Flexible workflows for modern data work

Work with data without the friction.

PocketBI lets you clean, filter, join, group, visualize, reconcile, or simply validate data—then save the exact workflow you need. Cleaning is available when useful, not required before analysis.

Local-first where practical Mobile + web Shared support
PocketBI Workspace Local mode
sales_export.csv2,418 rows
Source preserved · workflow reusable

PocketBI service hub

One workflow contract. Use only the steps the job needs.

Start with the smallest tool that solves the job. Inside PocketBI, cleaning, filtering, joining, grouping, visualization, and reconciliation can be composed independently; across the suite, PocketBI ID and Business workflows connect specialized products without forcing every stage.

PocketBI · Choose source Optional clean / filter / join / group Automatic reconciliation Selected outputs / charts
BI
Live · Flagship

PocketBI · Mobile + Web

Turn business data into the exact result you need.

Import CSV and Excel files, choose only the cleaning or analysis operations you need, save reusable workflows, join and group sources, build charts, export selected results, and automatically reconcile each step back to its input.

  • Reusable workflow editor
  • Optional cleaning & transforms
  • Joins & multi-field grouping
  • Automatic reconciliation
  • Selected outputs & charts
  • Local-first execution
Scan to download PocketBI on the App Store
PocketBI for iPhone

Scan the QR code on another device or open PocketBI directly in the App Store.

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Live

PocketClean

Fix recurring messy files once, then reuse the rules.

Diagnose data-quality issues, apply deterministic cleanup, save reusable templates, run batches, and use PocketBI Business API access for recurring server-to-server cleaning.

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Beta

PocketViz

Reuse charts, dashboards, and report templates.

Turn cleaned datasets into repeatable visual reports, with saved visualization templates designed to follow recurring PocketClean workflows.

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Live

PowerSnap

Diagnose business-data problems before signup.

Upload a file, surface the most important structural and cleanliness issues, explain the operational impact, and apply deterministic one-click cleanup.

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Live

PocketBI Reconcile

Find what changed, disappeared, or does not match.

Compare two CSV or Excel exports, suggest match keys, detect changed and missing records, flag duplicate keys, and produce discrepancy reports.

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Live

bIDE · A PocketBI product

Go beyond point-and-click workflows.

Use Python, R, JavaScript, SQL, notebooks, and browser data tools when a PocketBI workflow needs custom analysis or code.

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Business

PocketBI Business

Teams, API keys, and recurring automation.

Manage organizations and seats, issue scoped PocketBI API keys, and connect saved workflows to recurring business processes without sharing product-private files through the control plane.

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Live on iPhone

KcalTap Performance

A separate health product with a PocketBI Business benefit.

KcalTap keeps nutrition, weight, workout, and health data in its own product boundary. Eligible PocketBI Business seats can receive a Performance benefit without exposing that private health data to an employer.

Scan to download KcalTap on the App Store
iPhone app

Scan the QR code on another device or open the App Store directly.

Internal catalog entries and future experiments are intentionally not advertised here until there is a customer-ready workflow or launch surface.

How we build

Small decisions that keep the tools useful.

01 · FAST START

Useful before setup becomes a project.

Core workflows should open quickly, work on common files, and avoid unnecessary accounts or configuration where possible.

02 · LOCAL FIRST

Keep data close to the user.

File processing stays on-device or in-browser when the feature does not genuinely need a server.

03 · INDEPENDENT TOOLS

Shared identity without shared failure points.

Products can evolve independently while using one coherent public home, support identity, and privacy center.

Start with a file

Open PocketBI Web and get to the useful part.

Import a spreadsheet, inspect the data, clean what needs attention, and turn it into something you can actually use.