Client: A SaaS provider for the tradeshow and exhibition management industry.
AI-Powered Analytics for Complex SaaS Billing
The Challenge:
The client’s SaaS product had a complex billing and invoicing system. Their users, event
organizers, relied on building cumbersome reports and manually analyzing large Excel files with pivot tables to get financial insights. This process was slow, difficult, and lacked mobile accessibility, hindering their ability to make quick, data-driven decisions.
The Solution:
We engineered an intelligent, AI-powered chatbot that integrated directly into their SaaS platform. This chatbot allows users to get complex analytical answers by simply asking questions in natural language. Our system translates these questions into precise SQL queries, fetching real-time data from the billing system instantly.
Key Benefits:
Instant Data-Driven Answers: Replaced slow report generation with on-demand insights.
Simplified Analytics: Users no longer need to wrestle with Excel or pivot tables.
On-the-Go Access: Empowered event organizers to get financial data from their mobile
devices.
Increased User Productivity: Faster access to data leads to quicker, more informed
decisions.
Technology Highlights
We delivered a cutting-edge solution using
- Python as the base programming language
- LangGraph for agentic AI workflow
- A custom-built Natural Language to SQL (NL-to-SQL) Translator
- FastAPI backend API
- Hasura GraphQL layer for the database
The Impact:
Our solution revolutionized how users interact with their financial data. It eliminated the bottleneck of traditional reporting, empowering non-technical users to perform complex data analysis through a simple conversation. This made the client’s SaaS product significantly more powerful and user-friendly, providing a clear competitive advantage.
