All use cases
Finance

Your AI Finance Analyst

Connect Stripe, Chargebee, QuickBooks, Xero, Google Sheets, CSV exports, and your warehouse. Ask plain-English finance questions, save the useful views, set watches on key metrics, and share snapshot dashboards with leadership.

Finance teamsFP&A leadsCFO staffFounders
Spark — Finance Reporting
MRR

$148K

+6.3%

Burn Rate

$62K

-4.1%

Collections

94%

+2.8pp

Monthly Revenue

Top Sources

Stripe
Chargebee
QuickBooks
Xero

0%

faster monthly reporting

0h

hours saved per FP&A cycle

0

dashboard for all stakeholders

The challenge

Why Finance and FP&A teams need a better way

Monthly reporting lives across exports, spreadsheets, and ad hoc SQL

Connect all sources in one workspace and ask questions directly

Leadership asks follow-up questions after every board or forecast review

Share a live dashboard they can drill into without waiting on your team

The same KPI deck gets rebuilt every week instead of reused

Save answers as dashboards once, then reuse and share every cycle

How it works

Four steps from question to dashboard

01

Connect billing, accounting, warehouse, and spreadsheet sources

02

Ask finance questions in plain English and save the useful answers

03

Turn recurring views into dashboards for leadership and operations

04

Set watches on the metrics that should trigger a conversation

What it looks like

See Spark in action

Analyzing data

Monthly Revenue

JulAugSepOctNovDec
01

Ask finance questions in plain English

Type "Why did net revenue change this month?" and get a chart-ready answer with the data behind it.

Weekly Dashboard
Saved

MRR

$148K

+6.3%

Burn Rate

$62K

-4.1%

Trend

Pinned to dashboard
02

Save recurring views as dashboards

Pin the monthly ARR, burn, and collections view once. Reuse it every week without rebuilding.

Metric Watches

MRR dropped below $140K target

Triggered 3h ago — $138K

Cash collections above 90%

Last checked 20m ago — 94%

Overdue invoices trending up

03

Watch the metrics that matter

Set a threshold on MRR, cash collections, or overdue invoices. Spark snapshots changes and flags what moved.

Monthly Revenue
+25% QoQ
$118K
Sep
$126K
Oct
$121K
Nov
$148K
Dec

Insight: December MRR grew 22% vs November, driven by annual renewals and expansion.

04

Charts that explain, not just display

Spark generates charts with context — comparisons, period-over-period, and trend annotations built in.

Start free — no credit card, no setup call.

Start free

Integrations

Connect the tools you already use

Spark connects to databases, SaaS platforms, spreadsheets, and files. Use them all together in the same workspace.

Stripe
Chargebee
QuickBooks
Xero
Google Sheets
CSV exports
Excel files
PostgreSQL
BigQuery
Snowflake
MySQL
30+
more

What teams say

Real results from real teams

60% fasterMonthly close reporting

We used to spend two days stitching billing exports and spreadsheets. Now the finance team gets the same view in a few questions.

SM

Sarah Mitchell

FP&A Lead at Meridian SaaS

2 days savedPer board reporting cycle

Leadership stopped asking for ad hoc reports. They just open the shared dashboard and drill into whatever they need.

JP

James Park

CFO at Canopy Analytics

Why Spark

Spark vs. traditional approach

Ask questions in natural language

Spark AI

Built-in AI chat

Traditional

Write SQL or build formulas

Combine billing + accounting data

Spark AI

Connect both in one workspace

Traditional

Export and merge in spreadsheets

Reusable dashboards

Spark AI

Save from any answer

Traditional

Rebuild manually each cycle

Metric watches with alerts

Spark AI

Set thresholds, auto-snapshot

Traditional

Check manually or build scripts

Share with leadership

Spark AI

Link or embed, no re-run needed

Traditional

Screenshot or export to slides

Security and trust

Your data stays private and protected

Spark is designed for teams that care about data security. Credentials are encrypted, access is scoped, and shared views never expose raw connection details.

AES-256-GCM encryption

All connection credentials are encrypted at rest using AES-256-GCM with per-record initialization vectors.

Role-based access

Workspace members see only the connections, documents, and dashboards their role allows.

Password-protected links

Shared dashboards and public links can require a password before anyone views the data.

Query transparency

Every AI-generated query is visible and inspectable. Nothing runs without your data sources approving the connection.

Team-scoped workspaces

Each workspace is isolated. Data sources, documents, and dashboards never leak across teams.

Allowed-domain embeds

Embedded dashboards only render on domains you explicitly allow. No unauthorized embedding.

FAQ

Common questions about finance workflows

Answers to the questions teams ask when evaluating whether Spark is the right fit for this workflow.

Ready to simplify your finance reporting?

Connect your billing and accounting sources, ask the first question, and save the answer as a dashboard your team can reuse.