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Kimo BI · The feature tour
BI—Features

Every feature, in the order you close the month.

From the first connector to the board pack that locks at close — seven chapters, each with the screens you will actually use and the plan that includes them.

Book a demoTry the live demo
  1. 01Connect2 features
  2. 02Model3 features
  3. 03Visualize4 features
  4. 04Ask2 features
  5. 05Alert2 features
  6. 06Share2 features
  7. 07Govern2 features
PlansFree $0Pro $49/moBusiness $289/moEnterprise Custom
Chapter 01 — Connect

Every ledger, one room

Billing, CRM, accounting, support and your own database — connected in minutes, read-only, and kept fresh without a pipeline project.

01.1

Finance-grade connectors

Stripe, Paddle, QuickBooks, Xero, HubSpot, Salesforce, Zendesk, Intercom and Google Sheets over OAuth; Postgres, MySQL, Snowflake and BigQuery with a read-only user.

  • Schema discovery with sensible defaults per source
  • Multi-currency normalised at the daily ECB rate
  • Soft-deletes, refunds and credit notes handled
  • Custom sources via REST, CSV or S3 drop
Available onFree — includedPro — includedBusiness — includedEnterprise — included
Settings / Connections
13 connected
Billing & finance
Stripe
Read-only user · Every 15 min
Live
Paddle
Read-only user · Hourly
Live
QuickBooks
OAuth · Daily
Live
Xero
OAuth · Daily
Live
CRM
HubSpot
OAuth · Hourly
Live
Salesforce
OAuth · Hourly
Live
Databases & warehouses
PostgreSQL
Read-only user · Every 15 min
Live
MySQL
Read-only user · Every 15 min
Live
Snowflake
Read-only user · Live query
Live
BigQuery
Read-only user · Live query
Live
Support & files
Zendesk
OAuth · Hourly
Live
Intercom
OAuth · Hourly
Live
Google Sheets
OAuth · Every 15 min
Live
01.2

Incremental sync & freshness

Cursor-based incremental syncs read only what changed. Every chart shows how fresh its data is — and warns before a stale number reaches a board.

  • Hourly on Pro, every 15 minutes on Business
  • Read-replica routing and per-source rate limits
  • Freshness SLAs with Slack and email warnings
  • Full re-sync history, row counts and diffs
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Freshness monitor
Every 15 min
Sync runs · last 6 h · stripe
Duration in seconds; hover a bar
14 smedian
TableSyncedSLA
subscription_items3 min ago< 15 min
deals7 min ago< 15 min
usage_events12 min ago< 15 min
journal_entries52 min agoLate
tickets4 min ago< 15 min
Chapter 02 — Model

Define it once, mean it everywhere

A semantic layer built for finance and RevOps: measures, dimensions and joins with owners, tests and a history of every change.

02.1

Versioned semantic layer

Every KPI is code-reviewed and versioned. Change the definition of active customer once, and every dashboard, board pack and answer updates together.

  • Owners, descriptions and certification status
  • Diffs and approvals before a definition ships
  • Data tests: uniqueness, freshness, reconciliation
  • Git sync to your repository (optional)
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Models / active_customer.yml
#214
Count past-due accounts as active · v13 → v14
Affects 23 charts, 2 board packs
metric: active_customer
owner: revops@company.example
-filter: status = "active"
+filter: status in ("active", "past_due")
+  and mrr > 0
grain: day
+tests: [not_null(account_id), reconciles_to_stripe]
MFIS
2 approvals · 3 tests passed
Merged & certified
02.2

Finance & RevOps metric library

MRR, ARR, NRR, GRR, CAC payback, LTV, burn multiple, pipeline coverage — 140+ definitions ready to adopt and adapt.

