Board-grade reporting, on infrastructure you control.
Klayara is business intelligence for lenders, insurers, funds and fintechs. It turns core systems into daily portfolio, risk and revenue dashboards, with row and column rules enforced in every chart, export and AI answer — and on Enterprise it runs on your own servers, inside your compliance boundary, with the AI included.
Cloud or your serversPer-site permissionsBuilt for you, if you prefer
Dashboards financial services teams run on.
Starting points our BI developers build most often for financial services — each one yours to reshape.
Portfolio overview
Balances, growth and mix by product, segment and branch.
Credit risk & arrears
Delinquency buckets, roll rates and provisions over time.
Revenue & margin
Interest, fees and cost-to-serve by product and channel.
Branch & advisor performance
Volumes, conversion and satisfaction, ranked.
Claims & underwriting
Loss ratios, cycle times and leakage for insurers.
Regulatory pack
Scheduled, versioned reports for the board and the regulator.
What changes when the numbers are finally in one place.
Deploy inside your compliance boundary
Your cloud account, your data centre or a fully offline network — the same product, with no usage tracking and no call-home.
Permissions auditors can read
Row and column rules by role, branch and product, applied to every chart, export and AI answer — and an activity log of every change to those rules.
One definition of every metric
Define arrears, margin or churn once and use it everywhere. When the definition changes, every report changes with it.
Daily numbers, not monthly packs
Portfolio, risk and revenue dashboards refreshed from core systems every day, with the month-end pack generated as a scheduled PDF.
No migration. No new system to learn.
Klayara reads from the tools your financial services business already uses. Connect them, relate them once, and every dashboard draws on all of them together.
- Keep data live in your systems, or import for extra speed
- Spreadsheets sit alongside databases as equals
- A connector missing? Tell us — it goes on the build list
No analyst on the team? Borrow ours.
Our BI developers connect your systems, build the dashboards above for your business, set up scheduled reports — and stay on hand as your questions grow. You explain what you need to see; we make it appear.
Klayara across other industries:
Financial services questions, answered.
Something else on your mind? Ask us directly — a person answers.
Can Klayara run in an environment with no outbound internet?
Yes. Self-hosted Klayara runs fully offline — including AI, using a private model on your own hardware.
How are permissions enforced?
Rules are attached to the data itself, so they apply identically in dashboards, downloads, scheduled reports, embedded views and AI answers. There is no side door.
Can we keep versions of reports as they were sent?
Yes. Scheduled reports are generated as PDFs at send time, and dashboards keep a version history so you can see what changed and when.
Who supports a self-hosted deployment?
We do. Self-hosting comes with our support, including installation and upgrades.
Can analysts ask "why did arrears rise in March?" and trust the answer?
Yes. Klayara AI (Growth and Enterprise) answers with a real chart built from your data and your saved definitions of arrears and margin, so it matches the dashboards. Why did this change? explains a move in plain words, and every answer respects the asker's row and column permissions.
Can we use our own AI model?
Yes, on Enterprise: bring your own AI provider or run a private model on your own servers, on request. Admins can also switch the AI off entirely, and it never runs without a click.
Can a heavy query against our core system be saved by mistake?
No. On every plan the free Query check rates each custom query after a preview — fine, may be slow, or too heavy to save — with a one-line fix, and a query that is too heavy cannot be saved. Klayara only ever reads from your systems.
See Klayara on your financial services data.
Bring the report you rely on most. We'll rebuild it live on the call, from your own systems, and talk through what comes next.
Prefer to see plans first? See pricing