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Collaborate

Work with global teams in a secure and controlled workspace allowing rapid development and knowledge sharing.
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Data Collaboration Tools Built for Finance and Operations Teams

Most data collaboration tools are built for technical data teams. PlaidCloud’s collaboration environment is purpose-built for finance and operations — giving subject matter experts the ability to work alongside data engineers in the same platform without requiring a handoff every time an analyst needs to explore data, adjust a model, or share a result. Collaborative analytics in PlaidCloud means your intercompany specialists, transfer pricing managers, profitability analysts, and FP&A teams all operate within a single governed workspace — with role-based access ensuring each team member sees exactly what they need, and governance controls ensuring data integrity is never compromised.

Onboard Your Team Quickly

No costly per-user license fees to delay onboarding your team.
  • Add users any time the project merits.
  • Control access by role and responsibility.
  • Integrate with corporate single sign-on and other common identity providers.

Approachable Toolset

Your subject matter experts can contribute immediately.
  • Low-code / easy configuration approach.
  • Readily available documentation, examples, and support.
  • Transforms designed for the business user.

Purpose-Built Solution Templates

Leverage existing models and start on 3rd base.
  • Intercompany transfer pricing.
  • Cost allocation and profitability management.
  • Supply chain costing and optimization.
  • More coming frequently…

Work With Shared Data Quickly

Native data exploration and analysis only a click away.
  • Easily explore data and get summary statistics or every column in a table.
  • Point-and-click filtering makes exploration fast and simple.
  • Export results, save & share filters, and save as a Extract step.

Notifications Keep Everyone Informed

Keep everyone in-the-loop through automated notifications.
  • Keep everyone informed through notifications to email, SMS, Slack, Microsoft Teams, and others
  • Current customers span the globe and regularly work across time zones on global teams
  • Support for any language and character sets in the data (UTF-8)

Open Platform for Limitless Possibilities

Open platform approach makes it easy to use with other tools.

Enterprise-Grade Collaboration Without Enterprise-Level Complexity

PlaidCloud’s collaborative analytics platform removes the traditional tension between accessibility and control. Finance teams can onboard immediately with no per-user license fees constraining participation, while IT retains the governance structure they need through SSO integration, role-based permissions, and full audit logging. Notifications reach team members wherever they work — email, Slack, Microsoft Teams, or SMS — keeping global teams synchronized across time zones. The result is a collaborative data environment that reflects how modern finance teams actually work: distributed, fast-moving, and compliance-conscious.

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PlaidCloud Cloud can improve your operational efficiency and returns.
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