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Data, AI & Platform

Understand the whole business.

BI dashboards over the other products, a lakehouse, users and access, and importers. AI assistants, API and workflows are coming soon, once they meet the production criteria.

  • 10 modules
Grupo Vértice’s Data & AI dashboard. Assistants and workflows are still in preview.Grupo Vértice · fictional company · illustrative data

What Data & AI does

  1. Intelligence · Dashboards

    A dashboard for every question.

    Dashboards saved per company, on live cubes of Commercial’s recurring revenue, Treasury’s cash and People’s headcount. With no data, the cube stays empty: never invented.

    Each cube reads a product only when your company holds both the Data & AI license and that product’s, and switches on the link between them.

    Grupo Vértice’s BI dashboards and the live-cubes area, still empty because no link has been switched on.

    Grupo Vértice’s dashboards. The cubes appear when the company switches on the links.

    Grupo Vértice’s BI dashboards and the live-cubes area, still empty because no link has been switched on.
    Grupo Vértice’s dashboards. The cubes appear when the company switches on the links.Grupo Vértice · fictional company · illustrative data
  2. Data · Lakehouse

    Every table bound to your company.

    The lakehouse catalog lists the company’s tables with database, schema, rows and size. Every transaction is bound to a single company; if the binding fails, the request stops.

    Grupo Vértice’s lakehouse catalog with the people, invoices, leads, inventory and tickets tables.

    Grupo Vértice’s data catalog, table by table.

    Grupo Vértice’s lakehouse catalog with the people, invoices, leads, inventory and tickets tables.
    Grupo Vértice’s data catalog, table by table.Grupo Vértice · fictional company · illustrative data
  3. Platform & API · Importers

    Bring over what the old system holds.

    The importers read Omie, Conta Azul, Nibo, QuickBooks and spreadsheets, and bring customers, suppliers, invoices, payables, opening balances and the chart of accounts. Every import counts the rows it read from the file.

    Grupo Vértice’s importers with jobs from Omie, Conta Azul and a spreadsheet, each with its status and the records read.

    Grupo Vértice’s import jobs, by source.

    Grupo Vértice’s importers with jobs from Omie, Conta Azul and a spreadsheet, each with its status and the records read.
    Grupo Vértice’s import jobs, by source.Grupo Vértice · fictional company · illustrative data
  4. Intelligence · Assistants

    AI only when it is ready.

    AI assistants, API and workflows already appear in the menu, but stay out of production until they store data durably, isolate each company and record every operation. The screen says so, and simulates nothing.

    coming soon
    The Data & AI Assistants screen saying the module is switched off in production and listing what remains before release.

    Grupo Vértice’s Assistants, still in preview: the screen shows what remains before release.

    The Data & AI Assistants screen saying the module is switched off in production and listing what remains before release.
    Grupo Vértice’s Assistants, still in preview: the screen shows what remains before release.Grupo Vértice · fictional company · illustrative data

10 modules, as the product shows them.

The same groups and the same names as the Data & AI menu.

Intelligence

  • DashboardsSaved BI dashboards and live cubes of revenue, cash and headcount.
  • AssistantsAI assistants over the company’s data.coming soon

Data

  • LakehouseThe catalog of the company’s tables, with database, schema, rows and size.

Identity & Access

  • Users & accessThe directory of who accesses the company, with role, last access and status.

Platform & API

  • Platform readinessEach connector’s prerequisites, configured or not, without showing a single secret.
  • APIPublic API, keys and webhooks.coming soon
  • WorkflowsIntegration flows between systems.coming soon
  • ImportersOmie, Conta Azul, Nibo, QuickBooks and spreadsheets, with the rows read from each file.

Devices

  • DevicesManagement of the company’s devices.coming soon
  • Mobile appsThe platform’s mobile apps.coming soon

Modules marked “coming soon” are not yet in production.

On the same base as the other products.

Data & AI reads the other products’ numbers through the cubes your company authorizes, with both licenses active and the link switched on.

Only events that already take effect in the receiving product appear here. CPF, CNPJ, phone, Pix key and address stay out of events between products.

How the products talk

Common questions

Does Data & AI have AI assistants yet?

Not in production yet. Assistants, API and workflows are coming soon: they go live only when they store data durably, isolate each company and record every operation.

Which products does BI read its numbers from?

Today, Commercial’s recurring revenue, Treasury’s cash and People’s headcount. Each cube requires both licenses and the link your company switches on; without them, it stays empty.

Can I bring over the data from the system I use today?

The financial data, yes. The importers bring customers, suppliers, invoices, payables, opening balances and the chart of accounts from Omie, Conta Azul, Nibo, QuickBooks or a spreadsheet.

Who controls access to the data?

Your company. Every Data & AI route requires the active license, every transaction is bound to a single company, and the directory shows who has access, with role and last access.

Where does the company’s AI policy live?

In Compliance. Every AI use goes through your company’s policy: enablement per capability, a monthly cost cap and automatic shutdown if accuracy drops.

Where is the data stored?

In São Paulo, with each company isolated from the others by the database itself.

Your whole operation. One light.