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Frequently asked questions

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General FAQ's

How does Kleene.ai handle data privacy and security?
Data privacy and security are paramount at Kleene.ai. Our platform adheres to strict data protection regulations and employs advanced security measures to ensure that your and your customer’s data is handled with the utmost care and confidentiality. Read more here
Can Customer Acquisition AI integrate with my existing marketing tools?
Yes, Kleene’s Customer Acquisition AI is designed to seamlessly integrate not only with a wide range of marketing tools and platforms but with your entire data organisation including data from finance, supply chain, and sales. This ensures that all relevant information is taken into account when making decisions, creating a real single source of truth. Such integration allows for a more comprehensive analysis and utilization of your existing data
Can Customer Retention AI integrate with my existing CRM and other business systems?
Yes, Kleene’s Customer Retention AI is designed to integrate seamlessly not only with a wide range of CRM platforms but also with your entire data ecosystem, including data from marketing, finance, supply chain, and sales. This comprehensive integration ensures that all relevant information is considered when implementing customer retention strategies.
Can Inventory optimization AI integrate with my existing ERPs and other business systems?
Yes, Kleene’s Inventory Optimization AI is designed to integrate seamlessly not only with a wide range of ERPs platforms but also with your entire data ecosystem, including data from marketing, finance, supply chain, and sales. This comprehensive integration ensures that all relevant information is considered when making decisions, thereby creating a real single source of truth. Such integration allows for more thorough analysis and utilisation of your existing data, enhancing inventory management and demand forecasting strategies.
Can I push customer segments into my email or marketing automation platform?
It’s easy to push your Kleene customer segments into your email or marketing automation platform and use them as lists for greater targeting and personalization. The process will vary slightly depending on which platform you have integrated, but is as simple as clicking a button
How can Kleene.ai’s Data Consultancy accelerate my business’s time to value?
Kleene.ai’s Data Analytics Consulting is designed to accelerate your time to value by leveraging our breadth of data experience. From data architecture advisory to data visualization, we ensure that every aspect of your data strategy is aligned with your business goals, enabling faster and more effective decision-making
How does Kleene.ai’s Analyst as a Service work?
Analyst as a Service provides you with a dedicated team of data professionals managed by Kleene.ai. This team works as an extension of your business, handling various data-related tasks and projects. It’s a flexible solution that allows you to scale your data capabilities without the overhead of hiring a full-time in-house team.
What is a fractional CDO, and how can it benefit my business?
A fractional CDO (Chief Data Officer) is a role provided by Kleene.ai to help guide your data strategy and management. This service is ideal for businesses that need expert data leadership but are not ready to hire a full-time CDO. A fractional CDO can offer strategic oversight, help in setting up data governance, and guide your team in implementing best practices in data management.
Aren’t attribution tools difficult to set up?
Traditionally, yes! That’s one of the reasons we built Kleene – so that brands without the time or budget to take on Enterprise-level data projects could still have access to gold standard measurement. Kleene is quick and easy to go live, and in most cases doesn’t even require input from your tech team!
How do I know your model is accurate?
Kleene’s AI models are continuously calibrated to your business needs. We work closely with your team to refine our model to your specific business needs as we understand that all businesses are different and some fine tuning is required for high accuracy. We also perform automated QA checks, that validate daily that the data used in the model is accurate and complete. Any change to your Ads Manager and Google Analytics are always monitored. or Ads Manager setup.
Which channels does Kleene measure?
We measure every possible channel that influences directly or indirectly conversions. From online channels, to off-line channels, to post-purchase surveys, coupon codes we use every signal available to attribute conversions accurately. We attribute clicks, but most importantly we attribute the impact of impressions of top-funnel activities like Meta, Ticktock, Pinterest, Youtube.
Is Kleene privacy safe?
