How It Works

From Raw Systems to Boardroom-Ready Numbers

No new data warehouse to buy, no six-month integration project. Katmai plugs into the systems you already have and does the translation work in between.

Think of Katmai as the translator between your messy systems and your reports

It takes the raw exports from your ERP, financial systems, and spreadsheets, cleans and standardizes them, applies your business’s financial logic, and delivers one trusted set of numbers — to the Katmai app and to the tools your team already uses every day.

Where your data lives today

ERP (SAP, Oracle, NetSuite…)
Financial systems & GL
Excel workbooks
Other source systems
Step 1Translation Tables

Katmai reads the raw account codes and one-off spreadsheet formats your systems actually use, and converts them into clean, structured data — automatically.

No rip-and-replace
Step 2Data Foundation

Every entity, account, and time period is standardized into one governed source of truth that the rest of the business can trust and reuse.

Remains in your data warehouse, forever.
Step 3Business Calculations

Eliminations, currency translation, variances, and rollups are pre-built financial logic — applied automatically instead of rebuilt in a spreadsheet every month.

Every rule is visible
Step 4Business Context

Metrics get one plain-English name and definition across the company, so “Revenue” means the same thing on every report — and to every AI assistant that reads it.

LLM / Cortex / Claude ready

Delivered everywhere you work

The Katmai app
Power BI
Tableau
Excel

Why This Matters to You

Built so Finance leaders can trust it, and IT leaders can defend it.

Your Data Never Leaves Home

The entire pipeline — from raw system exports to the final report — runs inside your own data warehouse. Nothing is copied out, and nothing is shared with us.

Ready for AI, Today

Because every metric already has a clean, plain-English definition, your data is immediately usable by Claude, Cortex, or any LLM you choose — no extra prep work.

Nothing Is a Black Box

Every translation rule and calculation is visible and traceable. Your team can always see exactly how a number was produced.

One Number, Every Tool

The Katmai app, Power BI, Tableau, and Excel all read from the same governed foundation — so the numbers never drift apart.

See it work on your own data

Start a free trial and watch your own systems flow through the pipeline above.

Get in Touch