Your permissions.
Everywhere.

Roles and row-level security travel with your data into every dashboard, answer and agent. Everyone sees exactly what they should.

Single source of truth

Customers12,480
Invoices318,902
Orders96,114
CF
CFOSees every region
RM
Regional managerSees the Southeast only
SR
Sales repSees their own accounts

Trust, built in from day one.

Your roles come with it

Permissions follow the people and roles you already have, rather than a new set to manage.

Row-level security

A regional manager sees their region. A sales rep sees their accounts. The CFO sees everything.

Everywhere at once

The same rules apply in Matrix for Business, Power BI, Matrix AI and every agent.

One source of truth

Records from every system are reconciled before anyone relies on them.

Every action logged

Agent actions and approvals are recorded, so you always know what changed and who approved it.

Azure security

Built on Microsoft Azure and managed by our team.

Let’s put your data to work.

Sixty minutes. Bring the people closest to the problem. We’ll bring the answers.

Book an intro session