  • MRR movements: new, expansion, reactivation, contraction, churn
  • SaaS, marketplace and retail templates
  • Reconciliation to Stripe and the general ledger
  • Annotations for one-off events and restatements
Available onFree — includedPro — includedBusiness — includedEnterprise — included
Metric library
142 metrics
Search metrics…
  • Net revenue retention
    (start + exp − con − churn) / start
    Retention
  • Monthly recurring revenue
    Σ subscription_items.amount_monthly
    Revenue
  • Gross revenue retention
    (start − con − churn) / start
    Retention
  • CAC payback (months)
    CAC / (new MRR × gross margin)
    Efficiency
  • Pipeline coverage
    open pipeline / remaining quota
    Sales
02.3

Visual joins across systems

Tie Stripe customers to CRM accounts and product users with fuzzy matching on domain and email — then review the misses by hand.

  • Join on IDs, domains, emails or a mapping sheet
  • Match-rate report with unmatched rows to fix
  • Fan-out detection before it doubles your revenue
  • Reusable entities: Account, Subscription, Deal
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Models / Account entity
3 sources
customers
email_domain
3,412 rows
companies
domain
3,488 rows
accounts
billing_domain
3,401 rows
Match rate
97.8% matched · 74 accounts to review · 0 fan-outs
No duplicate revenue
Chapter 03 — Visualize

Charts that hold up in a board meeting

Dashboards built from certified metrics, with drill-down to the row and the restraint of a good annual report.

03.1

Live dashboards with drill-down

From company MRR to the twelve accounts that moved it, in two clicks. Filters, comparisons and period-over-period built in.

  • Waterfall, cohort, funnel, table and KPI tiles
  • Compare to previous period, budget or forecast
  • Drill to the underlying rows and export them
  • Dashboard-level filters with saved views
Available onFree — includedPro — includedBusiness — includedEnterprise — included
Dashboards / Revenue overview
Sep 2026 vs Aug
MRR
$524.6k
+3.2%
ARR
$6.30M
+3.2%
Accounts
1,284
+41
MRR by region · click to drill
Revenue North America Top movers
Halcyon FreightEnterprise+$4,800
Pinecrest LegalScale+$2,150
Redwing MobilityGrowth+$1,320
03.2

Cohort & retention analysis

Logo and net revenue retention by signup month, plan, region or sales owner — with the customers behind every cell.

  • Logo, revenue and seat retention
  • Triangle and curve views, absolute or indexed
  • Segment by any dimension in the model
  • Expansion vs. churn decomposition
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Retention / Cohorts by signup month
Net revenue retention by signup month (%)
AprApr cohort, month 0: 100%100Apr cohort, month 1: 104%104Apr cohort, month 2: 107%107Apr cohort, month 3: 109%109Apr cohort, month 4: 112%112Apr cohort, month 5: 114%114MayMay cohort, month 0: 100%100May cohort, month 1: 102%102May cohort, month 2: 106%106May cohort, month 3: 108%108May cohort, month 4: 110%110JunJun cohort, month 0: 100%100Jun cohort, month 1: 101%101Jun cohort, month 2: 103%103Jun cohort, month 3: 106%106JulJul cohort, month 0: 100%100Jul cohort, month 1: 103%103Jul cohort, month 2: 105%105AugAug cohort, month 0: 100%100Aug cohort, month 1: 102%102SepSep cohort, month 0: 100%100
NRR, M5
114%
Expansion share
62%
Best plan
Scale
03.3

Pipeline & forecast

Weighted pipeline from HubSpot or Salesforce using your own historical stage conversion, deal age and segment.

  • Commit, best case and model forecast side by side
  • Coverage ratio against quota by team
  • Slipped and pulled-in deals each week
  • Forecast accuracy tracked quarter over quarter
Available onFree — not includedPro — not includedBusiness — includedEnterprise — included
Sales / Q4 forecast
Salesforce · 15 min ago
Bookings Forecast
W1: forecast $80k, booked $82kW1W2: forecast $92k, booked $95kW2W3: forecast $97k, booked $88kW3W4: forecast $104k, booked $112kW4W5: forecast $109k, booked $104kW5W6: forecast $116k, booked $121kW6W7: forecast $123k, booked $127kW7W8: forecast $130kW8W9: forecast $136kW9W10: forecast $143kW10Today
Commit
$1.42M
Model
$1.51M
Best case
$1.78M
Coverage 3.2× · 4 deals slipped, 2 pulled in this week
03.4

Unit economics

CAC payback, LTV:CAC and gross margin by plan and channel, with spend from your ledger and revenue from billing.

