One platform.
Your industry's
expertise built in.

Tablize learns the way your industry works — the formulas, the workflows, the metrics that matter. Tell it your sector, and the agent knows what to do when you say "run the numbers."

Finance Excel / CSV export from Wind, Capital IQ, or manual input

Investment Banking & PE

DCF valuations, comparable company analysis, sensitivity matrices, and quick multiples — all through conversation. Upload a financial model or a raw data export, and the agent walks you through the standard workflow: assumptions, FCFF, WACC, terminal value, and a valuation dashboard at the end.

DCF valuation

Upload historicals, set assumptions, get enterprise value + sensitivity matrix in minutes

Comparable analysis

Batch-compute EV/EBITDA, P/E, P/S across a peer set with median, mean, and quartile stats

Quick multiples

"Revenue is 700M, 10x EV/Revenue — what's the EV?" Instant calculation, no setup

Sensitivity analysis

WACC × growth rate matrix, rendered as a heatmap dashboard

M&A accretion / dilution

Pro-forma EPS impact of a deal at different exchange ratios

Scenario modeling

Bull / base / bear cases with parameter sweeps across any assumption

Try this prompt "I have 3 years of financials for a target company. Help me run a DCF with WACC around 10% and see how the valuation changes if revenue growth drops to 8%."

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Quantitative Trading Exchange API key (Binance, OKX) or CSV export of OHLCV data

Traders & quantitative researchers

Connect exchange APIs, import historical data, and ask. The agent computes indicators, screens for signals, monitors your watchlist, and delivers a morning briefing — so you research faster and never miss a move. No backtesting engine, no order execution — just the data analysis layer that makes everything else sharper.

Market data sync

Binance, CoinGecko, or any REST API — K-lines, tickers, and on-chain data auto-synced on a schedule

Technical indicators

RSI, MACD, Bollinger Bands, moving averages — computed with pandas and ta-lib, no manual coding

Factor screening

"Show me tokens with RSI below 30 and positive volume divergence" — multi-condition filters in plain language

Correlation analysis

Rolling correlations across assets, time windows, and market regimes — with heatmap dashboards

Price alerts & watches

"Ping me when BTC drops 5% in a day" — automated watchers on any SQL condition

Morning briefing

Scheduled daily report: overnight moves, top gainers/losers, volatility spikes, indicator triggers

Try this prompt "Pull BTC and ETH hourly candles for the last 90 days. Compute 14-period RSI and flag every time both were oversold at the same time. What happened to price in the 5 days after?"

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E-Commerce Shopify / Amazon / TikTok Shop / Stripe sync or CSV export

Sellers & DTC brands

26 connectors cover the full e-commerce stack — Shopify, Amazon, TikTok Shop, eBay, Etsy, Walmart, plus 5 ad platforms, 3 shipping providers, and 4 payment processors. Connect everything, ask the agent for real profit by SKU, cross-platform ad ROI, and inventory alerts. Starting at $20/mo — a fraction of Triple Whale or Daasity.

Profit by SKU

Revenue minus COGS, shipping, ad spend, and platform fees — across every channel

Cross-platform comparison

Same SKU on Amazon vs Shopify vs TikTok Shop — revenue, margin, return rate side by side

Ad ROI across channels

Google + Meta + TikTok + Amazon Ads unified — true ROAS, not self-reported

Inventory alerts

"Alert me when any SKU has less than 7 days of stock" — automated watchers

Customer cohorts

Retention curves by acquisition month, source, and first-purchase category

Automated weekly reports

Monday morning P&L, ad efficiency, and inventory warnings — delivered on schedule

Try this prompt "Show me net profit margin by SKU for the last 30 days. Include COGS, ad spend, platform fees, and shipping. Flag anything below 15%."

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SaaS Stripe sync or billing export CSV

SaaS & subscription businesses

The metrics your board asks for — MRR, ARR, churn, LTV, CAC payback — computed from your payments data, not a $500/mo analytics tool. Connect Stripe or upload a subscription export, and the agent builds your metrics stack.

MRR / ARR tracking

New, expansion, contraction, and churned MRR broken down by month

Churn analysis

Logo churn, revenue churn, and cohort-level retention curves

LTV / CAC ratio

Lifetime value vs acquisition cost with payback period

Cohort analysis

Revenue and engagement by signup cohort over time

Trial conversion

Free → paid conversion rates segmented by plan, source, or feature usage

Usage-based billing

Metered usage aggregation, overage detection, and billing reconciliation

Try this prompt "Connect my Stripe data and build a dashboard showing MRR trend, churn rate, and net revenue retention for the last 12 months."

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Manufacturing MQTT broker, sensor CSV, or production logs

Factories & industrial operations

Connect MQTT sensors, cameras, and production logs. The agent watches your floor 24/7 — temperature drifts, vibration anomalies, output gaps — and pings you only when something needs attention. No SCADA license required.

Sensor monitoring

MQTT device binding, real-time telemetry, and threshold alerts

Production efficiency

OEE, cycle time, and yield rate from production log data

Predictive maintenance

Vibration and temperature trend analysis to catch failures early

Spatial dashboards

Floor plan overlay showing all device status at a glance

Quality control

Defect rate tracking with root cause drill-down by line, shift, or batch

Energy monitoring

Power consumption by machine, line, or shift with anomaly detection

Try this prompt "Bind CNC-001 temperature sensor and alert me if it stays above 65°C for more than 10 minutes."

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Advertising Google Ads / Meta Ads / TikTok Ads account (OAuth)

Paid media & ad operations

Connect Google Ads, Meta Ads, TikTok Ads — the agent pulls all your campaign data into one database and answers cross-platform questions instantly. Which channel has the lowest CPA? Where is the budget wasting? What changed this week? One conversation, not three dashboards.

Cross-platform sync

Google Ads, Meta Ads, TikTok Ads, Amazon Ads — all synced daily into one database

ROAS & CPA analysis

Cross-platform metrics computed in one query, drill down by campaign, ad group, or keyword

Budget allocation

"Where should my next dollar go?" — join ad data with Shopify orders for true ROI

Search term mining

Find wasted spend and keyword opportunities in your search term reports

Anomaly alerts

Get notified when CPA spikes, spend pacing is off, or conversions drop

Weekly briefing

Automated cross-platform report delivered to Slack every Monday morning

Try this prompt "Compare my Google Ads and Meta Ads ROAS for the last 7 days. Flag any campaign with CPA above $50."

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Logistics WMS export, ShipStation sync, or shipping CSV

Supply chain & warehousing

Inventory turns, order lead times, warehouse utilization, carrier performance — the questions that used to take a BI team half a day. Upload your WMS export or connect your shipping API, and ask.

Inventory turnover

Days of inventory, slow-movers, and dead stock identification

Order lead time

End-to-end fulfillment time by warehouse, carrier, or destination

Warehouse utilization

Space and labor efficiency with peak/off-peak comparisons

Carrier performance

On-time delivery rate, damage rate, and cost per shipment by carrier

Demand forecasting

Time-series forecast for SKU-level demand based on historical patterns

Shipping cost analysis

Cost breakdown by route, weight band, and service level

Try this prompt "Which SKUs haven't moved in 90 days? Show me dead stock by warehouse and estimated carrying cost."

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Don't see your industry?

Tablize works with any structured data. The industries above are pre-configured starting points — but the platform handles anything you can put in a spreadsheet or a database. Real estate, education, energy, agriculture, hospitality — if you have data and questions, Tablize can help.

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Your data already knows
the answer. Ask it.

Pick your industry, drop in a file, and ask the question you'd normally spend an afternoon on. See what comes back in two minutes.