounting and billing data.
Answers in seconds
No waiting on the analyst or the monthly close to ask a question. Anyone in finance or RevOps can get a trustworthy answer instantly.
Inspectable & auditable
Every report exposes the exact query it ran, so finance can verify each number and trust the result before it reaches the board.
Any source, joined
Blend billing, accounting, CRM, and product data in one question. Ultra BI handles the joins so you don't model anything first.
Real-world use cases
Board-ready revenue snapshot
A RevOps lead opens Ultra BI before the board meeting and asks for MRR movement, net revenue retention, and pipeline coverage — a clean snapshot with every number traceable to its query.
See the SaaS revenue template →Self-serve for finance and ops
Accounting asks about expense trends, RevOps asks about pipeline velocity, and the CFO asks about margin by product — all from the same plain-English interface, no analyst in the loop.
Frequently asked questions
Do I need an analyst or SQL skills to use Ultra BI?
No. Ultra BI is built for finance and RevOps teams without a dedicated analyst. You ask in plain English and it generates the report and the query, which finance can inspect to verify every figure.
Which finance sources does Ultra BI connect to?
Common finance stacks: Stripe, QuickBooks, CRM tools like HubSpot, and your database. See the full data sources list.
Can finance trust an AI-generated report?
Yes, because it isn't a black box. Ultra BI shows the exact query behind every number, so finance can audit how a figure was produced and reconcile it against the source system.
How is this different from the reports in QuickBooks or Stripe?
Those tools each report on their own data. Ultra BI blends them and generates a full report — charts plus a written explanation — for any question, so you can tie billing, accounting, and pipeline together in one view.
Related
See your financials in plain English
Connect Stripe and QuickBooks, then ask your first question. A full, inspectable report comes back in seconds.