Platform · Analyze

Your data.
Every tool.
No compromises.

Explore in a modern web UI. Visualize in Tableau. Pull directly into Excel. Query with AI. Marquis IQ exposes your enterprise data to any tool your team already uses, securely, with no data engineering required.

marquisiq.com · Explore · AP Invoice Lines
Inventory
Procurement
☷ Saved Views
≣ Manage Layout
Supplier
Organization
Product
Invoice
Segmentation
Supplier Name Supplier # Doc # Status Doc Date Line Qty Unit Price
Meridian Industrial SupplyC1307412009/10/2523,624.00
Apex Fasteners Inc.A01077412009/10/25175.00
NorthStar ComponentsE00487412009/10/25175.00
RidgeLine Metal WorksC02647412009/10/2511,150.00
Summit Precision PartsC24297412009/10/2511,150.00
Cascade Equipment Co.R08167412009/10/25017.50
Lakewood DistributionC163596 0122Open12/31/2504,898.53
01 · Explore
Web Query
Saved Views, configurable grids, and advanced filters, no SQL required.
02 · Analyze
Tableau
Industry-leading visualization embedded natively. All your dashboards, one place.
03 · Connect
Any Tool
Power BI, Looker, Python, R, if it speaks to a cloud database, it connects.
04 · Excel
Direct Link
Out-of-box templates with live connections. VLOOKUP all night long.
05 · AI
MCP Server
Claude, ChatGPT, Copilot, query your data from any AI, securely.
Explore. Web Query Tool

Define the question once. Ask it forever.

Explore is Marquis IQ's built-in data query environment, a modern, web-native interface that puts your full data model at your fingertips without a single line of SQL. Filter by supplier, customer, product, date, organization, segmentation, any dimension in your data model, and get results instantly.

The real power is Saved Views. Build a query once and pin it for the whole team. Your AP Invoice Lines view, your open orders by region, your top-20 customers by LTM revenue, defined once, available to everyone, always current. No more emailing reports or rebuilding filters every Monday morning.

Configurable grid layouts let every user arrange columns, set sort orders, and save their preferred view, a fully personalized data exploration experience that actually replaces the Excel auto-filter habit.

  • Advanced multi-dimension filters with AND/OR logic
  • Saved Views shared across teams or kept private
  • Configurable column layouts per user preference
  • Aggregations, grouping, and row-level drill-down
Saved Views. Procurement
+ New View
All Views
Pinned
My Views
Shared
AP Invoice Lines · Open
Pinned
Spend by Supplier Family · YTD
Pinned
PO Lines by GL Code · MTD
Shared
Vendor Surcharges · Last 90 Days
Top 50 Suppliers · LTM Spend
Shared
Sub-Contract Lines · Open
Analyze. Tableau Native

The world's best visualization tool, built right in.

Marquis IQ natively embeds Tableau, the industry standard for enterprise data visualization. Every dashboard your team builds lives inside the platform, organized in a single report library with pinned views and a report finder so nothing gets lost in a shared drive.

PVM bridges, AR aging, inventory planning, customer geography, supply chain analytics, all your views in one place, always connected to live data. No exports. No stale reports. No "which version is current" conversations.

  • Full Tableau functionality, filters, parameters, drill-downs, and subscriptions
  • Tableau Agent for AI-assisted dashboard exploration
  • All company dashboards accessible from a single library
  • Pinned views and report finder keep teams oriented
Dashboard · KPI
PVM Bridge
Inventory Planning
AR Aging
PVM Bridge · Revenue · Q1 vs PY
1/1/2025 – 3/31/2025
vs Prior Year
✎ Edit
⇧ Share
Prior Bus. Gain Bus. Loss Price Impact Current $43.6M +$2.5M −$2.0M +$3.1M $47.2M
Customer Prior GM Current GM GM Δ Price Impact
Hartwell Industrial Group$1,737K$992K($20K)$1,592K
Vertex Fabrication Co.$1,136K$440K($194K)($644K)
Summit Holdings LLC$934K$440K$90K$53K
Lakewood Distribution$900K$90K$11K$214K
Open Data Platform

Connect any tool. We don't lock you in.

