Most organisations are sitting on data they cannot easily see. The numbers are in a database somewhere, or a spreadsheet someone maintains, or a system that has a reporting tab nobody fully understands. Getting from "I want to know X" to a chart you can act on typically requires someone who knows SQL, a BI tool that takes days to configure, or a data analyst whose queue is already full.
An AI dashboard builder is coming to askFinz. The goal is simple: ask the question in plain language and get the chart — no query language, no BI license, no waiting.
The problem with existing BI tools
Business intelligence software has been around for decades and remains genuinely hard to use for anyone who doesn't work with it daily. The tools are powerful — the gap is that accessing that power requires expertise that most of the people who need the data don't have. The result is a familiar bottleneck: a small number of people who can build dashboards become a constraint on everyone else's ability to see their own numbers.
The AI dashboard builder coming to askFinz is designed to remove that bottleneck, not by simplifying the charts but by removing the need for anyone to write a query to get one.
What it's being built to do
- Plain-language data questions. Ask "show me revenue by region for the last quarter" and the AI interprets the intent, translates it into the appropriate query, and returns the result as a chart — without you touching SQL or a formula bar.
- The right chart, chosen automatically. A time series question gets a line chart. A proportion question gets a breakdown. The AI picks the visualisation that makes the answer clear rather than requiring you to specify it upfront.
- Live dashboards that stay current. Pin charts to a canvas and they refresh as the underlying data changes. The dashboard you shared with your team this morning shows the same numbers they see this afternoon.
- Shareable without a login requirement. A shareable link means stakeholders can see the dashboard without needing an account — useful for board updates, client reporting, or cross-team visibility.
What's coming to askFinz
The Charts workspace is available now for manual chart building. The AI dashboard builder — where you ask in plain language and the chart appears — is on the askFinz roadmap as a coming feature. Teams who want early access can register their interest now.
The intent is to make it available first to teams who are already using the research and analysis parts of askFinz, since that's where the data is most naturally connected to the questions being asked.
How it will fit the workspace
Because dashboards will live inside the same workspace as your research and writing, the chart you build becomes part of the context available to Chat, Projects, and everything else. A revenue dashboard isn't isolated in a BI tool — it's a live reference your AI assistant can read when you ask a question that depends on it.
That's the version of BI that actually belongs in a modern AI workspace.
Further reading
- AI for wealth & finance teams — an example of how teams already use Charts today to put research findings onto a shareable canvas.
- One AI workspace instead of ten browser tabs — why keeping dashboards in the same place as your analysis changes how useful they actually are.
- The Data Literacy Project publishes accessible guides on choosing chart types — useful background for teams thinking about how to present data clearly.