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Trusted Agentic Analytics

Governed data agents that deliver trusted, repeatable insights and drive real business outcomes.

TRUSTED BY

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End-to-End Analytics Every
Business User Can Perform

From understanding the past to executing precise actions, AskEdgi lets business users complete the entire analytics journey—simply by prompting.

Historic Analytics

Historic Analytics

Understand the past with a governed, trusted view across all systems

Predictive Analytics

Predictive Analytics

Anticipate what’s next with predictive models and AI-driven insights

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Decision Intelligence

Evaluate options, simulate outcomes, and choose the best course of action

Decision Execution

Decision Execution

Execute decisions at scale through repeatable, governed data agents

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High Impact Solutions Powered by Recipes

Recipes turn your data into repeatable, end-to-end agentic solutions for various business problems across industries & business functions.

Technology
Banking
Healthcare
Sales
Marketing
Finance
Data

Customer Retention & Churn Prevention

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Revenue is lost when early churn signals go unnoticed. This recipe continuously monitors product usage, support activity, billing, and engagement to predict churn risk and automatically trigger targeted retention actions such as discounts, outreach, or playbooks—before customers leave.
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Usage-Based Revenue Forecasting

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ARR and usage forecasts lack confidence and consistency. This recipe combines usage trends, contract data, and seasonality to deliver continuously updated revenue forecasts with built-in confidence scoring.
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SaaS Metrics Governance (MRR, ARR, NRR)

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Teams report different versions of the same metrics. This recipe standardizes metric definitions and automatically generates trusted MRR, ARR, and NRR views that finance, sales, and executives can rely on.
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Product Adoption

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Standardizes how each feature adoption is measured, tracks adoption across users, and exposes where and why usage drops. It enables teams to target the right users with in-app guidance and more.
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Risk Exposure & Concentration Analysis

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Risk concentrations remain hidden across fragmented portfolios. This recipe aggregates exposures across systems while enforcing consistent risk definitions and lineage, enabling clear visibility into concentration and systemic risk.
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Regulatory Reporting (BCBS 239, Stress Testing)

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Regulatory reporting is manual, slow, and error-prone. This recipe automates data aggregation, validation, lineage capture, and report generation to produce regulator-ready outputs with confidence.
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Fraud Detection & Investigation

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Anomalous transactions are detected too late. This recipe continuously monitors transaction patterns, flags suspicious activity, and automatically generates investigation trails to accelerate response and resolution.
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Readmission Risk Analysis

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High readmission rates lead to penalties and poorer outcomes. This recipe analyzes clinical, claims, and demographic data to predict readmission risk and recommend targeted interventions.
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Quality Measures & CMS Reporting

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Quality reporting and audits require heavy manual effort. This recipe standardizes measure definitions, validates source data, and automatically produces compliant CMS and quality reports.
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Operational Throughput Optimization

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ER congestion and delayed care impact patient outcomes. This recipe analyzes bed utilization, staffing levels, and patient flow to recommend scheduling and capacity improvements.
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Pipeline Health & Forecast Accuracy

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Forecasts are unreliable and surprises surface late in the quarter. This recipe analyzes deal progression, rep behavior, and historical win patterns to improve forecast accuracy and visibility.
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Account Prioritization & Next Best Action

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Sales reps lack clarity on where to focus. This recipe scores accounts using engagement, intent, and revenue signals, then recommends next best actions to maximize impact.
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Win/Loss Analysis

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Teams lack insight into why deals are won or lost. This recipe analyzes CRM data, call notes, pricing, and competitors to surface patterns that inform coaching and strategy.
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Account-Based Marketing

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Marketing spend can’t be clearly tied to revenue. This recipe connects campaigns, leads, opportunities, and closed revenue to reveal true ROI and attribution.
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Lead Scoring

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Generic messaging leads to low engagement. This recipe analyzes behavior, demographics, and response data to create dynamic, high-impact audience segments.
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Marketing Funnel Leakage Analysis

