[
Keboola Reviews
](https://www.g2.com/products/keboola/reviews)

[
Keboola Reviews
](https://www.g2.com/products/keboola/reviews)

# Keboola Features

##### ## Data Integration (9)

1st-Party Data Integration

Integration with ad servers, DSPs, and SSPs, and other data sources for in- and out-bound data transfer.

2nd-Party Data Integration

Allows user to combine first party data collected with additional first party data of strategic partners.

3rd-Party Data Integration

Breadth of standard integrations to third-party data providers.

Offline Data Integration

Able to easily integrate data from offline sources.

Mobile Data Integration

Able to easily integrate mobile data within the DMP platform.

Data Import/Export

Import and export data to and from software applications

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Real-Time Data

Receive data and information in real time

Ad Network Integration

connects advertisers to websites that want to host advertisements.

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##### ## Data Analysis & Optimization (5)

Audience Segmentation

Ease of segmenting user profiles into groups.

Recommendations

Analyzes data to find and recommend the highest value customer segmentations.

Standard Dashboards

Provides pre-built dashboards to aggregate and display data.

Custom Reports

Allows users to easily build customized reports and dashboards.

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

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##### ## Platform (10)

Data Permissions

Able to set data permissions for strategic partners.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Enterprise Scalability

Provides features to allow scaling for large organizations.

Internationalization

Enables users to use the DMP in multiple languages.

Advertising Management

Manage advertising space and its sales within your network or publication

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Data Storage Management

Manage and store data in a database

Customer Experience Management

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

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##### ## Financial Insight (4)

Budgeting

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Forecasting

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Planning

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Budgeting/Forecasting

Create budgets based on historical data and future projections

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##### ## Data (5)

Data Visualization

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Data Analysis

Scours data for actionable insights.

Custom Reporting

Allows users to customize their own reports according to business needs.

Reporting Templates

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Real-Time Data

Receive data and information in real time

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##### ## Status Communication (5)

Collaboration

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Version Control

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Real-Time Data Updates

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Scorecards

Displays and shares company performance data to increase transparency across the board.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

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##### ## Data Transformation (5)

Real-Time Analytics

Facilitates analysis of high-volume, real-time data.

Data Querying

Allows user to query data through query languages like SQL.

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Predictive Analytics

Predict future data based on historical data sets

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### ## Connectivity (12)

Hadoop Integration

Aligns processing and distribution workflows on top of Apache Hadoop

Spark Integration

Aligns processing and distribution workflows on top of Apache Spark

Multi-Source Analysis

Integrates data from multiple external databases.

Data Lake

Facilitates the dissemination of collected big data throughout parallel computing clusters.

Real-Time Data

Receive data and information in real time

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

What-if Analysis

Provides varying estimates based on different scenarios

Statistical Analysis

Apply statistical/mathematical models to sets of data

Data Blending

Merge data from multiple sources to a single data set

Ad hoc Analysis

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Operations (6)

Data Visualization

Processes data and represents interpretations in a variety of graphic formats.

Data Workflow

Strings together specific functions and datasets to automate analytics iterations.

Governed Discovery

Isolates certain datasets and facilitates management of data access.

Embedded Analytics

Allows big data tool to run and record data within external applications.

Notebooks

Use notebooks for tasks such as creating dashboards with predefined, scheduled queries and visualizations

Data Discovery

Discover and connect variety of data sources to the application for analysis

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##### ## Data Management (17)

Data Import

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data Consolidation

Data from multiple systems can be centralized into a single repository

Data Validation

Financial data can be validated to avoid duplicates and errors

Data Integration

Consolidates, Cleanses and Normalizes data from multiple disparate sources.

Data Compression

Helps save storage capacity and improves query performance.

Data Quality

Eliminates data inconsistency and duplications ensuring data integrity.

Built-In Data Analytics

SQL based analytics functions like Time series, pattern matching, geospatial analytics etc.

In-Database Machine Learning

Provides built in capabilities like machine learning algorithms, data preparation functions, model evaluation and management etc.

Data Lake Analytics

Allows data querying across data formats like parquet, ORC, JSON etc and analyze complex data types on HDFS

ETL - Extract Transfer Load

Process of extracting and moving data from multiple sources to a single and unified database

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Real-Time Analytics

Analyze and gain insights into data in real-time

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Data Integration

Integrates data and data-related technologies into a single environment.

Metadata

Provides metadata management capabilities.

Self-service

Empowers the user via a self-service capability to manage data workflows.

Automated workflows

Completely automates end-to-end data workflows across the data integration lifecycle.

