CataleoSoftware
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Better Analyst

Formerly Formula Bot: ask questions of uploaded files and connected data sources, and get charts with the SQL or Python behind them.

Starting price
Free plan; Pro from 20 US dollars / month
Free trial
Free plan with 10 chat messages and 100 AI credits a month, one data source and one AI dashboard, no credit card required
Output
Charts, tables and written analyses in chat, AI dashboards, scheduled reports and alerts by email or Slack
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Overview

Better Analyst, formerly Formula Bot, is a web app that answers plain-English questions about spreadsheets, PDFs and connected data sources with charts, tables and written analyses. It is aimed at individuals and growing businesses without an analytics team. Answers can be collected into dashboards, scheduled reports and alerts. It runs in the browser on a free plan and on paid plans billed per month or per year.

Our take

Pick it if your questions span several live sources, such as ad accounts, a warehouse and a CRM, and you want the answer to keep refreshing as a dashboard or alert rather than as a one-off chat. If all you have is one recurring workbook, the connectors and scheduling are more than the job needs. Agencies get the most from the Team plan, where client projects and free viewers limited to their own rows are included.

Key Facts

Category
Starting price Free plan; Pro from 20 US dollars / month Pro is 20 US dollars a month billed yearly (240 US dollars), or 30 US dollars billed monthly. Team is 119 US dollars a month billed yearly, or 149 US dollars billed monthly, for 5 people, plus 12 US dollars a month per extra person on yearly billing or 15 US dollars on monthly billing. Extra AI credits cost 10 US dollars per 1,000.
Free trial Free plan with 10 chat messages and 100 AI credits a month, one data source and one AI dashboard, no credit card required
Output Charts, tables and written analyses in chat, AI dashboards, scheduled reports and alerts by email or Slack
Hosting Cloud, used in the browser; data stored on AWS in the United States

Features

Data sources and file types
Uploads of Excel, CSV, TSV and PDF files, plus connectors for Google Analytics, Search Console, Google Ads, Google Sheets, Google Drive, BigQuery, Snowflake, Databricks, PostgreSQL, MySQL, Supabase, SQL Server, Redshift, Airtable, HubSpot, Salesforce, Power BI, Tableau, Dropbox, OneDrive and SharePoint
Charts, tables and summaries
Written analyses with charts and tables in chat, dashboards edited by chat or drag and drop, scheduled reports and metric alerts
Formulas and code
Writes and runs SQL or Python for each analysis, and generates Excel and Google Sheets formulas; Excel and Google Sheets add-ons are available
Traceability to the source
The vendor states that every answer shows the SQL or Python behind it, and that the calculations and code behind complex transformations can be opened to verify the output
File size and row limits
Maximum file size depends on the plan: 5 MB on Free, 500 MB on Pro, and 1 GB on Team and Enterprise; the documentation names no row limit
Data handling and privacy
Data is stored on AWS in us-east-2 (Ohio) and encrypted in transit and at rest; analysis code runs in an isolated sandbox per chat. The vendor states it does not train models on customer data and uses AI provider APIs that do not train on data sent through them. Free-plan chats and files inactive for 60 days are deleted
Export and sharing
Charts can be downloaded from chat; chats, charts and dashboards can be shared with named people, behind a password or with an expiry date, and viewers open them with an email code. Data Flows write cleaned data to Google Sheets or a warehouse
Integrations and API
Any REST API can be connected as a data source on paid plans; a Slack agent and one embedded AI chat for your own product are on Team, unlimited embeds on Enterprise

Integrations

  • Google Analytics
  • Google Search Console
  • Google Ads
  • Google Sheets
  • Google Drive
  • Google BigQuery
  • Snowflake
  • Databricks
  • PostgreSQL
  • MySQL
  • Supabase
  • Microsoft SQL Server
  • Amazon Redshift
  • Airtable
  • HubSpot
  • Salesforce
  • Power BI
  • Tableau
  • Dropbox
  • OneDrive
  • SharePoint
  • Slack

Deployment and Support

Deployment
  • Cloud (SaaS)
  • Browser-based
Support
  • Email helpdesk
Onboarding
  • Documentation and knowledge base
Company size
  • Freelancers
  • Small and mid-sized

Suitability

Industry FreelancersSmall and mid-sizedEnterprise
Agencies Stated as a fit Stated as a fit Not stated
Architecture & Engineering Not stated Not stated Not stated
Consulting Not stated Not stated Not stated
Media & Creative Not stated Not stated Not stated
Technology Not stated Not stated Not stated

The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.

Pros and Cons

Strengths

  • Over twenty built-in connectors, from GA4 and Google Ads to Snowflake, BigQuery and Salesforce
  • Each answer shows the SQL or Python that produced it
  • Chat, charts and dashboards do not use AI credits on paid plans
  • Team plan includes 5 people and free dashboard viewers who see only their permitted rows
  • Alerts can be previewed against the last 30, 60 or 90 days before they are saved

Limitations

  • Free plan is limited to 10 chat messages a month and one data source
  • Bulk work such as PDF conversion and row enrichment draws on a monthly credit allowance
  • Per-member data access, Projects and the Slack agent need the Team plan
  • SSO, SCIM and audit log export need a custom Enterprise contract
  • No file size or row limits are published

Pricing

  • Free

    0 US dollars

    10 chat messages and 100 AI credits a month, one data source, one AI dashboard.

  • Pro

    20 US dollars / month

    Billed yearly at 240 US dollars, or 30 US dollars billed monthly. Unlimited chat, data sources and dashboards, 3,000 AI credits a month, for one person.

  • Team

    119 US dollars / month

    Billed yearly at 1,428 US dollars, or 149 US dollars billed monthly. 5 people included, 12 US dollars a month per extra person on yearly billing and 15 US dollars on monthly billing, 10,000 shared AI credits a month, free viewers.

  • Enterprise

    Custom

    Annual contract with SAML SSO, SCIM, audit log export, custom connectors, DPA and SLA.

Best For

Switching

What it takes to leave Better Analyst, and what you can bring with you if you move to it.

  • Yes
  • Partly
  • No
  • Not stated

Leaving Better Analyst

Data export
Not stated
API access
Not stated
Cancellation
Any time; a monthly plan can also be paused The pricing page states "Cancel anytime, or pause a monthly plan"; refunds can be requested within 30 days of the latest payment if the account has fewer than 50 billable messages or requests since then Source
Data after cancelling
Not stated
Self-hosting
No Cloud, used in the browser; data stored on AWS in the United States

Moving to Better Analyst

Imports from
Not stated
Migration help
Not stated

From the vendor's documentation, terms and help pages, last verified . How we check

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