For SaaS companies

Give your customers answers inside your app.

Let customers explore dashboards, customize reports, and ask an AI analyst. Your team controls the data and permissions while customers get more ways to answer their own questions.

Customer dashboardsYour brandingExisting loginSelf-service reporting
CUSTOMER INTELLIGENCEDifferent customers. Different next steps.

Find patterns in customer behavior

Purchase frequency →Order value →
OccasionalGrowingHigh value
Turn a cluster into a question.Which customers would benefit from a different offer or service?

How it helps

Use InfuseBI to add customer analytics to your SaaS application. Publish shared reports, let authorized users customize their views, and connect their login to the correct customer data.

Embedded self-service dashboardsEmbedded AI assistantSSO that maps to your customersExports and scheduled reports

Who this is for

  • SaaS founders and CTOs
  • Product leaders
  • Engineering leaders
  • Customer success leaders

The problem

Your customers want reporting. Your engineers want their roadmap back.

Different dashboards

Every customer asks for a slightly different dashboard, report, or pivot.

Engineering support load

Teams are pulled away from product work to build one-off reports.

Disconnected embeds

Generic BI iframes often feel separate from the SaaS product experience.

Per-customer security risk

Per-customer row-level security is hard to build and maintain correctly.

The answer

What does InfuseBI give SaaS teams?

01

Embedded self-service dashboards

Self-service analytics inside your app — your customers never leave your product.

  • Dashboards, reports, pivots, and chart components
  • White-label and theme-synced to your product
  • Customers build their own views, safely
A workspace for each customer

02

Embedded AI assistant

Charts from plain language, on approved data only, every prompt audited.

  • Plain-language chart creation for your customers
  • Approved datasets and fields only
  • Prompts and outputs audited per customer
DATA SCIENCE · DEMAND PLANNINGExplore what could happen next.
HorizonMay–June
ReviewRange + method

Demand: observed and projected

Units, thousands
0204060JanFebMarAprMayJun
ObservedForecastPlanning range
Plan for a range, not one number.Compare a baseline, review assumptions, and test an alternative.

03

SSO that maps to your customers

Your product identity secures analytics — no separate logins, no security layer to build.

  • Your login and customer accounts drive access
  • Row-level security derived from your customer mapping
  • No separate analytics accounts to manage
ACCESS IN CONTEXTThe same report. The right view.
JM
Jordan · Regional managerWest workspace
What Jordan can access
ContentScopeAction
Sales dashboardWestView
Revenue reportWestExport
Customer contactsRestrictedBlocked
Permissions follow the work.Apply the configured boundaries to queries, AI, and sharing.

04

Exports and scheduled reports

Exports and recurring delivery by permission, so customers automate their own reporting.

  • Customer-controlled Excel/PDF exports
  • Recurring delivery within policy
  • Fewer reporting tickets for your team
Schedule an approved report

How it works

How do SaaS teams launch self-service analytics for customers?

Your existing login drives everything. A short-lived embed token keeps every customer — and every AI answer — inside its own data boundary.

How analytics fits inside your app
  1. 1

    Sign in to your app

    Users keep their existing login.

  2. 2

    Confirm access

    Your backend passes the user's authorized context.

  3. 3

    Open analytics

    Reports and dashboards appear inside your app.

  4. 4

    Explore the data

    Permissions control the available views and actions.

Your integration configures the connection, identity mapping, and access rules.

Ready when you are

Bring your toughest data question.

See how your AI analyst and data scientist can turn it into findings your team can review and use.

FAQ

Frequently asked questions

Why do SaaS companies use InfuseBI?+

SaaS companies use InfuseBI to give their customers self-service analytics without building dashboards, reports, pivots, exports, and governed AI workflows from scratch. It replaces quarters of BI engineering with a governed embedded layer.

Can InfuseBI match our product experience?+

Yes. InfuseBI is designed for white-label and embedded analytics experiences that fit SaaS product workflows, so analytics feels like part of your product rather than a bolted-on portal.

How do we guarantee one tenant never sees another tenant's data?+

Tenant identity arrives in the embed token from your own login and is resolved into a row-level filter applied at query time, before results are returned. The boundary holds across dashboards, reports, pivots, exports, and AI answers alike.