Analyst

An analyst to investigate, build, and diagnose.

Zap AI Analyst produces what doesn't exist yet. Talk to it: give it a goal or a question and it builds the analytics, in one request. Ask it across your whole business model, not one report: "I'm meeting the CFO tomorrow. Give me a deep dive across finance, sales and purchasing, and the questions worth asking."

Zap AI works with Zap Data Hub.

An add-on for any Zap Data Hub plan

Pre-built for Sage X3, Sage 100, Sage 300, Sage Intacct, SAP Business One, Syspro, Dynamics 365 Business Central and Finance & Operations, Dynamics AX and NAV, Wiise, and Xero.

Analyst · Investigate

Investigate

Investigate digs through the data to work out what happened in the business and how much it matters. It reports back. It never changes anything.

It follows the trail from the symptom to the cause on its own.

Why did margin fall? Four steps to the cause “Why did north margin fall?”

Four steps from the symptom to the cause, and it took every one itself.

All Investigate examples in the Cookbook
Zap AI Analyst
You

“Why did north margin fall?”

What you get

Margin fell because cost rose. Cost rose because freight rose. Freight rose because one carrier put its rates up on one lane. Zap AI took all four steps without being asked, and a workbook you can download has one tab per step.

What to notice

The carrier and the lane.

Analyst · Build

Build

Build makes new analytics. Three ways to start: show it a screenshot of what you want, let it ask you the questions a good analyst would, or point at a report you like and ask for another version.

It asks the questions a good analyst would ask before it builds.

Build a P&L, questions first “Build me a monthly P&L.”

It asks the questions a good analyst would ask. That's expertise, not hesitation.

All Build examples in the Cookbook
Zap AI Analyst
You

“Build me a monthly P&L.”

What you get

Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds.

What to notice

One of its questions, for example "Should intercompany be eliminated?"

Analyst · Diagnose

Diagnose

Diagnose checks how a report is put together and finds what's wrong with it: a definition that's off, a cost counted twice. It checks the workings, not the business. It can find and fix issues on its own.

It finds the fault without a hint, and can fix it on its own.

Diagnose the fault, no hints “Proof this report.”

No hint. It found it on its own.

All Diagnose examples in the Cookbook
Zap AI Analyst
You

“Proof this report.”

What you get

Zap AI goes through the whole report, finds the fault on its own ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%.") and comes back with a proposed fix. Then it waits for you.

What to notice

The proposed fix.

See it on your data.

New to Zap? Book a demo and watch it answer a question on your own data.