Data, BI & operations

Explain the number with the data behind it.

Definite relates customer, workforce, project, warehouse, planning, and reporting records to the financial results they help explain.

Each mapped field keeps its source reference while dashboards, chat, APIs, BI tools, agents, and workflows use the same context.

Illustrative relationship map

Operating context around a financial result

Connected
Customer activity
Workforce activity
Project activity
Plan values
OntologyFinancial result
Dashboard
Chat
API / BI
Agent workflow
Driver to result

Connect operating activity to financial context.

The ontology gives finance a consistent way to relate an operating signal to the ledger record, reported metric, or plan value it informs.

Operating signal
Customer activity
Financial meaning
Customer and revenue context
Source type
CRM
Operating signal
Workforce activity
Financial meaning
People and cost context
Source type
HRIS
Operating signal
Project activity
Financial meaning
Delivery and time context
Source type
Operations
Operating signal
Transaction detail
Financial meaning
Event-level context
Source type
Warehouse
Operating signal
Plan values
Financial meaning
Targets and assumptions
Source type
Planning
Representative systems

Organize the stack by the context it contributes.

This list is representative. Definite can build a scoped connection when the workflow depends on another system.

Customer
  • Salesforce
Workforce
  • Rippling
  • ADP
Projects
  • Harvest
  • Jira
Data
  • Snowflake
  • BigQuery
  • Amazon Redshift
Planning
  • Workday Adaptive Planning
  • Anaplan
BI
  • Power BI
  • Tableau
  • Looker
One connected context

Use the same definitions wherever finance works.

Dashboards

Summarized results with drill-down to source detail

Chat

Questions grounded in the connected financial context

APIs & BI

The same mapped definitions in existing tools

Agents & workflows

Configured investigation and review paths

Show us the result your team cannot explain without rebuilding context.

Show us the workflow