Self-Service BI, Without the Bottleneck
Connect your data and build interactive dashboards in minutes — no analyst, no SQL, no ticket to IT. Bold BI gives every team drag-and-drop dashboards and AI-powered analysis, with governance controls that keep IT comfortable.
30 days, no credit card required
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4.4/5 on G2 (91 reviews)
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4.9/5 on Capterra
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SOC 2 compliant
Syscon
NetWorxc
A4B
DigiQuip
CarNow
Revver
Smartway2
GeniusVets
Talentegy
Every dashboard request still ends up in someone else's queue
If your team needs a new report, the process usually looks the same: write a ticket, wait for IT or an analyst, wait again when the filters change. Meanwhile, spreadsheets multiply, and three people show up to the same meeting with three different numbers.
That bottleneck isn't a tooling problem — it's a pricing and permissions problem. Most BI platforms are built for a dedicated data team to configure and gatekeep. If you don't have one, or don't want to grow headcount every time usage grows, you're stuck waiting on the people who do have the skills.
Bold BI is built for the team on the other side of that ticket queue.
Four reasons teams switch to Bold BI
Not more features for their own sake — the specific things that remove the analyst bottleneck without removing control.
Dashboards built in minutes, not sprints
Drag-and-drop dashboard building means business users configure their own reports directly — no SQL, no scripting, no waiting on a developer. Reviewers consistently call this out as Bold BI's second most-cited strength on G2: non-technical users report on their own data in minutes.
Interactive drill-down, without an analyst standing by
Click into any chart to see the exact rows behind it. Apply a filter and every widget on the dashboard updates together — no rebuilding a chart every time a question changes. You get the follow-up answer yourself, in the moment, instead of filing a second request.
Pricing that scales with your business, not your headcount
Bold BI prices by application, not by seat. Add users, add tenants, roll it out company-wide — your cost structure doesn't move with every new login. It's the opposite of per-user licensing models that get expensive exactly when you're succeeding.
Governance that doesn't slow anyone down
SSO, role-based access, and row-level security mean IT can open self-service up broadly and still control exactly what each user or tenant sees. Every action is logged for audit, and data is encrypted in transit and at rest. Bold BI is SOC 2 compliant, so security and compliance teams aren't starting the review from zero.
Ask your data a question. Get a grounded answer.
Type a question in plain English — "how did UK sales do this month" — and Bold BI's AI Agent returns an answer built from your actual connected data, not a generic guess. Need a dashboard instead of a single answer? AI Copilot builds one from a prompt, so you start from a working draft instead of a blank canvas. Both sit on top of the same dashboards and permissions your team already has.
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Ask AI Agent in plain English, get answers grounded in your live data
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Build with AI Copilot from a prompt, then refine it yourself with drag-and-drop
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Drill into any AI-surfaced result the same way you drill into a manual chart
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No separate tool or export — it's built into the dashboard you're already using
From data to dashboard in three steps
No implementation project, no analyst on standby — most teams go from first connection to a live dashboard the same day.
1
Connect
Point Bold BI at your data — 140+ connectors covering databases, cloud apps, REST APIs, and spreadsheets. Cloud or on-premises, your call.
2
Build
Drag and drop to build your first dashboard, or ask AI Copilot to build a starting view for you from a prompt. No coding required either way.
3
Share, with limits
Publish to your team or embed it in your own product. Set role-based permissions once, and every viewer only sees what they're allowed to see.
Built for the teams who don't have a BI department
Different teams, the same blocker — no dedicated analyst to lean on. Here's how Bold BI closes that gap for each one.
ISVs & SaaS Companies
Add analytics to your product without hiring a data team to maintain it. Application-based pricing means your BI costs don't spike every time you land a new customer.
Growing Companies Without a Dedicated Data Team
Give every department its own dashboards without routing every request through IT. Self-service means the people asking the question are the people answering it.
Healthcare, Retail & Financial Services Ops Teams
SSO, row-level security, and audit logging keep sensitive data scoped correctly across locations, departments, or client accounts. Bold BI is SOC 2 compliant, so it can clear a security review without stalling your rollout.
Cost-Conscious IT Buyers
Deploy in the cloud or on-premises, with one predictable, application-based price instead of a per-user bill that grows every quarter.
What teams say after switching
4.4/5
G2 (91 reviews) · Leader Fall 2025
4.9/5
Capterra, GetApp & Software Advice
140+
Connectors, 40+ visualization types
SOC 2
SSO & row-level security built in
Free
Unlimited support, no extra charge
"What we liked best was the ability to connect to on-prem data sources, easy connectors, embedding visualizations, and a reasonable cost."
SD
Samuel Davidson
Application Development Manager
"Now I can basically provide anything the customer needs from their dashboard, and I really don't have limitations. I can customize anything."
PH
Pedro Hernandez
Peopleworks
Before you start your trial
No. Drag-and-drop dashboard building, AI Copilot, and AI Agent are all designed for business users. Reviewers specifically call this out as a strength — teams without a dedicated analyst are Bold BI's most common users.
Application-based, not per-user. You're not billed more every time you add a login, which is the opposite of how most BI platforms price at scale.
Yes. Bold BI runs in the cloud or on-premises, so a data-residency requirement or a no-cloud policy doesn't rule it out.
Support is free and unlimited on every plan — no extra charge for tickets, and no separate "premium support" tier to buy into.
Yes — 30 days, full access, no credit card required to start.
SSO (SAML/OAuth), row-level security, and full audit logging are built in, and data is encrypted in transit and at rest. Bold BI is SOC 2 compliant, so IT and security teams have what they need to sign off without a separate custom review.
Give your team direct access to their own data
No credit card. No sales call required to get in. Connect your first data source and build a dashboard today — or have one of our team walk you through it live first.
