AI TOOL PROFILE

Zap Business Intelligence: ERP Data Warehouse Automation

Zap helps CFOs and CIOs centralize ERP data into a single source of truth. It is designed for organizations looking to reduce manual data exports and may help accelerate financial close processes.

Pricing

Pricing is available in Silver, Gold, and Platinum tiers, all requiring an annual commitment. Add-ons are $50 per 10GB data pack, $6 per consumer, and $20 per designer.

At a glance

Best for
CFOs, CIOs, Finance Teams, IT Managers
Key use cases
Financial Close Support, ERP Data Consolidation, Multi-Org Reporting, Historical Trend Analysis
Integrations
Sage X3, Sage 100, Sage 300, Sage Intacct, SAP Business One
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How AI is used

Zap is a data management and business intelligence platform designed to automate the creation of data warehouses for ERP and accounting systems. It extracts data from various sources and organizes it into pre-built data models, which may reduce the need for manual data modeling from scratch.

The platform is intended for finance and IT leadership who need reporting across multiple entities or systems. It provides three ways to interact with data: a dedicated Excel add-in for financial professionals, integration with Power BI, and its own no-code browser-based analytics tool.

Buyers can use Zap to consolidate data from different ERPs, manage currency conversions, and track historical trends. Because the platform relies on specific ERP connectors, buyers should confirm that their specific version of Sage, SAP, Microsoft Dynamics, or Xero is supported.

Implementation options include a self-service approach or a starter package featuring setup and mentoring to help teams configure their data environment.

Key Features

  • Excel Add-in (Zap Live)

    Allows users to access live ERP data directly within Excel to build pivot tables and custom reports.

  • Power BI Integration

    Synchronizes the automated data warehouse with Power BI, providing semantic models and analytics tailored to specific ERPs.

  • Zap Analytics

    A browser-based, no-code reporting tool that provides pre-built visuals and the ability to schedule PDF report packs.

  • Low-code ETL Pipelines

    Supports the extraction, transformation, and loading of data, including tools for unioning schemas and capturing historical data.

  • Pre-built Data Models

    Ready-made data structures designed for specific ERPs to help users begin reporting without extensive manual configuration.

  • AI Helpbot

    An AI-driven assistant designed to provide in-app guidance and support for users.

Use Cases

  • Financial Close Support

    Automating data extraction and transformation to help reduce manual effort during the monthly financial close.

  • ERP Data Consolidation

    Centralizing financial data from multiple entities or different ERP systems into one unified model.

  • Multi-Org Reporting

    Using automated tracking categories and currency conversion to report across different organizations.

  • Historical Trend Analysis

    Capturing as-of snapshots and aging trends through the data warehouse history feature.

Integrations

  • Sage X3
  • Sage 100
  • Sage 300
  • Sage Intacct
  • SAP Business One
  • Syspro
  • Dynamics 365 BC
  • Dynamics 365 F&O
  • Dynamics AX
  • Dynamics NAV
  • Wiise
  • Xero
  • Microsoft Power BI
  • Microsoft Excel
  • Microsoft Fabric

FAQ

Which ERP systems does Zap support?

Zap provides tailored solutions for Sage (X3, 100, 300, Intacct), SAP Business One, Syspro, Microsoft Dynamics (365 BC, 365 F&O, AX, NAV), Wiise, and Xero.

How does Zap handle data reporting?

Users can interact with their data through a dedicated Excel add-in, integration with Power BI, or the browser-based Zap Analytics tool.

Is there a free trial available?

Yes, Zap offers a free 14-day trial that includes the features of the Platinum plan.

Are there any contract requirements?

Yes, all of Zap's plans require a minimum annual commitment.

Source category: Data & Analytics

Source subcategory: Business Intelligence

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