Coale-Insights
AI agents and ML models that understand your ERP
Coale-Insights is built on Frappe Insights v3.0, a comprehensive BI and AI analytics platform. It connects to any data source—ERPNext, PostgreSQL, BigQuery, spreadsheets—and delivers 12 intelligence dashboards, 17 domain-specific AI agents you can chat with in plain English, and 25+ ML modules for forecasting, segmentation, and anomaly detection.
Key capabilities
Multi-Source Visual Query Builder
Connect MySQL, PostgreSQL, DuckDB, BigQuery, files, and spreadsheets. Build queries visually with table selection, joins, filters, and calculations—no SQL required. Results feed directly into charts and dashboards.
17 Domain-Specific AI Agents
Chat naturally with specialized agents for Sales, Financial, Inventory, Procurement, Customer, Risk, Tax, HR, Executive, Marketing, Manufacturing, and ESG. Each agent understands its domain data and responds with context-aware analysis.
OpenRouter with Smart Model Fallback
Access 11 free AI models (Mistral, Gemma, Llama, Qwen, DeepSeek, GPT-OSS) with automatic fallback on rate limits. Paid models (GPT-4o, Claude 3.5 Sonnet) are available as final backup with configurable daily quotas.
25+ ML Analytics Modules
Prophet time-series sales forecasting, RandomForest late-payment prediction, RFM customer segmentation with 11-tier classification, ABC-XYZ 9-cell inventory strategy, IsolationForest anomaly detection, and BG/NBD customer lifetime value.
12 Intelligence Dashboards
Executive, Sales, Financial, Strategic Finance (13-week cash flow), Inventory, Procurement, Customer, Risk, HR, Manufacturing, Tax (Kenya-specific corporate tax and KRA scheduling), and ESG sustainability dashboards—each with a floating AI chat button.
Cross-Dashboard Semantic Search
Search across all intelligence dashboards with semantic relevance scoring. The query router automatically directs your question to the correct agent and dashboard, so you find answers without knowing where the data lives.
3-Tier Smart Caching
Redis hot cache for real-time data, database warm cache for pre-computed aggregations, and API cold cache for ML model results. Automatic tier promotion with configurable TTL keeps dashboards fast while minimizing compute cost.
Board Presentation Mode
Full-screen executive presentations generated directly from dashboards. Export to PowerPoint with one click, including executive summaries and RAG status indicators ready for board review.
Deep ERPNext v15 Integration
Hooks into 9 ERPNext modules—Accounts, Selling, Buying, Stock, Manufacturing, Projects, CRM, HR, and Assets. Data syncs hourly for real-time dashboards, with automated daily intelligence updates and monthly model retraining.
Why teams choose this
- Ask questions in plain English and get data-driven answers from 17 specialized AI agents
- Connect data from any source—ERPNext, PostgreSQL, BigQuery, spreadsheets—in one query builder
- Forecast sales, predict late payments, and segment customers with 25+ built-in ML models
- Monitor every department from a single Executive Dashboard with RAG status indicators
- Export board-ready presentations to PowerPoint without copy-pasting charts
- Find insights instantly with semantic search across all 12 intelligence dashboards
- Reduce query latency with 3-tier caching that automatically promotes hot data to Redis
- Stay current with automated hourly, daily, and weekly intelligence refreshes synced from ERPNext