  • Fully loaded CAC from QuickBooks or Xero
  • Payback curves per acquisition cohort
  • Gross margin by plan with hosting allocation
  • Burn multiple and Rule of 40 tiles
Available onFree — not includedPro — not includedBusiness — includedEnterprise — included
Finance / Unit economics
QuickBooks + Stripe
Cumulative gross margin vs. CAC, Q1 cohort
Break-even11 moM0M6M12M18
LTV : CAC
4.1×
Gross margin
81%
Burn multiple
1.3
Rule of 40
46
Chapter 04 — Ask

Questions in English, answers with receipts

Ask Kimo answers from your semantic layer, never from a guess — and always shows the definition and the SQL behind the chart.

04.1

Ask Kimo

“Which plan had the best net retention in Q3?” — answered with a chart, the metric definition used and a one-line explanation.

  • Grounded in certified metrics only
  • Follow-up questions keep their context
  • Save any answer as a chart or dashboard tile
  • Refuses politely when a metric does not exist
Available onFree — includedPro — includedBusiness — includedEnterprise — included
Ask Kimo
Grounded
Which plan had the best net retention in Q3?
04.2

Transparent SQL

Every answer and every chart has a “show SQL” drawer. Analysts can edit, re-run and promote a query into the model.

  • Readable SQL with comments per step
  • Runs against your database or warehouse
  • Query cost and duration shown up front
  • Promote a query to a reusable measure
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Ask Kimo / Show SQL
184 ms · 4 rows
1-- metric: nrr (certified v9), grain: quarter
2select s.plan,
3  round(100.0 * sum(m.end_mrr) / sum(m.start_mrr), 1) as nrr
4from mrr_movements m
5join subscriptions s on s.id = m.subscription_id
6where m.period = '2026-Q3'
7  and m.cohort_start < '2026-07-01'
8group by s.plan order by nrr desc;
plannrr
scale121.0
business114.0
growth106.0
starter92.0
Chapter 05 — Alert

Hear about it before the board does

Kimo learns weekly and monthly seasonality and only interrupts you when something is genuinely unusual — with the likely cause attached.

05.1

Anomaly detection

Seasonality-aware bands on every certified metric. When churn, refunds or failed payments break out, you get the accounts behind it.

  • Weekly and month-end seasonality learned automatically
  • Root-cause hints by plan, region and owner
  • Slack, email and Microsoft Teams delivery
  • Snooze, acknowledge and resolve with notes
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Alerts / Failed payments
Stripe · daily
Failed payments Expected range
Sep 1Sep 8Sep 15Sep 22Sep 28
Anomaly · 2.3× expectedSent to #finance-alerts

82% of the excess comes from EU cards on the Pro plan after the 3-D Secure change. 37 accounts, $11.2k MRR at risk.

05.2

SLA & threshold monitors

Support first-response, pipeline coverage or cash runway — set a threshold, weight it by ARR, and route it to the owner.

  • ARR-weighted support SLAs from Zendesk or Intercom
  • Thresholds on any measure or ratio
  • Escalation to a second owner after N hours
  • Weekly digest of breaches and recoveries
Available onFree — not includedPro — not includedBusiness — includedEnterprise — included
Alerts / Monitors
5 active
  • First response · Enterprise
    < 1 h, ARR-weighted · Support
    38 min
    OK
  • Pipeline coverage · Q4
    ≥ 3.0× remaining quota · Sales ops
    3.2×
    OK
  • Resolution time · Business
    < 24 h · Support
    27 h
    Warning
  • Cash runway
    ≥ 18 months · Finance
    26 mo
    OK
  • Refund rate · EU
    < 1.5% of MRR · Finance
    2.1%
    Breach
Chapter 06 — Share

From close to sent

Board packs, investor updates and weekly business reviews — generated from live data, locked at close, and readable by people who never log in.

06.1

Board packs

The twelve charts every board asks for, with commentary blocks for the CFO. Numbers lock at period close; restatements are tracked.

