Build a custom agent in minutes, not quarters
Write instructions in plain English, choose which sources and actions it can use, and test it against real questions before you share it with the team.
New Agent Studio 2.0
Ask your business anything.
Nextio connects to the tools where your numbers actually live — warehouses, CRMs, billing, docs — and gives every team AI agents that answer in plain language, with charts, tables and a source for every claim.
No credit card
SOC 2 Type II
Your data never trains models
Revenue AnalystAgent · reads Snowflake, Salesforce, Slack, Notion
Respecting your permissions
Save to board
Why did EMEA churn rise in Q3?
Queried 3 Snowflake tables
Joined 1,412 Salesforce accounts
Read 86 Slack threads
EMEA logo churn rose from 2.0% in June to 3.4% in September. About 61% of the increase traces to mid-market accounts in DACH that renewed after the July 1 list-price change — they churned at 2.8× the rate of accounts still on legacy pricing.
Monthly logo churn, 2026
EMEANA
Top churn drivers, Q3EUR
| Driver | Accts | ARR lost |
|---|---|---|
| DACH mid-market, price change | 38 | €412k |
| UK SMB onboarding gaps | 22 | €186k |
| Nordics competitor switch | 14 | €141k |
| FR support SLA breaches | 9 | €77k |
Sources
1analytics.churn_events
2Renewal opps · Q3
3#cs-emea
4Pricing change log
Which DACH accounts are at risk next quarter?
Draft a win-back plan
Alert me if churn > 3%
Trusted by 2,300+ data-curious teams, from Series A to Fortune 500
Halcyon
Parabola Freight
Lumen & Vale
Kestrel Bank
Meridian/Supply
Tidewater
Orbitly
Quanta Health
Copperleaf
Fernhill
How it works
From scattered tools to answers in an afternoon
No pipelines to build, no dashboards to wait for. Connect once, and every team can ask — and act — on the same trusted data.
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01 — Connect
Plug in your sources
OAuth or a read-only service account. Nextio maps schemas, indexes documents and mirrors each source's permissions — in minutes, not sprints.
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02 — Ask
Ask like you'd ask a colleague
Agents plan the query, join across sources, check their own math and answer with charts, tables and a citation for every number.
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03 — Act
Put answers to work
Schedule recurring briefs, set monitors that alert on change, and let agents file tickets, post to Slack or update CRM fields — with approvals.
80+ connectors
Every source, one conversation
Query warehouses live, index documents and tickets, and stitch SaaS objects together through a shared semantic layer — so "revenue" means the same thing in every answer.
- Live queries, not copies. Warehouses and databases are queried in place with pushdown SQL; nothing is bulk-exported.
- Permission-aware by default. If someone can't see a Salesforce opportunity or a Drive file, their agents can't either.
- Bring anything else. Upload CSV and Excel files, or point Nextio at any REST or GraphQL API with an OpenAPI spec.
- PostgresLive query
- SnowflakeWarehouse
- BigQueryWarehouse
- Google DriveDocs & Sheets
- NotionWiki & docs
- HubSpotCRM & marketing
- SalesforceCRM
- StripeBilling
- SlackMessages
- JiraIssues
- CSV & ExcelUploads
- REST APIAny JSON source
Plus Redshift, Databricks, MySQL, Zendesk, Intercom, Gong, NetSuite, Google Sheets and 68 more.
Platform
Agents that work the way your team works
Start with ready-made agents for revenue, finance and support — then shape your own in Agent Studio with the instructions, sources and tools your process needs.
Monday's numbers, already written
Recurring reports land in Slack, Teams or email — with what changed, why, and what to do next.
Sees only what you can see
Row-, object- and file-level access is inherited from every source and re-synced continuously.
Answers you can present
Every answer renders as an editable chart or table you can pin, export or drop into a deck.
Know before the meeting
Describe what matters; agents watch it around the clock and explain anomalies when they fire.
One definition of every metric
Define ARR, active customer or gross margin once — in YAML or point-and-click — and every agent, board and brief uses it. Import existing dbt metrics in one click.
Think out loud, together
Chain questions into a notebook, comment on any answer, and hand a living analysis to finance or leadership without a single screenshot.
Boards, briefs & monitors
From one answer to an operating rhythm
Pin answers to living boards, turn them into briefs on a schedule, and set monitors that tap you on the shoulder when something moves.
Enterprise trust
Built for the security review, not around it
Your data stays yours. Nextio is designed so that security, legal and data teams can say yes on day one — and stay comfortable as usage grows.
SOC 2Type II
GDPREU DPA
ISO 27001Certified
SAMLSSO + SCIM
Never used for training
Your data, prompts and outputs are never used to train Nextio's or any third-party model. Zero-retention agreements with every model provider.
Permissions that follow the source
Role-based access in Nextio is layered on top of each source's own ACLs, re-synced continuously — never broader than the original.
SSO, SAML & SCIM
Okta, Entra ID, Google Workspace and any SAML 2.0 IdP. Automated provisioning and de-provisioning with SCIM 2.0.
EU & US data residency
Choose Frankfurt or Virginia per workspace. Data, indexes, logs and backups stay in-region.
Complete audit logs
Every question, query, answer and action is logged with who, what and which sources. Stream to Splunk, Datadog or your SIEM.
VPC & on-prem options
Run Nextio in your own AWS, GCP or Azure account, or fully air-gapped on Kubernetes, with your own model endpoints.
