Vantegrate Metrix

Ask your data anything In plain language, from WhatsApp or Slack

Metrix is Vantegrate's AI agent for conversational business intelligence. Ask in plain language and get exact answers from your own systems in seconds. No dashboards, no analysts, no waiting.

Metrix✦
METRIX
MR
How are sales tra
→
METRIX · QUERY ENGINE
Salesforce
Salesforce
SAP
SAP
Oracle
Oracle
PostgreSQL
PostgreSQL
Tango
Tango
$0
Revenue Q3
▲ +18.4% vs Q2
0
Deals
▲ +24 vs Q2
Top 5 customers
YPF
$420K
Techint
$380K
Arcor
$295K
Ternium
$240K
Tenaris
$185K
Metrix
Metrix · BI
0.3s
📊 Q3 2026 sales — Ferrum Industrial

Revenue: $2.4M (+18.4% vs Q2)
Deals: 187
YPF
$420K
Techint
$380K
Arcor
$295K
✓ REAL DATA · SQL QUERY · 0.3s
😄

Illustrative example.

  • Official Salesforce and Oracle partner
  • Bank-grade security · end-to-end encryption
  • Replies within 4 business hours

You have all the data. But you can't get to it.

Your company generates data every day. Sales, inventory, collections, production. The problem is that turning that data into answers takes a long, frustrating path:

The manager has a question. They ask the analyst. The analyst builds the report. It takes days. By the time it arrives, the question has changed. Or worse: the decision was already made without data.

Dashboards don't solve it: depending on the study, only 25% to 35% of employees use BI tools (BARC and Eckerson Group; Gartner, via TechTarget, 2023). Not because the data isn't there, but because reaching it requires technical skills, complex tools and time nobody has.

You ask. Metrix answers. That simple.

Metrix uses AI to connect your databases, ERPs and operational systems to a conversational interface. You ask in natural language, the way you would ask a colleague, and you get real, exact, visualized data. It is not an estimate. It is not a generic suggestion. It is a real query against your database, executed by AI and translated into plain language.

💬 What the user sees
9:41
BEHIND THE SCENES
⚡ What Metrix does
1
Interpretation
2
Query generation
3
Systems query
SalesforceSalesforce✓
SAPSAP✓
PostgreSQLPostgreSQL✓
Tango
Tango✓
4
Result
$0
Revenue Q3
▲ +18.4%
0
Deals
▲ +24
YPF
$420K
Techint
$380K
Arcor
$295K
Ternium
$240K

Illustrative example.

What changes when everyone can reach the data

Seconds

Answers in seconds, not days. The data arrives when it is needed, not when the report is ready.

Anyone

Anyone can ask, not just the people trained on Tableau or Power BI. Real democratization.

Less BI load

Your BI team is freed from repetitive reports to focus on high-value analysis.

Real data

Data-driven decisions: when reaching the data is easy, using it becomes a habit.

What Metrix does for your organization

Plain language, for real

Plain language, for real

It understands "how's the month going?", "give me the top 10 customers", "what's up with stock at the south warehouse?". In English or Spanish, slang included.

Exact data, no hallucinations

Exact data, no hallucinations

Every answer is a real query against your database. Metrix builds the query, runs it and shows you the result. It does not invent, it does not estimate.

Multiple channels

Multiple channels

Query from WhatsApp, Slack, Microsoft Teams or the web interface. The data reaches you wherever you are.

Enterprise security

Enterprise security

Permissions per user and role. Each person sees only the data they are entitled to. Full audit trail. Regulatory compliance.

Automatic and on-demand visualizations

Automatic and on-demand visualizations

Metrix picks the best way to show the data: table, bar chart, trend line, ranking.

Connected to your systems

Connected to your systems

Integrates with your databases, ERP (including local systems like Tango and Bejerman), CRM and any source with an API or SQL.

For everyone who makes decisions

CEO

Wants to know how the company is doing from WhatsApp, while traveling.

Sales manager

Needs the sales rep ranking before the 9 a.m. meeting.

Head of operations

Wants to compare this week's productivity vs. last week's.

BI team

Gets freed from repetitive reports to focus on strategic analysis.

Metrix vs. what you are using today

Without Metrix
With Metrix
✗

Only BI-trained users can access company data

✓

Anyone gets precise answers with a plain-language question

✗

Waiting for the BI team to build the right dashboard

✓

Answers in seconds, without depending on anyone

✗

ChatGPT or generic AI that makes up data when it doesn't have it

✓

A real query against your database: exact, audited, no hallucinations

✗

Reports that reflect yesterday or last week

✓

Real-time data straight from your production systems

✗

Generic tools that don't understand your business vocabulary

✓

Plain language tuned to your company's own terms, in English or Spanish

✗

No control over who sees which data

✓

Granular role-based permissions with a full query audit trail

Salesforce
ISV Partner
AppExchange Partner
Salesforce · Since 2009
Oracle
OCI Partner
Marketplace & OCI Partner
Oracle Cloud Infrastructure

From zero to accessible data in 6 to 8 weeks

1
Weeks 1-2

Discovery

We map your data sources, define key metrics and build the business glossary.