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##### ## Reporting Structure (3)

Reporting Hierarchy

Administrators can define and manage the reporting structure and access rights to each report

Report Templates

Templates that can be used to create new reports without starting from scratch

Report Types

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

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##### ## Standard Analytics (4)

Standard KPIs

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard Reports

Standard financial reports are provided out of the box

Financial Statements

Ability to analyze financial statements such as income statement and balance sheet

Drill Down

Users can drill down to the detail level of each transaction or financial entry

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##### ## Custom Analytics (5)

Dashboards

Dashboards can be customized to display different types of data from various sources

Custom KPIs

Users can modify standard financial KPIs and metrics

Custom Reports

Allow users to edit reports and to combine multiple reports

Self Service

A dedicated portal for external users with limited access to the system

Multiple Entities

Monitors the financial performance of multiple entities

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##### ## Functionality (26)

Diverse Extraction Points

Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.

Data Structuring

Organize extracted data into a more easily digestible structure.

Consolidation

Amass extracted data in a variety of data formats like spreadsheets and .csv.

Data Cleaning

Clean extracted data by removing duplicates, clearing excess characters, grouping by characteristic, and more.

Cloud Extraction

Stores data in cloud storage for access at any point.

Visualization

Generate visual data representations from extracted data.

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-Time Data

Receive data and information in real time

Image Extraction

Extract images and image data from multiple data sources

IP Address Extraction

Extract IP addresses from multiple data sources

Email Address Extraction

Extract email addresses from multiple data sources

Metadata Extraction

Retrieval of embedded metadata that is present within a file

Document Extraction

Extract documents and document data from data sources

Phone Number Extraction

Extract pricing data from multiple data sources.

Auto Extraction

Automatically capture data from documents, records, or other online sources

IP Address Extraction

Extract IP addresses from multiple data sources

Email Address Extraction

Extract email addresses from multiple data sources

Image Extraction

Extract images and image data from multiple data sources

Web Data Extraction

Extract data from any online source.

Extraction

Extract data from the designated source(s) like relational databases, JSON files, and XML files.

Transformation

Cleanse and re-format extracted data to the needed target format.

Loading

Load reformatted data into target database, data warehouse, or other storage location.

Automation

Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly).

Scalability

Capable of scaling processing power up or down based on ETL volume.

Non-Relational Transformations

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

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##### ## Management (6)

Reporting

View ETL process data via reports and visualizations like charts and graphs.

Auditing

Record ETL historical data for auditing and potential data correction needs.

Real-Time Analytics

Track data and system backups, replication, and failover events.

Solution Integration

Integrate with other management, resilience, or backup solutions

Infrastructure Compatibility

Be compatible with a variety of cloud and/or virtual infrastructure.

Monitoring

Monitor replication environment via GUI

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##### ## Solution Provision (2)

System Failover

Provide as-before failover capabilities for cloud environments.

Pay by Usage

Services are offered under a pay-as-you-go or utilization-based purchase model.

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##### ## Financial Planning (4)

Extended Planning

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reporting

Reports on departmental KPI metrics measured against targets.

Integration

Consolidates planning processes across an organization into a single solution.

Self-Service Reporting

Allow users to create their own reports and financial statements

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##### ## Integration (3)

AI/ ML Integration

Integrates with data science workflows, Machine Learning and artificial intelligence (AI) capabilities.

BI Tool Integration

Integrates with BI Tools to transform data into Actionable Insights.

Data lake Integration

Provides speed in data processing and capturing unstructured, semi-structured and streaming data.

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##### ## Deployment (2)

On-Premise

Provides On-Premise deployment options.

Cloud

Provides Cloud deployment options (private or public cloud, hybrid cloud).

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##### ## Performance (1)

Scalability

Manages huge volumes of data, upscale or downscale as per demand.

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##### ## Security (6)

Data Governance

Policies, procedures and standards to manage and access data.

Data Security

Restricts data access at a cell level, mask or hide parts of cells, and encrypt data at rest and in motion

Data Encryption

Employs data encryption both at rest and in transit.

Security Standards

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

Communication Protocol

Supports secure communication protocols like FTPS, SFTP etc

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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##### ## Development (16)

Real-Time Integration

Supports event or transaction based integrations that react to changes in real-time

API Designer

Provides a web-based interface for designing, documenting, and testing APIs.

Flow Designer

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Pre-Built Connectors

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Custom Connectors

Provides the ability to create connectors from existing services and APIs in catalog.

Reusable connectors

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

Multi - tenant architecture

Enables multiple tenants (customers) to securely share physical computing resources.

