Get the best GTM dealsView deals
  • Agency
  • Learn
  • Blog
  • Agency
  • Learn
  • Blog
  • Get in touch
All there is to know about the latest prospecting techniques

Product

AgencyAccelerator ProgramInboxes

Ressources

AI Sales ToolsSales ToolsAI AgentsData SourcesLinkedIn ToolsAI Marketing ToolsEmail FinderMobile FinderBlogWe're Hiring

Get In Touch

[email protected]
@MichLieben
Michel Lieben
@MichLieben
Contact us
Clay Expert ColdIQ BadgeEnterprise Partner ColdIQ Badge
Copyright 2025 © ColdIQ LLC.
PrivacyTerms
All rights reserved.
  1. Home
  2. AI AGENTS
  3. Reporting & BI Agents

Best Reporting & BI Agents Tools

Reporting & BI Agents take your questions about business data and turn them into actual reports without needing a data analyst. You can ask something like "How did our sales perform last quarter?" in plain English, and these tools will pull the numbers, create charts, and give you a written summary. Marketing teams that used to wait days for custom reports now get answers in minutes. The technology works by connecting directly to your existing data sources like Snowflake, your CRM, or accounting software. These tools use what's called a semantic layer that translates business terms into database language. When you ask about "customer lifetime value," the system knows which tables and calculations to use. It writes the SQL code, runs the query, and packages the results into charts or text summaries that make sense to non-technical users. Traditional BI tools like Tableau require someone to build dashboards ahead of time, and you're stuck with whatever views they created. These newer tools let anyone ask follow-up questions on the spot. Instead of calling IT to modify a report, a sales manager can dig deeper into why certain deals are stalling just by typing more questions. Some companies use these as standalone platforms, while others integrate them into their existing data setup. Sales teams use these tools to track pipeline health and spot deals that might not close. Marketing departments measure campaign performance and find their best customer segments without writing code. Finance teams run budget analysis and cash flow projections through simple conversations with the system. The tools handle everything from automated reporting software tasks to sending business intelligence alerts when metrics hit certain thresholds. This data analytics automation means companies get insights faster, and people who never touched SQL before can now dig into company data whenever they need answers.

See also:

AI Voice Transcription
Reply Agents
Best AI Agents
AI SDR
LinkedIn Outreach Automation
Content Creation Tools
AI Sales Enablement Agents
AI Avatar Creators
Project Management Bots
Meeting Assistants
AXON

AXON

Use actionable data for revenue growth

View

Pricing

Free

Key Features

AXON core functionality
User-friendly interface
Regular updates and improvements
AXON

AXON

View

Axon analyzes your CRM data to provide real-time insights and actionable revenue growth plans. It helps optimize leads, sales, and customer segments securely and effortlessly

Best For

Enterprises
SMB
Startups
Breadcrumb.ai

Breadcrumb.ai

AI-powered personalized B2B data reporting

View

Pricing

Free

Key Features

Breadcrumb.ai core functionality
User-friendly interface
Regular updates and improvements
Breadcrumb.ai

Breadcrumb.ai

View

Breadcrumb.ai automates personalized AI-powered data reporting with no coding, delivering fast, scalable insights. It cleans, analyzes, and visualizes data for effortless, tailored business reports

Best For

Enterprises
SMB
Startups
Drivetrain

Drivetrain

AI-native business planning and forecasting platform

View

Pricing

Free

Key Features

Drivetrain core functionality
User-friendly interface
Regular updates and improvements
Drivetrain

Drivetrain

View

Drivetrain is an AI-native business planning platform that accelerates budgeting, forecasting, and reporting with real-time data and seamless integrations. It streamlines financial consolidation, revenue planning, and headcount management for smarter decision-making

Best For

Enterprises
SMB
Startups
FlowHunt

FlowHunt

No-code platform to automate AI workflows

View

Pricing

Free

Key Features

FlowHunt core functionality
User-friendly interface
Regular updates and improvements
FlowHunt

FlowHunt

View

FlowHunt is a no-code AI automation platform with AI agents, chatbots, and visual builder to streamline workflows and boost productivity

Best For

Enterprises
SMB
Startups
Houseware

Houseware

AI-powered product analytics for teams

View

Pricing

Free

Key Features

Houseware core functionality
User-friendly interface
Regular updates and improvements
Houseware

Houseware

View

Houseware is an AI-powered product analytics platform that delivers actionable insights and rich dashboards fast. Connect your data warehouse, create user segments, and collaborate without coding

