Holistics vs Fulcrum
Side-by-side trajectory, velocity, and editorial themes.
Holistics turns the BI dashboard into a conversational AI surface, on customer-owned models.
Holistics is well into a BI-meets-AI productization phase, layering conversational analytics on top of its existing modeling and dashboard core. Recent releases mix consumer-grade dashboard polish (auto-run filters, K/M/B number formatting, percentile calculations) with deeper AI plumbing: bring-your-own Claude and Gemini keys, per-user AI access controls, and now an Ask AI that asks clarifying questions back. The GitHub App integration also signals enterprise-readiness work alongside the AI push.
The product is being repositioned from a self-service BI tool to an AI-mediated analytics workspace where natural-language exploration is the headline interaction. Crucially, the team is pushing AI as an infrastructure layer customers can own — BYO LLM keys, granular access policies — rather than locking customers into a vendor-managed model. The dashboard improvements look incremental, but read as ground prep for AI agents to consume and manipulate dashboards more reliably.
Expect the next quarter to bring agentic dashboard editing — Ask AI not just answering but proposing dashboards and saving them — plus expanded BYO LLM coverage (likely Azure OpenAI or open-weights via OpenRouter) to widen procurement options for enterprise buyers.
Field-data captures grow a BI layer while mobile coasts on fixes.
Fulcrum continues steady weekly shipping across web, iOS, and Android, but the substance is concentrated on the web. Recent releases add a freehand lasso selection on maps, a Power BI connector, and time-aware Insights (Beta) queries. Mobile cadence is dominated by single-issue stability fixes rather than new capabilities.
The product is widening from pure field-data capture into the analyze-and-share layer above it. Web work is going into bulk-action ergonomics, BI tooling integration, and growing the Insights surface. Mobile platforms are tracking a maintenance pattern, with versioned releases shipping one or two narrow fixes at a time and no new user-facing capabilities.
Expect Insights to gain depth toward general availability, with more BI-side integrations and richer bulk operations on web selections. Mobile is unlikely to see significant new capabilities in the next cycle.
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