The fastest way to go from question to dashboard.

Build a view your client can slice themselves — filterable, governed, and always reading live data. No extract to keep in sync, and no rebuild when the question changes.

  • Reads your warehouse directly
  • Row-level permissions
  • No migration required
A published Veritly dashboard: quarter-to-date revenue, gross margin, net new logos and churn across the top, with revenue trend, segment split, regional breakdown and top accounts below. The AI Copilot panel on the right explains what it built and from which workbook.

Points at what you already run

Connect Snowflake, BigQuery, Postgres, or Databricks and build straight on top. No staging layer to stand up first, no extract to keep in sync.

Self-service that stays governed

Viewers slice, filter, and drill on their own — but only within the metrics you've defined. They answer their own questions without redefining your numbers.

Share without leaking

Row and column access is applied before results are returned, so one dashboard can serve every client without any of them seeing another's rows.

From a question to something they can run themselves.

The dashboard isn't the deliverable — the client answering their own next question is. These are the four steps between one and the other.

You could be building five minutes from now.

However tidy your warehouse is, you can start from it today. Nothing has to be modelled, migrated, or renamed first.

Low lift to get started

Point Veritly at a connection and your existing tables are queryable immediately — no modelling sprint before the first chart renders.

Curate what people can reach

Choose which fields, metrics, and joins are exposed. The dashboard stays explorable without opening the whole warehouse to everyone.

Start simple, go deeper later

Ship a working view today, then layer in modelled metrics, custom filters, and drill paths as the questions get sharper.

Browsing a connected Snowflake warehouse in Veritly: the raw schemas and tables in the panel, the selected fact table marked queryable now, its columns with per-field exposure switches — personal-data fields switched off — a preview of the first rows, and a panel of modelled metrics, joins and drill paths deliberately left for later.

Avoid repeated requests with dashboards anyone can run.

Let the people asking answer their own questions — without the queue, and without them inventing their own version of the numbers.

A published Veritly pipeline dashboard mid-question: date, segment and period-over-period controls along the top, a bar for the Negotiation stage clicked, and a panel beside it listing the individual deals behind that bar with a typed follow-up question and the query that produced the answer attached.

Click any chart to drill in

Every visual is a starting point. Click a bar to see the rows behind it, without asking anyone to write a follow-up query.

Ask a follow-up in plain English

Questions the dashboard didn't anticipate get answered in place — with the query that produced the answer attached.

Filter without touching SQL

Date ranges, segments, and period-over-period comparisons are controls, not a request that lands in someone's queue.

Find the view that already exists

Search across published dashboards so the answer someone built last quarter gets reused instead of rebuilt.

Watch a dashboard get built.

From an empty connection to a view a client can slice on their own — the filters, the drill-downs, and the row-level rules being applied as it runs.

Make sure people only see what they need to.

Granular permissions keep people safe from accidentally seeing — or breaking — something they shouldn't, whether that's a client's rows or a table you never meant to expose.

Limit access at the table, row, or column

Hide sensitive tables and fields outright, or restrict which rows a given viewer's queries can ever return.

Manage role-based permissions with SSO

Groups sync from your identity provider, so access follows the person as they change teams instead of drifting out of date.

Keep track of who's seeing what

Every run records what was queried, by whom, and against which data — the audit trail a client review actually asks for.

Access rules for a client group in Veritly: the group synced from Okta with read-only membership, a table of data access showing hidden columns named and one table unreachable, a row filter that cuts 1,284,610 rows to 4,318 for members of the group, and an activity log recording who queried what, including a request the rules refused.

Frequently asked questions.

Does a dashboard read live, or from a cached extract?

Live. Every filter, drill, and page load issues a query against your warehouse, so there is no extract to schedule and nothing to go stale between refreshes. Results are cached briefly to keep repeated loads cheap, and you control how long for.

Which warehouses can I connect?

Snowflake, BigQuery, Databricks, and Postgres, plus most engines that speak standard SQL over a JDBC-style connection. You point Veritly at a connection you already run — nothing is copied into our storage.

How do row-level rules interact with SSO groups?

Groups sync from your identity provider, and a row-level rule is written against group membership rather than against named individuals. So when someone changes teams their access changes with them at the next sync, and you never maintain a per-person list.

What happens on a table with 50 million rows?

Queries are pushed down to the warehouse rather than pulled into Veritly, so the work happens where your compute already is and performance tracks whatever that engine does. Aggregations stay fast; unbounded row-level drills are the ones worth putting a filter in front of.

Do I need a semantic model before any of this is useful?

No. Point at a connection and your existing tables are queryable straight away. Veritly can read dbt models and warehouse metadata where they exist, and you can curate definitions over time rather than blocking the first dashboard on a modelling sprint.

Can a client view a dashboard without a seat?

Yes. Viewers can be invited to a single dashboard rather than to the workspace, and the same row and column rules apply to them — so one dashboard can serve every client without any of them seeing another's rows.

Stop rebuilding the same report for every client.

Veritly is in private beta. Join the waitlist and we'll bring you in as capacity opens up.