  • PDF and live link from the same source
  • Commentary blocks with @mentions for review
  • Period lock with an audit trail of restatements
  • Investor update template included
Available onFree — not includedPro — not includedBusiness — includedEnterprise — included
Board packs / Q3 2026
Locked 1 Oct
p. 3 — Revenue
ARR, $M
ARR crossed $6.3M
CFO note: Expansion offset a soft July. @Ingrid to confirm the Q4 hiring plan.
06.2

Schedules & exports

Send the Monday metrics to Slack, the month-end pack by email and a live Google Sheet to the team that still loves spreadsheets.

  • Slack, email and Teams schedules per dashboard
  • CSV, XLSX and live Google Sheets exports
  • Embeds with signed, expiring links
  • Per-recipient filters (each manager sees their region)
Available onFree — not includedPro — includedBusiness — includedEnterprise — included
Sharing / Schedules
4 deliveries
  • #revenue
    Weekly metrics · Mon 08:00 CET
  • board@company.example
    Board pack PDF · 1st business day
  • Finance model (Sheets)
    Live table · mrr_by_plan · Hourly
  • Regional managers (×6)
    Store P&L, filtered per recipient · Daily 07:00
Chapter 07 — Govern

Everyone sees exactly enough

Row-level security, SSO and an audit trail that satisfies your auditors — without making the dashboard slower for everyone else.

07.1

Row-level security

Regional managers see their region, investors see the board view, and the sales team never sees salaries. One policy, enforced everywhere.

  • Policies on any dimension: region, team, account
  • Inherited from SSO groups or a mapping table
  • Applied to dashboards, exports and Ask Kimo
  • “View as” to test a policy before shipping it
Available onFree — not includedPro — not includedBusiness — includedEnterprise — included
Dashboards / Store P&L
View as
policy: region = user.region
StoreRegionRevenueMargin
Lyon Part-DieuEMEA$412k38%
Berlin MitteEMEA$388k35%
Boston SeaportNAHidden by policyHidden by policy
Austin DomainNAHidden by policyHidden by policy
Singapore OrchardAPACHidden by policyHidden by policy
07.2

SSO, SCIM & audit log

SAML SSO, SCIM provisioning and a tamper-evident log of every query, export and definition change — exportable to your SIEM.

  • SAML 2.0 and Google Workspace SSO
  • SCIM provisioning and de-provisioning
  • Immutable audit log with 13-month retention
  • GDPR-ready DPA and EU data residency
Available onFree — not includedPro — not includedBusiness — not includedEnterprise — included
Settings / Audit log
Streaming to SIEM
SAML SSOSCIM 2.0Audit logEU residency
    vs—Comparison

    Kimo, spreadsheets, or legacy BI?

    Spreadsheets are fast and fragile; legacy BI is robust and slow. Kimo is built to be both fast and trustworthy for the people who report the numbers.
    Kimo Business Intelligence compared with spreadsheets and legacy BI tools
    CapabilityKimo BISpreadsheetsLegacy BI
    Getting started
    Time to first trusted dashboardSame afternoonSame afternoon6–12 weeks
    Works without a data warehouseYesYesNo
    Finance & RevOps metric templatesYes With effortNo
    Trust
    One versioned definition per KPIYesNo With effort
    Reconciliation to Stripe and the ledgerYes With effort With effort
    Drill-down to the underlying rowsYes With effortYes
    Period lock with restatement trailYesNoNo
    Everyday use
    Plain-English questions with SQL shownYesNo With effort
    Seasonality-aware anomaly alertsYesNo With effort
    Board pack generated from live dataYesNoNo
    Data freshnessEvery 15 minWhenever someone pastesNightly
    Governance & cost
    Row-level security from SSO groupsYesNoYes
    Audit log of queries and exportsYesNoYes
    Typical yearly cost, 25 viewersFrom $5.9k“Free” + analyst time$40k+

    Comparison reflects typical setups; legacy BI pricing is an indicative public-list estimate.

    See plans and pricing
    Seen enough screens?

    See it on your own numbers.

    A 30-minute walkthrough with a data partner, on a copy of your Stripe and CRM data — or explore the live demo workspace right now.

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