From disconnected systems to trusted decisions.

How it works

Connect. Reconcile. Context. Act.

1. 01

   Connect

   Keep the systems you already use.

   Bring finance, CRM, ERP, spreadsheets, and operating systems into one workspace without a rip-and-replace project.

   • ERP, CRM, finance, and file connectors
   • Scheduled source refreshes
   • Workspace-isolated data
2. 02

   Reconcile

   Make inconsistent records agree.

   Clean, match, and reconcile customers, vendors, accounts, and business definitions while preserving the source trail.

   • Cross-system entity matching
   • Reusable metric definitions
   • Reviewable source lineage
3. 03

   Context

   Give AI the context behind every number.

   Organize data, definitions, lineage, and permissions into a governed context layer so AI can interpret the business correctly.

   • Business definitions and relationships
   • Source lineage and evidence
   • Permission-aware AI context
4. 04

   Act

   Turn trusted data into daily decisions.

   Give teams dashboards, recurring reports, alerts, and plain-language analysis built from the same reconciled data.

   • Live dashboards and reports
   • Scheduled monitoring
   • Self-service questions with evidence

See it in action

One place to turn connected data into useful work.

Explore the foundation, controls, shared business definitions, and analytics that keep every output consistent.

Reporting & Analysis

Governance

Business Definitions

Connected Data

Capabilities

Reporting & Analysis

Dashboards, recurring reports, alerts, and questions powered by the same trusted data.

Governance

Control what data goes where. Policies enforced once, honored by every team, agent, and tool.

Business Definitions

Reviewed entities, metrics, and business rules keep every report and answer consistent.

Connected Data

Connect every system. We unify and clean your data into one trusted source of truth.

app.permute.ai

Any insight. One platform.

Dashboards, agents, chat, and reports powered by your trusted layer.

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Revenue & cash, reconciled

HubSpot deals tied to QuickBooks invoices and cash, from closed-won to collected, in one pane.

Open dashboard

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Two subsidiaries, one P&L

Consolidate two QuickBooks instances into joint revenue, costs, and AR with per-entity drill-in.

Open dashboard

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Food ops, end-to-end

A meal-kit COO pane: SKUs, inventory cover, supplier reliability, and subscriber movement in one view.

Open dashboard

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Marketing pulse, end-to-end

A CMO pane: channel mix, campaigns, flows, and the on-site funnel, with every metric clickable for detail.

Open dashboard

Control what data goes where

Policies enforced once, honored by every team, agent, and tool.

Data Sources

Your data

HubSpot

Stripe

Governed datasets

• Marketing dataset

  5 HubSpot tables

• Finance dataset

  Revenue + costs

• Analytics dataset

  Aggregated, no PII

Every team & agent

ExecutivesCan see everything

Marketing ContractorOnly access to 5 tables in HubSpot

AI agentsAnalytics dataset only

Claude Code or CursorAnalytics dataset only

Keep every number consistent

Define your entities, metrics, and rules once so reports and answers use the same reviewed logic.

Foundation tables

customers

12,480 rows

orders

84,901 rows

invoices

76,233 rows

payments

71,508 rows

employees

412 rows

Reviewed business definitions

revenue

Recognized invoice total, net of refunds and credits, in USD.

customer_churn

Customers with no order in 90 days divided by total active customers.

arr

MRR × 12, including expansion, excluding one-time fees.

active_customer

Placed at least one paid order in the trailing 30 days.

One source of truth

Every system reconciled into one trusted record per entity.

Scattered data

Salesforce

HubSpot

Stripe

Your stack

Unified Foundation

T

customers4 rows · unified

customer_id	name	revenue	stage	updated_at
cust_4821	Acme Corp	$48,200	closed-won	2025-01-15
cust_4822	Northwind	$56,000	closed-won	2025-02-18
cust_4823	Globex	$64,400	expansion	2025-03-22
cust_4824	Initech	$72,150	closed-won	2025-04-08