Data Connectors

Connect to big data sources

QuickBooks Integration

Integrates with QuickBooks

Active Directory Integration

Integrates with Active Directory

Cloud Data Integration

Integrating data specifically through the cloud

ERP integration

Integrate with existing ERP systems

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Accounting Integration

Integrate with a third-party accounting system

Website Integration

Seamlessly integrates with 3rd party websites

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##### ## Management (23)

Monitoring & Notification

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Routing And Orchestration

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Data Mapping

Facilitates to and fro data map according to the data model between applications/web services.

Data Transformation

Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.

API Management

Supports and oversees the management of API products across their full lifecycle

Data Management

Ability to handle large datasets

Document Management

Store, manage, and track all electronic documents in a centralized location

Workflow Management

Create, design and manage workflows for repetitive tasks

Application Management

Track, manage and store the applications of potential future members, customers or candidates

Transaction Management

Manage, record and track all business exchanges in form of money and its related interactions in the system

Metadata Management

Collect and maintain structured information that describes data or content

Integrations Management

Identify which applications need to exchange data and enable these data connections

Data Storage Management

Manage and store data in a database

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Email Management

Manage, store and organize emails within the system or via third-party apps

Integration Management

Identify which applications need to exchange data and enable these data connections

Help Desk Management

Managing service requests, incidents, IT issues & support with a ticketing system

HR Management

Automates core HR functions such as talent management, employee evaluation and learning management

eCommerce Management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Sales Management

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

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##### ## Integration Options (6)

Data Virtualization

Integrates data from disparate sources, without physical data movement

Managed File Transfers

Provides one or more methods to securely transfer data from one location to another through a network

Big Data Processing

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

EDI

Provides Integrations to EDI service providers.

Real-Time Data

Receive data and information in real time

Data Capture and Transfer

Import, collect, and capture data from multiple sources

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##### ## Deployment (1)

Cloud to Cloud

Supports deployment of integration apps to a managed cloud environment

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##### ## Analytics (2)

Analytics capabilities

Provides a high performance, flexibile analytics platform to support data management and embrace data driven decision making.

Dasboard visualizations

Collect and displays metrics across the data integration via a dashboard.

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##### ## Monitoring and Management (2)

Data Observability

Involved solely in monitoring data pipelines, sending alerts and troubleshooting data.

Testing capabilities

Deploys testing capabilities such as report testing, big data testing, cloud data migration testing, ETL and data warehouse testing.

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##### ## Cloud Deployment (2)

Hybrid cloud support

Supports analytical platforms and data pipelines across complex hybrid environments.

Cloud migration capabilities

Supports migration of component or pipeline to different cloud environments.

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##### ## Diverse Extraction Points (1)

Diverse Extraction Points

Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.

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##### ## Generative AI (5)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### ## Agentic AI - DataOps Platforms (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Data Management Platform (DMP) (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Campaign Planning

Plan and strategize marketing campaigns

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##### ## Agentic AI - FP&A (Financial Planning & Analysis) (2)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Financial Analysis (2)

Cross-system Integration

Works across multiple software systems or databases

Decision Making

Makes informed choices based on available data and objectives

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##### ## Additional Functionality (300)

Real-Time Updates

Receive system updates as soon as any changes are made

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Data Warehouse

Data vault where data is aggregated for later distribution to applications.

Data Import/Export

Import and export data to and from software applications

ETL

Process of extracting, transforming, and loading data

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Data Visualization

Graphical representation of data

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Database Support

Supports common databases such as MySQL and Oracle

Alerts/Escalation

System alerts about the need to escalate an issue or request

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Real-Time Reporting

Active reporting of data and metrics

API

Application programming interface that allows for integration with other systems/databases

Multiple Data Sources

Allows users to manage data from a number of sources

Activity Tracking

Track and document all activities across devices, networks, and other systems

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Configurable Workflow

Configure existing workflows to meet your organization's needs

Data Aggregation and Publishing

Assemble data from multiple sources

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Mobile Access

Access software remotely via mobile devices

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Web Services

Allows the integration of data between different web services

Real-Time Analytics

Analyze and gain insights into data in real-time

SMS Messaging

Send messages via SMS

Point of Sale (POS)

Accept and process customer payments for products or services using hardware and software

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Dashboard Creation

Creation and customization of dashboards

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Event Tracking

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Data Quality Control

Establish guidelines about how much and what kind of data can be stored in the repository

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Predictive Analytics

Predict future data based on historical data sets

Multi-Language

Manage and support multiple languages

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Currency Management

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Risk Management

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Real-Time Analytics

Analyze and gain insights into data in real-time

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Tax Management

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Investment Management

Manage and handle financial assets as well as other investments.

