Easy Insight

What Easy Insight does

Easy Insight, LLC is a privately held cloud business intelligence company founded in 2008 and headquartered in Denver, Colorado. The company provides a multi-source BI platform that ingests data from 30+ SaaS applications — inventory management systems (Cin7 Core, Cin7 Omni, Katana, DEAR, Finale, inFlow, SOS, Vend, Unleashed, LOCATE), e-commerce platforms (Shopify, Amazon SellerCentral, Walmart, BigCommerce, Etsy, Square, WooCommerce, NewEgg, Takealot, The Iconic), accounting tools (Xero, QuickBooks Online), shipping systems (ShipStation, ShipTheory, StarshipIt), and project management tools (Basecamp, ClickUp, Teamwork) — and unifies them into prebuilt dashboards, custom reports, embedded analytics, inventory forecasting, and profit/COGS analysis targeted at SMB inventory-based businesses across manufacturing, e-commerce, food and beverage, apparel, health and wellness, and creative agencies.

The platform is built on AWS infrastructure with data encrypted in transit and at rest, and exposes a JSON-based API for custom integrations. Its proprietary contribution-margin methodology aggregates COGS, shipping costs, channel fees, and variable expenses across source systems to compute true product profitability at the SKU and order level, and an inventory forecasting engine uses sales velocity plus bills-of-materials to drive replenishment and purchase-order generation. The 2026 launch of AI Report Creation adds a natural-language layer for building reports over the same structured data set.

The business operates a product-led growth motion with a 14-day self-serve free trial, supplemented by direct sales for Premium/Enterprise tiers (IP restrictions, data-level security, embedded dashboards) and a 20% revenue-share Implementation Partner Program with 10+ named system integrators and vertical specialists. Revenue is primarily recurring SaaS subscription with auxiliary professional services. The company reports no external institutional funding and is led by CEO James Boe.

Name

Easy Insight

Legal name

Easy Insight, LLC

Website

https://easy-insight.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Services: Monthly subscription-based access to the cloud BI platform. Payments charged monthly in advance unless otherwise agreed. Fees based on number of designers, connections, and storage. Premium/Enterprise tiers unlock advanced features like IP restrictions and data level security.
2. Professional Services: Fee-based implementation, training, and consulting services performed as Statements of Work. Partners receive 20% of professional services revenue from clients they bring in.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Easy Insight is a cloud-based business intelligence platform that connects to 50+ SaaS applications—including inventory management (Cin7, Katana, DEAR), e-commerce (Shopify, Amazon, BigCommerce), accounting (Xero, QuickBooks Online), shipping, CRM, and project management systems—to deliver unified reporting, custom dashboards, and analytics for inventory-based businesses. The platform provides prebuilt dashboards, a custom report builder with 30+ visualization types, inventory forecasting, profit/COGS analysis, embedded analytics, and a 2026-launched AI-powered report creation capability, sold as a monthly subscription with tiered pricing.

Product overview

Easy Insight is a cloud-based business intelligence platform offered as a unified core product with integrated modules. The core platform connects to multiple SaaS systems — inventory management (Cin7 Core, Cin7 Omni, Katana, DEAR, Finale Inventory, QuickBooks Online, Xero, inFlow, SOS Inventory, Vend, Unleashed, LOCATE), e-commerce (Shopify, Amazon SellerCentral, BigCommerce, Etsy, Square, Walmart, WooCommerce, NewEgg, Takealot, The Iconic), shipping (ShipStation, ShipTheory, StarshipIt), project management (Basecamp, ClickUp, Teamwork Projects), and analytics (Google Analytics 4) — to provide consolidated reporting and analytics. Key modules include prebuilt dashboards organized by inventory system, a custom report builder with 30+ visualization types, embedded dashboards with SAML SSO, inventory forecasting with BOM-aware demand planning, historical data migration tools, profit/COGS analysis including contribution margin and COGS analytics (purchase freight, duties, manufacturing costs), B2B and B2C reporting, commission statement automation, and a JSON API. A 2026 addition introduced AI-powered report creation. The company operates a partner program offering 20% revenue share to implementation partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Easy Insight Cloud BI Platform A cloud-based business intelligence and reporting platform sold as a monthly subscription that connects to 50+ SaaS applications (inventory management, e-commerce, shipping, CRM, accounting) to provide unified dashboards, custom reports, embedded analytics, inventory forecasting, and profit/COGS analysis. Targeted at SMB and mid-market inventory-based businesses, with premium/enterprise tiers adding IP restrictions and advanced data-level security.
• Easy Insight Professional Services Fee-based implementation, training, and consulting services performed as Statements of Work for Easy Insight customers. Provided either directly by Easy Insight or through implementation partners (who receive a 20% revenue share on professional services revenue from clients they bring in).

