- Schedule any report to WhatsApp, Slack, Teams, Email, or Telegram — from every minute to monthly. Set conditional alerts that fire only when thresholds are crossed. Your team acts on problems before they escalate, without opening a dashboard.
Powering decisions across manufacturing, logistics, finance & energy
Enterprise Intelligence.
Delivered Autonomously.
Real-time visibility across departments. Governed access at every level. Automated reporting to every channel. From setup to production in days, not quarters.
On-Premise or Cloud
SOC-2 Practices
Role-Based Access
Live in Days
No Data Migration
Platform Capabilities
Built for how enterprises actually operate
Analytics, governance, AI, and automation — integrated from the ground up. Not bolted on. Not separate products.
Ask Any Question. Get a Verified Answer.
Your CFO types: “Why did margins drop in Q3?” PersivX doesn’t guess. It forms a hypothesis, queries your actual data, checks if the answer holds, refines it, and delivers a verified response with supporting visuals — in seconds. It even knows which report to look in. No analyst needed. No waiting until Monday.
Reports Ship Through Approvals
Your analyst builds a report. Before it reaches 500 users, it goes through review and approval. If something breaks, roll back in one click. Users on production never see half-finished work. This is how the best software companies ship. Now your reports ship the same way.
Governance Without Code
Create a policy called “PII Protection.” Apply it to 50 columns in one click. Now every user sees only what they’re allowed to — automatically. Before you publish, simulate exactly what any user will see. Every rule change is versioned. Every access is logged. Auditors love this.
Automated Alerts & Scheduled Delivery
All Your Data. One Report. No Middleware.
- Sales lives in your CRM. Finance lives in SAP. Inventory lives in Excel. With PersivX, one report pulls from all of them — live, blended, governed. No data engineers. No ETL pipelines. No 6-week integration projects.
Intelligence on Every Chart — Automatically
- Build a chart. It already knows the forecast. It already spotted the anomaly. It already wrote the insight in plain English. Every visualization in PersivX is intelligent by default — no configuration, no data science team, no extra cost.
Why Enterprises Choose PersivX
Live in Days, Not Quarters
From onboarding to production dashboards in days. No 6-month implementation. No consulting army.
One Platform, Not Ten Tools
Analytics, AI, governance, automation, and delivery in one system. No integration projects. One vendor. One bill.
Enterprise-Grade Security
Role-based access, IP restrictions, audit trails, on-premise deployment. Data stays where you decide.
Automated Workflows
Scheduled reports, conditional alerts, multi-channel delivery. Your team acts on insights without logging in.
AI That Reasons, Not Guesses
Ask questions in plain English. AI queries your data, verifies the answer, and shows the evidence. No analyst needed.
Any Device, Anywhere
Desktop, tablet, phone, smart TV. Install as a standalone app. Works offline. Scales to millions of rows.
What each role gets from PersivX — that they can't get anywhere else
Executives get verified answers to any question in seconds, auto-generated summaries, and scheduled insights delivered to their phone every morning
Data teams get full control — write queries, run Python scripts, blend data across sources, create reusable metrics, and version everything. Power without limits.
IT & Governance get release pipelines with approvals, policy-based column masking, row-level security, per-user export controls, IP whitelisting, and full audit logs
Operations teams get scheduled delivery to WhatsApp/Slack/Teams/Email/Telegram, conditional alerts with decision tables, auto-refresh, and saved views per user
Mr. Ajay Agarwal
MD, ICD Dhannad — First Private Port of Central India
MD, ICD Dhannad — First Private Port of Central India
Reports have supported in making Financial and Operational decisions faster. Their support for development and maintenance of reports is commendable.
Mr. Krishna Mekala
GM - Automation, Solex Energy Ltd.
GM - Automation, Solex Energy Ltd.
PersivX unified our financial and inventory reporting, cleaned up our books, and freed up 60% of our payments team from repetitive work. We're now moving beyond operations into predictive dashboards that help us plan with confidence.
Mrs. Ritu Nair
Head of Finance, ICD Dhannad
Head of Finance, ICD Dhannad
Our management is extremely satisfied with all of the 30 to 35 reports created across different Business Functions. The accuracy of reports is commendable as it saves lots of man hours daily.
Core Strategic Capabilities
From real-time visibility to AI-driven recommendations — PersivX ensures organizations not only understand what’s happening today but also anticipate tomorrow.
See instantly.
Stay on top of daily operations with real-time dashboards that auto-refresh every few minutes. Cross-filtering, drill-through, and alerts ensure nothing slips through the cracks.
Understand deeply.
Blend data from any source. Drill into root causes. Anomalies are flagged automatically. Change analysis decomposes any movement into contributing factors.
Know what's next.
Every chart automatically gets time-series forecasting and trend detection. Anticipate outcomes and risks — helping you plan proactively instead of reacting late. No data science team required.
Act with confidence.
AI delivers intelligent recommendations based on your data patterns. Executive summaries generated on demand. Strategic focus areas identified automatically. Guidance that drives action.
