Insight O' Mate

Use case · Business Analysts & Operations

Plain-English Spreadsheet Analytics for Business Analysts & Ops.

Drop your Excel or CSV files in and ask questions in plain English. Perform cross-sheet joins, calculate totals, and filter data without building fragile VLOOKUPs or broken pivot tables.

Architecture

100% Local Execution

Privacy

Zero Data Retention

Safety Guard

Read-Only Queries

Credentials

OS Native Keychain

Context & Impact

The challenge vs. the solution

The Bottleneck

Fragile formulas and broken spreadsheet links waste hours

Formula chains break when columns change, large files freeze Excel, and non-technical stakeholders struggle to audit complex nested functions.

  • ×Spending hours writing fragile VLOOKUP, XLOOKUP, and INDEX/MATCH functions across disparate sheets.
  • ×Excel slowing to a crawl or crashing when analyzing workbooks with 50,000+ rows.
  • ×Risk of manual formula errors distorting critical financial or operational metrics.
  • ×Reluctance to upload confidential business models or client lists to online spreadsheet parsers.
With Insight O' Mate

Local in-memory spreadsheet intelligence

Insight O’ Mate processes your spreadsheets locally in memory. Ask plain-English questions, perform instant cross-sheet joins, and get accurate answers without touching a single formula cell.

  • ✓Cross-sheet joins: join 'Orders' and 'Customers' by ID with plain English.
  • ✓100% private: spreadsheets are never uploaded to the cloud or sent to external servers.
  • ✓Fast in-memory processing: queries thousands of rows in milliseconds.
  • ✓Automatic data cleansing and grouping for reports and audits.

Workflow

How business analystswork with Insight O' Mate

01

Drag and drop your spreadsheet

Open any .xlsx, .xlsm, or .csv file. Multi-sheet workbooks are automatically mapped.

02

Ask your operational question

Type 'Total expenses per department', 'Find customers over $500', or 'Join Orders with Customers'.

03

Get instant results & insights

View clean aggregated tables, copy summary numbers, or export joined results back to Excel.

Live Query Translation

Example queries for business analysts

Here is how Insight O' Mate translates real-world questions into production-grade database queries:

Prompt:“Total expenses per department for Q2”
SELECT department, SUM(amount) AS total_expense, COUNT(*) AS transactions
FROM [Expenses$]
WHERE expense_date >= '2026-04-01' AND expense_date <= '2026-06-30'
GROUP BY department
ORDER BY total_expense DESC;

Under the hood: Aggregates financial rows by department, filters Q2 dates, and calculates department-level totals.

Prompt:“Join Orders sheet with Customers sheet by CustomerID”
SELECT o.order_id, o.order_date, o.total_amount, c.customer_name, c.email, c.region
FROM [Orders$] o
INNER JOIN [Customers$] c ON o.customer_id = c.customer_id
WHERE o.order_status = 'Completed';

Under the hood: Performs a cross-sheet relational join matching customer demographics to order line items.

Prompt:“Find duplicate email addresses in the contact list”
SELECT email, COUNT(*) AS occurrences
FROM [Contacts$]
GROUP BY email
HAVING COUNT(*) > 1
ORDER BY occurrences DESC;

Under the hood: Identifies duplicate contact entries in customer databases for data hygiene and list cleaning.

Prompt:“Average delivery time by shipping carrier”
SELECT carrier, AVG(DATEDIFF(day, shipped_date, delivered_date)) AS avg_days
FROM [Shipments$]
WHERE status = 'Delivered'
GROUP BY carrier;

Under the hood: Computes logistics turnaround duration grouped by shipping vendor to identify carrier bottlenecks.

FAQ

Frequently asked questions

Does my spreadsheet data get uploaded to your servers?

No. Spreadsheets are loaded into memory on your workstation. The data never leaves your computer.

Can Insight O’ Mate join multiple sheets in a single workbook?

Yes. You can ask queries that join data across different tabs (e.g., matching Orders tab with Customers tab by Customer ID).

Does it modify my original spreadsheet file?

No. Insight O’ Mate performs read-only in-memory queries. Your original file remains untouched.

Start querying your database in plain English

The free plan includes 20 queries per day across MongoDB, Firestore, Redis, DynamoDB, and Excel/CSV. No credit card required. Credentials remain locked in your OS keychain.