Built for accuracy, speed and security
Everything Summarix does, in one place.
Data in, from anywhere
Upload CSV and Excel files, connect SQL Server, PostgreSQL or MySQL, sync your business apps, or push rows through the REST API.
- Google Sheets, Stripe, Shopify, WooCommerce, HubSpot, Pipedrive, Airtable, Notion, monday.com, Jira, Zendesk, Freshdesk, Mailchimp, GitHub
- Zapier, Make, n8n & Power Automate push — thousands more apps
- Hourly, daily or weekly auto-refresh
- Read-only, sandboxed SQL · encrypted credentials (AES-256-GCM)
AI that doesn't make numbers up
The AI decides which KPIs and charts matter. Our engine computes every figure directly from your data, then the AI explains it.
- Structured, schema-validated AI output
- Executive summary, insights & recommendations
- Data-quality caveats flagged automatically
- PII masked before anything leaves your workspace
Interactive dashboards
Every report is a live dashboard with modern charts, dark mode, and a layout you can rearrange before exporting.
- Bar, line, area and pie charts
- Drag-and-drop widget ordering
- Export to branded PDF, HTML, CSV or JSON
- White-label logo & brand colours (Professional+)
Call intelligence
Plug in your phone system's API key and every recorded call is transcribed and summarised automatically — then roll calls up into trend reports.
- Twilio, RingCentral, Zoom Phone, Aircall, Dialpad, 3CX, Telnyx, Plivo, Vonage — or any PBX via webhook
- Summary, sentiment, outcome, action items and follow-ups for every call
- Agent coaching scores and compliance flags
- Upload voicemails or meeting audio too
Chat with your data
Ask follow-up questions in plain English and get streaming answers grounded in your report and dataset.
- “Which region underperformed and why?”
- “Suggest a better chart for this”
- Conversation history saved per report
- Prompt-injection protection on all data
Automation & collaboration
Schedule recurring reports and work together in shared workspaces with role-based access.
- Daily, weekly or monthly scheduled email reports (PDF attached)
- Post results to Slack, Teams, Discord or any webhook
- Owner, Admin, Editor and Viewer roles
- Full audit trail with CSV export
- Background job queue — no timeouts on big reports