Frequently Asked Questions

CorralData is an AI-powered business intelligence platform that connects to 600+ data sources and lets business users ask questions in plain English to get instant insights.

Unlike traditional BI tools that require SQL knowledge or data engineering resources, CorralData is designed for non-technical teams to analyze data independently. The platform includes AskCorral (a conversational AI assistant), automated reporting, Reverse ETL, and enterprise-grade security built for HIPAA-regulated healthcare, running on AWS infrastructure that is SOC 2 Type II and ISO 27001 certified.

CorralData handles the entire data stack—integration, warehousing, modeling, and visualization—so you can focus on insights instead of infrastructure.

CorralData unifies all your business data into a single platform and makes it accessible to everyone in your organization. Specifically, it:

• Connects your data sources — Automatically pulls data from 600+ platforms including EMRs, marketing tools, e-commerce systems, and more
• Builds a unified data model — Standardizes metrics and KPIs across all your systems so numbers match everywhere
• Enables instant insights — Ask questions in plain English through AskCorral and get answers in seconds
• Automates reporting — Schedule and distribute reports automatically to stakeholders
• Syncs data back — Use Reverse ETL to push insights to your operational tools like CRMs and email platforms

CorralData is both—it's a complete data stack in one platform.

Traditional BI tools like Tableau or Power BI only visualize data that's already been prepared. You still need separate tools and teams to extract, transform, load, and model your data before the BI tool can use it.

CorralData includes everything: data integration (ETL), cloud data warehouse, semantic modeling, dashboards, AI-powered analytics, and Reverse ETL. This means you don't need to hire data engineers or stitch together multiple tools—CorralData is the entire stack.

CorralData is built for business operators and leaders who need data insights but don't have—and don't want to build—a data team. Our customers typically include:

• Multi-location businesses — MedSpas, healthcare practices, retail chains, and franchise groups that need to compare performance across locations
• PE-backed portfolio companies — Organizations that need standardized reporting for investors and roll-up visibility across brands
• Marketing and operations teams — People who are tired of waiting for reports or manually pulling data from multiple systems
• Growing companies — Businesses that have outgrown spreadsheets but aren't ready to hire a full data team

No. CorralData is specifically designed for organizations without dedicated data teams.

The platform handles all the technical work—data integration, warehousing, modeling, and maintenance—so your team can focus on insights and decisions. CorralData essentially acts as your fractional data team, providing the expertise and infrastructure without the headcount.

Our white-glove onboarding team sets everything up for you, and ongoing support ensures your data stays accurate and your questions get answered.

AskCorral is CorralData's conversational AI assistant that answers business questions in plain English within seconds.

Instead of building reports or writing queries, you simply type questions like "Which marketing channel drove the most revenue this quarter?" or "Why did patient volume drop last month?" and AskCorral analyzes your data and responds with insights, visualizations, and recommendations.

It's like having a data analyst available 24/7 who knows your business inside and out.

Conversational analytics is a way of interacting with business data through natural language questions and answers, similar to chatting with a knowledgeable colleague.

Instead of building reports or writing SQL queries, you simply ask questions like "Why did revenue drop last week?" and the AI analyzes your data to provide explanations. CorralData's AskCorral is a conversational analytics tool that makes data accessible to everyone in your organization—no technical skills required.

You can ask AskCorral almost any business question about your data. Common examples include:

• "What was our revenue last month compared to the same period last year?"
• "Which marketing channel has the best ROI?"
• "Who are our top 10 customers by lifetime value?"
• "Why did our conversion rate drop last week?"
• "Show me patient volume by location for Q4"
• "What's our average order value trend over the past 6 months?"

AskCorral understands context, so you can ask follow-up questions like "Break that down by region" or "Compare that to last quarter."

ChatGPT is a general-purpose AI that doesn't have access to your business data unless you manually upload it each time—which creates security risks and requires constant data prep.

