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Ask your data a question. Get a chart back.

MissionInsights connects to your databases and documents and answers questions in plain language: a table, a chart, a written insight, each one ready to pin to a dashboard. No SQL required.

  • No SQL required
  • Charts and dashboards
  • Document chat
  • Your own database

Illustration of MissionInsights answering a question about department spending with a chart and an insight, with buttons to save the question and send the chart to a dashboard.

Chat assistantFinanceSaved questions
Which departments went over their Q2 budget, and by how much?

Three of eleven departments exceeded their Q2 budget. Facilities is furthest over:

Q2 spend against budget, over-budget departments

Bar chart
  • Facilities118%
  • Field operations109%
  • Training104%

Insight: Facilities overspend is concentrated in maintenance contracts renewed in May. The other eight departments are under budget by 3 to 12%.

Send to dashboardSave question

Ask a question about your data…

Ask

Questions in plain language

Type the question the way you would ask a colleague. MissionInsights writes the query, runs it against your data and answers with the right kind of chart.

Illustration of the AI insights panel: an executive summary, key findings and data trends generated for a chart.

AI-powered insights

Q2 spend against budget

Generated just now

Executive summary

Spending is within budget overall at 97%, with three departments over and maintenance contracts driving most of the variance.

Key findings

  • HighFacilities maintenance contracts up 31% on Q1.
  • MediumField operations overtime rose in June.

Data trends

Monthly spend has climbed for four consecutive months in Facilities and is flat elsewhere.

Saved to Finance · Budget questionsSend to dashboard
  • Plain-language questions

    Ask in ordinary words. The assistant turns the question into a query against your connected data and answers from the result, not from a guess.

  • Charts chosen automatically

    Bar, line, pie or scatter, picked to fit the answer. Any chart can be sent to a dashboard in one click.

  • AI-powered insights

    For any chart or widget: an executive summary, key findings ranked by importance, and the trends in the data.

  • Saved questions

    Bookmark a question and it joins a library organized by category, so the Monday question is one click on Monday.

  • Document chat

    Upload PDFs and Office documents and ask across them. Answers come from the documents you uploaded.

  • Notes

    Attach notes to a question or a visualization, so the context travels with the answer.

Dashboards

Pin the answers you keep

Dashboards are built from the questions you asked. Widgets, charts, custom tables and reports sit on a grid you arrange by dragging, organized by category.

Illustration of a MissionInsights dashboard: a category header, two chart widgets, a custom table and a text widget on a grid.

Finance overview

Finance · Recently accessed

SummaryBy department

Spend by month

  • Apr$1.9M
  • May$2.4M
  • Jun$2.1M

Budget used

97%

of $6.6M through Q2

Over-budget departments

Custom table · 3 records
DepartmentBudgetSpent
Facilities$820K$968K
Field operations$1.1M$1.2M

Q2 budget report

ExportOpen report

Custom report · updated with the latest data each time it opens

  • Dashboards by category

    Each dashboard has a category, a description and tabs. The home screen shows what you opened recently and lets you browse the rest.

  • Widgets and charts

    Drag widgets into place on the grid, resize them, and give a widget tabs when one question has several answers.

  • Custom tables

    Build your own tables with the fields you need, search and filter them, and add records without leaving the dashboard.

  • Custom reports

    Save a report template once and open it with current data every time.

  • Dynamic tables

    Multi-level tables for data that nests: programs under portfolios, line items under contracts.

  • Export

    Take any result out as CSV, JSON or Excel.

Your data

Connected, documented, yours

MissionInsights runs against your database, or against spreadsheets you import, in an environment of your own.

Illustration of the management screens: connected tables with record counts, an Excel import in progress, documents uploaded and the agents configured for this tenant.

Management

finance.missioninsights.ai · own database

PostgreSQL
  • Data browser14 tables · expenses, 48,210 records
  • Excel importvendor_contracts.xlsx · 1,204 rowsCompleted
  • Data dictionary212 fields documented
  • Documents36 uploaded · document chat on
  • AgentsRouterAgent · 4 specialists
  • User rolesAdmin, Analyst, Viewer
Feature flags set per tenantNew import
  • Your own database

    Each organization has its own data database, PostgreSQL or SQL Server, at its own web address. Nothing is pooled.

  • Excel import

    Bring a spreadsheet in and it becomes a table you can ask questions of.

  • Data dictionary

    Every field documented and searchable, so the assistant and your analysts agree on what a column means.

  • Data browser

    Browse tables, look at records and add one, with the schema alongside.

  • Agents you configure

    A router agent directs each question to a specialist agent. Agents are configured per organization in the interface and reload without a deployment.

  • Roles and feature flags

    Manage user roles, and switch features such as document chat, custom tables and Excel import on per organization.

Where it fits

For any team that answers questions from data and is tired of waiting for someone to write the query.

  • Finance and budget offices

    Spend against budget, variance by department, the contracts behind the variance.

  • Program and operations teams

    Throughput, backlog and performance by unit, asked as they come up.

  • IT portfolio owners

    Systems, components and investments by category, on dashboards each stakeholder group can read.

  • Leadership

    A dashboard of the questions that get asked every week, current whenever it is opened.

Bring us a question you cannot get answered