Evalu8Pro
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For business owners and enterprise teams

See the whole business, from the files you already have.

Evalu8 Pro reads your spreadsheets, exports, PDFs and device readings, works out how they fit together, and keeps the numbers that matter up to date. It learns each file format once, so next month’s export goes straight through.

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No integration project. Bring a CSV, an Excel export or a PDF.

Reads what your systems already export

  • CSVShop and marketplace orders
  • XLSXAccounting and invoicing exports
  • CSVBank statements
  • XLSXCustomer and CRM lists
  • XLSXProduct and stock sheets
  • PDFSupplier bills
  • JPGReceipts and delivery notes
  • APISensors and devices

How it works

From a folder of files to a working model in three steps

  1. Add a file

    An order export, a supplier bill, a bank statement, a product list. Spreadsheets are read directly; PDFs and photos are read by AI.

    XLSXorders_2026-09.xlsx · 2,140 rows

  2. Check what it found

    Every column is mapped to your model and shown to you first: new records, matches with ones you already have, and any new fields. Nothing is saved until you confirm.

    1,212 orders · 214 new customers · 2 new fields

  3. Let it run

    The mapping is saved as a recipe, so the next file with the same columns imports without asking. Dashboards, alerts and bank matches update as data arrives.

    orders_2026-10.xlsx · imported with the saved recipe

Many sources, one model

Your shop, your invoices and your bank finally agree on who the customer is.

Every file adds to the same model of your customers, orders, products, suppliers and payments, or whatever your business runs on. Records with the same key merge, so the customer in your shop export, on your invoices and in your bank statement is one customer with one history.

Fills gaps and never erases
A product list followed by an orders export gives every product its cost and its sales. Blank cells never overwrite what you have.
Loose ends tie themselves up
An order for a customer you have not imported yet creates a placeholder, completed when their record arrives.
Shaped to your business
Customers and invoices, or sites, batches and sensors. You can change the model at any time, and the pages, forms, dashboard and API follow it.
CustomerOak & Wax Ltd
5 sources
ContactSam Whitfield · 01632 960412CRM list
Orders38 · £11,940Shop export
Top productBeeswax polish, 500 mlProduct sheet
Invoiced12 · £14,820Invoices
Paid£13,860Bank statement
Owes you£960 · INV-0142Calculated

Features

The numbers, the month-end and the machines, in one place

Every KPI is a recipe you can read

Pick the records, follow a relationship, add up a field. Each KPI is a few plain steps, so anyone can see how a number was worked out, and change it. KPIs can build on other KPIs.

Set targets and milestones, and get alerts for a sharp change, a threshold crossed or a steady decline. Ask AI for suggestions: each one is test-run against your data before you see it.

Revenue £184,230 ▲ 12.4% on August
  1. addOrder revenue + Invoiced

Order revenue

  1. filterorders where status ≠ cancelled
  2. sumtotal

Invoiced

  1. sumtotal of invoices dated in the period

Target: grow 5% a monthMet

Bank payments matched to invoices, with the reasons shown

Import a bank statement and Evalu8 Pro suggests which invoice or bill each payment settles, scored on the evidence: the reference on the line, the amount, the customer’s name and the dates.

You approve each match, or every strong one at once. The invoice is marked paid and your figures move straight away. Pairs you reject are never suggested again, and any match can be undone.

Bank · 3 Oct FASTER PAYMENT OAK & WAX LTD INV-0142 +£960.00
Invoice INV-0142 · Oak & Wax Ltd · due 30 Sep £960.00
Invoice number on the bank line+50
Amount matches to the penny+35
Only open invoice for that amount+10
Customer name on the line+15
Strong match110

ApproveNot a match

Sensors and devices, watched as readings arrive

Devices and gateways post readings to the API: thousands per request, safe to retry, and late readings slot into place. You get live charts, and alerts when a sensor goes quiet or out of range.

Diagnoses suggest why something changed, scored on the evidence, for a person to confirm. Every answer is kept with the readings behind it, ready to train your own prediction models.

Batch K-1041Temperature, last 7 days

This batch Range of finished batches

Likely causeShort of air

  • Temperature falling 3.9 °C a day
  • Airflow down 31% in the last day
  • Only day 7 of a typical 21

ConfirmCorrect it

Also included

  • Invoices and other documents

    Create invoices with your own numbering and letterhead and download them as PDFs. Quotes, purchase orders and job sheets work the same way.

  • PDFs and photos

    Supplier bills, receipts and statements are read straight into records, with the same preview as a spreadsheet.

  • An API for every object

    List, read, create and update any record over REST, or send nested JSON to one endpoint and let it find the links.

  • Your team

    Add colleagues to the same account so everyone works from the same figures.

  • Ready-made starting points

    Start from customers, orders and suppliers, or a site full of sensors, or from nothing and let your files shape the model.

  • Room to grow

    Move to a dedicated graph database of your own when you need graph queries, edge history or full isolation.

Who it is for

Built for the owner, and for the operations team

For business owners

Your numbers, without the spreadsheet admin.

  • Revenue, margin, cash flow and who owes you, on one dashboard
  • Bank statement in, payments matched, invoices marked paid
  • Invoices out as PDFs, numbered the way you already number them
  • Each month’s exports import themselves once they have been seen
Get started

For enterprise and operations teams

Automate the datasets nobody has time to join.

  • Model your own domain in one JSON document you can version and review
  • One recipe per source format, reused every cycle and editable by your team
  • APIs for records and time series, with safe retries and late data in its place
  • A person approves every AI suggestion, with who approved what and when
  • Answered diagnoses exported with their measurements as training data
  • A dedicated graph database when you need your own
Book a demo

Trust

AI that shows its working

Evalu8 Pro uses AI where it saves you time, and a person decides what changes.

  • Mappings, not programs

    AI writes a recipe that maps columns to fields. A recipe cannot run code, so it is safe to run and easy to review.

  • You see it before it is saved

    Every import shows what will be added and what will change. Nothing is written until you confirm.

  • New data fills gaps

    A blank cell never overwrites a value you already have, so one file cannot undo another.

  • Every suggestion gives its reasons

    Bank matches and diagnoses list the evidence behind them and how strongly it counts.

  • Anything can be undone

    Reverse a bank match and the invoice gets its previous values back.

  • Your data stays yours

    Download your model as JSON at any time, and read every record, KPI and reading through the API.

Questions

Do I need to connect integrations first?
No. Start with files exported from the tools you already use. When you want data to arrive by itself, send it to the API from your systems or devices.
Which files can I upload?
CSV and Excel spreadsheets, plus PDFs and photos of invoices, receipts and statements. If a system can export a spreadsheet, Evalu8 Pro can read it.
Which AI do you use, and what does it see?
Claude, made by Anthropic. To map a spreadsheet it sees the column headings and the first rows. To read a PDF or a photo it sees that file. Nothing reaches your account until you confirm the preview.
Can I change how my business is modelled?
Yes. Add objects, fields, relationships and calculated fields with simple forms, or edit the whole model as JSON. Every change is checked before it is saved, and pages, forms and the API follow it.
Can I get my data out again?
Yes. Download the model as JSON, and read every record, KPI, reading and diagnosis through the REST API.
Do you work with larger organisations?
Yes. Book a demo and we will go through your data sources with you and show how they would come together.

Start with one file.

Upload an export you already have and see your business modelled from it.

Get started Book a demo