Setara Insights · AI financial intelligence

Ask your business a question. Get real numbers from your own ledger.

Setara Insights connects to your accounting software, builds one unified data model and answers plain-English questions about your business. Which customers are profitable, where cash is going, whether you can make payroll. Text-to-SQL, not AI guesswork.
Book a demoSee how it works
Ask EVA
  • Which customers owe the most money?
  • How has revenue trended over the last 6 months?
  • What are my biggest expenses this month?
  • Show me my cash position.
Plain English inReal SQL out
The differentiator

Plain English in, real SQL out, actual numbers back. Not AI-generated estimates. Pinned reports become stored queries with zero AI involvement, so the answer is the same every time.

Show SQL
SELECT customer, SUM(balance) FROM invoices WHERE status = 'overdue' GROUP BY customer ORDER BY 2 DESC;
Why Setara Insights

Built for SMEs that want answers, not dashboards.

For businesses roughly $500K to $10M in revenue with 5 to 100 staff. No spreadsheet wrangling. No prompting skills needed. No BI consultant. Just the numbers your accounting software already holds, made answerable.

Real numbers, every time

Plain-English questions become real database queries. The numbers come straight from your ledger. Not AI-generated text, not estimates, not hallucinations.

No dashboards to build

Skip the spreadsheets and the BI projects. You ask, you get an answer with the right chart for the question. Pin it once and it becomes a stored query.

One unified data model

We connect your accounting software and build a single, clean model across your customers, jobs, invoices and cash. Multi-entity consolidation included.

Your data, your region, your ledger

Dedicated database per client. TLS 1.3 in transit, AES-256 at rest, MFA required, data stays in your region. We never use your data to train any AI model.

How it works

From accounting data to a real answer, in four steps.

Connect, model, ask, answer. The query is real. The numbers are yours. Nothing in between is invented.
  1. Step 01

    Connect your accounting data

    Secure OAuth into Xero (QuickBooks Online and MYOB next). One organisation or many.

  2. Step 02

    We build a unified model

    Your customers, jobs, invoices, bills and bank movements normalised into one clean structure ready for queries.

  3. Step 03

    Ask in plain English

    Type a question the way you would say it. EVA generates the SQL, runs it against your data and picks the right chart.

  4. Step 04

    Real SQL, actual numbers

    Once a report is pinned it becomes a stored query with zero AI involvement. Same answer every time.

Capabilities

Four things Setara Insights does well.

Start by asking a question. Add proactive insights, saved reports and the integrations you need as you go.
Industry modules

Tuned for the way your business actually runs.

The model and the question library are tailored to your industry, so the answers map to the numbers you already track.

Trades and Construction

Job profitability, work-in-progress and subcontractor cost variance.

Professional Services

Client profitability, utilisation and WIP ageing.

Hospitality

COGS by menu category, labour ratio and stock turnover.

E-commerce

Unit economics by SKU, channel profitability and CAC to LTV.

Healthcare

Revenue per practitioner, procedure profitability and appointment utilisation.

Security and trust

Your numbers stay your numbers.

A dedicated database per client, no shared tenancy. Role-based access. Full audit logging. A contractual guarantee that your data is never used to train any AI model.
  • Dedicated database per client
  • TLS 1.3 in transit, AES-256 at rest
  • MFA required for every account
  • Data stays in your region
  • Role-based access controls
  • Full audit logging

Stop building dashboards. Start asking questions.

Connect your accounting data and ask in plain English. Real numbers, every time, from your own ledger.
Book a demoSee capabilities