Turn Hours of Number Crunching into Minutes of Insight

Autonomous AI analysts that ingest data, run models, and publish polished reports - so your finance team can focus on strategy, not spreadsheets

Financial Analyst Agent

Why Finance Teams Love It

Instant Models

Upload raw data or live feeds—our agent builds forecasts, variance analyses, and what-if scenarios in seconds.

Story-Ready Visuals

Auto-generated dashboards, drill-downs, and charts ready for PowerPoint or the board portal.

One-Click PDF Reports

Executive-level commentary plus caveats and assumptions, exported as branded PDFs or emailed on schedule.

From Raw Data to Board-Ready Insight in Minutes

Analysts spend 65 % of their week just hunting, cleaning, and reconciling numbers, leaving little time for strategy.
Our AI Financial Analyst connects to your spreadsheets, BI tools, ERPs, and market feeds, then:

consolidates multi-entity ledgers automatically,
runs scenario modeling on demand,
surfaces variance drivers with plain-language explanations, and
exports polished PowerPoint® or PDF packs in one click.
The result: faster closes, sharper forecasts, and analysts free to influence decisions—instead of formatting cells.

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Oracle

Google Sheets

Tableau

SAP

Snowflake

Jira

Salesforce

Workday

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Power BI

Workday

Salesforce

Jira

Snowflake

SAP

Tableau

Google Sheets

Oracle

Fits Seamlessly Into Your Finance Stack

Plug-and-play connectors link the agent to Excel®/Google Sheets, Power BI, Tableau, Snowflake, SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, QuickBooks®, Xero, and even Bloomberg Terminal. Secure APIs let it trigger workflows in Workday®, Salesforce®, Jira, or any MCP-compliant system—so insights can flow straight into action.

Potential Benefits

Unlock Measurable Improvements in Speed, Accuracy, and Analyst Productivity

Month end close

Fewer sales-forecast errors

Analyst time re-captured

Book a Demo

See our autonomous agents in action and discover how they can transform your operations.

Schedule a demo