Your team spends three hours a day redoing the same report.
We make it run on its own.
VortexDesk is the platform that turns files, emails and APIs into a complete, versioned daily report, with AI writing the commentary for you. Sign up in a minute and try everything Premium for 5 days, free.
The same engine, whatever the domain.
Raw data in, versioned snapshots, AI writing the commentary, team working together. Change what you put in, not how it gets processed.
Simple ingest
File upload, email with attachments, APIs where available. No ETL, no IT intermediary: data enters as it arrives today.
Versioned snapshots
Every report generates a frozen snapshot. Time-travel: open any past day and see it exactly as it was published.
Built-in AI
Automatic commentary, Q&A on historical data, executive summary. With configurable prompts for tone, focus and your business rules.
Team & share
Roles, threaded comments, signed expiring links and watermarks. Snapshots shared with clients without losing control.
One engine, five applications.
Each module shares the same backbone (ingest, snapshot, AI, team) and differs only in data sources, domain metrics and commentary tone.
VORTEXDESK Oil Desk
Complete daily oil report: forward curve, freight, stocks, refinery runs, crack spreads. AI commentary in research desk style.
- Sources: Platts / Bloomberg / Reuters / email / CSV
- Quick Chart builder + fullscreen panels
- Shareable snapshot with clients
VORTEXDESK Marketing
Daily & weekly on spend, revenue, ROAS, CAC, conversions. AI writing the recap for the CMO or client autonomously.
- Sources: Google Ads / Meta / GA / CRM
- CSV upload or Airtable email digest
- Signed weekly snapshots for clients
VORTEXDESK Sales
Pipeline, closed deals, forecast, conversions by segment and channel. Daily or weekly executive summary.
- Sources: Salesforce / HubSpot / Pipedrive (CSV/API)
- AI-assisted forecast with comparison vs target
- Automatic briefing for sales leaders
VORTEXDESK Finance
Cash, P&L, variances, financial KPIs. AI explaining deviations and flagging areas of concern.
- Sources: ERP / accounting / Excel controlling
- Daily cash briefing + weekly variance report
- Complete audit trail of snapshots
VORTEXDESK Ops
Morning report for digital products: DAU/MAU, churn, funnel, tickets, incidents. AI operational briefing.
- Sources: analytics / ticketing / incident
- Automatic alerts on significant deviations
- Morning briefing for engineering + product
Custom module
Does your domain fall outside the five vertical modules? We configure VORTEXDESK around your workflow, your sources, your AI rules.
- Custom data schema & commentary
- Proprietary source integration
- Dedicated on-prem deploy if required
From source to snapshot in four steps.
Connect your sources
Manual upload, email with attachments, API connectors. No IT involvement needed to get started.
Configure the report
Choose the blocks, metrics and AI tone. Ready-made templates for every vertical module.
Automatic snapshot
Every day (or week) the report generates itself, frozen and versioned. No more copy-paste.
Share and discuss
Signed expiring link, watermark, threaded comments. The team (and clients) work on the same object.
Oil Desk is the validation module.
Same engine, four more modules on the way.
Oil Desk was built for a sector where daily reports are part of the culture: oil trading. Forward curve, freight, stocks, refinery runs, crack spreads, AI commentary in research style. The same backbone — ingest, snapshot, AI, team, sharing — runs under Marketing, Sales, Finance, Ops: only the sources and prompts change.
Let's look at your case together.
We show you Oil Desk live and work out whether VortexDesk is the right engine for your reporting. 30 minutes, no slides.