Analytics Built for the Speed of Fintech

Knowi connects natively to the databases fintech companies actually use, MongoDB, PostgreSQL, Snowflake, Elasticsearch, and ClickHouse, plus REST APIs for Stripe, Plaid, Marqeta, and custom payment processors. You set up a connection in minutes, write a query (or use the visual query builder), and transaction data flows directly into dashboards. No ETL pipeline, no staging database, no waiting on a data engineering team.

Yes. Knowi includes built-in ML-based anomaly detection that runs continuously on streaming transaction data. It flags unusual patterns, transaction velocity spikes, geographic mismatches, abnormal amounts and sends alerts to Slack, email, PagerDuty, or any webhook endpoint. Unlike standalone fraud tools, Knowi lets you blend transaction data with CRM and risk-scoring sources in the same alert rule for richer context.

Knowi lets you build scheduled compliance reports that generate automatically in PDF or CSV format and deliver via email on a daily, weekly, or monthly cadence. Reports are scoped to role-based permissions, so each compliance team member sees only the data they are authorized to access. You can configure report templates for SOX audit trails, PCI-DSS transaction monitoring, AML suspicious activity summaries, and KYC verification status dashboards.

Knowi differs from Tableau and Power BI in three ways that matter for fintech. First, Knowi queries NoSQL databases like MongoDB natively, Tableau and Power BI require you to flatten data into a relational format first, which loses nested transaction detail. Second, Knowi does cross-source joins at query time without requiring a centralized data warehouse, so you can blend Stripe API data with your PostgreSQL risk tables in one query. Third, Knowi offers true on-prem deployment with Docker and Kubernetes, which Tableau Cloud and Power BI SaaS cannot match for data residency requirements.

Yes. Knowi's cross-source join capability lets you pull data from separate databases for each product line, lending, payments, insurance, wealth management and combine them in a single dashboard without moving data into a warehouse. You can build portfolio-level KPIs like total revenue by product, customer lifetime value across products, and cross-sell conversion rates, all updating on a live refresh schedule.

Connect Knowi to your application database and event tracking system (via REST API, MongoDB, or PostgreSQL) to build a funnel visualization that shows exactly where users drop off during KYC verification, identity upload, bank linking, or first transaction. Knowi's natural language query feature lets product managers ask questions like "show me onboarding completion rate by acquisition channel this month" without writing SQL. You can set threshold alerts to notify your team when drop-off rates exceed a target.

Knowi supports three embedding methods: iFrame, JavaScript SDK, and encrypted URL embedding. All three support SSO integration (SAML, OAuth, JWT), row-level security so each customer sees only their own financial data, and full white-label customization including your brand colors and logo. Unlike Tableau Embedded or Power BI Embedded, Knowi does not charge per-viewer licensing fees, making it significantly more cost-effective for fintech platforms with large customer bases.

Yes. Knowi's managed cloud is SOC 2 Type II certified, with annual audits covering security, availability, and confidentiality. For organizations with stricter data residency or regulatory requirements, Knowi also offers full on-prem deployment via Docker or Kubernetes in your own VPC. This means sensitive financial data never leaves your infrastructure — a requirement for many banking and lending compliance frameworks that cloud-only BI tools cannot satisfy.

Yes. Knowi is one of the few BI platforms that queries MongoDB natively using the MongoDB query language, preserving nested document structures like line items within a transaction, sub-arrays of payment methods, and embedded risk scores. Most BI tools, including Tableau and Power BI — require you to ETL MongoDB data into a relational database first, which loses nested detail and adds pipeline maintenance overhead. Knowi also supports cross-source joins between MongoDB and relational databases like PostgreSQL in a single query.