The Workspace

Built the way finance works.

Build the model, collect the contributions, analyse and explain, then tell the story, in a live dashboard or a written disclosure. Novi is one environment for the whole of it, organised the way an FP&A team actually works.

Explore each surface

· Inside the workspace

The workspace = everything FP&A does.

Novi is built on how an FP&A team actually works: one continuous flow, not a stack of disconnected tools.

The Novi workspace · in product Online
The Novi workspace shell: a vertical Activity Bar of surface icons down the left edge, CLARA chat in the top-right, an open working area, and a status bar showing tenant, workspace and working model.
Activity Bar

Every surface, one click down the left edge: Model, Tables, Tasks, Links, Dashboards, Stories, Forecasting, Data. Nothing to install, nothing buried in menus.

CLARA chat

Top-right, always in reach. Ask the model a question without leaving what you're doing.

Folder-based navigation

Models and artifacts live in plain folders. Anyone who has used a file explorer is productive on day one.

Extensions & Learning Hub

Add capabilities and open the Learning Hub from the same bar. The workspace grows with you.

01· Model
For the builder

The substrate where the modelling lives.

Every Novi model, however large, is built from the same three blocks: Dictionaries, Tables, and Links. There is no separate formula language to master and no nested-cell sprawl to maintain. Learn the three, and the rest is composition.

One link composes with another. A six-dimensional consolidation model emerges without a single nested formula.

The modelling canvas · with CLARA · in product Live · multidimensional
The Novi modelling canvas: a visual link-graph connecting dictionaries with live lineage, alongside an active CLARA conversation.

Three blocks. From them, every model.

Each block is a place you already think in. Written down once, they compose into the structures your business actually runs at.

Dictionaries

The vocabulary of your business.

The products, entities, cost and profit centres, scenarios and periods you already reason in, written down once, and used everywhere the model needs them.

Tables

Where the numbers live.

Multidimensional and transactional, holding the real volume your business produces, without thinning it down to keep the tool comfortable. Drill from any cell to the transactions beneath it.

02· Operate
For the process owner

How the model becomes a working process.

Submissions, approvals and tasks run on the model itself, not in a side channel of spreadsheets and email. The process and the numbers are the same object, so progress, ownership and variance are visible as the period closes.

No more chasing Excel templates over email. Regional submissions flow into the model. Variance lights up the moment the last region lands.

Task management · contributions in flight · in product Live
The Novi task and contribution view: assigned tasks, submission status, and approvals running directly on the model.
03· Tell
For everyone who reads the numbers

Where the model meets the people who didn't build it.

Dashboards and stories read straight from the model, so the narrative never drifts from the numbers. Theme them to your house style and publish them live. The commentary moves when the figures do.

The board pack writes its own commentary. Numbers and narrative update together, never out of sync.

Live dashboards · themes & palettes · in product Live
A Novi live dashboard with theming and palette controls, reading directly from the model.
04· Connect
For your data & engineering stack

How Novi plugs into the rest of your stack.

Data flows in from your warehouse, out to your notebooks, and across to your agents over MCP, without anyone leaving Novi. Pass external data through live, or forecast on top of it inside the model.

Your warehouse feeds the model. Your Python notebook reads from it. Your AI agents talk to it through MCP. All without leaving Novi.

Data sources · live pass-through · in product Live
The Novi data sources view: external connections feeding the model with live pass-through.
The engine

All of it runs on Novi-Server: declarative calculation at scale, sub-second response.

One model, one source of truth, recalculated the moment anything changes. No overnight batch, no rebuild step: every surface above reads the same live result.

Own your own system.

Novi opens with general availability on September 1, 2026. Early-adopter seats are open now.