AI-Agents for Data Analysts in Finance

Build the daily API review table and flag missing fields.

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools

Email a requested spreadsheet tab as a CSV for analysis.

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools

Draft SQL from the schema for the requested period.

Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.

Works with14 tools

Draft schema-based SQL for coworkers' data questions.

Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.

Works with14 tools

Draft multi-table queries from the keys in a teammate's question.

Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.

Works with8 tools