Use Case
Automate financial analysis with AI agents
Build agents that pull financial data, run analyses, generate reports, and flag anomalies. From expense categorization to forecasting — automated and auditable.
The Problem
- Financial reporting is manual, repetitive, and error-prone
- Analysts spend more time pulling data than analyzing it
- Anomalies in spending go undetected until month-end close
- Forecasting models are static and slow to update
How It Works
- 1Connect to your financial systems: ERP, banking, accounting
- 2Define analysis templates: P&L, cash flow, variance, etc.
- 3Agent pulls data, runs calculations, and generates reports
- 4Flags anomalies and deviations from forecasts in real-time
Results
- Monthly close reporting automated end-to-end
- Real-time anomaly detection on transactions and spending
- Analysts focus on strategic work, not data wrangling
- Full audit trail for every calculation and data source
Example Agent Prompt
Pull Q4 revenue data from our ERP, compare against forecast, and generate a variance analysis report highlighting the top 5 deviations by magnitude.
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