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Data Import/Export

Import and export data to and from software applications

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Mobile Access

Access software remotely via mobile devices

Transaction Monitoring

Monitor or audit historical and current transactions to analyze customer account activities

API

Application programming interface that allows for integration with other systems/databases

Project Time Tracking

Measure time to completion or hours worked for projects

Projections

Estimate or forecast of a future scenario based on the study of present trends

Consolidation/Roll-Up

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

General Ledger

Centralized accounting record which tracks all financial transactions

Purchasing & Receiving

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Configurable Workflow

Configure existing workflows to meet your organization's needs

Dashboard Creation

Creation and customization of dashboards

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronic Payments

Electronically collect payments for goods or services

Revenue Recognition

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Invoice Management

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Workflow Management

Create, design and manage workflows for repetitive tasks

Multi-Currency

Manage and handle various international currencies

Planning Tools

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Customizable Reports

Alter the layout and content of reports

Bank Reconciliation

Compare and match accounting/financial records with corresponding bank statements

Invoice Processing

Creation, processing, verification, and execution of invoices till the payment is made

Multi-Company

Manage the accounting and financial aspects of multiple locations or companies in a single location

For Investors & Traders

Used by retail investors and active traders/day traders

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Purchase Order Management

Create, send, and track purchase orders and their statuses

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Receipt Management

Upload, track, and submit receipts in a central database

Profit/Loss Statement

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Income & Balance Sheet

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Data Migration

Move from one database to another, or upgrade the version of database software being used

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Data Visualization

Graphical representation of data

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Competitive Analysis

Evaluating strengths and weaknesses of companies with the same target audience

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Content Library

Centralized repository to store content and assets

Data Mapping

Track the management and flow of data throughout the organization

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

API

Application programming interface that allows for integration with other systems/databases

SMS Marketing

Send promotional campaigns or transactional messages via text messages

Data Recovery

Ability to restore deleted, hidden, or lost data from an email server/system

Drip Campaigns

Send automated marketing emails based on user actions over a predetermined period

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Email Marketing

Create and send email blasts/campaigns

Data Profiling

Examines, analyzes, and organizes data to create relevant summaries or graphs.

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Real-Time Analytics

Analyze and gain insights into data in real-time

Click Tracking

Track the amount of clicks on individual products to measure campaign results

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Real-Time Reporting

Active reporting of data and metrics

Data Transformation

Translate EDI formats into data suitable for use with company applications.

Multi-Campaign

Manage multiple campaigns in one system

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Campaign Analytics

Track and interpret campaign performance metrics

Data Verification

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Behavioral Analytics

Track and analyse user behavior within a system or network

Multiple Data Sources

Allows users to manage data from a number of sources

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Predictive Analytics

Predict future data based on historical data sets

Parallel Processing

Running multiple processors to handle separate parts of an overall task and manage complex tasks/computations.

Ad hoc Analysis

Multiple Data Sources

Allows users to manage data from a number of sources

API

Application programming interface that allows for integration with other systems/databases

In-Database Processing

Blending and analysis of large data sets without moving data out of a database.

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Real-Time Reporting

Active reporting of data and metrics

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Data Connectors

Connect to big data sources

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Data Visualization

Graphical representation of data

Data Import/Export

Import and export data to and from software applications

Match & Merge

Looking at data from different sources and finding possible duplicates, or identical matches

Data Transformation

Translate EDI formats into data suitable for use with company applications.

Secure Data Storage

Securely stores data to prevent data loss or breaches

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customizable Reports

Alter the layout and content of reports

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Data Migration

Move from one database to another, or upgrade the version of database software being used

In-Memory Processing

Data Mapping

Track the management and flow of data throughout the organization

Data Warehousing

Central repositories of integrated data from various sources

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Data Connectors

Connect to big data sources

Ad hoc Reporting

Generate one-off reports that meet information requirements

Customizable Reports

Alter the layout and content of reports

Alerts/Escalation

System alerts about the need to escalate an issue or request

Templates

Sample files or documents that could be customized as needed or used as is

Forecasting

Form predictions based on past and present data/trends

Data Migration

Move from one database to another, or upgrade the version of database software being used

Data Transformation

Translate EDI formats into data suitable for use with company applications.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

Data Cleansing

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard Creation

Creation and customization of dashboards

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Data Security

Protect sensitive data for digital privacy

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

No-Code

Drag and drop/visual interfaces that allow non-tech users to build without writing code

