Transform Your Financial Analytics with AI Precision

Streamline financial data integration and analysis, delivering real-time insights without the need for extensive IT support.
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What type of agencies

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E-commerce
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SaaS and Tech
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Healthcare
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Financial Services
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Retail
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Manufacturing

AI Financial Data Analysis

Reduce manual data handling and focus on strategic financial planning.

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  • Automated Financial Reporting: Generate comprehensive financial reports effortlessly, allowing your team to concentrate on strategic initiatives
  • Real-Time Financial Insights: Access current financial data to make informed decisions promptly, enhancing responsiveness in dynamic markets
  • User-Friendly Data Management: Analyze and manage financial data without the need for coding or IT assistance, streamlining workflows.
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Features Designed for Financial Excellence

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AI-Generated Financial Presentations

Blend and analyze financial data using familiar spreadsheet logic, eliminating the need for SQL knowledge

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Spreadsheet-Based Data Manipulation

Connect CRM, marketing automation, ad platforms, and analytics to create a single source of truth

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Seamless Data Integration

Connect multiple financial data sources, including APIs, databases, and spreadsheets, with AI-enabled connections, ensuring a comprehensive view of your financial operations

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Automated Snapshotting

Track and analyze financial changes over time without manual intervention, providing historical context and trend analysis to inform strategic decisions

AI-Powered Solutions for Financial Operations

Learn All Use Cases
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Customer Data Platform

Simplify multi-touch attribution, audience segmentation, and campaign targeting with a lightweight Customer Data Platform designed for marketing and operations teams

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Customer Success

Automate QBRs, uncover actionable insights, and deliver results—all in one powerful platform

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Pipeline Performance

Monitor and enhance your sales pipeline's performance with Pipeline Performance . This provides a dynamic overview of the entire sales pipeline, tracking leads from initial contact through to deal closure.

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Revenue and Pipeline Attribution

Accurately attribute revenue across different marketing and sales activities with Revenue and Pipeline Attribution . Designed for B2B SaaS companies, this tracks customer interactions from first touch to deal closure, enabling teams to understand which activities drive the most revenue and contribute to pipeline health.

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MRR Dashboard

Monitor your Monthly Recurring Revenue (MRR) trends with comprehensive MRR Dashboard . This allows you to view MRR growth, churn, and new sign-ups in real-time, providing actionable insights to drive revenue optimization strategies.

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LTV and CAC Deep Dive

Delve into the lifetime value (LTV) and customer acquisition cost (CAC) metrics with LTV and CAC Deep Dive . This provides an in-depth analysis to help businesses understand profitability and optimize marketing spend, facilitating a comparative analysis to ensure sustainable growth.

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Leading & Lagging Indicators

Monitor both leading (predictive) and lagging (outcome-based) indicators to gauge your business health and forecast future performance with Leading & Lagging Indicators . This enables teams to balance short-term results with long-term strategies effectively.

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RevOps Audit

Conduct in-depth auditing of your revenue operations with Rev Ops Audit . This assists teams in evaluating their processes, tools, and strategies to ensure they are optimized for maximum revenue generation. It features comprehensive checklists and assessment tools tailored to rev ops standards.

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QBR Deck

Create thorough and impactful presentations for your Quarterly Business Reviews (QBRs) with QBR Deck Template. Designed for B2B SaaS companies, this template provides a structured format to present key performance metrics, strategic updates, financial performance, and future plans to stakeholders and clients.

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Board Deck

Create compelling and comprehensive presentations for your board meetings with Board Deck Template. Designed for B2B SaaS companies, this template provides a structured format to showcase key metrics, strategic updates, financial performance, and business insights in a professional and visually appealing manner.

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PE and VC

Understand how your portfolio companies are tracking on sales and finance targets - and compare how portfolio companies are doing, all in one centralized location

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Pipeline Waterfall

Stay on top of your team’s pipeline generation and progression. Made with data scooped out of your CRM (no matter which one you use).

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MRR Waterfall

Gain a holistic view of monthly recurring revenue and how it’s growing. Made with data scooped out of your CRM and ERP if you have one (no matter which you use).

Seamlessly Connect With the Tools
You Already Use

See All Data Sources

Accounting

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ERP

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Real Estate

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Reporting

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CRM

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what our users say
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Everyone from line-of-business leaders to CEOs should be able to solve problems with the most complete and current data available, but that hasn’t been possible until now, Scoop combines the power of traditional tools with the ease of use of spreadsheets, enabling our operations teams and execs to immediately work with any data in our business using only the spreadsheet skills they already have.
Scott Whitaker
Head of Finance

Pricing

Trial

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$99
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Per Seat, Billed Annually
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Team

$149
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Per Seat, Billed Annually
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Enterprise

Custom Price
Billed Annually
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See Scoop in action

Bring your data to life with AI-powered presentations—start your free trial of Scoop.
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