Copacati business analysis interface

Agoverneddataandreasoninglayerforyourbusiness

Copacati connects company data, organizes it for analysis, and gives business teams answers they can inspect. Technical teams retain control over data access, deployment, and governance.

Connect data without a migration project

Connect your CRM, ERP, support systems, and operational databases without moving everything into a separate warehouse before you can use it.

  • Pre-built connectors for major platforms
  • Zero data migration, query in place
  • Field mapping and access control setup included
Connect data without a migration project

Business answers with supporting evidence

Employees can ask questions about the business and review the source records, calculations, and context behind the result.

  • Questions can draw on more than one connected system
  • Answers include inline data references and source citations
  • Charts and summaries can be generated for the question at hand
  • A team can investigate why sales changed in a region without manually assembling data from several reports
Business answers with supporting evidence

Governed data access and answer history

Copacati can run in your environment, applies your data policies, and records the activity needed to understand how information was used.

  • On-premises deployment in your AWS, Azure, or GCP
  • Complete audit trail for every query
  • Role-based access from day one
Governed data access and answer history
New capability

JD Edwards, in Plain English

Your orders, inventory, and financials live in JD Edwards. Getting a straight answer out of it usually takes a specialist and a lookup table. Copacati reads it the way you do.

JD Edwards stores data in a format built decades ago: dates written as five digit codes, amounts with the decimal point dropped, columns named things like ABAN8. Copacati translates all of it automatically, using JD Edwards' own definitions, so what lands in front of you is real dates, real names, real numbers.

As JD Edwards stores it

Raw
ABALPH
ABAT1
UPMJ
ACME TOOL CO
C
115234
NORTHWIND FOODS
V
124015

Copacati
decodes

As Copacati shows it

Readable
Customer
Type
Updated
Acme Tool Co
Customer
Aug 22, 2015
Northwind Foods
Supplier
Jan 15, 2024

The same records, before and after Copacati reads them. Nothing mapped by hand.

  • Real dates, names, and amounts, not Julian codes and lookup tables
  • Translated automatically from JD Edwards' own dictionary, not hand built per report
  • Read only by design. Copacati reads your JD Edwards. It never writes back.

And Your Salesforce Data, Right Beside It

Connect Salesforce the same way. Accounts, opportunities, cases, and your own custom objects arrive in the same place as your JD Edwards records, refreshed on a schedule you set. Now a single question can cross both: the deal sales closed and the order operations shipped, in one answer.

One Place Your Systems Agree

JD Edwards and Salesforce don't talk to each other. With Copacati, they don't have to. Each one syncs into the Copacati Data Pond, where your data finally lines up and every number traces back to where it came from.

1

Connect

Point Copacati at JD Edwards, Salesforce, or both. Read only access, no exports, no migration.

2

Bring it together

Your data syncs into the Copacati Data Pond on a schedule you control. Every record keeps a link back to its source system.

3

Ask

Ask in plain English. Answers draw on both systems and cite their sources, so you always know where a number came from.

How Copacati tracks an answer back to its data

The diagram shows Salesforce and JD Edwards records moving into an answer that a team can check.

01 · SOURCESSalesforceCRMJD EdwardsERP02 · SYNCDYNAMICONLY WHAT CHANGED03 · REFINEBRONZEas it arrivedSILVERcleaned, matchedGOLDready to answerSOURCE-SYSTEM PERMISSIONSSalesforce and JD Edwards roles follow the data through every layer.04 · ASK“Which top accounts arebuying less than last year?”05 · ANSWEREleven accounts, down year on yearQuery validatedSources citedAnswer traced end to endCost recorded per questionYOUR SERVERS · YOUR CHOICE OF AI · AUDIT AND COSTING CONTROLS

Workflow Designer

Build repeatable business processes with clear steps, approvals, and a record of every run.

See the designer

Deploy Your Way

Choose the deployment model that fits your security and operational needs.

On-Premises

Runs in your data center or private network. Your hardware, your perimeter, your policies. Ideal when data must stay off public cloud entirely.

Best for:

Organizations with strict physical or network controls, and teams whose data must stay off public cloud.

Deploy Into Your Cloud

Deploy into your AWS, Azure, or GCP subscription. Your VPC, your accounts, your compliance boundary. Data stays in infrastructure you already control.

Best for:

Enterprises standardizing on a cloud provider, teams with existing landing zones, and hybrid cloud strategies.

Hosted by Copacati NEW

Managed in our secure cloud with the same security standards. Faster setup, lower infrastructure overhead, automatic updates and scaling.

Best for:

Teams wanting speed with security, organizations without dedicated infrastructure teams.

Technical architecture for governed data access

How a question moves from your source systems, through governance and permissions, to the person who asked it.

Copacati technical architecture from data sources through the application interface

Systems Copacati can connect to

Connect to the tools your team already uses.

Salesforce

JD Edwards

HubSpot

SAP

NetSuite

Dynamics 365

Zendesk

ServiceNow

PostgreSQL

MySQL

SQL Server

AWS

Azure

Google Cloud

See what a reliable answer requires

Bring us an important business question and we will discuss the data needed to answer it.

Book a 30-minute working session