Import the files
CSV and Excel exports from the agreed source systems
Wysdome AI
Clean messy customer-revenue files without losing where the numbers came from.
Wysdome AI imports source files, matches customers, reconciles totals, flags problems, records management's answers, documents adjustments, and creates Customer Cubes and Data Packs.Discuss Wysdome AIFrom files to analysis
Keep every result tied to the data and the people who explained it.
Wysdome connects the original files, customer matching, reconciliations, questions, management answers, adjustments, and final outputs.Match and reconcile
Customer identities, fields, definitions, exceptions, and totals
Ask and adjust
Management answers plus a record of every accepted change
Create the outputs
Customer Cube, analysis, charts, and PowerPoint Data Packs
What the product is for
Build the evidence base before turning it into charts.
Wysdome AI keeps source files, definitions, problems, explanations, adjustments, and versions connected so reviewers can see how each result was produced.Files
CSV + ExcelCustomer, billing, contract, and revenue exportsCore output
Customer CubeMatched customers and reconciled totalsOther outputs
FlexibleCharts, analysis, and PowerPoint Data PacksReviewable by design
From raw files to analysis people can check.
Wysdome AI connects customer matching, reconciliations, questions, explanations, adjustments, and outputs in one reviewable workflow.Source files
Customer recordsBilling and revenueContracts and definitionsWysdome AI
Customer-revenue workflowConnect sources, definitions, problems, explanations, changes, and outputs.Prepare the Customer Cube and Data Pack
Reviewable outputs
Customer CubeData PackException LogSources stay connected
Each result keeps a link to the customer records and definitions behind it.
Questions stay open
Anomalies and missing information remain visible until someone resolves them.
Changes have reasons
Each explanation and adjustment records why it was accepted.
People approve the work
A person reviews the final analysis and remains responsible for using it.
From files to answers
Move from raw exports to a Customer Cube people can review.
When records conflict, Wysdome AI flags the issue for review, keeps the answer, and records the reason for any change.Import the files
Bring the CSV and Excel source files into one project.
Match customers and fields
Connect customer names, IDs, parent accounts, fields, sources, and business definitions.
Fix errors and reconcile totals
Standardize the data, resolve conflicts, and tie the totals back to the source reports.
Flag problems and questions
List duplicates, missing values, contradictions, unusual movements, and unanswered questions.
Record management's answers
Keep each explanation beside the issue or definition it addresses.
Document every adjustment
Record what changed, why it changed, who reviewed it, and which source supports it.
Keep each version
Preserve the previous result and a clear history of what changed and when.
Build the Customer Cube
Organize the cleaned data by customer, product, period, cohort, geography, segment, and channel.
Create the Data Pack
Choose the charts, analysis, explanations, and caveats that the reviewer needs.
Files it uses
Built around CSV and Excel exports.
The starting point is customer-level data plus enough information to identify customers, dates, products, amounts, reporting rules, and conflicts between systems.CRM exports
Salesforce, HubSpot, opportunity/account exports, customer owner files, pipeline snapshots, and segment fields.
Billing and subscription
Stripe, Zuora, Chargebee, invoice exports, ARR/MRR schedules, renewal tables, and usage billing files.
ERP / GL
NetSuite, SAP, GL exports, revenue reports, customer revenue by period, product revenue, and management reporting files.
Flat files
Excel, CSV, TSV, and structured spreadsheet exports with stable customer IDs, dates, product fields, and amounts.
Contracts and forecasts
Contract metadata tables, renewal schedules, commercial-term tables, budget files, and forecast workbooks.
Not supported as primary input
Scanned PDFs, screenshots, unstructured email threads, images of tables, payment card data, tax IDs, SSNs, and files without customer-level grain.
A reviewable history
Know how every result was built.
Bring the source files together
Import CSV and Excel exports without separating the analysis from its source.
Resolve customer identities
Match names, IDs, parent accounts, fields, hierarchies, and business definitions.
Reconcile the numbers
Fix errors, compare totals, surface anomalies, and keep unresolved questions visible.
Keep a reviewable history
Record explanations, adjustments, sources, reviewers, and every version of the work.
Prepare the outputs people need
Build Customer Cubes, analysis, charts, and flexible, human-reviewed Data Packs.