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Leads drop out without clear explanation. This recipe traces funnel progression, identifies leakage points, and recommends actions to improve conversion.
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End-to-End Financial Reconciliation

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Month-end close is slow and resource-intensive. This recipe reconciles GL, sub-ledgers, and bank data, flags mismatches, and provides explanations to accelerate close.
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Cost & Margin Analysis

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True margins are unclear across products and customers. This recipe allocates costs, analyzes margin drivers, and surfaces opportunities for improvement.
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Expense Anomaly Detection

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Fraud, waste, and policy violations go unnoticed. This recipe detects unusual spending patterns and routes alerts to finance teams for review.
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Operational Data Quality Monitoring

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Data issues are discovered after decisions are made. This recipe defines quality rules, detects anomalies in real time, and triggers remediation workflows.
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Privacy & Compliance (GDPR, CCPA)

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Compliance processes are manual and reactive. This recipe locates PII, tracks consent, supports right-to-forget requests, and generates compliance reports.
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Metric & Glossary Standardization

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Metrics mean different things across teams. This recipe curates governed definitions and enforces consistent usage across analytics and reporting.
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Trusted Answers, Every Time

AskEdgi delivers answers grounded in Comprehensive, Governed Enterprise Data Context—not guesswork.

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How much revenue did we lose last quarter due to late deliveries?
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LLM guesses the late delivery definition

1 days past promised

Loss calculated using guessed formula

Loss=SUM​((Order Amount​×Loss Rate​)+Refund​)

Datasets found with low confidence

Orders (Staged Warehouse), , Deliveries (Logistic)), Refund(ERP)

cross_icon $12.8M revenue loss identified from delivery delays.
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How much revenue did we lose last quarter due to late deliveries?
Thinking...

Late delivery definition applied

2 days past promised

Revenue loss calculated using the formula from an existing report

Loss = SUM​((Order Amount​×Loss Rate​)+Penalty​+Refund​)

Certified datasets used: Orders, Deliveries, Penalties, Refunds...

Orders (ERP), Penalties (Contract) , Deliveries (Logistic)), Refund(ERP)

Fallback rule applied for missing promised dates...

Empty Delivery Date = Order Date + 5

right_icon $8.6M revenue loss identified from delivery delays.

Use All Your Data, Wherever It Lives

Centralized metadata provides context—using warehouse compute when available, and on-demand Pop-Up Compute when data lives in Source Systems.

On-demand processing that spins up to query data directly from source systems. This eliminates complex ETL by bringing compute to the data, then disappearing to optimize costs.

A single source of truth storing data location, schema, and context without moving the actual files. It allows the system to query disparate sources like apps and warehouses seamlessly.

Connect to All Your Systems

ERP, CRM, SaaS, databases, data warehouses, and data lakes powered by 150+ enterprise connectors.

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Access Data Safely, Wherever It Lives

A comprehensive, scalable access governance framework that governs how data is accessed and used.

AI-driven PII Classification & Masking

AI-driven PII Classification & Masking

AskEdgi automatically detects and classifies sensitive data using AI, ensuring privacy risks are identified early and handled consistently across systems.

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Role-Based Access Control

Access is enforced based on roles and responsibilities, ensuring users see only the data they are authorized to view—across warehouses and source systems.

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Metadata Shared, Data On Approval

Metadata is openly shared to promote discovery, while data access is granted through owner approval—balancing collaboration with accountability.

Built For Enterprise With All Guardrails

Data Integrity & Control
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Your data is not shared with LLM

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All actions are auditable

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Execution logic is transparent

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Outputs are fully traceable

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Workflows are repeatable and deterministic

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Secure by design

Compliance & Certifications
Soc2 Type II certified

Soc2 Type II certified

ISO 27001 Certified

ISO 27001 Certified

HIPPA Compliant

HIPPA Compliant

GDPR Compliant

GDPR Compliant

FedRAMP Compatible

FedRAMP Compatible

BCBS 239 Compliant

BCBS 239 Compliant

OvalEdge recognized as a leader in data governance solutions

SPARK Matrix™: Data Governance Solution, 2025
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Total Economic Impact™ (TEI) Study commissioned by OvalEdge: ROI of 337%

“Reference customers have repeatedly mentioned the great customer service they receive along with the support for their custom requirements, facilitating time to value. OvalEdge fits well with organizations prioritizing business user empowerment within their data governance strategy.”

