Platform Overview

Platform Overview

One Platform. From Raw Data to
Board-Ready Intelligence.

Connect your CRM, billing, and ERP data. Pacer AI models it through Microsoft Fabric, then activates it across Power BI dashboards, AI agents, and Excel with Copilot — giving every stakeholder the revenue clarity they need.

End-to-End Architecture

Connect. Model. Activate.

Your revenue data flows through three stages — from raw source systems through Pacer AI’s intelligence engine to every output your team needs.

Data Sources
💼 Salesforce / HubSpot / Dynamics 365
💳 Stripe / Chargebee / Zuora
📒 QuickBooks / Xero / NetSuite
📊 Spreadsheets / Custom APIs
Pacer AI Intelligence Engine
Ingestion
Normalize & validate
🏗️
Fabric Lakehouse
Delta Lake storage
🧠
Semantic Model
ARR-reconciled cube
Outputs
📈 Power BI Dashboards
🤖 AI Agents (Claude, GPT, Copilot)
📗 Excel + Copilot in Excel
📋 Board Reports & MBR Decks
Platform Capabilities

Built on the enterprise stack
your team already trusts

Three pillars. One unified platform. Every capability purpose-built for PE-grade revenue intelligence.

🏗️

Microsoft Fabric Data Foundation

End-to-end data engineering on Microsoft’s unified analytics platform. From raw CRM events to curated, ARR-reconciled revenue metrics.

  • Lakehouse architecture on OneLake
  • Automated ETL pipelines
  • Delta Lake storage with full lineage
  • Real-time and scheduled data refresh
  • Row-level security by default
📈

Power BI Intelligence Layer

Board-ready ARR Snowball visuals, waterfall charts, and cohort analyses embedded directly in your reporting workflow.

  • ARR waterfall & bridge templates
  • NRR & GRR scorecards
  • Cohort retention heatmaps
  • Customer concentration analysis
  • Embedded in Teams & SharePoint
  • Export to PowerPoint with one click
🤖

AI Agent Activation

Conversational revenue intelligence. Ask your ARR data questions in plain English via Claude, GPT, and Microsoft Copilot in Excel.

  • Natural language queries over your data
  • Variance explanation AI
  • Forecast scenario modeling
  • Auto-generated board commentary
  • Works with Claude, GPT, Copilot
Integrations

Connects to the tools
you already use

Not just connectors — Pacer AI maps your source data into a unified semantic model with full ARR reconciliation.

CRM
Salesforce HubSpot Dynamics 365
Billing
Stripe Chargebee Zuora Recurly
ERP / Accounting
QuickBooks Xero NetSuite
Data / Other
Snowflake BigQuery Custom APIs
Get Started

See the platform in action

Walk through a live demo with your actual revenue data. See how Pacer AI connects your sources, models your ARR, and delivers board-ready intelligence.