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Energy & manufacturing · AI agents

A financial insights assistant that answers in plain language

A large manufacturing conglomerate

80%less time spent retrieving financial information
80%

Less time retrieving information

20%

More efficient financial reporting

Real-time

Figures from the finance systems

The challenge

Financial metrics lived in complex dashboards and reporting tools. Comparing periods, building a forecast or answering a simple question meant navigating several systems or asking the finance team.

What we built
  • A generative AI assistant answers financial questions in plain language.
  • It retrieves metrics, compares performance across periods, generates forecasts and explains its reasoning.
  • Integrated with the financial systems and reporting tools for real-time, accurate figures.
The results
  • 80% less time spent retrieving financial information.
  • Financial reporting efficiency improved by 20%.
  • Leaders get contextual answers without opening a dashboard.
Similar challenge?

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