Frequently asked questions

Kleene works from the data already in each platform's reporting and your own first-party systems (orders, CRM), joined in your warehouse using shared keys, timing, and signals such as coupon codes and post-purchase surveys -- plus impression-level data for upper-funnel platforms. It does not require you to hand over user-level first-party tracking or rely on third-party cookies.

Beyond the initial calibration and daily QA checks, Kleene validates models by backtesting against your historical outcomes and comparing predicted versus actual results. Because the pipelines, transformations, and assumptions are fully transparent, you can review and challenge the logic rather than trusting a black box.

Yes. Kleene can stand up a scoped proof of concept on a subset of your data so you can validate the value before committing to a full rollout.

Kleene.ai is ISO 27001 certified. Kleene also operates inside your own cloud data warehouse, so your data never leaves your environment, with role-based access, minimum-privilege access, and optional SSO. Kleene is GDPR-aligned and privacy-first, with no reliance on third-party cookies or user-level tracking.

Implementation is included. Pricing is a flat recurring fee based on your package and the number of connectors you need, with hands-on onboarding included as standard. New connectors are built at no extra charge. Larger bespoke custom development beyond your package may be scoped separately, but standard implementation and ongoing maintenance are part of your subscription.

Kleene.ai is typically provided as an annual subscription, billed monthly or annually.

Kleene.ai unifies data from your CRM, ecommerce, marketing, and finance systems into your warehouse and resolves it into shared entities -- customers, orders, products, and revenue -- to give you a single customer view. It complements rather than replaces your CRM: your CRM stays the system of record, while Kleene provides the unified analytical view and can push enriched segments back out. It can also remove the need for a separate CDP by handling unification and activation directly in your own warehouse.

Kai is Kleene.ai's built-in AI assistant. It lets anyone ask questions of your unified data in plain language -- for example "how much has revenue grown for this franchisee?" -- and get answers, charts, and tables without writing SQL. Because Kai sits on top of your modelled warehouse data, it can join across sources, surface anomalies and inconsistencies, and explain trends. Kai will soon be available to view-only users as well as licensed users.

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.

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.

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.

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.

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.

Yes. Dashboards and reports refresh automatically and can be shared with stakeholders without manual effort.

Yes. Kleene.ai supports attribution modelling that combines top-down and bottom-up approaches.

Yes. Offline data can be ingested via files, databases, or custom connectors and modelled alongside digital channels.

Yes. Multi-tenant setups (coming in Q2 2026 to Enterprise package customers) allow agencies to manage multiple clients securely within one platform.

Using unified historical data and AI models, Kleene.ai helps forecast performance and identify which channels and campaigns drive the best returns.

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.

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.

Yes. Marketing spend, revenue, and outcomes are modelled together so ROI is consistent and comparable across channels.

Most marketing tools focus only on reporting within a single channel. Kleene.ai unifies marketing, finance, and ecommerce data into a single source of truth and adds predictive intelligence on top. Kleene also attributes both direct clicks and the impact of upper-funnel impression activity -- from platforms like Meta, TikTok, Pinterest, and YouTube -- giving a more accurate picture of true channel contribution than last-click models. Kleene does not rely on invasive user-level tracking or third-party cookies, making it future-proof as privacy regulations tighten.

Yes. Role-based access controls allow you to restrict access by user, role, or dataset.

Authentication methods depend on the source and include OAuth login, API keys, and access tokens.

Yes. Data can be corrected and reprocessed safely using controlled backfills and reruns.

You can extract full historical data from supported sources, subject only to source system limits.

Traditional tools focus only on moving data. Kleene.ai delivers ingestion, transformation, analytics, and AI-driven insight in one platform.

Most implementations take six to eight weeks. Every customer receives hands-on onboarding, a dedicated Customer Success Manager, and ongoing support.

All data flows into a single warehouse with shared definitions and models. This ensures finance, marketing, and ecommerce teams work from the same metrics.

Mapping tables can be managed directly inside Kleene.ai, or synced from external sources like spreadsheets if preferred.

Yes. Kleene.ai provides pre-built schemas and models that surface shared entities like customers, orders, products, and revenue across systems.

Data is normalised and joined at the transformation layer using shared keys and mapping tables. This ensures consistent reporting even when source schemas differ.

Yes. Kleene.ai supports flexible mapping tables and dimensional modelling to replicate and extend class code logic across systems.

Connectors and models are fully customisable. Kleene.ai can build new connectors or adapt existing ones to support bespoke schemas and business logic.

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.

