Spell Intelligence · live for Spell CRM Pro and Spell ERP Pro

Ask your business anything.

720 governed reports from the data already inside your Spell products: cash, pipeline, margin, crews, fleets, tickets. Nightly snapshots and live event streams, isolated per tenant, checked before publishing.

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Works withSpell CRM ProSpell ERP Pro

Integrated Spell productsSpell Marketing Hub·Spell Help Desk Pro·Spell Proposals & CPQ Pro·Spell CLM Pro·Spell Project Management Pro·Spell Workforce Delivery·Spell Construction Pro·Spell CMMS Pro·Spell Dealership Pro·Spell Auto Service Pro·Spell NEMT Pro·Spell Restaurant Pro

ERP Pro areasAccounting·Sales (AR)·Purchases (AP)·Banking·Inventory·POS·HR·Loyalty·NEMT Finance

Watch it answer

Pick a question. The report is already there.

Eight real reports from the library, computed on fictional companies. The questions rotate on their own; pick one to stop them. In the app, Spella answers any question that is not in the library and saves it as a report of your own.

Spell Intelligence · demo workspaceCedar Ridge Auto Group · USD

ARC · Receivables and collections

AR aging

as of 2026-09-24

$656K

Open receivables

$256K

Past due

39%

Share past due

$47K

Over 90 days past due

39% of $655.8K open is past due, owed by 15 of 80 customers; the 3 largest hold 83% of the past-due book.

Every figure comes from the report's governed SQL, run on a snapshot of a Spell product database. The company is fictional; the method is the one your tenant gets.

reports, each with a governed method and a plain-language question

packs across 18 families, from board finance to fleet operations

products connected today, Spell CRM Pro and Spell ERP Pro, plus 12 integrated Spell products, in one lakehouse

24/7

event streams from products and media platforms land as they happen, next to the gated nightly product builds

Real reports, fictional companies

The questions your team asks every Monday, already answered.

Each card is a real Spell Intelligence report, run on one of four fictional demo tenants: an auto group, a builder, a facility-services firm and a care network. Same SQL, same gate, same charts your tenant would see.

How did the pipeline move this quarter?

DEA-02

Pipeline grew 31% over the period.

Deals and pipelineCedar · demo

Do new customers keep buying?

REV-03

71 customers were first billed in the window, an average $99.0K each in their first month; since then they have billed 19% of that first-month revenue in total.

Revenue and customer profitabilityBluewater · demo

What will it take to hit next quarter's target?

FOR-08

Open pipeline is expected to deliver $585K, 38% of next quarter's $1.53M target.

Forecasting and targetsCedar · demo

Where do showroom opportunities drop out?

DLR-01

The steepest drop is from “Offer penciled” to “Sold”: only 61% make it.

Dealership ProCedar · demo

Which lead sources actually convert?

LEA-01

6% of Phone leads have ended in a won deal, against 1.0% of Social leads.

LeadsBluewater · demo

Where does the marketing journey lose people?

MKA-01

Before sales takes over, the steepest loss is from “became a lead” to “qualified”: only 21.1% continue.

Marketing acquisition, forms and landing pagesBluewater · demo

Where is staffing demand lost?

WFD-01

73% of openings requested in the window have a worker started (530 of 730).

Workforce DeliveryBluewater · demo

Did we build cash this year?

CSH-02

Customer receipts of $8.1M against $7M paid out (vendors $5.8M, payroll $1.1M, other $49.8K): cash built up by $1.1M over 52 weeks, with a net outflow in 19 of them.

Cash, banking and treasuryCedar · demo

How did this quarter compare with last year?

GLR-02

Fiscal year to date (from 1 Jul 2026), revenue is $4.0M, +48% on the same span last year; net income is $674.3K, a 16.8% margin against 8.8% a year earlier.

General ledger, close and statementsBluewater · demo

What if win rate or collections change?

ADV-01

Twenty per cent more leads adds only 8% to cash over six months: new leads take about 1 month to close and 29 days to pay.

Predictive, prescriptive and frontier analyticsCedar · demo

When does the shop actually sell?

POS-01

$349.8K over 321 baskets; the busiest hour is 15:00 and Fri is the strongest weekday, with 41% of sales in the top three hours.

Point of saleCedar · demo

Which stock moves, and which just sits?

INV-03

Stock turned 0.8 times over the trailing year; at the last 90 days' rate of sale the whole stock is 552 days of cover.

Inventory and warehousesCedar · demo

Snapshot computed September 25, 2026 · demo data as of 2026-09-24Sign in to browse all 720 reports →

Why it matters

Numbers you can put in front of a board, an auditor or a customer.

Checked, not assumed

Every build passes a gate for contract, tenant isolation and finance scope before a single report can read it.

One method per question

Each of the 720 reports states its grain, its sources and its caveats, and links to the definition behind every figure. Ask Spella for anything else and save it as your own report.

Already inside your products

No connectors to buy, no warehouse to run. If you use Spell CRM Pro or Spell ERP Pro, it is already computing on your data.

How it works

From your product database to a governed report, nightly or in real time.

Nothing is typed in, nothing is pasted. Spell Intelligence reads a snapshot of each product database, checks it, and publishes one build a day; events from products and media platforms stream in as they happen. If a check fails, the last good build keeps serving and says so.

01
Snapshot and stream
A snapshot of each product database is exported once a night, or on demand when a product publishes; only the analytics tables leave the database. Product and media events arrive through the ingest API in real time.
02
Gate
Contract, types and fingerprints; counts recomputed; every tenant mapped and verified; no row referencing another tenant; finance scope per company. Any failure refuses the build.
03
Publish
The build is written to the lakehouse as Iceberg tables and one pointer moves. Builds are immutable; a rollback is one conditional update.
04
Answer
720 reports run against the published build, scoped to one tenant: in the Spell Intelligence app, in Spella, and soon inside the products themselves.

Built to be trusted

Governed by design, not by policy document.

The rules below are enforced in code and bucket policy, and tested on every build. They are the reason a Spell Intelligence number can be put in front of a board, an auditor or a customer.

Every tenant, alone

The gate checks 44 reference columns on every build. One row pointing at another tenant's row refuses the whole generation. Every report query is scoped to one tenant and one published build, and cache keys carry both.

Raw data is immutable

Exports land once and never change. Deletion happens only through tombstones and an MFA-gated erasure role. Builds are immutable and retained, so a rollback is one pointer move.

Consent enforced at ingest

Product events are filtered by consent before storage. No IP address or user agent is ever read, and the product's own user identifier never reaches the lake.

Refuse rather than guess

A generation that breaks its contract, predates its publication, mixes tenants or fails finance scope is refused and named. The last good build keeps serving, labelled with its age. Nothing is silently patched.

Currencies stay honest

Documents keep their original currency. Nothing is converted and there are no cross-currency totals; a ledger with foreign documents at rate 1 is shown as not certified.

HIPAA-eligible, one account

Runs on S3, Athena, Glue, Lambda, DynamoDB, KMS and Fargate under an AWS Business Associate Addendum. One operator holds AWS access; everyone else uses a scoped token through the products.

Next step

See your own numbers here.

If your company runs on Spell CRM Pro, Spell ERP Pro or any integrated Spell product, Spell Intelligence is already computing on your data. Book a walkthrough and we will open your tenant's reports with you.

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