AI-powered desktop app that intelligently consolidates multi-source data—entirely on your machine. No cloud uploads, no security compromises. Works alongside your existing systems to bridge the data gaps you manually manage in Excel.
Lightweight desktop app • No installation complexity • Works offline
Progressive analysis from source files to target output
3 of 3 files validated
1,847 unique rows from 0 total
486 of 486 mappings applied
0 of 92 mapped columns translated
156 of 161 dictionary columns present
| Policy Number | Insured Name | Coverage Type | Premium | Effective Date | Risk Score |
|---|---|---|---|---|---|
| POL2024-1847 | Anderson Corp | Commercial Property | $24,500 | 2024-01-15 | 78 |
| POL2024-1848 | TechStart Inc | Cyber Liability | $18,750 | 2024-01-16 | 82 |
| POL2024-1849 | Global Logistics | Marine Cargo | $32,100 | 2024-01-17 | 71 |
The Datally desktop application running on Windows
Multiple vendors. Different formats. Same data, different column names. Your team maintains complex mapping logic that only a few people understand.
Complex mapping logic lives in undocumented Excel macros and in the heads of key employees. When they leave, institutional knowledge walks out the door.
Repetitive column mapping, value translation, and validation consume valuable analyst time that could be spent on actual analysis and insights.
Sensitive data requires on-premise solutions. Cloud tools are off-limits, but existing local tools lack modern automation capabilities.
Multiple vendors, different formats, same chaos
Vendor Files
Manual Consolidation
Copy-paste • Map columns • Fix formats • Validate • Repeat
Datally accelerates your consolidation process with AI suggestions while keeping you in full control. Review AI recommendations, adjust mappings, and build reusable workflows that your entire team can understand and maintain.
AI assistance + Human expertise = Confidence
AI analyzes your data and suggests column mappings with confidence scores. Review each suggestion, make adjustments, and lock in mappings you trust.
Create your reference dictionary and mapping rules. Save them as templates that your team can apply, modify, and improve over time.
See exactly what's being mapped and why. Export your consolidated data to Excel for further analysis. Every decision is reversible and auditable.
Powered by local AI frameworks like Ollama. Your sensitive data never leaves your infrastructure.
All AI processing happens on your machine. No cloud APIs, no external services. Your proprietary data stays within your network.
Works with various local AI models and frameworks. Choose the right model for your accuracy and performance needs.
Datally automatically detects and connects to your local AI setup. No complex configuration or API keys required.
Datally's core consolidation engine works without AI. Use AI features when you need intelligent suggestions, skip them when you don't.
Stop writing regex and complex formulas. Tell Datally what you need to validate in plain English. Your local AI model handles the rest.
Automatically detect and apply logical validity checks based on your data's domain context
AI will detect dates, amounts, percentages, and other fields that need validation
Analyzing columns with AI... 20 / 31
"Ensure all invoice amounts match PO totals within 5% tolerance and have valid approval codes"
"Validate employee IDs follow our format and check department codes against org structure"
"Check SKUs are unique, prices are within category ranges, and descriptions aren't duplicated"
Upload disparate files. AI maps the columns. You review and approve. Done.
Drop your files into Datally - Excel, CSV, or any structured data format
Local AI analyzes data patterns, detects anomalies, and suggests validation rules
AI maps columns with 95%+ accuracy - you just review and confirm
Standardize vendor-specific codes using reusable translation dictionaries
Save validated mappings and translations as reusable templates
All files merge into a single, clean, standardized output
Not another platform. A tactical tool that solves real problems.
Create complex validation rules using natural language. No coding required.
3-layer intelligent system: exact matching, string similarity, and LLM with rich context. Achieves 91.9% mapping accuracy using sample values, data types, and domain knowledge.
Two-tier AI system suggests translations using semantic embeddings (fast) or LLM reasoning (accurate). Detects patterns, provides confidence scores, and learns from your mappings.
Version control for data workflows. Save, restore, and share complete consolidation sessions.
Advanced filtering and analysis of validation exceptions. Duplicate detection with grouping.
Build your organization's data knowledge base. Reusable mappings and rules.
