Financial Data Analyst Agent
Automates data consolidation, forecasting, and compliance checks—giving CFOs instant, actionable financial insights.
📊
Live KPI Dashboard
Aggregates SAP, bank, and invoice data in real time via Power BI integration.
🔮
Trend Forecasting
Prophet/ARIMA models predict revenue and expenses with over 93% accuracy.
🛡️
Anomaly Detection
Isolation Forests flag irregular transactions, cutting false positives by 70%.
✅
Automated Reconciliation
RPA bots match invoices and ledgers, reducing manual effort by 80%.
Case Study:
A €25M Danish renewables firm, transformed its finance ops with FinAI CFO Assistant:
- Month-end close cut from 12 → 5 days
- Forecast accuracy improved to 93.5%
- 90 hrs/month freed for strategic analysis
- €120K budget optimizations identified
6 400
Automated Tasks/yr
93.5%
Forecast Accuracy
90 hrs/mo
Time Saved
Ready for real-time financial clarity?
Book a Meeting ➔Financial Data & Investment Assistant
Automate everything
Ready to deploy a custom AI Agent?
Custom agents are perfect for high‑volume, high‑value tasks, built to scale your business. Look at them like employees.