Connect your SAP, Oracle, or Salesforce. Ask questions in plain English. Get answers in seconds — no SQL, no IT tickets, no 2-week wait.
You asked:
“Show me all customers with overdue invoices over $10K and alert me daily”
WealthSight found:
23 customers with overdue invoices totaling $847,500
Works with the tools you already use
Every day, smart business people depend on overwhelmed IT teams for simple tasks. It doesn't have to be this way.
Spreadsheets, ERPs, CRMs, project tools—no single source of truth. Manual exports lead to version chaos and inconsistent numbers.
Every new KPI view or alert becomes an IT ticket. Teams discover issues when it's already too late—missed invoices, overdue tasks, stockouts.
Hours spent copying data from emails, PDFs, and spreadsheets into systems. Poor data quality undermines trust in every report.
The good news?
There's finally a tool built for business users, not developers
Stop depending on IT for every report change. Stop drowning in manual data work. Take control of your business data.
One brain for all your tools
Link your ERP, CRM, and project tools—cloud or on-premise. WealthSight treats them as one searchable, queryable system.
Example
Show monthly revenue by region from SAP and HubSpot together
In plain English, not SQL
Describe what you need in everyday language. Get instant reports, dashboards, and proactive alerts without technical skills.
Example
Alert me if any invoice is overdue by 7+ days and value > $50K
Human-in-the-loop validation
Upload files or paste text. AI extracts and maps data to the right fields. You review and approve before anything is saved.
Example
Upload a contract PDF → AI proposes CRM updates → You approve
Unlike cloud-based tools that upload your sensitive business data, WealthSight runs entirely on your machine. Connect directly to your systems, run queries locally, and maintain complete control.
WealthSight is a desktop app that processes everything on your machine. No cloud uploads, no data leaving your network.
Every data change is reviewed and approved by you before being saved. No black-box automation fears.
Your database and API credentials are encrypted and stored locally. We never see or store your access keys.
Local Network Only
Zero data exposure. Perfect for companies with strict data governance and compliance requirements.
No lengthy training. No expensive consultants. Setup scales with your complexity.
Link to your ERP, CRM, databases, or project tools. Works with cloud and on-premise. One-time setup, secure credential storage.
SAP • Salesforce • Oracle • PostgreSQL • Jira
Describe reports, alerts, or data tasks in everyday language. No SQL, no coding, no technical knowledge needed.
Alert me if any project goes 10% over budget
AI proposes queries and data changes. You review, edit if needed, and approve. Nothing happens without your confirmation.
Preview → Edit → Approve → Done
Receive reports, dashboards, and proactive alerts. Add context to refine results—the AI gets smarter with every interaction.
Instant reports • Scheduled alerts • Continuous learning
That's it. Four simple steps. No IT involvement required.
Powerful features designed for real business needs—without the bloat or complexity.
ERPs, CRMs, databases, project tools. Cloud or on-premise. If it has an API or database, we connect to it.
Describe reports and alerts in plain English. No SQL, no coding, no technical knowledge required.
Desktop app processes everything on your machine. Your data never leaves your network.
Provide business context, AI refines queries over time. Gets smarter with every interaction.
Email, Slack, Teams, or in-app. Get notified where you work, when it matters.
Share reports, delegate alerts, control access. Built for teams, not just individuals.
Encrypted credentials, role-based access, audit trails. Built for compliance.
Connect your systems and get your first insight without a 6-month implementation. We handle onboarding with you.
See how teams across departments use WealthSight to catch problems before they become crises.
Your alert in plain English:
"Alert me if any customer invoice is overdue by more than 7 days and value exceeds $10,000"
Outcome
Catch payment delays before they become cash flow problems
These are just examples. You can create any alert you can describe.
You manage budgets, invoices, and reports across SAP, Oracle, and Salesforce. You're measured on accuracy and timeliness — not SQL skills. WealthSight was built for you.
Lives in ERP/CRM all day, hates depending on IT
You're measured on accuracy, timeliness, and cost savings—not on how technical you are. But every time you need a new report or alert, it's another IT ticket and weeks of waiting.
We're onboarding 3 companies this quarter. You'd be one of the first.
As a founding customer, you get early access at our best-ever pricing — plus a direct line to the team building the product. This isn't a free trial that expires. It's a partnership.
Our lowest price, guaranteed. No increases for 2 years.
Weekly check-ins, priority support, and a direct line to the founder for 6 months.
Your feature requests go to the top of the list. Build the tool your team actually needs.
We connect your systems, configure your alerts, and train your team. You don't lift a finger.
30-minute call. We'll walk you through a live demo and discuss how WealthSight fits your stack.