AskCorral is purpose-built for business analytics:

• Direct data access — Connects securely to your actual data sources, always up-to-date
• Business context — Understands your metrics, KPIs, and how your business works
• Enterprise security — HIPAA compliant with role-based access controls
• Visualizations — Generates charts, dashboards, and exportable reports
• Workflow integration — Works with your existing reporting and distribution processes

Yes. CorralData is an Anthropic Verified connector in Claude. Find it in Claude's official Connectors Directory and connect in one click. Claude can query your data, build dashboards, and manage boards and data apps through AskCorral.

Claude Connectors Directory and CorralData MCP.

Yes. Unlimited MCP for Claude and ChatGPT is included on every plan. Connect governed data into the AI tools your team already uses.

See CorralData MCP.

Agentic analytics is AI that plans and runs a multi-step analysis on your governed data. It decides what to check, runs the queries, reviews the result, and comes back with an answer and a recommendation.

AskCorral does that inside CorralData. It builds dashboards, boards, and data apps, explains what the numbers mean, and recommends what to do next. AskCorral does not send campaigns or change spend in other tools on its own. Acting in those systems is CorralData Reverse ETL: agents detect opportunities in your data and sync them to the tools your team already uses, such as your CRM and ad platforms.

More on what agentic analytics is.

CorralData connects to over 600 data sources out of the box, including:

• EMR systems — Zenoti, Nextech, ModMed, Jane, Mindbody, and more
• Marketing platforms — Google Ads, Meta Ads, Klaviyo, Mailchimp, HubSpot
• E-commerce tools — Shopify, WooCommerce, BigCommerce, Amazon
• CRMs — Salesforce, HubSpot, Zoho, Pipedrive
• Payment processors — Stripe, Square, PayPal
• Accounting software — QuickBooks, Xero, NetSuite
• Databases — PostgreSQL, MySQL, SQL Server, BigQuery, Snowflake

New integrations are added regularly, and custom connections can be built for enterprise customers.

Yes, CorralData has a native Zenoti integration that pulls in all your appointment, sales, membership, and client data automatically.

This integration enables MedSpas and wellness businesses to combine Zenoti data with marketing, financial, and other operational data for a complete picture of business performance. You can track patient acquisition costs, provider productivity, treatment trends, and marketing ROI all in one place.

Reverse ETL syncs insights and data from your analytics platform back to your operational tools—like pushing customer segments to your email platform or lead scores to your CRM.

CorralData includes fully-managed Reverse ETL that automatically syncs fresh data to platforms like Salesforce, HubSpot, Klaviyo, Mailchimp, and more. This lets your teams act on insights directly in the tools they already use, without logging into a separate BI tool.

Healthcare is our core market. CorralData is built for HIPAA-regulated organizations, including MedSpas, behavioral health providers, and multi-location practices that handle protected health information (PHI).

We sign Business Associate Agreements, enforce role-based access with row-level security and multi-factor authentication, encrypt data in transit and at rest, and align our administrative, physical and technical safeguards to the HIPAA Security Rule.

CorralData employs enterprise-grade security measures including:

• Encryption — Data is encrypted at rest (AES-256) and in transit (TLS 1.2+)
• Isolated infrastructure — Each customer gets a dedicated, isolated data warehouse
• Access controls — Role-based permissions ensure users only see data they're authorized to access
• Audit logging — Complete logs of who accessed what data and when
• Regular audits — Third-party security assessments and penetration testing

CorralData is purpose-built for MedSpas and aesthetics practices. It connects directly to Zenoti, Nextech, and other EMR systems, tracks patient acquisition costs, monitors provider performance, and provides marketing attribution across channels.

Unlike generic BI tools, CorralData understands MedSpa metrics like treatment revenue per patient, rebooking rates, and membership performance out of the box.

For a multi-location MedSpa group, this is the BI platform we recommend: the same KPIs at every site, HIPAA and a BAA included, and no data team required.

Yes. CorralData connects your advertising platforms (Google, Meta, etc.), your EMR (Zenoti, etc.), and your financial data to calculate true patient acquisition cost and marketing ROI.

You can see which campaigns drive new patients, which treatments have the highest LTV, and where to allocate marketing spend for the best return.