Best For

Enterprises
SMB
Startups
MineDoc

MineDoc

AI-powered business intelligence assistant platform

View

Pricing

Free

Key Features

MineDoc core functionality
User-friendly interface
Regular updates and improvements
MineDoc

MineDoc

View

MineDoc creates AI-powered Business Intelligence assistants to analyze data, generate insights, and visualize reports through natural conversation. Get instant, domain-specific insights from your documents and data easily

Best For

Enterprises
SMB
Startups
Mixpanel

Mixpanel

Product analytics platform to measure impact

View

Pricing

Starting at $0.28

Key Features

User behavior insights without delays
Unified user engagement view
Data-driven decisions you trust
Mixpanel

Mixpanel

View

Mixpanel is a digital analytics platform that helps measure, optimize products, and boost user growth. It offers product analytics, session replay, and data integration for faster, data-driven decisions

Best For

Enterprise
SMBs
Startup
Othor AI

Othor AI

Fast, simple, secure business intelligence tool

View

Pricing

Free

Key Features

Othor AI core functionality
User-friendly interface
Regular updates and improvements
Othor AI

Othor AI

View

Othor AI delivers fast, AI-powered business intelligence with instant insights and smart charts. Simplify decisions and get real-time data analysis in seconds

Best For

Enterprises
SMB
Startups
Query Fast

Query Fast

Lightweight AI-powered data analytics tool

View

Pricing

Free

Key Features

Query Fast core functionality
User-friendly interface
Regular updates and improvements
Query Fast

Query Fast

View

Query Fast lets teams quickly query and visualize data using AI-powered natural language chat. Connects securely to databases, enabling fast, simple, and interactive analytics

Best For

Enterprises
SMB
Startups
Wren AI

Wren AI

Generative BI and embedded analytics platform

View

Pricing

Free

Key Features

Wren AI core functionality
User-friendly interface
Regular updates and improvements
Wren AI

Wren AI

View

Wren AI delivers instant, SQL-backed insights from natural language queries for smarter decisions. Embed conversational BI to empower teams with real-time data answers and visualizations

Best For

Enterprises
SMB
Startups
Coefficient

Coefficient

Google Sheets Data Connector

View

Pricing

Starting at $49

Key Features

Live connections to business systems
Two-way syncing from spreadsheets
Automatic data refreshes and alerts
Coefficient

Coefficient

View

Coefficient helps people using Google Sheets and Excel to connect live data from various systems, like CRMs and databases, directly into their spreadsheets. It provides automatic data refresh, real-time reports and alerts, and streamlined data sharing, improving data accuracy and access for everyone.

Best For

Startups
Scale-ups
SMBs
Tableau

Tableau

Agentic analytics platform for trusted insights

View

Pricing

Starting at $35

Key Features

Agentic analytics for faster insights
AI-powered data and action
Cloud and on-premises deployment
Tableau

Tableau

View

Tableau transforms data into visual insights with AI-powered analytics for smarter decisions. It enables fast, trusted data exploration and autonomous action across teams.

Best For

SMBs
Mid-market
Enterprise
Exasol

Exasol

Fast, scalable analytics engine for insights

View

Pricing

Free

Key Features

Exasol core functionality
User-friendly interface
Regular updates and improvements
Exasol

Exasol

View

Exasol is a high-performance analytics engine that accelerates queries up to 1000x, reducing costs and enabling real-time insights. It offers scalable, flexible deployment for modern data warehousing and AI integration.

Best For

Enterprises
SMB
Startups
Amoeba

Amoeba

AI-powered data scientist for revenue growth

View

Pricing

Pricing not listed; talk to sales.

Key Features

Continuous real-time data insights
AI-native intelligent agents
Automated data science process
Amoeba

Amoeba

View

Amoeba is an AI-powered data scientist that delivers real-time insights, recommendations, and actions to optimize revenue growth and pipeline clarity

Best For

Startups
Scale-ups
Mid-market
HockeyStack

HockeyStack

Analytics & Atribution for B2B

View

Pricing

Pricing not listed; talk to sales.

Key Features

Turn sales and marketing data into insights
Build custom reports in seconds
Choose from nine attribution models
HockeyStack

HockeyStack

View

HockeyStack assists B2B marketing and sales teams in boosting pipeline and efficiency using AI agents. It achieves this by reporting on pipeline from initial impressions to closed deals and automating manual workflows with tailored AI workflows.

