Features
Everything the Genie can do.
A purpose-built matching pipeline — cleansing, linkage, analytics, narrative, and exports — all self-serve, no implementation consultant required.
Features
Built for real-world data work
Not another "AI-powered" buzzword. A purpose-built pipeline that handles the messy parts so you can get back to the question you were trying to answer.
Automatic cleansing
11 categories of auto-fixes — whitespace, casing, phone formatting, ZIP padding, state abbreviations, email validation, near-duplicate detection.
Smart matching that handles real data
Nickname variations, typos, sound-alike names, missing fields, inconsistent formatting — the Genie's matching engine is built for the real world, not clean demo data. Scales to hundreds of thousands of rows in minutes.
Pivot-ready reports
Break down match rate by state, specialty, decile, or any column in your data. AI-generated narrative explains what's strong and where to dig in.
Exports that make sense
Your original columns + match metadata + master columns. CSV, Excel multi-sheet, branded PDF report, 6-slide PowerPoint deck — one click each.
Ask the Genie anything
Follow-up Q&A scoped to each match. Pre-loaded with stats, pivots, and row samples — not a generic chatbot guessing at your data.
Global matching across 20 regions
Native handling of naming conventions, postal codes, and diacritics for 20 regions — including Spanish two-surname matching (García López), Dutch van der particles, German umlaut handling (Müller ↔ Mueller), and Brazilian Portuguese particle matching. International matching is a first-class feature, not an afterthought.
Your data stays yours
Files live in encrypted storage in the region you choose (US, EU, or UK) and never leave it. Delete your account and everything's permanently gone in one click. No 'residual copies' or shadow databases.
The cleanser
Every fix visible, every count reviewed.
The Genie automatically cleans your data before matching — trimming whitespace, fixing casing, formatting phone numbers, padding ZIP codes, catching typos and near-duplicates. You see exactly what was fixed and how many of each, so nothing happens to your data that you didn't see.
- Works with CSV, Excel (.xlsx / .xls), and tab-separated files
- Handles the odd character-encoding Excel adds on export
- Surfaces near-duplicates so you can review, not just merge
The matching engine
Finds the matches spreadsheets miss.
The Genie catches 'Robert' / 'Bob', 'Smith' / 'Smyth', 'Main Street' / 'Main St', typos, missing middle initials, and sound-alike names — the cases VLOOKUP silently drops. Built for the messy real-world data you actually work with, not demo files.
- Scores every potential match from 0 to 100 so you can tune confidence
- Flags borderline matches for review instead of guessing
- Native handling for 20 regions — US, UK, Ireland, Canada, Australia, New Zealand, Germany, Austria, Switzerland, Netherlands, France, Spain, Italy, Portugal, Sweden, Norway, Denmark, Poland, Mexico, and Brazil
International matching
20 regions, one engine.
From US CRM exports to Spanish full-name fields like 'María Isabel García López Hernández', the Genie handles the quirks of each country's naming conventions, postal codes, and diacritics. International matching is a first-class feature — Spanish two-surname matching, Dutch van der particles, German umlaut handling, Québécois St-Pierre ↔ Saint-Pierre equivalence, and Brazilian Portuguese particle matching all work out of the box.
- English-speaking (6): US, UK, Ireland, Canada, Australia, New Zealand
- Western Europe (4): Germany, Austria, Switzerland, Netherlands
- Southern Europe (4): France, Spain, Italy, Portugal
- Nordic (3): Sweden, Norway, Denmark · Eastern Europe (1): Poland · LatAm (2): Mexico, Brazil
The report
AI-written reports, pivotable and shareable.
Click 'Generate Full Report' on any completed match. In about 30 seconds you get an executive summary, pivot breakdowns by any column, score distribution charts, and one-click export to PDF, PowerPoint, or Excel. Ask follow-up questions inline — it's like having an analyst on the match.
- Pivot by any column — state, specialty, rep decile, anything
- Password-protected share links for teammates (Pro+)
- Branded exports with your team's logo (Business)
How it works
Four steps from messy files to a shareable report
No formulas. No scripts. No annual contract required. Just drop a file and let the Genie handle the heavy lifting.
Upload
Drop a CSV, Excel, or TSV file. The Genie auto-detects encoding, delimiters, and column types on the way in.
Cleanse
Whitespace trimmed, phone numbers formatted, ZIP codes padded, invalid emails flagged — automatically, with a report you can review.
Match
The Genie finds exact, fuzzy, and sound-alike matches across your two lists — 'Robert' / 'Bob', 'Smith' / 'Smyth', 'Main St' / 'Main Street', plus typos and missing fields. 500k rows in minutes.
Report
AI-generated executive summary, pivots by any column, and exports to PDF, PowerPoint, or Excel. Share a link with your team in one click.
Let the Genie handle the grunt work.
Free tier is real. No card. No forms. Just upload your first list and see the Genie clean and match it in under a minute.
