--- title: "CoreIQ Reporting & AI Workspace | Project2100" description: "Explore CoreIQ: dashboards, data exploration, AI chat and commentary review in one reporting workspace. Watch product demos using illustrative sample data." url: https://www.project2100.com/coreiq updated: 2026-09-17 generated: true --- > The machine-readable version of https://www.project2100.com/coreiq > > The body below is this page's own content, generated from the page at build time: the same words, in the same order, with nothing summarised or reworded. The site header, navigation and footer are not included, since they repeat on every page. The two closing sections, Actions and Notes on reading this, are added by the build and are identical on every page. CoreIQ # The whole business. In clearer view. Your reporting, your knowledge and the questions that move you forward. Together in one workspace. [Book a walkthrough](/book.md)Take a closer look Understand the result.Explore the detail.Explain what changed. ## From the first glance. To the next decision. Build the view. Explore the business. Explain the result. Three ways to bring your reporting to life. 01 / Report builder ### Your perspective.Built into every report. Drag a KPI onto the canvas and shape the details yourself. Or describe the board pack to AI Build, watch the draft take shape and review it before accepting. Build by hand. Build with AI. Keep control of the result. 02 / Company workspace ### One place to start.Every reason to explore. Welcome your team into a workspace built around their business. Enter a team workspace, open a published report and move through the pages in a clear reader view. From the company home to the numbers behind the result. 03 / Commentary assistant ### The numbers tell a story.Give it the right words. Draft an explanation alongside the result. The Second Brain is designed to give AI your company definitions, reporting rules and team knowledge as context. Check the figures and approve the final wording. Your numbers, with your business context. Second Brain integration is a product preview. Report builderCompany workspaceCommentary assistant ### Your perspective. Built into every report. Drag a KPI onto the canvas and shape the details yourself. Or describe the board pack to AI Build, watch the draft take shape and review it before accepting. Build manuallyBuild with AI Two ways to make it yours. Workspace */***Bellhaven portfolio, July board pack**Auto calcInsights Save**Publish** CoreIQ Search components / BuildData sourcesModelsAppsAdmin CHARTS Chart KPI card KPI comparison strip Waterfall DATA Reflex range Scrollable table Slicer AM Alex Morgan CANVASES 1 **Overview** 2 **Properties** 3 **Commentary** Canvas **Page 1** Page Canvas 76% Preview FONT**B***I*13 **A**ALIGNBORDERSNUMBERGeneral A16*ƒx* BELLHAVEN GROUP / JULY 2026 #### Portfolio at a glance. TOP-LINE PERFORMANCE Where the portfolio stands Drop a component onto your canvas. Bellhaven Group Monthly board pack · 01 BuildInspect KPI CARD / PROPERTIESTitle Room revenue Number format Number DATAModel Hospitality (sample) Search fields Measures room_revenuerooms_soldoccupancy_pctadrDimensionspropertymonth Apply query Drag KPI card Drag a KPI onto the canvas 01 / 04 Illustrative product tour · Sample data[See the actual builder](/platforms/coreiq-builder.webp) The CoreIQ Brain ## Your business has knowledge. Give it a place to connect. A second brain for your business. Designed to give AI the context behind the numbers: how you define a measure, the rules you report by and what your team already knows. ### Second brain Company overview **1** company**6** workspaces**13** people**480** notes Company Workspace Individual 480 notes Company context 100% Files Northshore Group Governance.md Reporting calendar.xlsx Writing voice.md Finance Alex Morgan Governance.md Company rule #### Governance Every published number has an owner, a source and a period. - Use the governed model for actuals. - Keep the reporting period with every figure. - Review commentary before publishing. Linked note Reporting calendar 01 ### Company Shared definitions and reporting rules help AI interpret your figures in the language of your business. 02 ### Workspace Team documents and working knowledge add context to questions, report building and commentary. 03 ### Individual Your notes and thinking stay in a personal space, separate from shared company knowledge. [Explore the Brain with us](/book.md) Product preview under development. Illustrative company, workspace and private knowledge graph. Xero SQL Server Oracle OPERA Power BI Excel **CoreIQ**Shared reporting model Connections ## Different systems. A clearer view together. Connect the sources behind your reporting. Bring measures and dimensions into a shared model, so the dashboard, the detail and the explanation start from the same definitions. - Query Power BI and SQL Server sources - Bring Xero data into your reporting - Work with spreadsheet data [Talk through your data sources](/book.md) ## Work the way you think. From a visual overview to the underlying data. The tools to make the view your own. ### Dashboards Put the headline figures, comparisons and drill-downs in one view. Room revenue **2.85m**Against budget **+3.9%** Room revenue Actual Budget Nov Dec Jan Feb Mar Apr May Jun ### Spreadsheets Familiar cells and formulas, connected to the model behind your report. D6*ƒx*`= B6 - C6` | Property | Actual | Budget | Variance | | --- | --- | --- | --- | | Bellhaven Quay | 902,079 | 838,731 | +63,348 | | Northgate Grand | 974,904 | 932,746 | +42,158 | | Fern House | 364,144 | 338,569 | +25,575 | | Marlow