Your data lives in your own cloud data warehouse -- Google BigQuery, Snowflake, or Amazon Redshift. You retain full ownership at all times and Kleene does not lock you in. Kleene accesses your data securely to operate pipelines and models, with access governed by role-based permissions and minimum-privilege principles. User-level credentials and optional SSO are also supported.

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.

Schema changes are detected during ingestion, and new fields are added safely. Transform updates can then be applied using versioning and rollback where needed.

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.

Yes. Xero data is extracted, transformed, and modelled into unified revenue tables that feed directly into dashboards or your BI tool.

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.

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.

Yes. Kleene.ai connects directly to systems like Xero, Shopify, CIN7, and other finance, ecommerce, and inventory platforms.

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.

Yes. Kleene.ai provides role-based access controls (RBAC) enforced at both the platform and warehouse level. Users can only access the data they are explicitly permitted to see. Permissions can be configured by user, role, or dataset, and optional SSO integration is available for enterprise teams. Warehouse-level credentials can also be managed on a per-user basis for additional granularity.

Kleene.ai does not retain client data. Your data lives in your own cloud data warehouse -- BigQuery, Snowflake, or Redshift -- and you retain full ownership at all times. If temporary storage is required during pipeline execution, Kleene can either assign a designated FileZone for the account or you can use your own storage. Kleene staff access to client data is governed by minimum-privilege principles, and all team members undergo regular information security training.

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.

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.

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.

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.

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.

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.

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.

Kleene supports Snowflake, Amazon Redshift, and Google BigQuery.

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.

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.

Most implementations take 6-8 weeks end-to-end, depending on your data complexity and integrations. If you have a data team in place and clear goals, you can have your first pipelines running within days of account setup. For organizations without an in-house data team, Kleene's consulting team supports you from data strategy definition through to go-live. Every customer receives hands-on onboarding and a dedicated Customer Success Manager.

Kleene offers three pricing tiers based on the number of data connectors you need and the level of managed support or custom development required. Crucially, pricing is flat -- it does not scale with data volume or number of pipelines -- so your costs stay predictable as your data grows. The Scale, Accelerate, and Enterprise packages include a custom dashboard per connector as standard. If you need a connector that does not yet exist in the library, Kleene will build it for you at no extra charge. An Enterprise multi-tenant option for agencies managing multiple clients is planned for Q2 2026.

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.

Yes -- Kleene is built privacy-first by design. The platform does not rely on user-level tracking, third-party cookies, or invasive pixel-based data collection to power its AI models. Instead, Kleene uses aggregated, consent-safe signals -- including post-purchase surveys, CRM data, coupon codes, and impression-level data -- to build attribution and predictive models. This means Kleene was not affected by iOS 14 changes, and brands using Kleene are better positioned than those that rely on pixels to track their customers. It also makes Kleene future-proof against increasing data privacy regulation, including GDPR and ongoing cookie deprecation.

We measure every channel that influences conversions, directly or indirectly. This includes online and offline channels, post-purchase surveys, and coupon codes -- using every available signal to attribute conversions accurately. We attribute clicks, but more importantly we measure the impact of upper-funnel impression activity from platforms like Meta, TikTok, Pinterest, and YouTube. Unlike last-click models, Kleene gives proper credit to awareness campaigns that support conversion further down the funnel. Kleene is built privacy-first and does not rely on invasive user-level tracking or third-party cookies to power these models.

Kleene's AI models are continuously calibrated to your specific business context. The process works in three steps: first, an initial calibration session with your team to align on your KPIs and business rules; second, automated daily QA checks that validate the accuracy and completeness of the data feeding the models; and third, ongoing monitoring of any changes to your data sources -- such as updates to your Ads Manager or Google Analytics setup -- to prevent model drift. Because every business is different, Kleene applies fine-tuning rather than a one-size-fits-all approach.

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!

A Fractional CDO (Chief Data Officer) is a senior data leadership role provided by Kleene on a part-time or project basis. It is designed for mid-market companies that need a senior data leader to define data strategy, implement data governance frameworks, and guide their team -- but are not yet at the scale to justify a full-time CDO hire, which typically represents a large salary commitment. A Fractional CDO from Kleene brings both strategic expertise and hands-on familiarity with the Kleene platform, ensuring strategy and execution are aligned from day one.

Analyst as a Service (AaaS) is Kleene's managed analytics offering -- a dedicated team of data professionals who work as an embedded extension of your business. The team handles data pipeline management, dashboard creation, ad-hoc analysis, and ongoing model refinement. AaaS is designed for companies that need data capability without the cost or lead time of hiring a full in-house data team. It is flexible and scalable -- you can increase or decrease scope as your needs evolve.

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.

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.