Describe it, don't build it
"Show pipeline by rep and stage" is all it takes. No formulas, no drag-and-drop.
EZReports · Dashboards & reports
Early accessAsk for the report.
Get it every week.
Describe what you want to see. EZReports builds the dashboard from your live business data, refreshes it on a schedule, keeps the same layout every time, and shares it only with the people who should see it.
Early access. All figures in this preview are sample data.
No analyst queueSame format, fresh numbersShared with the right people
Dashboard Interactive preview
EZReportsSample workspace
Revenue$842K
Closed deals143
Margin31.4%
OctNovDecJanFebMarApr
Try it: ask for a different view or period. The layout stays; the numbers change.
What you get
A real dashboard.
Not a one-off AI answer.
Reporting your team can come back to, refresh, share and improve.
Built on your live data
Pulls from the apps you've connected and stores it, so pages load fast and numbers stay consistent.
Refreshes itself
Hourly, daily or weekly — the numbers update in the background while the layout stays put.
Same format, every time
Company templates keep every report consistent, no matter who asked for it.
Change it by asking
"Add margin by region." The dashboard updates — and keeps the change.
Share safely
Share with a person, a team, the company or a client — with passwords, expiry dates and permissions.
Where it earns its place
Real jobs, real teams.
Sales
One pipeline view, read the same way
Pipeline, deal movement and activity in a dashboard everyone trusts.
Leadership
The same board pack, fresh numbers
A monthly management report that rebuilds itself without anyone reformatting slides.
Client service
Client reports worth sending
Clear client summaries behind a password, not an open link.
Part of the EZBI suite
Good reporting starts with connected, repeatable work.
Before you go further
Good questions.
Straight answers.
Is this just an AI-generated web page?
No. Dashbards read from stored data that refreshes on a schedule, and templates keep the layout consistent every time.
Does it replace Power BI?
For most day-to-day business reporting, it can. Heavily customised enterprise analytics may still call for a dedicated BI tool.
Can we share reports with clients?
Yes — with a password and an expiry date, or by adding them as named viewers.
For your IT team: how it works under the hood
Scheduled MCP calls load data from connected systems into a database; dashboards and reports read from that store rather than being regenerated as static pages. Templates keep structure consistent between runs. Sharing supports role-based access for internal groups, named individuals, and password-protected external links.
Start where the work is
You don't need more AI.
You need AI that fits.
Pick the problem that matters most today. Connect the rest when you're ready — everything is built to work together.