Sapien provides an agentic analytics platform that connects directly to enterprise data sources for finance and operating teams. This platform uses AI agents to explain data changes, identify growth levers, and automate complex financial analysis and reporting. The system enables rapid onboarding and delivers proactive insights to drive profit optimization across various industries.
Funding
$8.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
5OFounders
Product
Problem
Finance and operations teams often struggle with complex, siloed ERP and operational data, requiring manual Excel or BI processes that are time‑consuming, error‑prone, and lack auditability. This hampers timely variance analysis, margin insight, and root‑cause investigation, especially for multi‑site or multi‑product organizations.
Solution
Sapien provides an AI‑native analytics platform that connects directly to a company’s ERP, finance, and operational data sources without extensive data engineering. The system builds a contextual model of the organization’s structure, enabling natural‑language queries that return explainable, drill‑down results with full data lineage. By separating data retrieval from precise mathematical computation, Sapien ensures exact calculations while showing the underlying source transactions for verification. The platform supports automated recurring reports, driver‑based forecasts, anomaly detection, and ad‑hoc analysis across functions such as variance analysis, gross margin, inventory allocation, and multi‑location performance. Security is enforced through SOC 2 Type II certification, fine‑grained RBAC, row‑level security, and end‑to‑end encryption, keeping all data within the customer’s environment.
Target Audience
Primary customers are finance, FP&A, and operations teams in mid‑size to large enterprises that need fast, auditable analytics across complex, multi‑site or multi‑product data environments.
Features
- Direct integration with ERP, CRM, work order, and procurement systems, mapping organizational hierarchy for context‑aware analysis
- Natural‑language query interface that returns explainable answers with click‑through source transaction traceability
- Precise math engine that separates AI data retrieval from exact calculations, guaranteeing audit‑ready results
- Automated recurring modules (e.g., monthly P&L, variance reports, driver‑based forecasts) that recalculate on demand in minutes
- Anomaly detection and proactive insight generation to surface risks before period close
- SOC 2 Type II audited security, role‑based and row‑level access controls, SSO/SAML integration, and AES‑256/TLS encryption
- Multi‑cloud deployment options (VPC or private tenancy) allowing data to remain in the customer’s environment