For finance & the CFO
Answer the revenue question before the meeting, not after.
Finance asks the data directly: what drove the number, where it came from, and whether to trust it. Every answer carries its lineage, so the figure that reaches the board is one your data team can stand behind.
- RevenueWhat drove last quarter's revenue spike?
- MarginWhich customers are dragging gross margin?
- PlanHow does pipeline coverage compare to last quarter?
What finance gets
Faster answers, and the receipts to back them.
Numbers with lineage
Every figure traces from prompt to SQL to result, so you can show exactly how it was built when the board asks.
Self-serve, not a ticket queue
Ask in plain English instead of waiting on the data team for each new cut of the numbers.
Read-only by default
Agents query under approval gates and RBAC; nothing touches your systems of record.
The data team stays in control
Finance moves faster because the data team set the context once.
The catalog, the definitions of revenue and margin, and the access rules are owned by your data team. Finance just asks. That is how self-serve stays safe: the people who know the numbers define them, and everyone else inherits the right answer.