Named an Overall Leader in Data Catalogs & Metadata Management

“Reference customers have repeatedly mentioned the great customer service they receive along with the support for their custom requirements, facilitating time to value. OvalEdge fits well with organizations prioritizing business user empowerment within their data governance strategy.”

Recognized as a Niche Player in the 2025 Gartner® Magic Quadrant™ for Data and Analytics Governance Platforms

Gartner, Magic Quadrant for Data and Analytics Governance Platforms, January 2025

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. 

GARTNER and MAGIC QUADRANT are registered trademarks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

Resources to help you succeed

Whitepaper

Agentic analytics

Blog

Fast-tracking data governance with agentic metadata analytics

Blog

Enterprise agentic analytics: Meaning, context & use (2026)

Whitepaper

From data chaos to data trust: How OvalEdge powers the next era of data quality

Frequently Asked Questions

Product overview & value proposition

What is askEdgi and how is it different from ChatGPT or traditional BI tools?
askEdgi is a self-service, agentic analytics product. Unlike ChatGPT, which is a general-purpose language model, or traditional BI tools that rely heavily on structured dashboards and manual data querying, askEdgi is tailored for rapid, governance-aware data insights. It combines agentic AI with direct source system connectivity and advanced metadata handling to deliver relevant, actionable responses quickly and securely.

How does askEdgi reduce time-to-insight compared to traditional methods?
askEdgi connects directly to source systems or warehouses, pulls only the data required to answer a specific question, and analyzes it in a temporary, secure workspace. This streamlines the process and delivers insights significantly faster than traditional, manual methods.

How is askEdgi’s AI better than other platforms like Snowflake or Alation?
askEdgi uses a hybrid approach that combines in-house extensions for governance-aware tasks with secure integration to trusted public large language models (currently OpenAI, Gemini). This approach delivers governance-sensitive, context-rich analysis, unlike Snowflake (which focuses mainly on warehousing) or Alation (which is primarily a metadata catalog). askEdgi also ensures sensitive enterprise data remains internal by not sharing it with public AI providers.

What are Recipes, and how do they benefit both creators and consumers?
Recipes in askEdgi are predefined logic templates. They help creators by making it easy to build and share reusable analytics logic. For consumers, Recipes provide quick, consistent access to validated insights, bridging the gap between ad-hoc queries and repeatable business intelligence.

What data sources does askEdgi support?
askEdgi can connect to 150+ types of source systems—both warehoused and non-warehouse. To see the complete list of connectors, see the connectors page. 

Getting started and deployment

Is askEdgi available as a SaaS or on-prem deployment?
askEdgi has two main features: Catalog discovery and data analytics. Data Analytics is only available on a SaaS environment; however, Catalog discovery is available on an on-prem deployment with its complete enterprise packaging of the Data Governance Platform. 

Can I upload my own datasets (CSV, Excel, etc.)?
Yes. askEdgi allows you to upload your own datasets, including CSV and Excel files, enabling you to analyze custom or ad-hoc data along with your enterprise cataloged data and publicly available data. 

Can it connect to cloud data warehouses like Snowflake, BigQuery, or Redshift?
Yes. askEdgi can connect seamlessly to leading cloud data warehouses such as Snowflake, BigQuery, and Redshift, as well as many other cloud and on-premises data sources.

Does askEdgi integrate with existing data catalogs or governance tools?
Yes. askEdgi integrates with your existing data catalogs and governance tools, ensuring consistency, compliance, and leveraging your current governance investments.

What if users don’t know what questions to ask?
askEdgi offers domain-specific “Recipes” that suggest meaningful questions based on the dataset and context.

