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Product

How Datafi works

Datafi sits between the AI tools your people use and the systems your business runs on. Use it two ways: Converse to talk to your data, Activate to put it to work.

The platform

Every connection runs through Datafi

AI tools on top, your systems below, Datafi in the middle. Select a capability to see what it does.

The AI tools your teams use

  • Business AI tools

    • Microsoft Copilot
  • General-purpose AI tools

    • ChatGPT
    • Claude
    • Gemini
  • Internal models

    • Your own model
    • Fine-tuned models
Datafi Control Tower governs every connection

Every request is checked against who's asking. The AI never sees more than the person does.

Your line-of-business systems, as they are today

  • Cloud databases
  • On-prem databases
  • Legacy and home-grown systems
  • Cloud SaaS apps (CRM, ERP, HRIS)
  • Messaging apps
  • Document libraries
  • Cloud file storage
  • On-prem file storage
Every connection runs through Datafi. No AI tool reaches your data directly. Dots show data moving live from source systems, not from a nightly copy.

Converse and Activate

How do you want to use your data with AI?

Datafi offers two paths to access your full business data.

  • Converse

    Talk to your data

    • Ask complex questions
    • Generate reports
    • Build documents

    Licenses you need

    Basic

    Basic licenses only.

    Where Copilot or ChatGPT teams usually start.

  • Activate

    Put AI to work

    • Build and deploy apps
    • Build and deploy agents
    • Automate workflows

    Licenses you need

    Basic Standard

    Basic and Standard licenses, sized to your organization.

    Where teams without an AI partner often start.

Both work in Microsoft Copilot ChatGPT Claude Gemini Datafi business chat and browser extension

Both run on your complete business data, not the slice one tool can reach.

Datafi Converse

Talk to your data

Ask questions and get reports from your complete business data, in the AI tool you already use.

How it works

  1. Ask In plain English, in any AI tool or Datafi's chat.
  2. Route The request goes to Datafi over MCP.
  3. Check access Each person sees only the rows they're allowed to.
  4. Add business context Your terms and metrics mean what your team means.
  5. Query live systems Read live from the source. Nothing copied.
  6. Answer and log Back in the same tool, logged in Control Tower.

What you get

  • Trusted answers

    From several systems at once, traced to the data.

  • Reports

    Summaries, tables and charts from live data.

  • Where work happens

    In chat, Teams and Cards.

  • A full record

    Every question and answer, logged.

Converse, in practice

A sales rep asks Copilot which accounts have overdue invoices and a shipment this week. The ERP and TMS answer together.

License: a Basic license for everyone who asks.

Datafi Activate

Put AI to work

Everything in Converse, plus apps, agents and automated workflows that turn answers into action.

How it works

  1. Describe the work Someone with a Standard license describes a task; Datafi drafts the agent or app.
  2. Connect data and tools It reads your systems and updates records where you allow it.
  3. Refine in Datafi Studio Adjust the steps visually. No prompt rewriting.
  4. Deploy to your teams Basic license holders run it within their own access.
  5. Run and automate On request or on a schedule, with a person deciding where needed.
  6. Observe and improve Every step logged in Control Tower.

What you get

  • Agents

    For work that repeats, like exception triage.

  • Apps

    A button, not a prompt.

  • Automated workflows

    Manual steps handled end to end.

  • Human approvals

    Drafts and exceptions, ready to approve.

Activate, in practice

An operations lead builds an agent in Claude that checks shipments, drafts replies and flags decisions for a person.

Licenses: Standard licenses build; Basic licenses run what they publish.

See it on your own data in 3 days or less.

A launch workshop connects one dataset, sets your first policies and puts a real use case in production.

Interested in investing in Datafi?