Trelica
Filament

Ask questions about your Trelica data

Connect Trelica to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Trelica tracks your SaaS applications, spending, and licenses, but understanding how software costs align with team growth or which departments drive adoption requires connecting to HR systems and financial tools. Filament links your Trelica data to payroll, accounting, and usage platforms so you can explore spending efficiency, license utilization, and cost allocation without manual work.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Trelica KPIs with Filament Analytics

Connect your Trelica account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Trelica metrics you can track in Filament:

Applications
Track SaaS application inventory with application name, vendor, category, risk score, compliance status, and total users. See which tools your organization uses and how they're classified.
records:
application_namevendorcategoryrisk_scorecompliance_statustotal_users
Users
Track user accounts and access with user email, department, role, status, last login date, and assigned licenses. Identify who has access to which applications and when they last used them.
records:
user_emaildepartmentrolestatuslast_login_dateassigned_licenses
Licenses
Track license assignments and utilization with license type, assigned user, application name, cost per license, assignment date, and usage status. See which licenses are active, unused, or over-allocated.
records:
license_typeassigned_userapplication_namecost_per_licenseassignment_dateusage_status
Contracts
Track vendor contracts and terms with contract start date, renewal date, contract value, payment frequency, vendor name, and contract owner. Monitor upcoming renewals and spending commitments.
records:
start_daterenewal_datecontract_valuepayment_frequencyvendor_namecontract_owner
Spending
Track SaaS spending and costs with application name, monthly cost, annual cost, department allocation, cost center, and payment method. Analyze where software budget goes and identify cost optimization opportunities.
records:
application_namemonthly_costannual_costdepartment_allocationcost_centerpayment_method
Usage Activity
Track application usage patterns with user email, application name, login count, last active date, session duration, and feature usage. Identify underutilized applications and active power users.
records:
user_emailapplication_namelogin_countlast_active_datesession_durationfeature_usage
Risk Assessments
Track application security and compliance with risk score, security rating, compliance certifications, data handling practices, vendor assessment date, and remediation status. Monitor which applications meet security standards.
records:
risk_scoresecurity_ratingcompliance_certificationsdata_handlingassessment_dateremediation_status
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Combine Trelica with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Trelica lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Trelica data gets even more powerful when combined with other tools:

Trelica
BambooHR

Trelica + BambooHR

Connect Trelica license assignments with BambooHR employee data to see software costs per department, identify unused licenses when employees leave, and track application adoption across teams.

Trelica
Xero

Trelica + Xero

Connect Trelica contract spending with Xero financial data to build a kpi dashboard tracking SaaS costs against budget, analyze vendor payment patterns, and see how software expenses trend with revenue.

Trelica
Google Sheets

Trelica + Google Sheets

Connect Trelica application data with Google Sheets budget forecasts to compare planned versus actual software spending, track contract renewals, and share business intelligence dashboards with finance teams.

Benefits of Filament's Trelica Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Trelica account

Connect your Trelica account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Trelica data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Trelica dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Trelica integration FAQ

Everything you need to know about connecting Trelica with Filament and getting the most out of your data.