The analytical layer where finance meets live enterprise data.

Gloree is the AI-native spreadsheet that stays in sync with your ERP, CRM, and data warehouse — then closes the loop by triggering workflows from the cells your team already trusts.

The Loop

Three moves. One surface.

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.

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.

Pipelines healthy

18/18

SalesforceCRM2s

NetSuiteERP4s

HubSpotMKT6s

SnowflakeDWH12s

QuickBooksACC18s

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.

Which accounts slipped past 60-day payment terms in Q1?

joining NetSuite, Salesforce3 steps

=ASK("aged receivables > 60d", Q1)

returned14 rows320ms

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.

on changerow 3

→Slack →#cs-risksent

↻Salesforce →update Opp.Stagequeued

✎Notion →log QBR actionsent

Product tour

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

ƒx

=ASK("flag churn risk based on usage & payment", A2:D12)

Northwind Co.

$412,000

S. Huang

Apr 14

Low

Acme Robotics

$186,000

M. Ortega

Mar 02

High

Orbit Payments

$94,000

D. Laurent

Apr 11

Low

Fabrikam Ltd.

$240,000

S. Huang

Apr 09

Med

Helix Biotech

$318,000

P. Okafor

Apr 12

Low

Ironwood Capital

$540,000

R. Kim

Mar 28

Med

Marlowe Logistics

$126,000

D. Laurent

Apr 13

Low

Saltwater Retail

$82,000

M. Ortega

Apr 06

High

Pioneer Ag Inc.

$204,000

S. Huang

Apr 15

Low

Ask Gloree

Flag churn risk for accounts past 60 days without usage.

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

Ask about your data…

Built for the data-exhausted

One workspace. Every revenue-critical role.

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

CFO

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

RevOps

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%

Finance Analyst

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

Head of Sales Ops

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

Every system 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.

Salesforce

NetSuite

HubSpot

QuickBooks

Snowflake

BigQuery

SAP

Oracle

Stripe

Slack

Notion

Workday

Xero

Redshift

Looker

Asana

60+

connectors shipped

2-way

write-back supported

100%

credentials encrypted

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.