Give every client a branded dashboard and AI analyst that connects their financials, pipeline, and operations into one place - and explains what it all means. You stay strategy-focused and it gets built in hours, not weeks.
Pineapple Analyst is the unified intelligence layer for fractional consultants. Your clients' financials, pipeline, and operations live in different tools and tell disconnected stories. We bring it all together - one dashboard, one AI analyst, one source of intelligence that explains their whole business.
We handle the technical side: connecting data sources, building dashboards, deploying an AI analyst your clients can actually talk to.
Your brand is on it. You get the credit. Deployed in hours, not weeks.
Who it's for
Pineapple Analyst is designed for fractional consultants that want to be AI-forward and data-driven with their clients, without needing AI expertise.
Deliver real-time financial dashboards and an AI analyst to every client - under your brand, in under an hour.
Go beyond the monthly close. Give clients live visibility into their numbers without adding hours to your workload.
Differentiate your practice with a branded AI analyst that turns your client's financial data into strategic conversations.
Show marketing ROI, pipeline performance, and campaign impact in a single branded dashboard your clients check daily.
Track operational KPIs, headcount efficiency, and process performance alongside financials - all in one client-facing view.
Give your clients a live sales dashboard - pipeline, close rates, rep performance - so every conversation starts with data.
Clients are already looking for AI insights
Your clients want data visibility paired with AI insights. Now you can deliver both in hours, not a months-long implementation.
Your clients' data is disconnected. You can fix that.
Every tool your client uses tells a different story. QuickBooks shows what happened. HubSpot shows pipeline. Payroll lives somewhere else. You're the one who connects the dots - and now you have a platform that does it automatically.
Clients get an analyst, not just a dashboard
Your clients can ask questions and get instant, data-backed answers in plain English. Nobody else lets clients chat with the AI - that's what makes this different.
Increase value and revenue per client
Move from reporting what happened to advising on what to do next. Bundle it into your offering and charge a margin on top - this is a revenue generator, not a cost you eat.
Speed is built into the data model
Every competing product has an implementation phase - chart of accounts mapping, training sessions, onboarding calls. We're built for under 15-minute client onboarding and dashboards that update themselves automatically. That speed isn't a feature - it's how the business model works.
Increase client retention
Clients who log into a dashboard you built don't leave. Give them something they'd miss - and they'll stick around longer.
See it in action
Executive Summary
Riverstone had a strong revenue month - $412,800, up 8.3% from March, driven by two new retainer clients that began billing in full. Net income dipped 2.4% despite the growth, largely due to a one-time payroll true-up. Strip that out and net income would have been up ~4.1%.
The pipeline picture is worth watching. 147 new leads came in - up 22.5% - but open pipeline dropped 18.3% and conversion rate slipped to 18.4%. Leads are up but deals aren't closing at the same rate. That's the thing to dig into heading into next month.
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Everything you need to know before getting started.
Pineapple Analyst is the unified intelligence layer for fractional consultants. Your clients' financials live in QuickBooks, their pipeline in HubSpot, their operations somewhere else - and none of those tools talk to each other. We connect all of it into one place, build a branded dashboard automatically, and deploy an AI analyst your clients can actually talk to. You get the credit. Deployed in hours, not weeks.
Most clients are live with a connected dashboard and AI analyst in under an hour. Pineapple Analyst handles the data pipelines, warehouse setup, and dashboard deployment - so you skip the weeks-long implementation process that typically comes with enterprise analytics tools.
QuickBooks Online and HubSpot are live now, with more connectors actively in development. If your client's data source isn't supported yet, reach out - we build new connectors on demand, and clients who need a custom connection pay a one-time fee to get it built. Every connector we build expands the platform for everyone.
Pineapple Analyst is built for fractional executives who deliver analytics as part of their client engagements - fractional CFOs, COOs, CMOs, and VP Sales. It gives you enterprise-grade analytics infrastructure you can deploy for clients without needing a data engineering team or a months-long setup process.
The AI Analyst is a natural language interface built into every client dashboard. Clients can ask questions about their business in plain English - like "What drove the revenue dip in March?" or "Which customers are most at risk of churning?" - and get instant, data-backed answers without needing to know how to use a BI tool.
Traditional BI tools require your client's data to already be clean, connected, and structured - and someone technical to build and maintain the dashboards. Pineapple Analyst handles the ETL pipeline, data warehouse, and dashboard layer automatically, so you can go from onboarding a new client to delivering live insights without any of that setup overhead.
No. The client-facing interface is designed to be used by business owners and operators - not data analysts. Clients can explore dashboards visually or ask the AI Analyst questions directly in plain language. No SQL, no pivot tables, no training required.
Yes. Pineapple Analyst is designed to work as an extension of your practice - your clients experience a polished, professional analytics product that you've delivered to them, not a third-party tool they've been handed a login to.
Pineapple Analyst is priced for fractional consultants managing multiple client relationships. If you're interested in getting early access at a discounted rate, see our pricing page for full details or join the waitlist.
All data is encrypted in transit and at rest across every storage layer. Financial data lives in a dedicated data warehouse provisioned per client. Application data - including dashboard configuration and chat history - is stored separately. Raw source payloads are archived with per-client partitioned paths. Third-party OAuth credentials, like your accounting software tokens, receive an additional layer of encryption at the application level and are never stored in plaintext.
No. Isolation is enforced at three independent layers: at the database level, every query is scoped to the authenticated user's permitted accounts. At the data warehouse level, each client has their own isolated dataset - AI-generated queries are read-only and cannot reference any other client's data. At the application level, tenant identity is determined server-side, and any client-supplied identifiers are stripped to prevent spoofing.
AI features are powered via a commercial API called server-side directly from our backend - no third-party intermediaries are involved. When a user asks the AI analyst a question, only that question and the specific, row-capped query results needed to answer it are sent to the model. Your full dataset is never bulk-exported to the AI.
No. Under our AI provider's commercial API terms, inputs and outputs are never used for model training. Data sent to the API is retained for approximately 7 days for trust-and-safety monitoring only, then deleted. It is not retained for any other purpose, and our AI provider operates strictly as a data sub-processor - your data is not sold or shared.
One source of intelligence. Every client.
Start for free. No credit card required. No AI expertise needed.
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