Ask anything, in plain English
Conversational answers grounded in your own documents and data — no query language, no dashboards to build first.
For operations, finance & analytics teams
Ask your company's data anything.
bDataWorks pulls together the documents, spreadsheets, and systems your teams already use — so anyone can ask a question and get a clear, sourced answer in seconds. No SQL. No waiting on a report.
White-glove onboarding — we handle ingestion & integration with you.
How it works
From scattered data to answers in three moves.
You bring the data sources. We handle the heavy lifting — connecting, structuring, and securing everything so your team can simply ask.
01 / INGEST
Connect your sources
PDFs, spreadsheets, wikis, CRM exports, support tickets, contracts — we ingest the formats your business already runs on, alongside live connections to the systems you depend on.
DocumentsDatabasesAPIs
02 / ORGANIZE
We structure it for you
Your content is indexed into a private, searchable knowledge base — organized into workspaces by team or topic, with permissions that mirror how your company actually works.
Private indexWorkspaces
03 / ASK
Ask in plain language
Anyone on the team types a question and gets a clear, cited answer drawn from your own data — with the source documents one click away, so every answer is verifiable.
Natural languageCited sources
The platform
A complete workspace for your company's knowledge.
Everything needed to turn raw, scattered information into reliable, real-time answers — built for business users, not just engineers.
Every answer is sourced
Responses cite the exact documents they came from, so teams can trust — and verify — what they read.
Real-time, always current
As source data changes, the knowledge base keeps pace — so answers reflect today's reality, not last quarter's export.
Workspaces by team
Separate spaces for finance, ops, sales, and support — each with its own data, its own context, and its own access rules.
Permission-aware
People only ever see answers drawn from data they're cleared to access — security inherited from your structure.
Embed & automate
Drop answers into the tools your teams already use, or wire results into workflows through a clean API.
Use cases
Built for the questions your teams ask every day.
"What's our return policy for wholesale orders over 90 days?"
Stop hunting through folders
Operations teams sit on thousands of SOPs, policies, and reports. bDataWorks turns that pile into a single place to ask — and get a precise, cited answer in seconds.
- Answers pulled from current SOPs and policy docs
- One source of truth across departments
- New hires productive without shadowing
73%
Less time searching for information
4 hrs
Saved per person, per week
"How did marketing spend track against budget last quarter?"
Answers without the analyst queue
Finance gets asked the same questions constantly. Let stakeholders self-serve from approved reports and statements — while analysts focus on the work that actually needs them.
- Grounded only in approved financial sources
- Every figure traceable to its document
- Fewer ad-hoc requests in the queue
60%
Fewer one-off reporting requests
Same day
Answers that used to take a week
"What did we commit to in the Meridian renewal?"
Walk in already knowing
Contracts, call notes, and account history in one place. Reps and success managers get instant, sourced context before every conversation — no digging through the CRM.
- Account context drawn from contracts & notes
- Surfacing commitments before they're missed
- Faster, more confident handoffs
2×
Faster account prep
100%
Answers tied to real records
"How do I configure SSO for an enterprise account?"
Resolve faster, get it right
Support agents get accurate, sourced answers from your help docs, runbooks, and past tickets — so resolutions are faster and consistent across the whole team.
- Answers from docs, runbooks & resolved tickets
- Consistent replies across every agent
- New agents ramp in days, not months
40%
Faster average resolution
↑ CSAT
More consistent, accurate replies
Integrations
Connects to the data you already have.
Documents, databases, cloud storage, and the apps your teams live in — and a clean API to wire answers into anything else.
Don't see your source? Our team builds the connection for you as part of onboarding.
Talk to integrations
Security & compliance
Your data stays yours.
bDataWorks runs as a private, isolated environment for your organization. Your information is never used to train shared models, and access always mirrors the permissions you already trust.
Private by design
A dedicated, isolated workspace. Your data is never pooled or shared with anyone else.
Role-based access
Granular permissions per workspace, so people only reach what they're cleared to see.
Encrypted throughout
Data is encrypted in transit and at rest, with audit logging across the platform.
Deploy your way
Run in our managed cloud or inside your own infrastructure — your call.
What teams say
From data graveyard to daily habit.
“
The onboarding team did the hard part with us. Within two weeks our whole operations group was asking questions and getting answers we used to wait days for.
VP Operations
“
It cut our internal "where do I find this?" questions in half. The cited sources are what won over our compliance team.
Finance Director
“
We connected our messiest sources and it just worked. The API integration meant answers showed up right inside our own tools.
Head of Support
FAQ
Questions, answered.
Do we have to prepare our data before we start?
No. White-glove onboarding is included — our team works alongside yours to connect sources, clean and structure the data, and integrate with your existing platforms via API. You don't need a data team to get value.
What kinds of data can bDataWorks ingest?
Documents (PDF, Word, slides), spreadsheets and CSVs, wikis and knowledge bases, CRM and support data, cloud storage, and live database or API connections. If a source matters to you, we'll build the connection during onboarding.
How do you keep answers accurate and trustworthy?
Every answer is grounded in your own data and returns the source documents it drew from, so anyone can verify the response. Answers reflect your current data, not a stale snapshot.
Is our data secure and private?
Yes. You get a private, isolated environment. Your data is never pooled with other customers or used to train shared models. Access follows role-based permissions, data is encrypted in transit and at rest, and you can deploy in our cloud or your own infrastructure.
How long until we're up and running?
Most teams are asking real questions within the first couple of weeks. Our onboarding specialists handle ingestion and integration so you reach value quickly instead of stalling on setup.
Can it plug into the tools we already use?
Yes. Answers can be embedded into your existing applications, and a clean API lets you wire results into workflows, internal tools, and automations. Our team helps set this up.
Get started
Bring your data. We'll handle the rest.
Book a demo and we'll map out exactly how bDataWorks fits your sources, your tools, and your team — with onboarding and integration done together, hands-on.
01 — Onboarding
A dedicated specialist guides setup end to end.
02 — Ingestion
We connect and structure your data with you.
03 — Integration
We wire answers into your existing platforms via API.