Overview
Conversational Intelligence turns ledgers into a finance fluent chat. Type or voice complex prompts— “Show Q2 EBITDA variance and root cause”—and receive narrative answers with source links. Context memory lets you refine questions without restating filters, replacing days of BI back-and-forth. All exchanges inherit the solution’s role-based security and audit logs, so speed never sacrifices control.
How It Works
Step 01
Translate
Finance trained LLM parses natural language.
Step 02
Query
Autogenerated SQL pulls real-time data from the Accounting CDM.
Step 03
Compose
Returns tables + narrative, each line linked to source detail.
Step 04
Iterate
Context memory enables follow-up without refiltering.
Key Features
GenAI Query Assistant
Converts plain English into optimized SQL, returning onscreen and downloadable answers.
Context Aware Dialogue
Retains filters (entity, period) so users can pivot mid-conversation.
Complex Query Resolution
Handles multistep prompts (variance, root cause, recommended journal) in one answer.
Prompt History
Logs every Q&A with user IDs, timestamps, and data lineage for audit or knowledge reuse.
Real‑World Use Cases
Board pack prep (EBITDA narratives in seconds)
Audit queries (“List journals > $50 k to 4000 series last month”)
Cashflow sensitivity (“Forecast burn if AR slips by five days”)
Benefits & ROI
01
Adhoc report time: from hours → seconds
02
BI ticket volume decreased by 40%
03
Fully auditable chat history
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