2
Weeks 3-4

Build

We connect the systems, build the semantic layer and configure permissions.

3
Weeks 5-6

Validation

Testing with pilot users, accuracy validation, fine-tuning.

4
Weeks 7-8

Rollout

Training, activation by area and intensive post-launch support.

150+ integrations

SalesforceMercado PagoOpenpayPaywayOracleServiceNowSlackSAPStripeFiservSalesforce Marketing CloudMicrosoft Dynamics 365HubSpotWhatsApp BusinessSalesforceMercado PagoOpenpayPaywayOracleServiceNowSlackSAPStripeFiservSalesforce Marketing CloudMicrosoft Dynamics 365HubSpotWhatsApp Business

Under the hood

What happens between your question and the number you see

An agent that answers with data is not a chat with good manners: it is a chain of decisions about where each figure comes from, who defined what it means and who has permission to see it. This is what happens underneath, and also what Metrix does not do.

The path of a question, step by step

When someone types "how's the month going in the south region" on WhatsApp, the question does not reach a language model with free access to the database. First, the identity of the person asking and their permission scope are resolved. Then Metrix interprets the intent and translates it into objects in the semantic layer: "the month" is the period finance defined, "south region" is a real territory hierarchy and "how's it going" resolves to the net sales metric agreed on in discovery. Only once that translation is done is the query generated, already scoped by that person's permissions, and run against the source system or its read replica. The result comes back with the figure, the period, the filter applied and the source, and in parallel the audit log is written: who asked, when, which query ran and how many rows it returned. The answer is then formatted to fit the shape of the data (a single figure, a ranking, a time series) and delivered to the channel where the question started: WhatsApp, Slack, Microsoft Teams or the web interface. The whole thing takes seconds, not because the model is fast, but because the heavy lifting was done before anyone asked.

Where the data comes from: queried, not moved

Metrix is not a repository: it does not copy your information into a database of its own or ask you to migrate anything; it connects to the sources you already have and queries them where they live. In practice that includes relational databases (SQL Server, PostgreSQL, MySQL, Oracle Database), analytical warehouses (BigQuery, Snowflake, Amazon Redshift, Databricks), your ERP (Tango Gestión, Bejerman, SAP, NetSuite), your CRM (Salesforce) and any system with an API or a SQL view available. Each source is connected with a read-only user and, when the production database cannot handle analytical queries, Metrix points to a replica. What defines how fresh the data is is not Metrix but the source: if your ERP consolidates billing every hour, the answer reflects that hour, and this is documented metric by metric so nobody confuses "real time" with "whatever the system loaded last". If you already have Power BI or Tableau, they are not replaced: Metrix reads the same model and coexists with the dashboards your team maintains, which are still better for exploring a long hypothesis across many dimensions.

The semantic layer: why two systems give different numbers

The scene repeats itself at every company: sales brings one number to the meeting, finance brings another, and the first half hour goes into arguing about which one is right. Almost always both are right and what changes is the criterion, because one counts the sale when the order is placed and the other when it is invoiced, one includes returns and the other does not. No query tool solves that on its own, and an agent that answers fast without solving it only gets the argument started sooner. That is why the heart of the project is not the chat: it is the semantic layer, the place where each metric is defined once, with its formula, its period, its exclusions and a named owner who can change it. That is also where the hierarchies live (which branches make up a region, which SKUs make up a product family) and the synonyms people actually use when they ask. Building it is the uncomfortable part of the project and it is where the outcome is decided: it takes conversations between departments, not configuration. The payoff is that afterwards every answer, whoever asks it and through whatever channel, comes from the same criterion.

Data governance: permissions, auditing and what gets logged

Democratizing data access without governance means opening the entire database to the whole company, so control is applied in three layers. Permissions are resolved before the query runs: the query is generated already scoped to the reach of the person asking, so a branch manager who asks about sales gets their own and does not even see that others exist. It is not a cosmetic filter on top of a full result. Sensitive columns, such as salaries, customers' personal data or margins by account, are masked by role even for someone who is allowed to see the row. And every interaction leaves a trail: user, timestamp, natural-language question, query run and volume returned, with a retention period agreed with your security team and detailed in Data Transparency. That log also works as product input, because it shows what the organization asks and what the agent still cannot answer. On infrastructure, Vantegrate does not run its own clouds: your implementation runs on Salesforce or on Oracle Cloud Infrastructure, and auditable certifications such as SOC 2 Type II and ISO 27001 belong to those platforms. In Argentina, the Personal Data Protection Law (Law 25,326) is met with configurable controls for consent, access, rectification and retention within your own implementation.