Quantifiable outcome

• Results in minutes with prebuilt dashboard templates
• +3 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration30 records

AI capability2 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Implementation Partner ProgramcoreChannel Partner/ Reseller/ DistributorImplementation partner program with 20% revenue share on subscription and professional services revenue from clients brought in by partners. Partners include system integrators, software consultants, and vertical specialists serving inventory-based businesses. Training and priority support provided.
• AdvantageminorImplementation/ SI/ Consulting PartnerLeading developer of customizable business apps in QuickBase by Intuit. Builds CRM, Project Management, and Asset Tracking applications. Provides integration and implementation services to QuickBase customers.
• Business ContinuumminorImplementation/ SI/ Consulting PartnerSoftware integration experts with focus on financial integrations and performance. Consolidates application reporting into Easy Insight, increasing cohesion between various systems. Offers regular review meetings to optimize business data.
• Clever DudesminorImplementation/ SI/ Consulting PartnerDevelops robust, scalable cloud-based digital ecosystems. Leverages existing tools with customized integrations and automations to sync product, customer, and transactional data in real time. Provides implementation services, training, and support.
• CloudsolveminorImplementation/ SI/ Consulting PartnerEnd-to-end cloud-based system integrations for Vend, Unleashed, Locate, Shopify, BigCommerce and more. Serves wholesale, manufacturing, inventory and retail businesses. Provides onboarding, team training, and ongoing support.
• DJS DigitalminorImplementation/ SI/ Consulting PartnerIndependent tech consulting firm with 25+ years of experience. Unbiased approach to finding right solutions. Works with companies of all sizes to understand pain points and develop processes to move companies forward.
• Hawk Cloud ConsultingminorImplementation/ SI/ Consulting PartnerWorks with small to medium inventory-based and manufacturing businesses. Aims to remove bottlenecks and rectify business pain points to enable efficient and automated backend processes for growth and scalability.
• Nexvista ConsultingminorImplementation/ SI/ Consulting PartnerSpecializes in inventory and accounting management software solutions with customized dashboards. Expertise in Cin7 Core, QuickBooks, and Xero. Empowers businesses to enhance accuracy, reduce costs, and make data-driven decisions.
• Scott Scharf ConsultingminorImplementation/ SI/ Consulting PartnerProvides ecommerce business back-office optimization services. Business coaching for ecommerce entrepreneurs addressing challenges with accounting & finance, operations, cloud inventory, and tech stack.
• Symphony Development GroupminorImplementation/ SI/ Consulting PartnerDelivers cutting-edge solutions for Inventory Management, Manufacturing Operations, and Cloud-Based Bookkeeping. Offices in San Francisco, CA and Mooresville, NC. Serves businesses nationwide with tailored solutions.
• WaypointminorImplementation/ SI/ Consulting PartnerExpert scoping, implementation, onboarding, auditing, and tailored support for Cin7 Core and specialized add-ons. Cin7's most experienced Cin7 Core specialist partner.
• Amazon Web Services (AWS)coreTechnology or IntegrationData imported and processed using Easy Insight technology is housed in data centers provided by AWS located within the United States. Data is encrypted in transit and at rest. AWS provides the underlying infrastructure for the cloud BI platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Sisense: Sisense is a BI and embedded analytics platform that combines data from multiple sources into dashboards and custom analytics. It overlaps with Easy Insight's BI and embedded analytics products, particularly for customers wanting to embed analytics into their own applications.
• Sigma Computing: Sigma Computing is a cloud BI and analytics platform with a spreadsheet-style interface for exploring warehouse data and building dashboards. It competes in the modern cloud BI category against Easy Insight, particularly for customers wanting self-service analytics on SaaS-sourced data.
• Domo: Domo is a cloud-based BI and analytics platform serving business users with prebuilt dashboards, data integration, and self-service reporting. It competes directly with Easy Insight in the SMB/midmarket BI category with overlapping prebuilt dashboards and multi-source connectors.
• Mode Analytics: Mode is a collaborative analytics and BI platform focused on SQL-based exploration, custom reporting, and dashboards. It targets the same self-service BI use case as Easy Insight for business and analyst users connecting to multiple data sources.
• Holistics: Holistics is a self-service BI and data analytics platform offering dashboards, reporting, and data modeling for SMBs and mid-market. It is comparable to Easy Insight as a smaller, focused BI tool targeting business users with multi-source data integration.
• ThoughtSpot: ThoughtSpot is an AI-powered analytics platform enabling search and AI-driven insights on business data. It overlaps with Easy Insight's recent AI Report Creation direction and broader BI capabilities, particularly for natural-language analytics on SaaS data.
• Grow.com: Grow.com is a no-code BI platform designed for SMBs that connects to many SaaS data sources (similar to Easy Insight's inventory, e-commerce, and accounting integrations) to produce prebuilt dashboards and reports. It targets a similar self-serve, multi-source BI use case.

Broad incumbents

• Tableau (Salesforce): Tableau is one of the largest BI and data visualization platforms, offering dashboards, reporting, and analytics across enterprise and SMB. It competes broadly with Easy Insight but does not match its vertical specialization in inventory-based SMB workflows.
• Looker (Google Cloud): Looker, now part of Google Cloud, is a broader enterprise BI platform offering dashboards, data modeling, and embedded analytics. It overlaps with Easy Insight's BI capabilities but is positioned more for mid-market and enterprise with deeper data warehousing requirements.
• Microsoft Power BI: Power BI is Microsoft's flagship BI platform, widely bundled with Microsoft 365 and Azure. It is a dominant incumbent that competes on price (free and low-cost tiers) and ecosystem reach with Easy Insight's SMB BI offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/easyinsight
• Facebookfacebook.com/Easy-Insight-445964470213
• LinkedInlinkedin.com/company/easy-insight-llc
• Instagraminstagram.com/easyinsight

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Easy Insight