Multi-factor authentication
Require an extra verification step for your team or individual members.
Coeleste connects all of your business tools in one place.
Build dashboards, then ask ChatGPT or Claude questions about your revenue, customers, and operations, and get answers from your own data.
40+ data sources. More added all the time.
The metrics you defined, brought into one view.
01 Connect
Connect the tools you already run. Coeleste gathers the data each app makes available and brings it into your data lake.
















The original stays original.
Raw source data stays available as your questions and business metrics evolve.
Your apps keep being your apps.
Coeleste collects data for analysis without writing changes back to your systems.
40+data sources
and counting
Connected, and staying connected.
Payments, deals, tickets, and meetings keep syncing. See when each source last finished, what arrived, and where something needs attention.
02 Define
Tell your AI what a metric means for your business. Review the rules and see exactly which records belong.
Every rule must match. The original records stay available.
| Customer | BillingRecurring, rule applied | StatusActive, rule applied | Amount> $0, rule applied | Discount< 90%, rule applied | Counts? |
|---|---|---|---|---|---|
| Acme | Recurring | Active | $4,800 | 0% | Yes |
| Northstar | Recurring | Active | $3,000 | 15% | Yes |
| Harbor | One-time — does not meet the rule | Inactive — does not meet the rule | $1,200 | 0% | No |
| Summit | Recurring | Inactive — does not meet the rule | $2,200 | 95% — does not meet the rule | No |
| Willow | Recurring | Active | $0 — does not meet the rule | 100% — does not meet the rule | No |
| Cedar | Recurring | Active | $1,500 | 90% — does not meet the rule | No |
All four rules applied.
One definition, used in every dashboard and AI answer.
Keep the meaning consistent.
Lock a whole dashboard or individual tiles. Require approval before a definition changes—including two separate approvers when you need them.
These subscriptions still generate recurring revenue. Include discounts from 90% to below 95%.
03 Explore
Start with a question. Your AI finds the useful comparisons and turns your defined metrics into a view you can act on.
Subscription growth This month · Example data
Follow the flow. Compare the trends.
Get into the detail.
Follow $180k in revenue through three lines of business.
Cost of delivery$94k
Gross profit$86k
Monthly recurring revenue, by subscription plan.
Support requests by day and time.
Security
Control who can connect, what they can see, and what their AI is allowed to do.
Require an extra verification step for your team or individual members.
Limit staff access to approved networks, with per-person exceptions.
TLS protects data in transit. Database storage uses AES-256 at rest, with added encryption for connector credentials.
Choose who can view data, build dashboards, and change definitions. Set access by role or person.
Your company’s data stays separate from other companies’ data.
Each AI connection uses your permissions. Restrict it further to selected data, actions, or read-only access.
15 pages. The whole picture.Take a closer look.
The platform, the process, and the security. A visual guide to share with your team.
Coeleste brings data from your business apps into one place. You define your business metrics in a conversation with your AI, then use those definitions in dashboards and answers.
Yes. Coeleste connects with compatible AI tools including ChatGPT, Claude, and Cursor. Each AI connection operates within your permissions, and you can restrict it further.
Coeleste keeps the raw data collected from your apps available. Your definitions and questions guide the transformations used for analysis, so you can come back to the original records as your needs change.
You control who can change definitions. Lock a dashboard or individual tiles, and require approval for changes. You can require two separate approvers, with the proposed definition and reason for the change available for review.
Source connections collect data for analysis. They do not write changes back to your connected systems.
Coeleste is in early access. Join the list below and we’ll contact you when a seat is available. You can download the platform packet now.
Connect your apps. Define your metrics. Get answers.
Coming soon
Connect your apps, define your metrics, and explore your business with the AI you choose.
We’ll contact you about early access. No spam.
We'll write when a seat opens.