Meet Levy
Levy isn't just a chatbot. It's an applied intelligence layer that lives on top of your enterprise data warehouse transforming raw data into decision-ready insights.
Don't know what to ask?
Levy does.
The hardest part of using AI is the "Blank Canvas" problem. Levy solves this by proactively scanning your data to suggest high-impact queries tailored to your specific role and current financial status.
Context Aware
Levy creates a dynamic knowledge graph of your role (e.g., CFO vs Sales VP) to filter noise and surface relevant insights.
State-of-the-Art LLMs
Powered by a mixture-of-experts architecture, combining speed for simple queries and deep reasoning for complex analysis.
Zero-Shot Execution
Suggestions aren't just text—they are executable macros that trigger complex data pipelines instantly.
Proactive Nudging
It doesn't wait for you. Levy runs in the background and nudges you when metrics deviate from the plan.
Stop driving with the
rearview mirror.
Most finance tools only show you what happened yesterday. Levy acts as your Crystal Ball, using predictive modeling to show you where your financials are landing next quarter—before the month even ends.
Scenario Planning
Instantly toggle between Base, Best, and Worst-case scenarios. See how closing (or losing) that one big deal impacts your runway in real-time.
Confidence Scoring
Not all predictions are equal. Levy assigns a confidence score (0-100%) to every forecast based on data quality and historical volatility.
Anomaly Correction
Smart enough to ignore one-off events. If you had a random expense spike last July, Levy knows not to project that into your future burn rate.
Q3 Revenue ForecastBase Case
Growth aligns with historical seasonality.
Your 24/7 Financial
Watchdog.
Stop manually refreshing dashboards every morning. Levy monitors your entire financial stack in real-time and alerts you the second a critical event happens—whether you're at your desk or on the go.
Natural Language Rules
Set up complex alerts using plain English. Just tell Levy: "Alert me if burn rate exceeds $50k/month" or "Notify Sales VP if a deal > $100k gets stuck."
Multi-Channel Delivery
Get alerts where you actually work. Levy integrates deeply with Slack, Microsoft Teams, and Email so you never miss a beat.
Event-Driven Architecture
We hook directly into webhooks from Salesforce, Stripe, and Banks. This means zero latency—you know about the cash hit the moment the transaction clears.
Trust your numbers
completely.
Garbage in, garbage out. Levy acts as a strict health check for your entire data ecosystem. We verify that your ERPs, CRMs, and Data Warehouses are actually talking to each other—and alert you to broken schemas before they break your board deck.
Any Warehouse
Native connectors for Snowflake, BigQuery, Redshift, Postgres, and more. We meet your data where it lives.
Schema Guard
Detects upstream changes (like renamed fields) instantly and pauses syncs to prevent data corruption.
Data Freshness
Every report is stamped with a "Last Synced" time. Know exactly how fresh your data is down to the minute.
5.2% ($210k ARR)
Don't just track churn.
Prevent it.
Knowing how many customers left is reporting. Knowing why they left—and what you can do about it—is strategy. Levy analyzes exit surveys, usage data, and support tickets to pinpoint the root cause of revenue leak.
Root Cause Analysis
Automatically categorize churn into buckets: Pricing, Product Gaps, Poor Service, Involuntary (failed payments), and more.
Revenue Recovery
See exactly how much ARR you can save by fixing a specific issue, helping you prioritize your product roadmap.
Cohort Tracking
Identify if a specific vintage of customers (e.g., "Q1 Signups") is decaying faster than others.
Sales Alignment
Give Sales the ammo they need ("We fixed the API issue") to win back lost accounts.
Ready to Transform Your
Finance Operations?
Meet Levy—your AI finance partner that turns raw data into decision-ready insights, automates tedious workflows, and helps you stay ahead of the curve.
Join the waitlist