AI finance analysis workspace
AI4Fin
Turn budget, actuals, cash-flow, and revenue CSVs into explainable analysis, chart boards, and export-ready finance reviews.
Q1 spend
$8.42M
+4.8% vs plan
Open variance
$512K
6 drivers flagged
Cash runway
18.4 mo
+2.1 mo from base case
Workspace preview
Q1 executive finance review
Spend variance
$512K
Worst region
West
Saved visuals
14
Department spend: plan vs actual
Sales and marketing drove the Q1 overage
Ops
Sales
IT
G&A
Attached sources
us_treasury_debt_to_the_penny.csv
us_treasury_monthly_outlays_by_classification.csv
world_bank_major_economy_indicators.csv
Analyst answer basis
Routing
Data-analysis path selected from scoped files.
Evidence
Variance, actual amount, budget amount, region, and department columns.
Team-scoped dashboards keep uploaded files, chats, charts, and exports attached to the same reporting perimeter.
Platform
Built around how finance teams review numbers.
AI4Fin is not a generic BI canvas. It is a focused workflow for ingestion, interrogation, chart curation, and review packaging.
Scoped data workspaces
- Connect only the files that belong in a reporting story so answers stay tied to the right team, period, and source data.
Finance-native analyst prompts
- Ask for burn, variance, revenue mix, cash runway, budget pressure, or department-level outliers directly from the dashboard.
Chart curation for reviews
- Promote the best generated visuals into a clean board pack instead of rebuilding every chart by hand before the meeting.
Controlled sharing posture
- Keep data team-scoped while still producing read-only links, PDF exports, and PowerPoint-ready outputs for review cycles.
Workflow
Move from spreadsheet intake to executive review pack.
01
Load the files
Upload budget, actuals, cash-flow, pipeline, or cost-center CSVs into a private team workspace.
02
Interrogate the numbers
Use the analyst to identify drivers, rank outliers, explain deltas, and generate charts from the selected scope.
03
Package the story
Save the strongest visuals, order the narrative, and export a review pack for executives or clients.
Demo posture
Credible enough for a CFO, fast enough for tonight.
Team-scoped Postgres metadata keeps dashboards, chats, and charts attached to a concrete reporting perimeter.
Browser-side chunked uploads make large CSV demos less fragile than a single multipart post.
Answer citations show why the analyst used data analysis, which files were selected, and what evidence shaped the reply.
Walkthrough
Book a private demo
Use the QR code during the pitch, or send prospects directly to the demo contact after the product walkthrough.