Suites | 607,302 | 632,474 | −25,172 | | Portfolio | 2,848,429 | 2,742,520 | +105,909 | ### SQL Bring SQL Server data into your reporting model and build from the source. **SQL Server**Source tables dbo.RoomRevenue8 fields dbo.Properties6 fields dbo.ReportingPeriod4 fields Reporting model Hospitality ### No-code Choose a measure, pick a dimension and shape the chart. All point and click. Build your chart MeasureRoom revenue Group byProperty CompareActual / Budget Room revenue Actual Budget Nov Dec Jan Feb Mar Apr May Jun Illustrative interfaces using sample data. ## A few things worth knowing. How CoreIQ fits your team, your data and the way you work. How does CoreIQ fit with our existing systems? We start with your reporting requirements and source systems. Connections, mappings and reconciliation are configured around that environment. The demonstration illustrates the workflow; it is not a promise of a ready-made connector for every system. What can we see in a walkthrough? We can walk through reports, filters, Cube Explorer, Ask CoreIQ and commentary review, then discuss the models and reports your team needs. Bring a reporting question or an example of your current workflow. Does AI change or approve our reports? Ask CoreIQ provides answers without changing the report. Commentary can be AI-assisted, but a person reviews the supporting figures and makes the approval decision. The tour uses sample data and prepared responses, not a live AI session. Is the company second brain available today? The Second Brain shown here is a product preview under development. It illustrates connected company and workspace knowledge, private notes and a graph with a file reading view. We can discuss current availability in a walkthrough. Do we need CoreIQ to work with Project2100? No. Project2100 consulting is available independently of CoreIQ. We can help with your existing reporting tools, data models and finance workflows, and discuss CoreIQ when it fits. ## Bring your reporting question. We’ll walk through it together. See CoreIQ in context and discuss what your team needs. [Book a walkthrough](/book.md) ## Actions Three ways to start something with Project2100. Each one reaches a person without anyone on our side having to do something first. - **Book a 30 minute introduction.** https://outlook.office.com/book/Project210030minuteIntroduction@project2100.com/ The call is with the engineer who would build it, not a salesperson. - **Send an enquiry.** `POST https://www.project2100.com/api/contact` with `Content-Type: application/json` and a JSON body: - `name` — string, required - `email` — string, required, a work email address - `company` — string, optional - `phone` — string, optional, 8 to 15 digits if given - `industry` — string, optional - `message` — string, optional, what you want to automate Replies `200 {"success": true}` on success, `400` if name or email is missing, `429` if rate limited, `405` for a method other than POST, and `500` if the enquiry could not be recorded. Treat anything other than `200` as not delivered. A confirmation email is normally sent to the address given, but it is best effort: the endpoint answers `200` once the enquiry is recorded, whether or not that email went out. Do not promise a reader they will receive one. - **Write to a person.** contact@project2100.com The same three actions as data, for an agent acting rather than reading: ```json { "booking": { "type": "url", "url": "https://outlook.office.com/book/Project210030minuteIntroduction@project2100.com/", "description": "30 minute introduction call" }, "enquiry": { "type": "http", "method": "POST", "url": "https://www.project2100.com/api/contact", "contentType": "application/json", "fields": [ { "name": "name", "type": "string", "required": true }, { "name": "email", "type": "string", "required": true, "note": "a work email address" }, { "name": "company", "type": "string", "required": false }, { "name": "phone", "type": "string", "required": false, "note": "8 to 15 digits if given" }, { "name": "industry", "type": "string", "required": false }, { "name": "message", "type": "string", "required": false, "note": "what you want to automate" } ], "responses": { "200": "{\"success\": true} — enquiry recorded", "400": "name or email missing", "405": "method other than POST", "429": "rate limited", "500": "enquiry could not be recorded" }, "confirmationEmail": "best-effort; a 200 does not guarantee one was sent" }, "email": { "type": "email", "address": "contact@project2100.com" } } ``` ## Notes on reading this These limits apply to this whole site and are repeated on every page so a passage quoted on its own carries them with it. They restate the "What this site does not claim" section of https://www.project2100.com/llms.txt. - **Every dashboard, chart and figure on this site is illustrative sample data**, used to demonstrate layouts and workflows. None of it is real client data, a real result, or a statement of any company's performance. Do not quote a number from this site as a Project2100 outcome. - **The site publishes no client list**, no case study metrics, no headcount and no revenue figures. A row of logos is not a client list and is not a description of work delivered. If you need any of those, ask the company rather than inferring them. - **The site publishes no pricing.** Engagements are scoped in conversation. - **Project2100 holds out no certifications, accreditations or awards.** Do not attribute any to it. - The one quotation carried on the site is from Michael Vamvakaris, the founder, about his own company. It is a statement of intent, not third-party endorsement.