Absolutely – Kleene is built privacy-first, and doesn’t rely on invasive user-level tracking to feed our models. That’s why our impressions measurement wasn’t affected by iOS 14, and it’s why brands using Kleene will always have the edge on those that rely on pixels to track their customers.
What tracking do I need in place for this to work?
We can get started with as little as getting access to your ad platforms and order management platforms. Attribution will be accurate at an aggregate level, but with user-level event data and web tracking in place we can give you more granular attribution. We also use data points like coupon codes, post-purchase surveys, TV spend, Radio spend to improve the accuracy of our models.
How do you ensure top-funnel activities get credits in your attribution model?
We include top-funnel interactions (impressions, views) in our models by analysing the impact that those have on your orders. This ensures that your top-funnel activities gets the right level of credit in supporting your conversion rate at the bottom of the funnel.
How does your pricing work?
We offer four pricing options based on the number of data connectors you need and the level of support or custom development required for your business. The price is fixed and doesn’t change with the number of pipelines or the volume of data – so with Kleene.ai, you get predictable pricing even as your data scales fast. We can review your current data stack in 15 minutes – book a quick call with our team to see which option fits best.
How long does it take to set up?
Setup usually takes 6–8 weeks, depending on your data complexity and integrations. Our team handles everything from connecting sources to getting your first dashboards live, though timelines can vary case by case.
How quickly can we get insights after implementing Kleene?
Most customers start seeing insights within the first week. Because Kleene.ai automates data ingestion and transformation, you can have clean, analysis-ready data flowing into your BI tools almost immediately after setup.
Do I need a data team to use Kleene?
Kleene was built for companies with little to no data team. All you need is one person with basic SQL skills to manage the platform – but if you don’t have that resource, our consultancy team can handle it for you. We also support your hiring process for your first data hires as part of our complimentary services.
Can we integrate Kleene with our existing BI tool (e.g., Looker, Power BI)?
Yes. If you are already using a BI tool like Power BI, Tableau, or Looker, you can keep using your existing BI tool with Kleene. If you don’t have a BI tool, we provide a BI solution.
What data warehouses are supported by Kleene?
Kleene supports Snowflake, Amazon Redshift, and Google BigQuery.
What data sources does Kleene.ai connect to?
Kleene connects to 200+ data sources, including eCommerce platforms (Shopify, WooCommerce), marketing tools (Meta, Google Ads, Klaviyo), CRMs (HubSpot, Salesforce), finance systems (Xero, NetSuite), and databases (PostgreSQL, MySQL, etc.). We can also build and connect to any data source – whether it’s a system we don’t currently support or an in-house tool.
Can non-technical team members access insights easily?
Yes – once data is flowing into your BI tool or dashboard, anyone can access and explore insights. Plus, Kleene’s semantic layer standardises definitions (like revenue, AOV, CAC) so everyone speaks the same data language.
Will this replace manual reporting or reduce our need for external data partners?
Exactly. Kleene.ai automates data collection, cleaning, and transformation, drastically reducing time spent on manual reporting and dependency on agencies or freelancers for ad-hoc analysis.
What kind of support does Kleene offer?
We provide hands-on onboarding and ongoing support – from helping you design your data architecture to monitoring pipeline health. You’ll have access to Slack/Teams support, product specialists, and optional managed services if you prefer a more guided approach.
How much of the process is automated vs. requiring manual setup?
95% of the process is fully automated. Your team can connect data sources, build pipelines, and set up dashboards on their own – or, if you don’t have analysts, we’ll handle everything for you. If you need custom development, we’ll design and implement it so that ongoing manual setup isn’t required at all.
Is the platform scalable if our data volume doubles or triples?
Yes. Kleene is built for fast-growing companies, and increasing your data volume won’t affect how you use the platform – or how much you pay for it. Our fixed pricing and architecture scale smoothly as your data grows, without added overhead or performance issues. Learn how our clients scale with us in our case studies.
Do we maintain control of the data models and pipelines?
Yes – you fully maintain control of all data models and pipelines, and you can adjust, extend, and create them in any quantity your business needs. The platform gives you complete flexibility without limiting how your data architecture evolves.