Every transformation tracked. Every decision logged. SOX compliance ready.
All AI models run locally via Ollama. Your data never leaves your machine.
Single executable. No cloud setup. Works offline. Deploy in minutes.
Two-tier AI system: semantic embeddings for speed, LLM reasoning for accuracy. Automatically detects patterns and suggests translations with confidence scores.
Deep semantic understanding for complex translations. Understands context like "In Progress" → "PENDING" (awaiting action).
Fast similarity matching for straightforward cases. Finds "Closed" → "CLOSED" (completed status) instantly.
Learns from your mappings and suggests patterns. Apply proven translations to similar unmapped values with one click.
Datally's version control system lets you save, restore, and share complete consolidation workflows. Your team's data knowledge becomes a reusable asset.
Save complete workflow states at any point. Restore previous versions if something goes wrong. Every session is a recoverable checkpoint.
Lock dictionary versions, mapping configurations, and translation rules. Track changes over time. See who changed what and when.
Export sessions as templates. Share with your team. Apply proven workflows to new data sources. Institutional knowledge that doesn't walk out the door.
Added 15 new vendor mappings
Locked after Q4 review
Updated product codes
Initial setup
When your data expert leaves, their knowledge stays. Sessions capture the complete workflow: which columns map where, how values translate, what validation rules apply. New team members can understand and modify existing workflows without starting from scratch.
These aren't hypotheticals. These are actual data consolidation nightmares our users faced.
Warehouse lenders receive loan tape files and Third Party Review (TPR) reports from 10-15 servicers in different formats
Each servicer uses different field names, date formats, and loan status codes. Manual tape cracking and monthly reconciliation takes 2-3 days per cycle.
Automated loan tape consolidation and TPR processing with validated mappings, exception flagging, and full audit trail for investor reporting
Property managers consolidate rent rolls from 10-20 buildings using different property management systems (Yardi, AppFolio, Buildium)
Each building has unique lease structures and reporting layouts. Monthly owner reports and rent roll aggregation require 3-4 hours of manual reconciliation.
Unified portfolio view from varied PM systems with automated variance detection, rent roll consolidation, and owner-ready reporting
Mid-size company acquires another firm and needs to integrate employee data from different HRIS systems
Different platforms (Workday, ADP, BambooHR), sensitive data, tight 30-60 day deadline. Manual consolidation takes 2-3 days.
Local processing for sensitive employee data with audit trail, validation rules, and reversible transforms
Managing General Agents collect claims data from independent adjusters, inspection vendors, and field agents
Each contributor uses different formats—Excel, PDF, email. Consolidating 50-200 claims/month with evolving fields requires extensive cleanup.
Flexible schema handling for evolving claim structures with AI-assisted mapping and exception tracking
Restaurant or retail franchise owner with 10-25 locations receives daily sales reports from different POS systems
Mix of POS exports (Toast, Square, Clover), some locations email Excel files. Weekly consolidation takes 3-5 hours.
Reusable session templates for recurring consolidation with location-specific mappings and trend analysis
Registered Investment Advisors consolidate client holdings from multiple custodians (Schwab, Fidelity, TD Ameritrade) for quarterly reporting
Each custodian exports data in different CSV formats. Manual reconciliation and custodian data aggregation for 50-200 accounts takes 2-3 days per quarter.
Custodian-specific mapping templates with validation rules, automated account aggregation, and audit-ready documentation
Industry Solutions: Loan tape cracker for mortgage servicing, TPR consolidation for warehouse lending, rent roll aggregation for commercial real estate, custodian data aggregation for RIAs, multi-location POS consolidation, claims data consolidation for MGAs, HRIS data integration for M&A.
Key Features: 100% local AI processing, no cloud uploads, private data consolidation, on-premise data tool, offline AI models, GDPR compliant, SOX compliant, HIPAA ready, sensitive data processing, zero data leakage, desktop data consolidation software.
Technical Capabilities: AI column mapping, semantic value translation, LLM-powered data standardization, automated schema matching, multi-vendor data integration, Excel consolidation, CSV merging, data validation rules, exception handling, audit trail, version control for data workflows.