Know your business. Move with confidence.
Your numbers live in different places. Filament brings finance, sales and marketing data together, so you and your team can see what is happening and make a more informed next move.
Bring the numbers together
Connect the apps behind your day-to-day work. Spend less time moving data between spreadsheets and more time understanding the business.
The business, in one shared view.
Bring sales, cash collection and marketing performance into a dashboard your whole team can use. See the trend, compare periods, and catch the changes that need your attention.
- Track the measures that matter to your business.
- See finance, sales and marketing reports together.
- Keep reporting connected to the tools you already use.
What changed in our sales this quarter?
June accounts for $34,000 of the quarter’s $86,400 in invoiced sales. Compare customers and invoice types to see what contributed to the increase.
Good questions deserve clear answers.
Wondering why sales slowed or why churn increased? Ask in a Thread, explore your connected data, and follow the answer with another question.
- Ask in plain language, without starting from a spreadsheet.
- Save useful business definitions in shared knowledge.
Your team deserves great data too
Your team are more effective when they know what's happening. Give them the KPIs relevant to their role, and the ability to investigate anything – in minutes. Keep access to sensitive information controlled as the business grows.
- Unlimited users
- Access controls for colleagues and external advisers.
Trusted by the best
“Filament has been a game-changer. Everyone can self-serve and get answers on demand. The integrations are plug-and-play, and we've even cancelled our data warehouse plans — Filly does it all.”
A few things you might be wondering.
Talk to our teamDo we need to replace our existing software?
No. Filament connects to your existing tools and brings their data into a managed warehouse for reporting. Your accounting, CRM and marketing systems remain the places you do that work.
What can we connect?
The catalogue includes Xero, Square, Stripe, HubSpot, Google Analytics 4, Mailchimp and more. Check each integration page for the records available, setup instructions and reporting limitations.
Do we need a data analyst on our team?
You can start by asking questions and creating dashboards with prompts. Pro includes setup and technical support. If you want ongoing help with dashboard development or bespoke analysis, the Analyst plan adds a dedicated data analyst.
Can we invite our accountant or adviser?
Yes. Invite people into your workspace and use roles and resource permissions to give them the access they need. You can also send a PDF report or share a public view-only dashboard when appropriate.