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TL;DR — Coreworks Review
Coreworks is what happens when you build an AI analyst that actually shows its work. Feed it NetSuite financials, HubSpot pipeline exports, and Gainsight retention data, and it produces a complete board deck with every single number traceable back to its source. I have seen plenty of AI tools that generate reports — Coreworks is the first one where I would trust the numbers enough to present them to a board without manually double-checking everything. Currently free via waitlist, backed by a $5M seed round, and built by the founders of Unbxd. This is early-stage, but the execution is impressive.
Table of Contents
What is Coreworks?
Coreworks calls itself an AI SuperAnalyst, and for once the label fits. It is a business intelligence platform where AI agents build finished reports, Excel models, and slide presentations from your raw data — with every number fully traceable back to its source.
The platform connects to your existing data sources — NetSuite, HubSpot, Salesforce, Gainsight, spreadsheets, CSV exports — and produces production-ready deliverables. Not drafts. Not "80% done" outputs that need manual cleanup. Complete, polished reports ready to share with your board, your leadership team, or your clients.
The company was founded by the team behind Unbxd, trusted by 1,300+ global retailers, and just raised a $5M seed round. Currently in early access via waitlist.
Key Features
1. Full Number Traceability
Click any number in a Coreworks report and see the full chain — source inputs, transformations, mappings, and logic. Every metric traces back to the underlying data. When your CFO asks "where did this number come from?" you can answer in two clicks.
2. Production-Ready Outputs
From raw exports to complete, high-quality reports, models, and presentations — instantly. No assembling data, no fixing formulas, no manual cleanup. Board decks, quarterly reviews, operations reports, and financial models come out polished and ready to share.
3. Live-Synced Reports
When your source data changes, the report updates automatically. No rebuilding slides, no version confusion. Every collaborator sees the latest numbers without anyone manually refreshing the deck.
4. Persistent Agent Memory
The AI agents build a semantic understanding of your business. They learn from past deliverables, absorb your terminology, and adapt to your templates. Over time, the outputs feel native to your organization — not generic AI slop.
5. Enterprise-Grade Security
Working toward SOC 2 Type II, AES-256 encryption at rest, TLS 1.3 in transit, zero data retention (your data never trains models), granular role-based access controls, and full audit trails. These are not aspirational bullet points — they are table stakes for any tool that touches financial data.
6. Multi-Source Data Integration
Connect NetSuite financials, HubSpot pipelines, Salesforce exports, Gainsight retention data, SaaS metrics sheets, and more. Upload Excel and CSV files directly. The agents merge data from multiple sources into a single coherent deliverable.
How to Use Coreworks
1
Join the waitlist — Use your work email for faster access. Early design partners are already building on the platform.
2
Upload your data — Attach NetSuite financials, HubSpot exports, Gainsight data, CSV files, or spreadsheets.
3
Prompt the agent — Tell it what to build: "Build a board deck from the attached financials using our standard reporting template."
4
Review and verify — Click any number to trace its source. Validate the logic and calculations.
5
Share and auto-update — Share the report. When source data changes, it updates automatically.
Pricing
Current Status: Free via Waitlist
Coreworks is currently in early access. Join the waitlist with your work email for priority access. Early design partners are using the platform for free. No pricing has been announced for general availability.
With $5M in seed funding, expect a tiered pricing model once the platform launches publicly. The early-access period is your window to lock in favorable terms.
Pros and Cons
Pros
- ✓ Full number traceability is a genuine breakthrough
- ✓ Production-ready outputs, not 80% drafts
- ✓ Live-synced reports eliminate version confusion
- ✓ Agents learn your business terminology over time
- ✓ Strong security posture (SOC 2 track, zero data retention)
- ✓ Experienced founding team (Unbxd)
Cons
- ✗ Still in waitlist — no guaranteed access timeline
- ✗ No public pricing yet
- ✗ Limited integrations compared to established BI tools
- ✗ SOC 2 Type II not yet achieved (in progress)
- ✗ Early-stage — feature set still evolving
Coreworks vs Alternatives
Final Verdict
Coreworks earns a 4.0/5 — docked a full point because it is still in early access and I cannot fully evaluate the production experience. But the core concept — AI-generated business reports with full number traceability — is exactly what the market needs. Every other AI report tool gives you plausible-looking numbers. Coreworks gives you verifiable ones.
If you are a VP of Finance, FP&A lead, or Chief of Staff who spends days assembling board decks from multiple data sources, join the waitlist now. The founders have the pedigree (Unbxd, 1,300+ retailers) and the funding ($5M seed) to deliver.
Ready to Try Coreworks?
Join the waitlist for early access to AI-powered business intelligence with full number traceability.
Join the Waitlist →
Frequently Asked Questions
What is Coreworks?
Coreworks is an AI SuperAnalyst that connects to your ERP, CRM, and spreadsheets to produce fully traceable reports, Excel models, and slide presentations with verifiable numbers.
Is Coreworks free?
Currently yes — early design partners use it for free via waitlist. No public pricing has been announced yet.
What data sources does Coreworks support?
NetSuite, HubSpot, Salesforce, Gainsight, spreadsheets, CSV files, and SaaS metrics tools.
What makes Coreworks different from ChatGPT?
Full number traceability. Every number can be clicked to see its source data, calculations, and transformations. ChatGPT cannot verify its own numbers.
Who founded Coreworks?
The team behind Unbxd, an AI product discovery platform trusted by 1,300+ global retailers.
How does Coreworks handle security?
SOC 2 Type II in progress, AES-256 at rest, TLS 1.3 in transit, zero data retention, role-based access, full audit trails.
Can Coreworks create presentations?
Yes. Complete slide decks from raw data — board decks, quarterly reviews, operations reports. They auto-update when source data changes.
Does Coreworks learn over time?
Yes. Agents learn from prior deliverables, absorbing your terminology, workflows, and templates to produce outputs that feel native to your organization.
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