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Boreal
Accepting early access requests

AI analyst partner for Excel-driven finance and supply chain teams

Find your true north.

Boreal turns messy Excel spreadsheets into repeatable FP&A and supply chain analysis. Upload your P&L, stock, and sales exports, describe the question in plain language, and get automated variance explanations, stockout alerts, and audit-ready workbooks (Excel, PDF, CSV) in minutes.

Boreal Compass dashboard transforming raw Excel data into AI-generated insights

We understand your reality

Analysts spend up to 80% of their time on data preparation and reconciliation, not analysis. The real cost? Lost time, delayed decisions, and burnout.

Hours lost on data prep

You’re still manually cleaning CSVs and Excel files instead of analyzing.

Repetitive work every month

You rebuild almost the same dashboard and reports over and over.

Pressure for faster insights

Stakeholders expect faster answers with less budget and resources.

Risk of errors

Manual operations under pressure lead to errors that impact decisions.

Boreal is your AI analyst partner

Not another BI dashboard. Boreal lives where your analysts already work—in Excel exports—so you can automate the last mile of FP&A and supply chain analysis.

Hybrid Connectivity

Connect to cloud ERPs like SIIGO or NetSuite via API, sync on-prem systems like SAP or Siesa with our Desktop Bridge, or just drag-and-drop Excel exports.

Natural Language

Ask FP&A or supply chain questions in plain English—“Automate my margin bridge,” “Highlight stockouts”—and Boreal handles the joins, formulas, and charts.

Audit-ready reports

Export Excel-, PDF-, or CSV-native deliverables so you can review, annotate, and share results just like any other spreadsheet.

Why not just use BI dashboards?

BI tools are great for standardized dashboards, but most finance and supply chain teams still export to Excel for reconciliations, what-if analysis, and executive questions. Boreal automates that last-mile spreadsheet work with explainable steps you can still audit in Excel.

API Bridge .xlsx
Analyze with Boreal
Workflows & Guides
.xlsx .pdf .csv
Insights & Excel Outputs

Connect your data, your way

Boreal works with the ERP, accounting, and WMS systems you already use. If you can export Excel or CSV, you can analyze it with Boreal.

Works with exports from SAP, NetSuite, Oracle, SIIGO, QuickBooks, and more—any system that gives you spreadsheets.

Boreal hybrid connectivity diagram showing cloud ERPs, on-premise systems, and Excel files feeding the Boreal Engine

Cloud ERPs

Direct API integration

SIIGO NetSuite Oracle Cloud ERP

On-Premise Systems

Desktop Bridge

SAP Siesa Microsoft Dynamics

File Uploads

Drag-and-drop

Excel (.xlsx) CSV Google Sheets

Boreal Connect

Don't see your system? Tell us what you need and we'll prioritize it.

Simple, powerful, and accessible

Get started in three easy steps. No training or complex setup required.

01

Connect your data

Connect to cloud ERPs via API, sync on-premise systems via our Desktop Bridge, or just drag-and-drop your Excel exports.

02

Ask in plain language

Describe your task: "Compare last quarter’s margin by product and region and explain the biggest changes."

03

Review in Compass

Boreal generates results. Ask follow-ups, and save the steps as a Workflow you can rerun next period.

Built for real-world scenarios

Discover how finance and operations teams are transforming their analytical workflows.

Finance

Finance in Excel — Close the month without losing your week

  • Use AI for Excel financial analysis to turn trial balance and P&L exports into variance reports in minutes.
  • Automate P&L variance, margin bridges, and cash-flow views directly from your Excel and CSV files.
  • Run FP&A Workflows every close and export audit-ready Excel workbooks your CFO can trust.
Outcome: Accelerate FP&A cycles, automate Excel analysis, and reduce manual errors.
Supply Chain

Supply chain spreadsheets — Stay ahead of stockouts

  • Use AI for stockout prediction on Excel-based inventory, sales, and purchase-order spreadsheets.
  • Automate Excel-based inventory planning and reorder recommendations using service-level targets and lead times.
  • Track supplier delays from SAP, NetSuite, or SIIGO exports and see the impact on coverage and service levels.
Outcome: Proactively manage inventory coverage, reduce stockouts, and free supply chain analysts from spreadsheet firefights.
Management

Management reporting — AI-generated executive-ready narratives

  • Turn complex spreadsheets into AI-generated executive summaries for your CFO or COO.
  • Auto-draft emails and slide narratives highlighting risks, opportunities, and KPI shifts.
  • Reuse Workflows to deliver consistent board updates without rebuilding PowerPoint or Excel every week.
Outcome: Deliver faster executive insight straight from Excel without hand-crafted decks.

Finally, software that respects the spreadsheet

Most tools try to replace Excel. We’re building Boreal to multiply what you can do with it.

Boreal

For analysts who love data, not grunt work

Be among the first to find your true north

Simple, transparent pricing

Start free, scale as you grow. All plans are priced per user per month.

Starter

Perfect for trying Boreal with your own data

Monthly
$10
$0 /user / month
Yearly (save 2 months) $0

Limited-time launch offer

  • 5 files per month
  • 2 Workflows
  • Basic Excel exports
  • Community support
Most Popular

Pro

For analysts who want Boreal in their daily workflow

Monthly
$25 /user / month
Yearly (save 2 months) $250
  • Unlimited files and analyses
  • Unlimited Workflows
  • Vertical Starter Packs (Finance & Supply Chain)
  • Excel add-in and Amnesia Mode
  • Email support

Team

For teams who want Boreal for their core workflows

Monthly
$85 /user / month
Yearly (save 2 months) $900
  • Everything in Pro
  • Team workspace with shared Workflows
  • Watchdog Guides for recurring reports
  • Priority support
  • Onboarding and guidance for your team

Starter is free while we’re in early access. Prices are per user per month. Looking for SSO or data residency? Ask about Business plans.

Zero-retention options. Transparent steps. An enterprise-grade security roadmap.

Amnesia Mode

Zero-retention analysis for sensitive spreadsheets when you don’t want raw data stored after your session.

Explainable steps

Trace precedent cells and formulas, see how results were computed, and export audit-ready files (Excel, PDF, CSV) your team can trust.

Security roadmap

Clear data deletion policies today, with SOC 2 and regional data residency on the horizon.

Frequently asked questions

Everything you need to know about Boreal

Do I need to know AI to use Boreal?
No. Put your Excel files in Boreal, describe the question in plain language, and review the results. No prompts or coding required.
Is my data secure?
Boreal offers Amnesia Mode for zero-retention analysis of sensitive spreadsheets, plus clear data deletion policies and a security roadmap (including SOC 2).
Can I use this with multiple Excel files at once?
Yes. Boreal can join tables on inferred keys and guide you through mapping columns when needed.
Will this replace my job?
No. Boreal is an analyst partner, not a replacement. It handles the grunt work so you can focus on judgment and communication.
How do I connect my ERP?
Boreal offers direct API connectors for cloud ERPs and a Desktop Bridge for on-premise systems. You can also just drag-and-drop Excel exports. Check our Data Sources section for the full list of supported systems.
What formats do you support?
Boreal works with Excel (.xlsx) and CSV files, plus direct API connections to cloud ERPs and Desktop Bridge sync for on-premise systems.

Turn messy spreadsheets into confident decisions in minutes, not days.

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