Gloree is a spreadsheet‑based platform that links finance and operations teams directly to their ERP, CRM, and warehouse systems. Users can ask natural‑language questions within the grid, and Gloree generates the necessary data joins and logic, then lets cells trigger automated workflows, alerts, and write‑backs to source systems, turning each cell into an actionable button.
Funding
Funding not disclosed
Founders
Product
Problem
Finance and operations teams often rely on separate tools for data extraction, analysis, and action, requiring manual data transfers between spreadsheets and ERP, CRM, or warehouse systems. This fragmented workflow leads to errors, delays, and a lack of auditability when insights are turned into operational actions.
Solution
Gloree provides a spreadsheet‑centric platform that connects directly to ERP, CRM, and data warehouse sources, turning each cell into an interactive element that can trigger workflows and write back to the source systems. Users pose natural‑language queries within the grid, and the engine automatically generates the necessary data joins and calculations, returning auditable results in the same spreadsheet view. The platform then enables immediate actions—such as alerts, updates, or workflow triggers—directly from the cell changes, keeping analysis, decision‑making, and execution tightly coupled without leaving the familiar spreadsheet environment.
Target Audience
Primary users are finance analysts, operations managers, and business intelligence teams who need to combine data analysis and execution within a single, familiar spreadsheet interface.
Features
- Direct, real‑time integration with major ERP, CRM, and data warehouse platforms (e.g., NetSuite, Salesforce, Snowflake, QuickBooks, BigQuery)
- Natural‑language query interface that auto‑generates joins, logic, and formulas within the spreadsheet grid
- Cell‑level action buttons that can launch workflows, send alerts, or write back results to source systems
- Full audit trail of generated formulas and data transformations for compliance and traceability
- AI‑driven engine embedded in the spreadsheet, eliminating the need for complex manual formulas or external plugins