Best For

Startups
Scale-ups
SMBs
Hummans

Hummans

Transform Google Analytics data into AI-ready documents

View

Pricing

Free

Key Features

Hummans core functionality
User-friendly interface
Regular updates and improvements
Hummans

Hummans

View

Hummans transforms Google Analytics data into AI-ready documents for smarter, data-driven agents. It delivers real-time insights and seamless integration to improve AI outputs

Best For

Enterprises
SMB
Startups
Wallabi

Wallabi

AI-powered marketing data analysis platform

View

Pricing

Free

Key Features

Wallabi core functionality
User-friendly interface
Regular updates and improvements
Wallabi

Wallabi

View

Wallabi automates data prep and analysis for marketing ops, delivering fast, AI-powered insights without coding. It connects popular business apps to reveal ROI, CAC, and growth opportunities instantly

Best For

Enterprises
SMB
Startups
Amplitude

Amplitude

AI-powered digital analytics for growth.

View

Pricing

Starting at $49

Key Features

AI agents analyze metrics
Deliver clear insights
Visualize sessions with replay
Amplitude

Amplitude

View

Amplitude is an AI-powered digital analytics platform that helps you analyze user behavior, run experiments, and make data-driven decisions to grow your product. It offers product analytics, feature experimentation, and user activation to increase conversions and retention.

Best For

Startups
Enterprise
Fullstory

Fullstory

Behavioral data analytics for user experience.

View

Pricing

Pricing not listed; talk to sales.

Key Features

Behavioral data for all experiences
Turn insights into action
Analyze customer experiences
Fullstory

Fullstory

View

Fullstory delivers AI-powered behavioral data analytics with session replay, product insights, and real-time personalizations to optimize user experiences and boost conversions.

Best For

Startups
Scale-ups
SMBs
Mid-market
Enterprise
Mentions.so

Mentions.so

Track, analyze, improve AI brand mentions.

View

Pricing

Free

Key Features

Mentions.so core functionality
User-friendly interface
Regular updates and improvements
Mentions.so

Mentions.so

View

Mentions.so tracks and analyzes AI-generated brand mentions with actionable insights to boost visibility and rankings. Monitor sentiment, compare competitors, and optimize AI-driven traffic effortlessly.

Best For

Enterprises
SMB
Startups
Hex

Hex

AI-powered platform for data analysis.

View

Pricing

Free

Key Features

Hex core functionality
User-friendly interface
Regular updates and improvements
Hex

Hex

View

Hex is a connected AI platform enabling natural language data analysis and interactive dashboards. It empowers teams with trusted, conversational self-serve and deep agentic analytics.

Best For

Enterprises
SMB
Startups
ThoughtSpot

ThoughtSpot

Agentic analytics platform powering live insights

View

Pricing

Free

Key Features

ThoughtSpot core functionality
User-friendly interface
Regular updates and improvements
ThoughtSpot

ThoughtSpot

View

ThoughtSpot is an AI-powered analytics platform delivering live, explainable insights for faster, confident decisions. It offers natural language queries, embedded analytics, and actionable AI agents.

Best For

Enterprises
SMB
Startups
Dremio

Dremio

Autonomous, AI-powered, fast cloud lakehouse.

View

Pricing

Free

Key Features

Dremio core functionality
User-friendly interface
Regular updates and improvements
Dremio

Dremio

View

Dremio is an autonomous lakehouse platform that delivers fast, AI-powered data insights with zero-ETL and governed access. It optimizes queries automatically for 20x faster performance at lower costs.

Best For

Enterprises
SMB
Startups

Frequently Asked Questions

What are reporting & BI agents?

Reporting & BI agents are tools that help collect, analyze, and visualize business data to support decision-making.

What can reporting & BI agents do?

They generate reports, create dashboards, track KPIs, and provide insights to improve business performance.

How do reporting & BI agents work?

They connect to data sources, process data, and display information in easy-to-understand formats like charts and tables.

Are reporting & BI agents easy to set up?

Most tools offer simple setup with guided wizards and pre-built templates, requiring minimal technical skills.

Are reporting & BI agents free?

Many offer free basic plans, but advanced features usually require paid subscriptions.

What is the common reporting & BI agents pricing?

Pricing typically ranges from $10 to $100+ per user per month, depending on features and data limits.

What are the types of reporting & BI agents?

Types include cloud-based, on-premises, self-service, and embedded BI tools.

Do reporting & BI agents work with email?

Yes, many can send automated reports and alerts directly to email recipients.

What are the best reporting & BI agents tools?

Top tools include Power BI, Tableau, Looker, and Google Data Studio.

What are common reporting & BI agents integrations?

They commonly integrate with databases, CRM, marketing platforms, cloud storage, and spreadsheets.