AI-Agents for Data Analytics in Financial Services working with SQL Server
SQL server (or MS SQL) is a top of the line database geared for the cloud
Keep 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 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 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 toolsShare verified database rows for monthly analysis.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
11 toolsKeep data tables current from CSV files and flag failed loads.
Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.
13 toolsBring approved records into the target table and report rejected rows.
Get approved records into your target table and a dated report showing which rows transferred or need fixing.
11 tools