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Helical Insight

Finance closes the month with invoices that must print perfectly, analysts answer questions from a dashboard, and executives ask the data things in plain language: one platform handles all three jobs. Interactive dashboards support drill-down, drill-through, filters, KPI widgets, maps, and pivot tables, and scheduled delivery or report bursting pushes personalized copies to the people who need them. Pixel-perfect paginated reports cover statements, regulatory documents, and anything where layout is not negotiable. A chat interface generates SQL against connected sources, summarizes reports, and surfaces insights, running against a language model the organization itself chooses. Embedding puts dashboards, reports, and the chatbot inside customer portals and SaaS products, with white labeling swapping logos, themes, colors, and URLs for OEM delivery. Multi-tenancy isolates customers or departments on a single deployment. Row, column, and table level security follows the logged-in user, arriving through JWT, Okta, Keycloak, OAuth, or custom token single sign-on. Exports land in PDF, Excel, CSV, Word, HTML, JSON, and XML. Caching, pagination, virtualization, and clustering keep large deployments responsive, localization adapts the interface for regional teams, custom JavaScript visualizations extend the built-in charts, and REST APIs automate administration across the whole system. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL 3.0 licensed.

Helical Insight
Helical Insight
Helical Insight
Helical Insight
Helical Insight

Benefits

  • Dashboards And Reports Together
  • Interactive dashboards with drill-down and KPI widgets live beside pixel-perfect paginated reports for invoices and regulatory documents, so one platform serves both exploration and formal reporting.
  • AI Analytics Your Model
  • Chat-driven analytics generates SQL, summarizes reports, and surfaces insights using a language model the organization brings itself, keeping questions and data inside its own deployment.
  • Embed And White Label
  • Dashboards, reports, and the AI chatbot embed into SaaS products and customer portals, with logos, themes, colors, and URLs replaceable for OEM and white-label delivery.
  • Enterprise Security Included
  • Multi-tenancy isolates customers on one deployment, and row, column, and table level security follows users authenticated through JWT, Okta, Keycloak, OAuth, or custom SSO.

Features

  • Interactive Dashboard Designer
  • Dashboards combine drill-down, drill-through, filters, KPI widgets, maps, charts, and pivot tables, with custom JavaScript available for specialized visualizations.
  • Paginated Report Designer
  • Pixel-perfect paginated reports suit invoices, financial statements, and regulatory output, and export to PDF, Excel, CSV, Word, HTML, JSON, and XML.
  • Scheduling And Bursting
  • Reports and dashboards are scheduled for email delivery, and report bursting distributes personalized copies to each recipient automatically.
  • Conversational AI Analytics
  • Natural language questions become SQL queries against connected sources, with report summaries and insight generation in a chat interface.
  • Performance At Scale
  • Built-in caching, pagination, virtualization, load balancing, and clustering support enterprise-scale deployments, and extensive REST APIs automate administration.

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