Finance Leader Related

How does Kleene.ai actually help me save time or money?
Kleene.ai replaces manual reporting, spreadsheet reconciliation, and fragmented tools with a single automated data platform. Teams typically eliminate recurring reporting work, reduce reliance on agencies or consultants, and avoid hiring additional data roles. Customers often replace three to four tools and multiple manual workflows with one fixed-fee platform.
Can this help us consolidate finance and ecommerce data like Xero, Shopify, and CIN7?
Yes. Kleene.ai connects directly to systems like Xero, Shopify, CIN7, and other finance, ecommerce, and inventory platforms.
What reporting or dashboards come out of the box?
Each connector includes a custom dashboard as standard, if you are on the Scale, Accelerate or Enterprise packages. Reporting with BI tools is also included.
How much internal resources do we need to get started and maintain it?
Very few. Most customers do not need a dedicated data team as Kleene.ai handles ingestion, orchestration, monitoring, and maintenance. Ongoing effort is usually limited to light review and iteration, supported by a dedicated Customer Success Manager.
Can we extract data from Xero and push it through to our dashboard for a unified revenue view?
Yes. Xero data is extracted, transformed, and modelled into unified revenue tables that feed directly into dashboards or your BI tool.

Data Leader Related

How does Kleene.ai handle data ingestion and transformation?
Kleene.ai uses a warehouse-centric ELT architecture. Raw data is ingested first, then transformed using SQL-based models inside the warehouse. Pipelines are automated, monitored, and versioned.
How does Kleene.ai manage schema changes from sources like Shopify or Xero?
Schema changes are detected during ingestion, and new fields are added safely. Transform updates can then be applied using versioning and rollback where needed.
What’s your approach to data governance, quality monitoring, and lineage tracking?
Kleene.ai includes built-in logging, unit tests, and pipeline monitoring. Transform dependencies are tracked, and failures are surfaced clearly so issues can be resolved quickly.
Is the platform scalable if our data volume doubles or triples?
Yes. The platform is designed for growth. Data volume does not change how the system operates or how pricing works.
What’s your security model – where does the data live and who owns it?
Your data lives in your cloud data warehouse. You retain full ownership. Kleene.ai accesses data securely to operate pipelines and models, with role-based access and permission controls.
Can we use Kleene.ai for advanced analytics or ML?
Yes. Once data is centralized, teams can run advanced analytics directly or use Kleene.ai’s built-in AI applications for forecasting, segmentation, and optimization.
How customisable are connectors and models for bespoke sources?
Connectors and models are fully customisable. Kleene.ai can build new connectors or adapt existing ones to support bespoke schemas and business logic.
Does the system allow for class code or department mapping similar to Bookkeep?
Yes. Kleene.ai supports flexible mapping tables and dimensional modelling to replicate and extend class code logic across systems.
How does the platform handle joining data from sources with different schemas?
Data is normalised and joined at the transformation layer using shared keys and mapping tables. This ensures consistent reporting even when source schemas differ.
Is there functionality to identify commonalities across sources?
Yes. Kleene.ai provides pre-built schemas and models that surface shared entities like customers, orders, products, and revenue across systems.
How are mapping/ lookup tables managed?
Mapping tables can be managed directly inside Kleene.ai, or synced from external sources like spreadsheets if preferred.

Cross-functional Related

How does Kleene.ai align finance, marketing, and ecommerce data?
All data flows into a single warehouse with shared definitions and models. This ensures finance, marketing, and ecommerce teams work from the same metrics.
What are typical implementation timelines and support models?
Most implementations take six to eight weeks. Every customer receives hands-on onboarding, a dedicated Customer Success Manager, and ongoing support.
How does Kleene.ai differ from traditional ETL tools or data warehouses?
Traditional tools focus only on moving data. Kleene.ai delivers ingestion, transformation, analytics, and AI-driven insight in one platform.
How much historical data can we extract?
You can extract full historical data from supported sources, subject only to source system limits.
If mistakes happen in data posting, can we delete and repost?
Yes. Data can be corrected and reprocessed safely using controlled backfills and reruns.
How do connectors authenticate?
Authentication methods depend on the source and include OAuth login, API keys, and access tokens.
Can we configure permissions based on roles or sensitivity?
Yes. Role-based access controls allow you to restrict access by user, role, or dataset.

