AI-Agents for SQL Query Generation in Financial Services

Draft SQL from your question, run approved queries. Every one is ready to run, and you can adjust it in plain language.

Draft SQL that shows transaction totals by requested account category.

Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.

Draft SQL to rank clients by account value.

Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.

Draft SQL counts of accounts or transactions under the stated conditions.

Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.

Draft transaction report SQL for the requested reporting 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.

Draft SQL for account activity questions from finance teams.

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

Draft CASE queries for financial metric groups and exceptions.

You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.

Draft joins between account and transaction tables for financial questions.

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

Draft SQL for account and transaction questions needing an intermediate subset.

Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.