CData Connect AI vs. CData Python Connectors vs. DynamicDocs Excel Add-in vs. Financial Advisor for Excel Comparison Chart

CData’s AI offering is centered on Connect AI and associated AI-driven connectivity capabilities, which provide live, governed access to enterprise data without moving it off source systems. Connect AI is built as a managed Model Context Protocol (MCP) platform that lets AI assistants, agents, copilots, and embedded AI applications directly query over 300 data sources, such as CRM, ERP, databases, APIs, with a full understanding of data semantics and relationships. It enforces source system authentication, respects existing role-based permissions, and ensures that AI actions (reads and writes) follow governance and audit rules. The system supports query pushdown, parallel paging, bulk read/write operations, streaming mode for large datasets, and cross-source reasoning via a unified semantic layer. In addition, CData’s “Talk to your Data” engine integrates with its Virtuality product to allow conversational access to BI insights and reports.

The DynamicDocs Excel Add-in provides a quick and effective approach to create bespoke PDF documents directly from Excel. This is done via integration with the DynamicDocs API. The add-in enables Excel users to format data into JSON (JavaScript Object Notation). After that, the user can call the API using custom functions and buttons in the add-in ribbon. The successfully created documents are then downloaded into a user-specified folder.