Zip
Filament

Ask questions about your Zip data

Connect Zip 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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Zip tracks procurement requests and vendor orders, but understanding how intake velocity affects budget cycles or which vendors correlate with payment delays requires connecting to your accounting and ERP systems. Filament links your Zip data to financial platforms and answers questions about procurement efficiency, spending patterns, and vendor performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Zip KPIs with Filament Analytics

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

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Key Zip metrics you can track in Filament:

Procurement Requests
Track intake requests from submission to approval with request_id, status, priority_level, requester_id, department, requested_amount, submission_date, and approval_date to analyze procurement velocity and bottlenecks.
records:
request_idstatuspriority_levelrequester_iddepartmentrequested_amountsubmission_dateapproval_date
Purchase Orders
Monitor order details and line items with purchase_order_id, vendor_id, order_status, order_date, total_amount, line_item_description, quantity, and unit_price to track spending patterns and vendor relationships.
records:
purchase_order_idvendor_idorder_statusorder_datetotal_amountline_item_descriptionquantityunit_price
Invoices
Track billing information and payment status with invoice_id, invoice_number, vendor_id, invoice_date, due_date, payment_status, amount_due, and payment_date to analyze payment cycles and cash flow timing.
records:
invoice_idinvoice_numbervendor_idinvoice_datedue_datepayment_statusamount_duepayment_date
Agreements
Monitor contract terms and relationships with agreement_id, vendor_id, contract_type, start_date, end_date, contract_value, renewal_status, and terms to track vendor commitments and contract performance.
records:
agreement_idvendor_idcontract_typestart_dateend_datecontract_valuerenewal_status
Vendors
Analyze supplier information with vendor_id, vendor_name, vendor_category, payment_terms, performance_rating, total_spend, and active_contracts to evaluate vendor performance and spending concentration.
records:
vendor_idvendor_namevendor_categorypayment_termsperformance_ratingtotal_spendactive_contracts
Approval Workflows
Track request progression through approval stages with workflow_id, request_id, approver_id, approval_stage, stage_status, submitted_at, and approved_at to identify process delays and approval patterns.
records:
workflow_idrequest_idapprover_idapproval_stagestage_statussubmitted_atapproved_at
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Combine Zip with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Zip 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 Zip data gets even more powerful when combined with other tools:

Zip
Xero

Zip + Xero

Connect Zip purchase orders and invoices with Xero accounting records to track complete financial workflows from procurement request to final payment and see which approval bottlenecks delay cash flow.

Zip
NetSuite SuiteAnalytics

Zip + NetSuite SuiteAnalytics

Connect Zip procurement requests with NetSuite financial data to analyze how intake volume affects budget utilization and identify which departments or vendors create the longest procurement cycles.

Zip
Coupa

Zip + Coupa

Connect Zip intake requests with Coupa spend management data to build a kpi dashboard tracking procurement cycle times across platforms and see how vendor selection affects overall spending efficiency.

Benefits of Filament's Zip 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 Zip account

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

Step 2: Ask questions about your Zip data

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

Step 3: Build Zip 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

Zip integration FAQ

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