Your enterprise data lives in a cloud data platform you can reach with any tool on the market. Marquis IQ is the access layer, not the bottleneck.

Visualization & BI
Tableau
Power BI
Looker
Marquis IQ Explore
Any ODBC/JDBC tool
Spreadsheet & Self-Service
Microsoft Excel
Google Sheets
Excel Templates (out-of-box)
CSV Export
AI & Language Models
Claude (Anthropic)
ChatGPT (OpenAI)
Microsoft Copilot
Any MCP-compatible AI
Developer & Data Science
Python
R
SQL Clients
dbt & modern data stack
AI & MCP Server

Ask your data anything. In plain English.

Marquis IQ includes a built-in MCP (Model Context Protocol) server, the open standard that connects AI language models directly to structured data sources. That means you can open Claude, ChatGPT, or Microsoft Copilot and ask questions against your live enterprise data in a fully secure and monitored way.

"Which customers had declining revenue last quarter?" "What's my open AP by supplier for the Midwest region?" "Show me the top 10 items by margin erosion." Your AI gets a real answer from real data, not a hallucination from training data, because it's connected to your actual platform.

  • Works with Claude, ChatGPT, Copilot, and any MCP-compatible model
  • All queries logged and auditable, no black-box AI access
  • Respects your existing role-based access controls
  • No data leaves your environment without authorization
Claude · Connected to Marquis IQ
● Secure · Monitored
PA
Which customers had revenue decline greater than 10% last quarter vs. prior year?
AI
Querying your Marquis IQ platform for Q1 2025 vs. Q1 2024 revenue by customer family...
3 customer families with >10% revenue decline:
· Vertex Fabrication Co.: −14.2% ($1.4M → $1.2M)
· Summit Holdings LLC: −11.8% ($890K → $785K)
· Cascade Industries: −10.3% ($640K → $574K)
Source: Marquis IQ · Sales IQ · Customer Family Revenue · Live data as of today
PA
What's driving the Vertex decline, price, volume, or mix?
marquisiq.com · Files · Excel Templates
+ Add New File
📁 My Company
📁 Excel Templates
📁 ToMarquis
📁 User Guides
📁 My Downloads
Customer Revenue Analysis.xlsx
Excel
May 14, 2026
AP Invoice Lines Template.xlsx
Excel
Apr 23, 2026
Inventory Aging Report.xlsx
Excel
Mar 18, 2026
QBO PnL Template.xlsx
Excel
Feb 5, 2026
📄
Direct Labor Operating Report.csv
CSV
Feb 5, 2026
Files & Excel

Skip the charts. Go straight to the data.

Not every analyst wants a dashboard. Some want a live spreadsheet they can pivot, VLOOKUP, and manipulate. Marquis IQ ships with out-of-the-box Excel templates that are pre-wired to pull your data directly from the platform, no exports, no copy-paste, no version drift.

Open the template, refresh the connection, and your data is there. Current, clean, and from the same source as every other report in the business. VLOOKUP all night if you want to, the data will still be right in the morning.

The Files section also serves as a central hub for shared data files, user guides, and templates, a single place for the documents your team actually uses to run the business.

  • Pre-built templates for revenue, AP, inventory, and P&L
  • Live Excel connections refresh on demand, no manual exports
  • Shared file repository accessible from the same platform
  • Upload your own templates and share them company-wide

The work Marquis Data has done resulted in a unified and global data platform, widespread analytics adoption, and business outcomes which couldn't have been realized otherwise.

EnTrans International
Polar Services · Global PE-owned manufacturer
Built on Marquis IQ
Clean Data In
Every analytics tool depends on what Enrich produces, matched customer families, geocoded addresses, and enriched master records. Better data in means better answers out.
Every Tool Out
Whether your team uses Tableau, Excel, Claude, or a custom Python notebook, Marquis IQ serves as the single, authoritative access layer to your enterprise data.
Act on the Results
Insights without action are just reports. Marquis IQ's Go-Gets turn analytical findings into assigned tasks, so decisions don't stop at the dashboard.

See your data in every tool, live, in 30 minutes.

We'll connect to your ERP, pull your data into the platform, and show you Explore, Tableau, and the Excel connection running on your actual numbers. Bring your most curious analyst.