Built for Every Industry
PersivX adapts to the unique challenges of any business.
Manufacturing · Finance · Supply Chain · Pharma · Healthcare · Retail · Steel · and more
- Automate Accounts Receivable / Accounts Payable reconciliation, auto-match invoices with POs and GRNs.
- Monitor overdue invoices, early payment discounts, duplicate invoices.
- Track consumption patterns vs procurement cycles.
Eliminates manual finance errors, improves process cycle efficiency.
- Days Sales Outstanding (DSO), Days Payable Outstanding (DPO), working capital KPIs.
- Variance analysis on spend categories, vendor performance benchmarking.
- Inventory turnover vs sales velocity.
Root cause analysis of liquidity gaps and procurement inefficiencies.
- Cash flow forecasting by scenario (delayed payments, seasonality).
- Predict vendor delays based on past SLA breaches.
- Forecast future stock-outs based on usage trends.
Reduces uncertainty in capital planning.
- Recommend payment scheduling to maximize discounts.
- Suggest credit control policies to reduce bad debts.
- Prescribe optimal reorder points & safety stock levels.
Aligns finance + procurement for Lean working capital.
- Daily pipeline monitoring, lead-to-close conversion dashboards.
- Real-time sales activity logging from CRM.
- Product/territory performance by rep.
Reduces waiting waste in pipeline visibility.
- Cohort analysis of customers by acquisition channel.
- Root cause analysis of lost deals by stage.
- Campaign ROI by channel vs cost of acquisition.
Focuses resources on high-yield segments.
- Win probability scoring based on historical conversion.
- Churn risk modeling using usage + payment data.
- Predict CLV by customer cohort.
Improves forecast accuracy & sales planning.
- Recommend next-best actions for sales reps.
- Suggest pricing adjustments to improve margin.
- Prescribe customer success interventions to prevent churn.
Maximizes customer profitability & retention.
- Track shipments across lanes with IoT integration.
- Automated stock reconciliation & discrepancy alerts.
- Monitor cycle times from supplier order → warehouse receipt.
Improves first-pass yield in logistics processes.
- Vendor scorecards: on-time %, defect %, lead-time variance.
- Route-level cost/time analysis.
- Root cause analysis of stock-outs.
Reduces defects in supply chain flow.
- Forecast demand fluctuations by region.
- Predict risk of shipment delays using weather + history.
- Anticipate slow-moving SKUs before obsolescence.
Reduces excess inventory and transport waste.
- Recommend alternative routes for cost/time optimization.
- Suggest supplier renegotiations based on performance data.
- Prescribe optimal reorder points to balance cost vs service.
Ensures just-in-time supply chain resilience.
- Track takt time adherence and production schedules.
- Downtime monitoring by machine.
- Scrap/rework dashboards.
Eliminates waiting & defect waste on shop floor.
- OEE (Availability, Performance, Quality) across lines.
- Six Sigma defect metrics (DPMO, Sigma level).
- Root cause analysis of downtime & bottlenecks.
Identifies variance sources in production processes.
- Machine failure predictions via sensor/IoT data.
- Forecast demand-driven production capacity.
- Simulate production delays under different load scenarios.
Improves uptime & throughput predictability.
- Suggest preventive maintenance intervals.
- Recommend line balancing for optimized cycle times.
- Prescribe lean kaizen events for bottleneck elimination.
Improves throughput and reduces cycle time.
- Track stock levels, bin accuracy, and cycle counts.
- Monitor picking/packing errors.
- Space utilization heatmaps.
Improves process cycle efficiency in warehouse ops.
- Stock aging & obsolescence analysis.
- Shrinkage root cause analysis.
- SKU profitability analysis vs carrying cost.
Cuts inventory waste & highlights non-value SKUs.
- Forecast seasonal demand for warehouse space.
- Predict picking error likelihood by SKU complexity.
- Anticipate obsolescence risk for slow-moving items.
Improves warehouse planning & reduces dead stock.
- Recommend optimal layout (ABC analysis, slotting).
- Suggest error-proofing (Poka-Yoke) in picking.
- Prescribe reorder logic (Kanban, JIT replenishment).
Boosts throughput and reduces stock-outs.
- Milestone progress, Gantt adherence.
- Resource utilization dashboards.
- Budget burn-down tracking.
Improves visibility and reduces rework cycles.
- Cost vs plan variance.
- Earned Value Analysis (EVA).
- Root cause of schedule slippage.
Identifies true drivers of project variance.
- Timeline forecasts based on resource velocity.
- Predict risk of scope creep.
- Estimate probability of budget overrun.
Enhances schedule predictability & risk planning.
- Suggest corrective actions for delayed milestones.
- Recommend reallocation of critical path resources.
- Prescribe mitigation actions for top project risks.
Ensures delivery with minimal variance.
- Unified dashboards across Finance, Sales, Ops.
- Cross-functional KPI monitoring.
Provides single source of truth for leadership.
- Benchmark internal KPIs vs industry.
- Operational Efficiency Index across BUs.
