The Platform

The Decision Intelligence Platform Built for FP&A

From raw ERP export to board-ready scenario model in three days — without an engineering team or a BI consultant.

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InsytVex platform dashboard showing scenario comparison panel with financial model, bar charts, and data tables
Data Connectivity

Connect once. Stay current forever.

InsytVex maintains live connections to your ERP, CRM, and HRIS systems. Auto-detects schema changes. Validates data on every sync. No engineering tickets required. InsytVex reads from your existing systems — it does not replace your GL, your CRM, or your HRIS, and it does not store operational data.

  • Pre-built connectors: NetSuite, Salesforce, HubSpot, Workday, QuickBooks, Snowflake
  • Visual field-mapping interface — no SQL, no engineering
  • Daily, weekly, or on-demand data refresh cadence
  • Data validation alerts — catch outliers before they reach your model
Data connection setup interface showing ERP and CRM integration status panel with data flow indicators
Scenario Tree Builder

Driver-based assumptions, visual branching, full audit trail.

Define the key drivers behind your model. Branch into base, upside, and downside cases. Every change is version-controlled and reviewable.

Sensitivity Analysis

See which assumptions move the needle most.

Tornado chart shows the revenue impact range for each driver. Instantly know where to focus board conversations.

Collaboration

Everyone works on the same model. No more email chains.

Multi-user editing

Finance, strategy, and operations teams contribute assumptions in real time. Role-based permissions control who can change what.

Assumption audit trail

Every assumption change is logged with timestamp, author, and rationale. CFOs can always see why a number changed.

Version history

Branch from any historical version of the model. Compare this quarter's assumptions against last quarter's without rebuilding anything.

Board presentation export panel showing slide-ready financial scenario summary with charts
Board-Ready Export

From model to board deck in minutes.

Stop rebuilding slides every quarter. InsytVex exports scenario summaries as PDF decks or slide-ready charts, with narrative summary auto-generated from your assumptions.

  • PDF scenario pack with waterfall charts and assumption tables
  • Shareable web links for exec pre-review
  • Slide-ready charts in 16:9 format (PPTX and PDF)

See the full platform in 30 minutes.

Our team will walk through your specific data sources and the scenarios that matter most to your CFO.

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