About
Salesforce cost and risk, seen together
Finance asks what Salesforce costs. Security asks who can reach what. The admin gets both tickets. We think one screen should answer all of it.
Why we built SF2BI
A Salesforce seat is one of the most expensive per-user line items a company carries, and the org already knows how many of those seats logged in last quarter, who holds Modify All Data and whether MFA is on. Getting those answers still means a SOQL query, a Report Builder session or a ticket to an admin who has a week of other work.
SF2BI connects to your org read-only, reads the configuration that answers cost and security questions — licences, profiles, permission sets, login history, OAuth grants and your Salesforce invoices — and puts the answers on one screen. Ask a question in plain English and the copilot picks the right report.
Who we are
SF2BI is built and operated by COSTTRAIL INC, an Indiana corporation. You can reach us at support@costtrail.io.
What we believe
Three principles behind every decision
Numbers you can trust
Every figure comes from your own org or your own invoices. The copilot picks a reviewed report; it never invents a number.
Read-only, always
You create the access yourself in your own org and can revoke it any time. We never change anything in Salesforce.
Simple, honest pricing
Dashboards are free. You pay only for AI work, with tokens that never expire and one balance for the whole team.
See where your Salesforce spend leaks — and who holds too much access.
Read-only. No package to install. 50K free tokens, no credit card.