Absolutely. Multi-location MedSpas are one of our core customer segments. CorralData provides:

• Location comparisons — Benchmark performance across all your locations
• Roll-up reporting — Consolidated views for executives and investors
• Provider analytics — Track individual provider productivity across locations
• Standardized metrics — Ensure everyone measures success the same way

Groups with 5 or more locations are priced per location at $300 per month billed annually ($350 month to month), with unlimited integrations and unlimited users.

Yes. CorralData connects to all major e-commerce platforms (Shopify, WooCommerce, BigCommerce) and combines that data with your marketing, fulfillment, and financial systems.

E-commerce brands use CorralData to understand true customer acquisition costs, calculate lifetime value by cohort, optimize marketing spend, and identify their most profitable products and channels.

Yes. CorralData automatically calculates LTV by pulling together transaction data, repeat purchase patterns, and customer cohort behavior. You can analyze LTV by acquisition channel, product category, geography, and more.

This helps you understand which customers and acquisition sources are most valuable long-term.

Yes. CorralData is HIPAA compliant and connects to major EMR and practice management systems. Healthcare practices use CorralData to track patient volume, monitor referral sources, analyze provider productivity, and optimize marketing spend.

We work with behavioral health providers, dental practices, dermatology groups, and other healthcare organizations.

Yes. CorralData connects to most major EMR and practice management systems used by healthcare and wellness businesses, including Zenoti, Nextech, ModMed, Jane, Mindbody, DrChrono, AdvancedMD, and many others.

For EMR systems not in our standard library, we can build custom integrations. Our team handles the technical setup so you don't need to worry about APIs or data formatting.

Most customers get through Guided Onboarding and are operational in about 4 to 6 weeks, depending on the sources you connect. Simple setups with standard integrations can move faster.

Every plan includes 40 hours of Guided Onboarding. A US-based team connects your sources, builds the first dashboards, and trains your team. There is no DIY setup.

Every CorralData customer gets a named US-based Technical Account Manager. That person is your point of contact for support, training, and strategy on every plan, not only Enterprise.

• Named TAM: included for every customer, not only Enterprise
• Guided Onboarding: 40 hours to connect sources, build the first dashboards, and train your team
• Ongoing assistance: help with new reports, dashboards, and questions
• Data quality monitoring: we flag issues with your data connections
• Unlimited live training: as many sessions as your team needs

Standard plans include next-business-day support. Enterprise adds on-demand support and weekly strategy calls with your TAM.

Pricing is not based on data volume or the number of users. There are two paths.

• Per integration: $300 per month billed annually, or $350 month to month. Includes 10 user seats. Add or remove sources any time.
• Per location (5 or more locations): $300 per location per month billed annually, or $350 month to month. Includes unlimited integrations and unlimited users.

Every plan includes unlimited AskCorral AI, unlimited MCP for Claude and ChatGPT, unlimited data processing, free HIPAA/BAA, a named US-based Technical Account Manager, and 40 hours of Guided Onboarding.

Multi-brand portfolios, and teams that need row-level security, roll-up reporting, a managed warehouse, or custom integrations, are scoped as Enterprise. See pricing or book a demo.

No. CorralData does not offer a free trial or a free tier. Book a demo and we will confirm fit, scope your integrations, and walk you through the platform.

Traditional BI tools like Tableau and Power BI require SQL knowledge, data engineering resources, and significant setup time. CorralData is designed for business users who want insights without the technical complexity.

CorralData includes data integration, warehousing, and AI-powered analytics in one platform—no separate tools or technical staff required. Most customers are live in weeks, not months.

Both CorralData and Domo are all-in-one data platforms, but they serve different markets. Domo is built for large enterprises with significant budgets and technical resources. CorralData is designed for mid-market companies that want enterprise capabilities without enterprise complexity.

CorralData's AI-powered natural language interface (AskCorral) makes it significantly easier for non-technical users to get insights without training or SQL knowledge.

Looker Studio (formerly Google Data Studio) is a free visualization tool that connects to limited data sources and requires you to manage your own data preparation. It's best for basic reporting on Google data.

CorralData is a complete data platform that includes 600+ integrations, a managed data warehouse, AI-powered analytics, and white-glove support. If you've outgrown Looker Studio or need more sophisticated analytics, CorralData is the natural next step.