Load a representative CSV or spreadsheet and see what needs attention.
Open PocketCleanBusiness stays here. PocketBI is the analysis workspace, PocketClean is where you clean data and build reusable rules, and bIDE is the code workspace. Those buttons open or reuse separate live workbench tabs so returning here does not discard active in-memory work.
PocketBI Business · Home
Know what to do next.
Build a repeatable data process, approve it for production, automate it, and watch every run from one clear path. The advanced controls are still there when you need them; they no longer have to be the first thing you understand.
Your path
Bring in data → Define rules → Automate → Watch runs → Manage
Clean, standardize values, approve accepted source changes, and save the reusable workflow.
Define workflowTurn approved rules into a production Integration, version behavior, and credential.
Set up automationSee what succeeded, what was rejected, row counts, timing, and exact production lineage.
Open runsControl the organization, members, workspaces, access, and account-level settings.
Manage businessPower controls
Simple labels first. Exact controls underneath.
Business areas
Group recurring processes and reusable organization workflows by the work they belong to.
System name: WorkspacesOpen workspacesProduction setup
Define what data is allowed, freeze approved production rules, choose Follow Production or Pin Version, and issue scoped credentials.
System names: Integration Setup · Structure Reference · Processing ProfileOpen Integration SetupRun activity
Investigate successful, failed, rejected, and in-progress jobs with Run and Trace IDs.
System name: Run HistoryOpen Run HistoryReusable workflows
Review, archive, or restore workflow definitions while preserving historical lineage.
System name: Workflow ManagerOpen Workflow ManagerReady for production?
Check the selected Integration, approved profile snapshot, credential, drift, and recommended hardening before another system depends on it.
System name: Launch ReadinessCheck Launch ReadinessPeople & account
Manage organization members, roles, invitations, and organization-level access.
System name: Organization & TeamManage Organization & TeamPlans
Free proves the workflow. Paid runs the operation.
Build it and prove it works.
Manual cleaning and analysis, real value mappings, reusable rules, verification, exports, and limited sandbox testing should be useful enough to understand the full product.
Depend on it repeatedly.
Production API credentials, recurring automation, Follow Production or pinned versions, larger scale, team operation, and longer operational history are where paid value begins.
Your work stays where you left it. PocketBI, PocketClean, and bIDE open or reuse their named workbench tabs instead of replacing this Business page. That keeps active in-memory workbenches alive while you move between building, operating, and reviewing the system.