Your FP&A team spends days wrangling data from multiple sources before the actual analysis can start. Alteryx automates that pipeline. Bolt builds Alteryx workflows that connect your source systems to your planning tools so data arrives clean, on time, and without someone manually running exports.
Platform overview
Alteryx is a data preparation and analytics platform that lets business users build sophisticated data workflows through a visual drag-and-drop interface. It eliminates the need for manual Excel manipulation and complex SQL queries.
Drag-and-drop interface to build data pipelines. See exactly what your data is doing at each step. No black boxes.
Schedule workflows to run automatically. Turn manual processes that take hours into automated jobs that run in minutes.
Combine data from multiple sources effortlessly. Join, union, pivot, and transform without writing code.
Enterprise deployment with version control, scheduling, and access management. Server edition for shared workflows.
Generate entire workflows from natural language prompts. Alteryx Copilot accelerates development and brings enterprise-approved LLMs into governed analytics.
Connect to databases, cloud platforms, ERPs, and files. Native integrations with Snowflake, Databricks, SAP, and more.
Common use cases
Automate repetitive month-end tasks. Data extraction, reconciliation, journal preparation, and report distribution.
Connect disparate systems and create unified datasets. ERP to CRM to Excel to data warehouse - all automated.
Cleanse, standardise, and validate data before it reaches your reports. Fix problems at source, not in Excel.
Combine data from multiple sources, apply business logic, and output to Excel, Power BI, or email. Hands-free.
Complex calculations, variance analysis, and trend identification at scale. What takes hours in Excel takes minutes in Alteryx.
Prepare and transform data for loading into planning tools like Anaplan, Pigment, or Planful. Clean data in, clean plans out.
Why work with us
Alteryx is powerful, but getting the most from it requires understanding both the tool and the finance processes you're trying to improve. We bring both.
We've done the month-end close. We understand the pain points and where automation delivers the biggest wins.
We know the advanced features most teams never touch: spatial analytics, predictive tools, iterative macros, and the full Server API. Not just the drag-and-drop basics.
We connect Alteryx to your broader data architecture. Integration with Power BI, planning tools, and data warehouses.
We train your team to build and maintain workflows. You'll be self-sufficient for common changes and extensions.
We use Alteryx specifically for finance data automation: feeding planning tools, reconciling sources, and eliminating the multi-day data wrangling exercise your FP&A team dreads each month.
We build workflows your team can maintain and extend. If you need us to run Alteryx for you indefinitely, something has gone wrong.
How we work
Automate one painful process to prove the value. See what Alteryx can do with your actual data and workflows.
Build a suite of automated workflows for your key processes. Server deployment, scheduling, and monitoring included.
Train your team to build and modify workflows. Hands-on learning with your own data and use cases.
Ongoing workflow development, maintenance, and support. We handle the complex builds while your team focuses on analysis.
Alteryx excels at automating the tedious data work that slows finance teams down. We combine deep platform knowledge with real FP&A experience to deliver workflows that actually get used.
Questions
We use Alteryx as part of broader EPM and data engagements. If you're not sure whether Alteryx is the right tool for your situation, that's exactly what the Bolt Blueprint is for.
Let's identify the manual processes that are draining your team's time and show you what automation looks like.