Solutions

Four ways DataQubi
hardens your data

From AI-powered spend classification to executive-ready dashboards, all deployed within your Microsoft Fabric tenant.

M365 Copilot License Alert
Already paying for this

$30/user/month.
Used by less than 10%.

You deployed M365 Copilot. Your team got a walkthrough. Six months later, nothing really changed. That's not a people problem. It's a prompting problem. The gap between a mediocre Copilot result and a genuinely useful one is a single better prompt. We close that gap in 20 minutes, free.

"I tried it once, got a generic answer. Went back to doing it myself."
"My team uses it occasionally. Sort of. Nobody tracks it."
"I still prep my own board materials. Two hours every month."
Book Free 20-Min Session Get Free Role Prompts

No credit card No sales pitch You keep the prompt

2 hrs
→ 11 min
CFO board prep
3 days
→ 4 hours
COO quarterly pack
0%
→ 100%
PE partner adoption
CFO · Professional Services · 200 employees
Monthly cash variance read: 2 hours → 11 minutes. One Copilot prompt, runs it herself, no formula touched. Every month.
COO · Healthcare Operations · 500 employees
Quarterly board pack across 5 departments: 3 days → 4 hours. Prompt sequence pulls from Teams and SharePoint directly.
6 Partners · Private Equity Firm
Zero consistent usage → all 6 partners using Copilot daily within 30 days. Deal memos, LP updates, portfolio Q&A, all prompt-driven.
Free: takes 60 seconds

Pick your role.
Get your prompts.

5–10 prompts mapped to your actual decisions, not generic productivity tips. Copy-paste into Copilot Chat, Outlook, Teams, or Excel. Ready to use tomorrow morning.

CFO
Cash variance, board narrative, audit prep
COO
Ops reviews, board pack, vendor escalations
CEO
Strategic decisions, investor updates, all-hands
PE Partner
Deal memos, LP updates, portfolio Q&A

No credit card · No follow-up emails · No pitch. Just the prompts.

Get Your Prompt Pack
Role-specific Copilot prompts, mapped to your data environment
In a 20-minute session we'll walk through the prompts your finance, operations, or leadership team will actually use — matched to your ERP, your reporting cadence, and your current Copilot license.
Schedule 20-Minute Session
No credit card. No sales deck. Talk directly to the person who runs the engagement.
M365 Copilot for Executives

Ask questions.
Get answers from data.

CFOs and PE operating partners shouldn't need to wait for a data analyst to answer financial questions. DataQubi's Copilot layer sits on top of the clean, hardened data in your Fabric workspace and lets executives ask natural language questions, with answers grounded in audit-ready figures.

Natural language queries on financial data
Powered by Microsoft Copilot + Fabric semantic layer
Answers grounded in hardened, deduplicated data
Built for CFOs, not data teams
See a Copilot Demo
Example queries
"What is our current DPO vs this time last year?"
"Which portfolio companies have DSO above 60 days?"
"Show me duplicate vendors flagged this month."
"Which suppliers account for 80% of spend in Q3?"
All answers grounded in DataQubi-hardened data in your Fabric workspace
AI Classification

Supplier deduplication & spend classification

Your supplier master is probably 8–15% duplicates. Variations in name, address, tax ID, or bank account create phantom vendors that inflate costs, generate duplicate payments, and corrupt spend analytics. DataQubi's AI engine surfaces and resolves them, without touching your ERP.

Fuzzy-match deduplication across name, address, and TIN
Golden record creation with confidence scoring
UNSPSC and custom taxonomy spend classification
Off-contract and maverick spend identification
Run a Supplier Scan Technical Details
8–15%
Average duplicate rate
$500K+
Typical cash recovered
7 days
To first findings
Duplicate Vendor Detection
ML fuzzy matching across all ERP vendor records
Spend Taxonomy
Classifies all spend against UNSPSC or custom categories
Golden Records
Canonical supplier records with full merge history
Audit Lineage
Every match decision logged for compliance
Working Capital Intelligence

DSO, DPO, CCC:
trusted numbers

Working capital metrics are only useful if the underlying data is clean. DataQubi normalizes AR aging, AP aging, and inventory data across ERP instances before calculating DSO, DPO, and Cash Conversion Cycle, so benchmarking across business units is actually meaningful.

Normalized AR/AP aging across all ERP instances
DSO, DPO, CCC computed on clean data
Cross-BU benchmarking dashboards
PE portfolio roll-up views
Schedule Working Capital Review
30%
Faster month-end close
3
Key metrics normalized
Real-time
Power BI refresh
DSO Tracking
Days Sales Outstanding, cleaned and trended
DPO Optimization
Days Payable Outstanding across all AP data
CCC Benchmarking
Cash Conversion Cycle by BU or portfolio company
Audit Schedules
Reconciliation-ready outputs for close packages
Microsoft Fabric for Finance

OneLake as your
financial data foundation

Microsoft Fabric's OneLake provides a single, unified data lake that eliminates the data movement and duplication problems that plague finance teams. DataQubi deploys financial data hardening directly on top of Fabric, so your finance team has one trusted data source for every downstream report.

ERP connectors for SAP, NetSuite, Dynamics 365, Oracle
OneLake as single source of truth for finance
Fabric Data Warehouse for financial reporting layer
Real-Time Intelligence for live AR/AP monitoring
Book a Fabric Scoping Call View How It Works
OneLake Integration
All ERP data unified in one governed lake with zero duplication
Databricks ML Engine
Fuzzy matching and anomaly detection at scale
Power BI Semantic Layer
Pre-built financial models ready for finance reporting
Real-Time Intelligence
Live AR/AP exception monitoring with Fabric eventstreams
See how Fabric and Databricks work together
Animated architecture diagram: every layer, every integration, fully explained.
View Architecture Reference

Ready to see which solution fits?

20 minutes. We'll identify which of these applies to your environment first.

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