Canonica Become a pilot

Report packs on one trusted data model

One trusted data model. Any platform.

Ready-made Finance, Procurement, HR and Sales reports that install onto the data platform you already have, and reconcile to the cent.

Become a pilot client See how it works
Now inviting pilot clients · Microsoft Fabric first

The problem

Finance teams can't trust their own numbers

Data is scattered

ERP, CRM, HR systems and spreadsheets each hold one piece of the picture.

Reporting is slow

Month-end means days of exports, lookups and manual reconciliation in Excel.

Every tool disagrees

Two dashboards show two revenue figures, and nobody is sure which is right.

Platforms like Fabric, Snowflake and Databricks store the data. Someone still has to model it, test it and turn it into reports people trust. That is what Canonica does.

How it works

Five layers from raw data to trusted reports

Logic is written once in open tools. Only thin adapters change from one platform to the next, so the same reports run everywhere.

01

Sources

ERP, CRM, HR systems and spreadsheets

02

Ingestion

Connectors land the raw data, untouched

03

Canonical model

One standard model per domain, tested in dbt

04

Metric layer

Every metric defined once, in one spec

05

Reports and AI

Power BI, Tableau and Canonica Analyst

Runs on your platform: Azure SQLPostgreSQLMicrosoft FabricSnowflakeDatabricksOracle

What we offer

Four products, delivered as a service

A

Data Foundation Kit

Scripts and dbt templates that stand up a tested, standard data model on your platform.

B

Report Packs

Ready-made metrics and dashboards for Finance, Procurement, HR and Sales.

C

Canonica Analyst

A governed AI analyst that answers only from your defined, tested metrics.

D

Predictive Add-ons

Forecasting, churn and cash models that plug into the report packs.

Three tiers

One product, sized to your platform

Start on Lite and move up without rebuilding: the data model, metrics and report layouts carry over.

Lite

For
Companies with no data platform
Runs on
Azure SQL or PostgreSQL
Hosted by
Your Azure, or by Canonica
Live in
About 2–4 weeks

Standard

Start here
For
Microsoft 365 and Power BI shops
Runs on
Microsoft Fabric
Hosted by
Your own tenant
Live in
About 2–5 weeks

Enterprise

For
Large firms with several BI tools
Runs on
Snowflake, Databricks or Oracle
Hosted by
Your environment
Live in
About 2–6 months

Automated installer

Ten steps to go live; five need a person

An installer running inside your environment does the heavy lifting. People stay in charge of access, business definitions and sign-off.

  1. 1. Connect

    Scoped, read-only access

    Your IT team

  2. 2. Discover

    Scan the platform

    Automatic

  3. 3. Detect

    Recognise known systems

    Automatic

  4. 4. Map

    To the core model

    Data architect

  5. 5. Configure

    Infer calendar and settings

    You confirm

  6. 6. Plan

    Dry run before any change

    You approve

  7. 7. Deploy

    Create and load

    Automatic

  8. 8. Reconcile

    Test against your source reports

    Finance signs off

  9. 9. Publish

    Reports and security roles

    Automatic

  10. 10. Monitor

    Health and drift checks

    Automatic

A person actsRuns automatically

Trust

Safeguards built in, not bolted on

Reconciles to the cent

Every install tests our totals against your own source reports.

Row-level security

People see only the entities and teams they are allowed to see.

Read-only on sources

We never write to your ERP, CRM or HR systems.

Your data stays yours

No client data goes into AI tools without written approval.

Proof

Every number checked before anyone sees it

Results from our working Finance pack prototype, built on a synthetic test company with three years of data.

82/82

automated data checks pass

$0.00

difference from independently computed totals

10

Finance report pages with 63 measures

6

supported platforms, one data model

The balance sheet balances, trial-balance debits equal credits, and test-company revenue matches to the cent.

Roadmap

Four releases, each behind a quality gate

Release 1

Finance

  • GL, AP, AR and cash packs
  • Pilots on Microsoft Fabric
Prototype done

Gate: pilots reconcile to their books

Release 2

Procurement

  • Spend, suppliers, purchase-to-pay
  • AI spend categorisation
  • Lite tier

Gate: categorisation accuracy validated

Release 3

HR and Sales

  • Workforce, turnover, labour cost
  • Pipeline and win/loss
  • Canonica Analyst

Gate: HR privacy review passed

Release 4

Cross-domain

  • Executive scorecard
  • Tableau via the metric layer
  • Enterprise tier

Become a Canonica pilot client

We are working with a small number of finance teams on Microsoft Fabric. Pilots get the Finance pack installed and reconciled to their own books.

Get in touch