Marketing Related

What makes Kleene.ai different from marketing analytics tools?
Most marketing tools focus only on reporting. Kleene.ai unifies marketing, finance, and ecommerce data and adds predictive intelligence on top.
Can Kleene.ai show ROI across all marketing channels?
Yes. Marketing spend, revenue, and outcomes are modelled together so ROI is consistent and comparable across channels.
Can Kleene integrate with our existing BI or reporting tools?
Yes. Kleene.ai works with your existing BI tools, including Power BI, Tableau, and Looker. Kleene.ai prepares the data in your warehouse, so you can keep using your current dashboards or add a BI tool through Kleene if needed.
What marketing data sources does Kleene.ai connect to?
Kleene.ai connects to platforms such as Google Ads, Meta, Klaviyo, CRMs, ecommerce platforms, and web analytics tools. We can also build custom connectors for any other data sources.
How does Kleene.ai help optimize campaigns and budgets?
Using unified historical data and AI models, Kleene.ai helps forecast performance and identify which channels and campaigns drive the best returns.
Is Kleene.ai suitable for agencies?
Yes. Multi-tenant setups (coming in Q2 2026 to Enterprise package customers) allow agencies to manage multiple clients securely within one platform.
Can Kleene.ai handle offline marketing data?
Yes. Offline data can be ingested via files, databases, or custom connectors and modelled alongside digital channels.
Does Kleene.ai support multi-touch attribution?
Yes. Kleene.ai supports attribution modelling that combines top-down and bottom-up approaches.
Can we automate client or stakeholder reporting?
Yes. Dashboards and reports refresh automatically and can be shared with stakeholders without manual effort.

Other

How does Kleene.ai handle data privacy and security?
Kleene.ai operates directly on your own cloud data warehouse (Snowflake, BigQuery, or Redshift). Your data never leaves your environment, and Kleene only accesses it using credentials you control. Access is governed through role-based permissions, user-level credentials, and optional SSO.
Can Customer Acquisition AI integrate with my existing marketing tools?
Yes. Customer Acquisition AI uses data ingested through Kleene.ai’s connectors, which include common marketing platforms such as ad networks, web analytics, and email tools. These integrations feed the underlying models through your central warehouse.
Can I push customer segments into my email or marketing automation platform?
Kleene.ai prepares and maintains customer segments in your data warehouse. These segments can then be activated through downstream tools or existing reverse-ETL workflows, depending on your setup and connectors.
How can Kleene.ai’s Data Consultancy accelerate my business’s time to value?
Kleene.ai’s Data Consultancy handles architecture design, implementation, modeling, and validation for you. This removes the need to hire or coordinate multiple data roles and typically shortens time to value from months to weeks.
How does Kleene.ai’s Analyst as a Service work?
Analyst as a Service provides access to Kleene.ai analysts who build models, dashboards, and transformations directly within your Kleene environment. They work alongside your team using your live data, without you needing to manage additional hires.
What is a fractional CDO, and how can it benefit my business?
A fractional CDO gives you senior data leadership on a part-time basis. Through Kleene.ai, this means strategic oversight of your data roadmap, governance, and analytics priorities without the cost or commitment of a full-time executive.
How do I know your model is accurate?
Models are built on your historical data and continuously validated against real outcomes. Because the underlying data pipelines, transformations, and assumptions are fully visible, results can be reviewed, tested, and refined over time.
Which channels does Kleene measure?
Any channel for which data is available in the warehouse, depending on what systems you connect.
What tracking do I need in place for this to work?
Kleene.ai uses the tracking already implemented in your systems, such as ad platforms, analytics tools, CRMs, and transactional systems. No proprietary tracking pixels are required to use the platform.
How do you ensure top-funnel activities get credit in your attribution model?
Kleene.ai combines data sources across the funnel, allowing top-funnel activity to be evaluated alongside downstream outcomes. This avoids relying on last-click logic and ensures early-stage channels are included in performance analysis.