Finance Q&A Agent
Leadership gets an answer in minutes, with the numbers traced to source.
Answers finance questions on demand, with every number traced to source. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Works with the tools your team already uses
NetSuiteDemo coming soon
Watch the Finance Q&A Agent in action
Where it starts
Start the workflow where the work begins
- 01
Slack message
A teammate asks in a team channel, and the Finance Q&A Agent starts the workflow from that plain-language request.
- 02
On demand
Ask for the work when you need it, and the Finance Q&A Agent starts from that request.
- 03
Connected finance data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Leadership gets an answer in minutes, with the numbers traced to source.
The workflow
How it works
How does the Finance Q&A Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Reads the question wherever it's asked
Answers questions like "why did costs spike in Q3?" or "what's burn by department?" straight from the ledger
- 02
Queries the GL and underlying transactions
Links every answer to the underlying accounts and transactions
- 03
Builds the answer with the source data attached
Posts flags and summaries to Slack or email on request
- 04
Posts the answer back where the question came from
Reads only; it never proposes or posts an entry
Key takeaways
Agent capabilities
Answers questions like "why did costs spike in Q3?" or "what's burn by department?" straight from the ledger: Leadership gets an answer in minutes, with the numbers traced to source.
Links every answer to the underlying accounts and transactions: Leadership gets an answer in minutes, with the numbers traced to source.
Posts flags and summaries to Slack or email on request: Leadership gets an answer in minutes, with the numbers traced to source.
See it on your workflow
See the Finance Q&A Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.