AI-Agents for Data Analytics in Financial Services
Agents help financial services businesses stay on top of client needs, financial records, and risk.
Export requested spreadsheet tabs as CSV files for reports.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
33 toolsCollect every API page into a 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.
18 toolsKeep analysis tables current with valid rows from team sheets.
Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.
13 toolsSend requested data tabs as CSVs for colleagues to analyze.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 toolsAdd usable spreadsheet rows to the database and flag gaps.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
25 toolsCalculate deal counts and amounts for sales questions in chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsMap requested report categories to schema fields and draft SQL.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
15 toolsTranslate team ranking questions into schema-grounded SQL.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsTurn team count questions into SQL grounded in the database schema.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 toolsDraft SQL using the report's time field and 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.
14 toolsDraft SQL for data questions asked across teams.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsTranslate shared metric rules into reviewable SQL queries.
You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.
8 tools
