Tool
Finance & analytics

EdgeBoard

A lightweight reporting workspace so finance and product agree on the numbers.

One source of truth when every team exports a different spreadsheet.

DashboardsWarehouse connectorsCSV importShared workspaces

The problem

Finance closes the books in one model, product tracks metrics in another, and leadership gets three versions of the same KPI in every meeting. Dashboards exist — but nobody trusts them because the definitions drift.

Why teams choose EdgeBoard

EdgeBoard is a shared reporting layer, not another BI monster. Connect CSV exports, spreadsheets, or your warehouse (Snowflake, Redshift, BigQuery, Postgres), define metrics once, and give finance and product the same view.

Teams that outgrew spreadsheets but don't need a six-month Looker implementation use EdgeBoard as the honest middle: live enough for weekly reviews, simple enough that ops can maintain it without a dedicated analyst.

Business outcomes

  • Single KPI definitions shared across finance and product
  • Weekly leadership reviews without pre-meeting spreadsheet hunts
  • Faster month-end when source data connects directly
  • Lower cost than enterprise BI for teams under 50 people

Ideal for

Finance leads and ops managers at growing companies ($5M–$50M revenue) who need trustworthy dashboards without hiring a full analytics team or buying enterprise BI.

How it works

We start with discovery to confirm fit, then provision your workspace, configure the template for your tier, and hand off access through the EdgeBridge client portal or licensed API. Custom builds follow a scoped milestone plan; licensed deployments can expand seats or move to enterprise as you scale.

Human oversight

Every automation ships with a clear off-switch and a human review path. Sensitive actions can be gated behind approval. Every action is written to an audit trail your team can inspect and export.

Security & data

Deployed on the cloud or private environment you specify, with per-license isolation. API keys are hashed and stored once. Chat logs are redacted by default. Your data is never used to train shared models. Enterprise plans include a signed DPA and can pin data residency.

Common questions

What is EdgeBoard?
EdgeBoard is an EdgeBridge software tool built for finance & analytics. A lightweight reporting workspace so finance and product agree on the numbers. It is deployed into the cloud account you already run, hands off to a person when confidence is low, and records an audit trail of every automated decision.
What problem does EdgeBoard solve?
Finance closes the books in one model, product tracks metrics in another, and leadership gets three versions of the same KPI in every meeting. Dashboards exist — but nobody trusts them because the definitions drift.
What results does EdgeBoard deliver?
Single KPI definitions shared across finance and product; Weekly leadership reviews without pre-meeting spreadsheet hunts; Faster month-end when source data connects directly; and Lower cost than enterprise BI for teams under 50 people. Targets are agreed against your own baseline during discovery rather than quoted as generic benchmarks.
Who is EdgeBoard for?
Finance leads and ops managers at growing companies ($5M–$50M revenue) who need trustworthy dashboards without hiring a full analytics team or buying enterprise BI.
How much does EdgeBoard cost?
EdgeBoard is quoted after a free 30-minute discovery call, because cost depends on integration surface, data volume, and approval requirements. You receive a fixed scope and price before any work begins.
Where does EdgeBoard run, and who owns the data?
EdgeBridge deploys EdgeBoard into your own AWS, Google Cloud, or Azure account, or onto private compute where data residency requires it. Your data never leaves your environment, and you own the configuration, records, and any custom code.

Interactive use case

Try a live workflow with realistic sample data. Production deployments are scoped and licensed to your environment.

Licensing

Start with a self-serve subscription and trial where available, or request a quote for custom scope. EdgeBoard is available as a per-seat license or enterprise agreement depending on your scale and compliance needs.

Custom build

Tailored to your stack, data, and workflows. Scoped after discovery and delivered as fixed-fee milestones or an ongoing retainer.

  • Your integrations and data sources
  • Custom models or rules where needed
  • Implementation + handover docs
  • Quoted after a discovery call

Per-seat license

License a production-ready workflow for named users. Scale seats as your team grows — pricing aligned to headcount and usage band.

  • Named users with role-based access
  • Standard support and updates
  • Usage caps agreed upfront
  • Add seats without re-implementation

Enterprise license

Organization-wide deployment with security review, SLA, and optional dedicated cloud or data residency.

  • Site or org-wide coverage
  • Signed DPA / BAA where required
  • Dedicated support channel
  • Custom SLA and audit requirements

Plans

Sign in and complete onboarding to start a trial — payment method required but no charge during the trial period.

Solo

Up to 1 seats

Priced to scope
  • 1 workspace
  • 3 dashboards
  • CSV import

Team

Up to 10 seats

Priced to scope
  • 10 seats
  • Unlimited dashboards
  • Sheets + warehouse connectors