The spreadsheet is dead. Long live the spreadsheet.

We're reinventing spreadsheets — and the entire way finance and operations teams work. Gloree connects directly to your ERP, CRM, and warehouse, then turns every cell into a button that ships work back out to the systems of record.

The Loop

Integrate. Ask. Act.

Instead of stitching together BI tools, spreadsheets, and automation platforms, Gloree collapses the analysis loop into a single workspace your finance and ops teams already know how to drive.

Step 01 · Integrate
Pipelines healthy
18 / 18
SalesforceCRM3s ago
NetSuiteERP2s ago
HubSpotMKT7s ago
SnowflakeDWH3s ago
QuickBooksACC12s ago
BigQueryDWH4s ago
01Integrate

Sync real-time data from hundreds of sources.

Continuous pipelines keep your ERP, CRM, and warehouse in lock-step with every cell. No exports, no overnight batches, no stale copies.

02Ask AI

Natural language, native to the grid.

Describe the question — "flag Q4 churn risk for EMEA" — and Gloree builds the logic, joins the data, and returns cells you can audit.

03Act

Close the loop from the sheet itself.

Trigger workflows, alerts, and writes-back to source systems the moment a cell changes. Decisions, teams, and execution move together.

Product tour

A grid your team already knows — with an enterprise brain behind it.

FileEditDataInsertlive11 rowsAll AccountsFY26
E3
ƒx
=ASK("flag churn risk based on usage & payment", A2:D12)
A
B
C
D
E
1
Northwind Co.
$412,000
S. Huang
Apr 14
Low
2
Acme Robotics
$186,000
M. Ortega
Mar 02
High
3
Orbit Payments
$94,000
D. Laurent
Apr 11
Low
4
Fabrikam Ltd.
$240,000
S. Huang
Apr 09
Med
5
Helix Biotech
$318,000
P. Okafor
Apr 12
Low
6
Ironwood Capital
$540,000
R. Kim
Mar 28
Med
7
Marlowe Logistics
$126,000
D. Laurent
Apr 13
Low
8
Saltwater Retail
$82,000
M. Ortega
Apr 06
High
9
Pioneer Ag Inc.
$204,000
S. Huang
Apr 15
Low
10
11
12
13
14
15
16
17
Ask Gloree
Flag churn risk for accounts past 60 days without usage.
G
I joined Salesforce.Account with Product.Usage and scored risk using the last-90-day trend. 3 accounts flagged high, 2 medium.
4 steps320ms11 rows scanned
Wrote E2:E12
Risk + rationale per row — fully auditable via the formula trace.
+1 workflow suggested→ notify CS
AI-NATIVE CORE

Not a sidebar plugin.
But an engine.

Every cell, column, and workflow understands business concepts. Replace years of formula-building with one sentence.

Hover the diagram
Built for the data-exhausted

Every cell, every team, every system — connected.

Designed for finance and revenue teams at mid-market and enterprise scale — the people who live in the gap between BI dashboards and spreadsheets.

Close the books with live data

Real-time consolidation across NetSuite + QuickBooks entities
Variance detection on every close — flagged inline
Board-ready reports that reflect Salesforce five minutes ago
Faster close6d → 2d

Forecast without the copy-paste

Pipeline aggregation from CRM with stage + rep weighting
AI models revenue scenarios from historical patterns
Writes forecast adjustments back to Salesforce
Forecast accuracy+18%

Stop memorising INDEX/MATCH

Describe joins and pivots in plain English
Every AI cell is audited — click to see its trace
Models version-control cleanly; no more v12_FINAL
Time on modeling−11 hrs/wk

Operationalise the pipeline

Churn-risk scoring routed to CS automatically
Territory + quota what-ifs in one sheet
Slack alerts when an opp crosses a threshold
Churn MRR saved$420K Q1
Integrations

Multiple systems of record.
One analytical layer.

Native connectors for the systems finance and revenue teams actually run on — ERP, CRM, data warehouse, communications. Bidirectional by default; your spreadsheet and source of truth stay in step.

Snowflake
Snowflake
BigQuery
BigQuery
SAP
SAP
Oracle
Oracle
Stripe
Stripe
Slack
Slack
Notion
Notion
Workday
Workday
Xero
Xero
Redshift
Redshift
Looker
Looker
Asana
Asana
FAQ

The questions we hear most often.

A short list of what finance and RevOps teams usually want to know before a pilot. If yours isn't here, reach out — we're happy to go deeper.

Still have a question?
Email nadir@gloree.ai — our founder answers directly.
How is Gloree different from Excel + Copilot or Sheets + Gemini?
AI wrappers on legacy spreadsheets operate on static imports — the file you opened this morning. Gloree is built on a live query engine: every cell that references an integration resolves against current data, so AI answers reflect what's in Salesforce or NetSuite right now, not what was there at the last export.
Do we keep our spreadsheet workflows?
Yes. Gloree is a full-featured grid — formulas, pivots, named ranges, keyboard shortcuts, collaborative editing. The familiar interface stays; we remove the disconnection underneath it.
How do workflows compare to Zapier or Make?
Zapier-class tools move data between systems. Gloree triggers workflows from inside the sheet — a cell becoming "High risk" can post to Slack, write back to CRM, and update a downstream sheet in one pass, with full audit trail.
Which connectors are live today?
At MVP: Salesforce, HubSpot, QuickBooks, NetSuite, Snowflake, BigQuery, Slack, Gmail, Notion. More shipping each quarter; priority ERP integrations (SAP, Oracle) on the Seed-milestone roadmap.
Is my data used to train models?
No. Customer data is never used to train foundation models. AI inference runs against scoped context via frontier LLM APIs under zero-retention agreements. Your data stays yours.
What does pricing look like?
Business tier is $2,500/mo (up to 50 users, 8 connectors, 50 GB). Enterprise is custom — unlimited users and storage, advanced integrations, SSO/SAML, and a dedicated Customer Success Manager.
Can we self-host?
Enterprise tier supports deployment into your AWS/GCP/Azure VPC with a managed control plane.
Limited pilot

See Gloree on your data.

30-minute session with a founder. We'll plug into a sandbox copy of your CRM or warehouse and walk through the three moves — Integrate, Ask, Act — against numbers you recognise.

Join the waitlist
We'll only use this to schedule your demo.