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 companies

E-commerce

Retail

Manufacturing

SaaS and Tech

Healthcare

Financial Services

AI Financial Data Analysis

Reduce manual data handling and focus on strategic financial planning.

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.

Features Designed for Financial Excellence

AI-Generated Financial Presentations

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

Spreadsheet-Based Data Manipulation

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

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

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

Buyer Persona Analysis

Develop in-depth buyer personas with Buyer Persona Analysis . This assists marketing and sales teams in creating detailed profiles based on demographic, psychographic, and behavioral data collected from various customer interactions and research efforts.

Event ROI

Evaluate the return on investment for each event with comprehensive Event ROI . This allows event planners and marketing teams to track expenses, participant engagement, lead generation, and subsequent conversions from conferences, webinars, and other marketing events.

Sequence Performance

Evaluate the effectiveness of your email sequences and marketing campaigns with Sequence Performance . This tracks open rates, click-through rates, and conversions, providing insights into what works and what needs adjustment to improve engagement and results.

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.

GTM Data Hygiene

Ensure the cleanliness and accuracy of your go-to-market data with GTM Data Hygiene . This provides a structured approach to identifying and correcting data inconsistencies, duplicates, and gaps that can impact marketing and sales efforts.

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.

Marketing CPL

Gain a comprehensive understanding of your marketing costs and their impact on lead generation. This seamlessly integrates data from your CRM and other marketing tools to provide a clear view of your cost per lead (CPL) across different campaigns and channels.

Cohort Analysis

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).

Seamless Integration with Your Finance Stack

See All Data Sources

Accounting

ERP

Real Estate

Reporting

CRM

what our users say

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.