High Volume Processing

Process and analyze large volume of data

Database Support

Supports common databases such as MySQL and Oracle

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Data Storage Management

Manage and store data in a database

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Multiple Data Sources

Allows users to manage data from a number of sources

Forecasting

Form predictions based on past and present data/trends

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Multi-Language

Manage and support multiple languages

Visual Discovery

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Mobile Access

Access software remotely via mobile devices

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

API

Application programming interface that allows for integration with other systems/databases

Customizable Forms

Customize contracts and forms to collect specific information

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Workflow Management

Create, design and manage workflows for repetitive tasks

Data Mapping

Track the management and flow of data throughout the organization

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Data Connectors

Connect to big data sources

Multi-Channel Distribution

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Data Transformation

Translate EDI formats into data suitable for use with company applications.

Data Import/Export

Import and export data to and from software applications

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Customizable Fields

Customize data fields to support various needs and use cases

Forms Management

Store, manage and track all forms in a centralized location

Multi-Channel Data Collection

Collect information from multiple sources

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Metadata Management

Collect and maintain structured information that describes data or content

Secure Data Storage

Securely stores data to prevent data loss or breaches

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Multi-Device Support

Support multiple types of devices

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Offline Response Collection

Practice of collecting data and responses for market research/surveys without an internet connection

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Customizable Reports

Alter the layout and content of reports

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard Creation

Creation and customization of dashboards

Version Control

Track revisions and updates made to files and navigate between different versions

Query Builder

Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database

IP Rotation

Automatically changes IP addresses to avoid website IP restrictions.

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Data Verification

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Optical Character Recognition

Ability to recognize printed or written text within digital images or scanned documents

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Data Aggregation and Publishing

Assemble data from multiple sources

Job Scheduling

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Data Mining

AI method of discovering or extracting data patterns from larger volumes of data

Proxy Rotation

Rotating through a series of proxy servers to conceal IP addresses during internet activities

Geotargeting

Geographic location of visitors determines behavior of the software

Data Aggregation

Collect, process and structure data from multiple sources for further analysis

JavaScript Rendering

Converting JavaScript code into visual elements on web pages for user interaction

HTML Parsing

Extract structured data from HTML documents for analysis or manipulation

Multiple File Format Support

Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc.

Data Cleansing

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Natural Language Processing

Process and analyze human language in text or audio form

CAPTCHA Solving

Automatically identify and input CAPTCHA characters to bypass security measures

Integration Management

Identify which applications need to exchange data and enable these data connections

Website Crawling

Crawling and indexing web pages

Scheduling

Plan availability and assign specific time slots for tasks and resources

Bot Mitigation

Reduce or block bot traffic

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Customization

Create labels for products that contain required information such as colors, sizes, dates, etc.

Proactive Error Detection

Managing and resolving errors that occur during program execution to maintain stability

Data Mapping

Track the management and flow of data throughout the organization

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Integration Management

Identify which applications need to exchange data and enable these data connections

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Ad hoc Analysis

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

Match & Merge

Looking at data from different sources and finding possible duplicates, or identical matches

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Metadata Management

Collect and maintain structured information that describes data or content

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Job Scheduling

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Dashboard Creation

Creation and customization of dashboards

Data Storage Management

Manage and store data in a database

Multiple Data Sources

Allows users to manage data from a number of sources

Data Import/Export

Import and export data to and from software applications

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Data Quality Control

Establish guidelines about how much and what kind of data can be stored in the repository

Data Connectors

Connect to big data sources

Customizable Reports

Alter the layout and content of reports

Single Sign On

Allow users to access multiple services after entering their login credentials once

Version Control

Track revisions and updates made to files and navigate between different versions

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Accounting Integration

Integrate with a third-party accounting system

Real-Time Data

Receive data and information in real time

eCommerce Management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Data Visualization

Graphical representation of data

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Real-Time Analytics

Analyze and gain insights into data in real-time

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Data Synchronization

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Data Replication

Process of copying and storing data in more than one site or node

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Database Support

Supports common databases such as MySQL and Oracle

Workflow Management

Create, design and manage workflows for repetitive tasks

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predictive Analytics

Predict future data based on historical data sets

Data Migration

Move from one database to another, or upgrade the version of database software being used

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Data Analysis Tools

Analyze survey results via statistical testing or crosstabs directly within the software

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[User Role and Access Management](/glossary/user-role-and-access-management-definition)

What is user role and access management and why is it important as a software feature?

[Financial Statements](/glossary/financial-statements)

Financial statements provide an overview of a company's financial performance. Learn more about financial statements, financial audit software, and how G2 can help you make the best decision for your business.

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