What Metrix does NOT do, and when it is not a fit

Metrix does not clean dirty data, and it is worth saying loudly: a conversational agent running on inconsistent information does not warn you that something is wrong; it answers with the same confidence as if everything were fine, and that confidence is worse than the silence of a report nobody read. If your customer master data is duplicated, if half the company works off desktop spreadsheets or if nobody can decide what an active customer is, data quality is a project in its own right: that work comes first, and no interface replaces it. Nor is it a data warehouse or an integration tool: it does not transform, consolidate or orchestrate ETL processes. It does not write to your systems; it only reads. It does not build predictive models or statistical forecasts: it answers about what happened and what is happening. And it does not replace the BI team; it takes them out of the queue of repetitive requests, and someone still has to keep modeling and looking after the data. If your use case is exploring a hypothesis for two hours across six dimensions, a dashboard is still the best tool. Metrix shines on the specific, frequent question, the one that usually gets answered by interrupting an analyst.

Your data

What happens to your data

The same security banks and regulated companies require, on the platform you choose.

Your data stays yours

Zero Data Retention with LLMs. We never use your information to train models or for any purpose beyond what you contracted.

End-to-end encryption

AES-256 at rest, TLS 1.3 in transit. Keys rotate automatically, with a Bring Your Own Key option via Salesforce Shield.

Full audit trail

Every query, action, and decision is logged with user, timestamp, and context. Logs available via API.

Granular control

Permissions by role, by area, and by sensitive field. Your team decides who sees what, not the algorithm.

How we protect your data
Frequently asked questions

Frequently asked questions about Metrix

What a data committee asks before sitting down to a demo: where each number comes from, who can see it and what is left of the project if we ever stop working together.

How is Metrix different from connecting ChatGPT to my database?

It comes down to where responsibility ends. A generic model with access to your database writes a plausible query over tables it doesn't understand: if the sales table has three amount columns and none of them is documented, it picks one and returns the number with total confidence. Metrix resolves the question against a semantic layer where your metrics are already defined, and only then generates the query. The real difference is who decides what net sales means: with a generic model, the model decides; with Metrix, your team does.

Can Metrix make up a number?

It doesn't write the number: it reads it. Every answer comes from a query run against your own systems (text-to-SQL governed by the semantic layer), and what the database returns is what you see. The real risk of hallucination lies in misreading the question, not in fabricating the figure. That's why, when a question is ambiguous, Metrix asks for clarification instead of guessing and always shows the source, the period and the filter it applied, so the answer can be audited.

Do I need a data warehouse before starting?

It isn't mandatory, but let's be honest: Metrix is only as good as the data it reads. If your sales live in the ERP and your pipeline in Salesforce, it queries both without migrating anything, with or without a data warehouse. If instead the information used to make decisions sits in desktop spreadsheets and every department has its own version, the data has to be put in order first. We say so in discovery, before signing: it's the part of the project where an honest vendor can lose the sale.

What if the ERP and the CRM give me different numbers?

It always happens, and it's rarely a technical problem: one counts the sale when the order is placed and the other when it's invoiced; one subtracts credit notes and the other doesn't. Metrix doesn't arbitrate on its own. In discovery we agree on one definition per metric and one owner per definition. That gets written into the semantic layer, and every answer comes from there (a single source of truth). The day finance changes the criterion, it changes in one place and for the whole organization.

How much does Metrix cost?

There's no list price. Metrix has two parts. A one-time implementation, quoted for each company, which covers connecting the sources, the semantic layer, permissions and training the agent. And a monthly subscription that includes AI credits to run the agent, with the option to add credits as your query volume grows. There is no minimum term, and if your team asks questions over WhatsApp, you pay Meta directly for those messages. The quote depends on how many sources need connecting, how many metrics are modeled and the query volume you expect: request a quote. And if you want to size the problem before talking to us, the BI bottleneck calculator estimates what the report queue costs you today.

You say 6 to 8 weeks. Is that a real timeline?

It's real when the sources are accessible and someone on the client side has the authority to define metrics. Projects that drag almost never drag because of the agent: they drag waiting for access, credentials and a meeting where three departments agree on what an active customer is. That's why weeks 1 and 2 are discovery, not code. If your organization doesn't yet have someone to sign off on those definitions, the honest timeline is longer, and we'd rather say so in the first conversation.

Who owns the data, and what happens if we stop working with you?

The data is yours and never moves: it stays in your systems and Metrix queries it with read-only permissions. What gets built during the project (the metrics model, the definitions, the hierarchies and the business rules in the semantic layer) is also yours and is handed over documented. If you cancel the service tomorrow, your databases stay exactly as they were and the modeling work isn't lost: it's the asset that remains, whatever interface queries it.

How do I make sure each person sees only the data they should?

Permissions are applied before the query runs, not by filtering the answer afterwards: a branch manager asks about sales and the query is already scoped to their branch. Sensitive columns are masked by role, and every question is logged with the user, the time and the query that ran. Your implementation runs on Salesforce or on Oracle Cloud Infrastructure, which hold certifications such as SOC 2 Type II and ISO 27001: those audits belong to the platforms, not to Vantegrate. The details of the model are in Security.

How many decisions were made today without data?

Every question left unanswered is a decision made in the dark. Metrix puts your company's data one question away. Book a demo.

Francisco Morales, co-founder of VantegrateFrancisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.

Keep exploring

Metrix solutions by use case and industry

Guides and use cases