Encryption everywhere
AES-256 at rest and TLS 1.3 in transit. Customer-managed keys (BYOK) via AWS KMS, GCP KMS or Azure Key Vault.
Human-in-the-loop actions
Write actions require explicit scopes and, optionally, approval. Read-only by default for every new connector.
Annual third-party penetration tests · 99.95% uptime SLA on Enterprise · 24/7 security monitoring
Request our security pack
4.1M
questions answered by Nextio agents every month
38s
median time from question to cited answer
11hrs
saved per analyst each week on ad-hoc requests
96%
of answers rated accurate by reviewers in our 2026 audit
Customers
Teams that stopped waiting for the dashboard
"Our board pack used to take my team four days a month. Now the Finance Agent drafts it overnight from NetSuite, Stripe and Snowflake, and we spend one morning checking it instead of a week building it. Every number links back to its source, which is what got our auditors comfortable."
"I asked why our Q3 win rate dropped and got a cited answer in under a minute — broken down by segment, rep and competitor. That used to be a two-week ticket for the data team."
"The semantic layer is the reason I signed off. We defined ARR once, imported our dbt metrics, and now sales, finance and the CEO get the same number no matter how they phrase the question."
"Security review took nine days, not nine weeks. SAML, SCIM, EU residency and a clear no-training clause — our CISO had nothing left to ask."
"Our renewal risk agent reads product usage, Zendesk and Slack every Monday and pings CSMs before customers go quiet. Gross churn is down 22% in two quarters."
"We run Nextio in our own VPC against a self-hosted model because of patient data. Setup took a sprint with their solutions team; clinicians now ask operational questions directly. I'd love even more chart types."
"The weekly brief replaced three status meetings. Leadership reads it over coffee, and the conversation starts at 'what do we do' instead of 'is this number right'."
Pricing
Simple plans that scale with you
Start free for 14 days on any plan. Pay per seat; viewers who only read boards and briefs are always free.
Starter
For small teams getting answers from their first few sources.
$24/ seat / month
Billed $288 per seat annually
Start free trial- Up to 15 seats
- 5 connectors, incl. CSV & Excel
- 1,500 agent questions / month
- Charts, tables & cited answers
- Shared boards & notebooks
- Weekly scheduled briefs
- Google & Microsoft sign-in
Business
For companies putting agents to work across revenue, finance and ops.
$49/ seat / month
Billed $588 per seat annually
Start free trial- Everything in Starter, plus
- Unlimited seats & all 80+ connectors
- Agent Studio for custom agents
- Unlimited questions (fair use)
- Monitors, alerts & daily briefs
- Semantic layer & dbt import
- Role-based permissions synced from sources
- Agent actions with approvals
- Priority support, 4-hour response
Enterprise
For regulated and global teams with advanced security needs.
Custom
Annual agreement · volume pricing
Talk to sales- Everything in Business, plus
- SAML SSO & SCIM provisioning
- EU or US data residency
- VPC or on-prem deployment
- Bring your own model & keys (BYOK)
- Audit log export to your SIEM
- 99.95% uptime SLA
- DPA, custom terms & security review
- Dedicated solutions engineer
Nonprofit, education or early-stage startup? Ask about our 50% program.
FAQ
Questions, answered
Can't find what you're looking for? Talk to our team — a human replies within one business day.
How does Nextio connect to our data?
Most SaaS tools connect with OAuth in a couple of clicks. Databases and warehouses such as Postgres, Snowflake and BigQuery use a read-only service account; we query them live with pushdown SQL rather than copying tables. Documents from Google Drive, Notion and Slack are indexed so agents can search and cite them.
You choose exactly which schemas, objects, folders and channels each connection can see.
Do you train AI models on our data?
No. Your data, prompts and outputs are never used to train or fine-tune Nextio's models or any third-party model. Our model providers operate under zero-data-retention agreements, and this commitment is written into our Terms and Privacy Policy.
How do permissions work?
Nextio inherits access controls from each connected source — Salesforce sharing rules, Drive file permissions, Snowflake row access policies and so on — and re-syncs them continuously. On top of that you can assign workspace roles (Admin, Builder, Member, Viewer) and restrict agents to specific sources. An agent can never show someone data they couldn't already open themselves.
How do you keep answers accurate?
Agents generate and run real queries against your data, then cite the exact tables, records or documents behind every number. Metrics come from your semantic layer, so definitions stay consistent. You can expand any answer to inspect the SQL, and flag answers for review by your data team. AI output can still be wrong, so we make it easy to verify before you act.
Where is our data stored?
Each workspace is hosted in either our EU region (Frankfurt) or US region (Virginia). Indexes, caches, logs and backups stay in the region you choose. Enterprise customers can also deploy Nextio inside their own AWS, GCP or Azure VPC, or on-prem.
Which AI models does Nextio use?
Nextio routes each step to the best model for the job across leading frontier model providers, plus our own small models for query planning and permission checks. Enterprise customers can bring their own model endpoints or keys, including self-hosted open-weight models.
How long does it take to get started?
Most teams connect their first sources and get useful answers on day one. A typical Business rollout — semantic layer, three custom agents and scheduled briefs — takes two to three weeks. Enterprise deployments include a dedicated solutions engineer.
Who needs a paid seat?
Anyone who asks agents questions or builds boards, briefs and agents needs a seat. Viewers who only read shared boards and receive briefs are free and unlimited on every plan.
Get started
See Nextio on your own data
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