For biz ops & finance

All your data in one place. No setup. No engineers.

Biz Ops and Finance leaders choose Switchboard as their end-to-end data tool so they can save 5 hours / week on manual pulls and drive smarter decisions in minutes, not weeks.

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From table stakes reporting to cutting edge analytics with Switchboard.

    Ingest everything

    Connect data from your ERP, inventory and finance platforms, your CRM, and even manual sources in minutes.

    Show your data, your way

    Define business logic once and let Switchboard automate the rest.

    Build future-proof reporting

    Report on margins by product, sales by channel, planned vs. actual performance reports and more. Make pulling data for exec meetings a breeze.

    Forecast accurately

    Build scalable forecasting and demand planning visualizations, include operational insights like shipped vs. scheduled orders and other key fulfillment metrics.

    Gain visibility into marketing performance

    Report on CAC, LTV, and cohort performance. Ensure that your growth is profitable and long-term orientated.

    Easy data cleaning

    Use built-in LLMs to handle messy naming, mismatched IDs, and complex mapping logic automatically.

    Query anything

    Ask questions in plain English and get instant answers.

    Act fast

    Become aware of issues before they become problems.

Clients love Switchboard

  • “Before Switchboard, we were drowning in spreadsheets trying to stitch together data from Shopify, ad platforms and CX tools. In just a few clicks, we now have a clean view and understanding of our revenue, marketing performance and customer cohorts. It feels like we hired a full data team overnight — without the cost or complexity."

    Alyse Borkan, CoFounder & Head of Marketing, Rocco Fridge

  • “Switchboard has been a game changer for our team. Within a few days we had all of our data centralized in one easy-to-use platform. By leveraging Switchboard, we’re able to make decisions faster and unlock new areas for growth without having to hire a data team or pay for endless tools."


    Matthew Elliott, Head of Finance, All American Printing Supply

Your control center for accurate and automated data

  • Ingest everything

    Ingest everything

    Connect data from your ERP, inventory and finance platforms, your CRM, and even manual sources in minutes.

    Get started
  • Shape your data, your way

    Define business logic once and let Switchboard automate the rest.

    Get started
  • Build future-proof reporting

    Build future-proof reporting

    Report on margins by product, sales by channel, planned vs. actual performance reports and more. Make pulling data for exec meetings a breeze.

  • Forecast accurately

    Build scalable forecasting and demand planning visualizations, include operational insights like shipped vs. scheduled orders and other key fulfillment metrics.

    Get started
  • Easy data cleaning

    Easy data cleaning

    Use built-in LLMs to handle messy naming, mismatched IDs, and complex mapping logic automatically.

    Get started
  • Gain visibility into marketing performance

    Report on CAC, LTV, and cohort performance. Ensure that your growth is profitable and long-term orientated.

    Get started
  • Query anything

    Query anything

    Ask questions in plain English and get instant answers.

    Get started
  • Act fast

    Become aware of issues before they become problems.

    Get started

Get started today

Switchboard

Ingest, model, and visualize anything
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