Pinpoints underperforming departments.
- Forecast inter-departmental bottlenecks.
- Predict future cost/revenue impact of misalignment.
Prevents inefficiency from cascading.
- Recommend reallocation of capital.
- Suggest cross-unit process alignment.
Ensures strategic alignment with enterprise goals.
Data Governance
Governance so seamless — you'll actually enjoy it.
PersivX turns enterprise-grade governance into something effortless—intuitive, fast, and completely under your control. Keep your teams compliant, secure, and focused on insights, not rules.
ALL YOU DO
- Setup Policies
Create / update policies using our intuitive Governance UI. - Apply Everywhere
Decide which columns and attributes to govern, and PersivX applies policies across all reports automatically.
PERSIVX ENSURES
- Monitored Application
Every policy is applied automatically, and each action is logged for full visibility. - Fully Auditable
Every policy change is versioned — compliance teams can track, review, and audit data directly from the UI. - Instantly Usable
Access governed data anywhere — secure, seamless, and ready for action.
The Builder
From drag-and-drop to full code — in the same tile. Power for everyone.
Build & Interact
Drag-and-Drop Builder
Drag attributes into "Show me" and "For every" dropzones. Guided onboarding with contextual hints. Zero learning curve.
Full Code When You Need It
Need more power? Drop into code mode. Write queries, run Python scripts, or build custom visuals — all within the same tile. Your business users never see the complexity.
Combine Data From Anywhere
Pull data from multiple reports and sources into one visualization. Blend, merge, and join — without moving data or building pipelines.
What-If Parameters & Scenario Modelling
Add sliders and date pickers that let users explore “what if” scenarios in real time. Change assumptions, see impact instantly. No developer needed.
Control & Trust
All Data in One Place with Approvals
Dev → Staging → Prod. Per-step approvers (users or groups). Commit messages. Version history with restore. Reports cached per environment.
Row-Level Security & Column Masking
Rules based on user email, attributes, groups, or column values. Priority engine: User > Attribute > Group. Specificity wins. First match wins. Drag to reorder. Test for any user before publishing.
Row-Level Collaboration
Comment on any table row with types: General, Audit Note, Issue/Exception, Resolution. Inline comment icons. Threaded discussions per report with @mentions and push notifications.
Portable Reports — Zero Lock-In
Export any report as a portable file. Import it into another environment with one click. Move between dev, staging, and production — or share templates across teams. You own your work.
The only BI platform where governance, version control, and AI are built into the builder — not bolted on.
The PersivX Engine
One platform. Seven systems. Zero compromises.
One platform replaces your BI tool, your governance layer, your scheduling system, your AI vendor, and your release process. Everything works together because it was built together.
PersivX Core Engine
Analyzes your entire data estate in seconds — on the hardware you already own. Intelligent caching ensures dashboards load instantly, even with billions of rows. Zero additional infrastructure required.
Reasoning AI
Forms hypotheses. Queries your data. Verifies its own answers. Routes questions to the right report. Generates presentations. Streams its thinking so you see the logic.
Query-Time Governance
Every user sees only what they’re allowed to. Rules enforced before data leaves the database. Policies versioned and published independently from reports.
All Data in One Place
Multi-step approval workflows. Per-environment caching. Commit messages. Version history with restore. Reports promoted through environments like code.
Data Blending
Connect any source — files, databases, APIs, cloud services. Blend them in one report without moving data. Relationships detected automatically.
Automation Engine
Schedule any report for delivery — hourly to monthly. Set conditions: only send when thresholds are crossed. Deliver to WhatsApp, Slack, Teams, Email, or Telegram. Run any automation on demand.
Collaboration
Comment on any data point. Discuss reports with your team. Get notified when someone mentions you. Save your own view of any report. Organize everything in folders with access control.
Leadership
Built by engineers who understand enterprise
Harsh Jain
Founder & CEO
Former engineer at Morgan Stanley, where he built mission-critical systems used by 2,500+ global users daily across Risk and Compliance. Built PersivX to solve a clear gap: BI tools are either powerful but complex, or simple but limited.
Ankit Kumar
Co-Founder
Brings experience from multiple high-growth startups, leading cross-functional teams to architect complex full-stack applications. Now spearheading advanced AI capabilities in the PersivX ecosystem with a zero-to-one mindset.
Testimonials
Mrs. Ritu Nair
Head of Finance, ICD Dhannad
Head of Finance, ICD Dhannad
Mr. Harish Chandra Sharma
Director - Operations, ICD Dhannad
Director - Operations, ICD Dhannad
Stop Comparing. Start Deciding.
No other BI tool ships with release pipelines, hypothesis-driven AI, query-time governance, and auto-generated board presentations. This isn't a dashboard tool. It's how enterprises make decisions.
Ready to eliminate manual reporting?
Book a 30-minute live demo with your data. No commitment. No setup fee. Or download our brochure to share with your team.
SOC-2 Compliant Practices
End-to-End Encryption
On-Premise Deployment Available
99.9% Uptime