Powering Upflex's growth with Quivly's intelligent analytics & embedded reporting engine
Customer Profile
Upflex is a global flexible workplace startup that provides companies with access to a worldwide network of workspaces, enabling hybrid work strategies for enterprises.
The Challenge
Upflex's previous reporting tool was struggling to keep pace with the complex, multi-tiered data requirements of their enterprise clients and future advancement in AI capabilities.
- Performance Bottlenecks: Generating reports for complex account hierarchies (e.g., Parent Organization > Child Company > Business Unit) was slow and resource-intensive.
- Missing Client Analytics: Upflex needed to provide their customers with secure, interactive dashboards directly inside their portal, but lacked a scalable embedded solution.
- Manual Data Operations: Internal teams (Finance, Sales, and Space Partners) were burdened with manual data reconciliation for invoicing and forecasting, slowing down decision-making.
The Solution
Upflex deployed Quivly as their central data and analytics operating system. By integrating Quivly's specialized modules, they transformed their raw data into a high-speed, intelligent reporting asset.
1. High-Performance Data Foundation
Quivly's data layer streamlined Upflex's complex account structures, enabling instant report generation regardless of data volume or hierarchy depth. We centralized disparate data streams into a single source of truth, allowing for the creation of 10–15 standardized dashboards for Sales, Finance, and Customer Success.
2. White-Labeled Embedded Analytics
Quivly's dashboards were embedded directly into the Upflex client portal, providing a native, white-labeled experience that matches Upflex's branding. The solution leverages multi-tenancy and row-level security (RLS) to ensure every client—from small startups to large enterprises—sees strictly their own data in total compliance.
3. Operational Automation
Quivly automated the generation of key financial reports, tracking revenue and utilization in real-time and eliminating end-of-month manual spreadsheet work. We also deployed specific views for Space Partners, providing them with clear visibility into utilization rates and payback metrics.
4. Generative AI & Predictive Intelligence
Internal users can now query their data using plain English (e.g., "Show me utilization trends for the UK market") via Quivly's AI interface. The platform runs predictive models to forecast credit depletion and license consumption, automatically alerting account managers and triggering renewal workflows.
The Results: Daily Engagement & Tangible ROI
By adopting Quivly's intelligent analytics platform, Upflex successfully modernized its data strategy, delivering a faster, smarter experience for both internal teams and external clients.
"Running a global marketplace that connects companies to thousands of workspaces means managing inherently complex data—multiple account hierarchies, tenant structures, and partner relationships. We needed to replace manual reporting with a single, automated source of truth that could scale.
With Quivly, we're able to deliver secure, embedded analytics for our customers while empowering our internal teams to quickly create and update dashboards without heavy engineering involvement. This has significantly reduced development overhead, improved operational efficiency across Finance, Sales, and Customer Success, and allowed us to move faster as we continue to grow globally."
Key Results
- •75% reduction in engineering time required to build or update reporting dashboards. Reporting is now self-serve and flexible, removing a major development bottleneck.
- •10× faster report generation across complex enterprise account hierarchies. Platform can handle large, multi-tenant enterprise data structures without slowing down.
- •40+ hours of manual finance reconciliation eliminated every month. Direct operational efficiency and cost savings for internal teams.