Architecture, integration, and scalability

How can askEdgi give insights for cross-functional questions without a data warehouse?
AskEdgi connects directly to source systems, pulls only the data needed for a specific question, and analyzes it in a temporary secure workspace.

What about companies that already have a data warehouse?
AskEdgi can enhance your warehouse by combining it with non-warehoused data, adding context through metadata. The result is that you get a better user experience. 

What’s the maximum size of data askEdgi can handle?
Up to 100GB per session for uploaded files, with real-time queries on live data sources askEdgi can handle about 1TB of data in its workspace. For more limit, please ask for a bigger server capacity.

Can askEdgi handle unstructured or semi-structured data?
Yes. Text fields and logs can be analyzed using AI Functions for sentiment, classification, and anomaly detection. However, if you have PDF files, etc, askEdgi can’t analyze them. If unstructured data is in a database or application, askEdgi can work with it using AI functions. 

How do AI Functions work?
AI functions use advanced AI models to analyze free-text data inside structured datasets, like detecting sentiment, entities, or errors.

Security & data privacy

How do you ensure data security?
Data never leaves your environment without encryption, strict access controls, and policy enforcement based on your existing governance setup.

Is enterprise data shared with an AI model provider?
No. askEdgi does not send your raw enterprise data to public AI providers. askEdgi creates a RAG with extended metadata, builds queries, and then runs in a secure temporary workspace. 

How does askEdgi answer questions without sharing data with AI providers?
By using retrieval-augmented generation (RAG) techniques, askEdgi keeps data processing internal, feeding only relevant metadata or summaries to the AI model.

Is the AI model trained on my data?
No. askEdgi does not train its models on your data. Your data is used solely for in-session processing.

How does askEdgi handle PII or sensitive data?
Sensitive data is automatically detected using metadata classification, and access is restricted according to your governance rules.

How does askEdgi ensure privacy compliance?
askEdgi enterprise offering has integrated compliance features that lets you manage the entire privacy compliance.

Governance, compliance, & data quality

How does askEdgi ensure data governance and compliance?
It enforces access policies, checks permissions before querying data, and logs every query for traceability—all integrated with your governance policies.

Can I control who accesses what data?
Yes. Role-based access controls and data-level permissions allow precise governance.

Does askEdgi log and audit user queries?
Yes. Every question, dataset accessed, and action taken is logged for auditing and compliance.

How does askEdgi ensure data quality?
Using the Data Quality module, you can define your data quality policies and their enforcement. In case the data is of low quality, OvalEdge can restrict its use in AskEdgi.

Customization & collaboration

Can I fine-tune the AI responses or SQL generation?
Yes. Users can refine, adjust, and override generated queries, with enterprise admins able to configure logic templates and recipe behavior.

Can I share or export insights with others in my team?
Yes. Share results, visualizations, and saved questions across your team.

Can I collaborate with others on the same question or report?
Yes. Multiple users can refine questions, co-develop recipes, and track insights together.

Is the data in askEdgi real-time or scheduled?
It supports real-time querying and also allows scheduled refreshes when needed.

Can I trigger data refreshes manually or automatically?
Yes. Users can configure both manual and automated refresh options.

AI & model management

Do you use your own model or publicly available models like ChatGPT?
AskEdgi uses a hybrid approach—combining in-house extensions for governance-aware tasks and secure integration with trusted public LLMs for language understanding. In the current version, we are supporting OpenAI and Gemini. 

How does askEdgi use retrieval-augmented generation (RAG)?
AskEdgi has built in AI contextual catalog, which keeps capturing all the contextual information at the table, file, report, and column level. Now, all this information goes to RAG, and then all the questions are routed to RAG to find the most appropriate data sets based on RAG and other governance policies. 

Which public LLMs are supported (e.g., OpenAI)?
As of now, we are supporting OpenAI and Gemini. In the coming release, we'll also support other models like Bedrock, Azure, Grok, etc. 

Find your edge now. See how OvalEdge works.