Nanda, the virtual CFO: how Sosys created a complete financial agent using Skyone Studio

The intelligence that understands the numbers before everyone else. When Sosys decided to create Nanda, a financial agent capable of answering complex questions, simulating scenarios, and supporting critical decisions in seconds, the company had a clear objective: to deliver real financial intelligence, with security, compliance, and integrated data. The challenge was to do this in […]

The intelligence that understands numbers before everyone else

When Sosys decided to create Nanda, a financial agent capable of answering complex questions, simulating scenarios, and supporting critical decisions in seconds, the company had a clear objective: to deliver real financial intelligence, with security, compliance, and integrated data .

The challenge was to do this in a sensitive environment, where every number matters and every decision can impact the financial future of a business. It was with this vision that Sosys became Skyone's first partner to develop an agent within Skyone Studio , creating Nanda, a virtual CFO available 24 hours a day .

The challenge: transforming financial data into instant decisions

Sosys already served companies in various sectors, but the market demanded something new. Clients sought speed, predictability, and autonomy to answer questions such as:

"What happens to my cash flow if I lose this contract?"
"Is it more worthwhile to invest idle money or to use it to make advance payments?"
"How to project scenarios based on payment and receipt deadlines?"

Taking days to generate a report was no longer acceptable. The information was there, in the ERP, CRM, and financial systems, but something fundamental was missing: integration, reliability, and an intelligent layer that understood the business context .

Furthermore, the financial sector demands strict standards of compliance, governance, and anti-fraud measures. Nanda could only exist if it were built in an environment prepared for sensitive data.

The solution: Skyone Studio as a database, providing intelligence and security

According to Wagner, CEO of Sosys, Skyone Studio was chosen for a simple reason: it is the only tool that delivers data integration, data cleansing, data lake, compliance, and generative AI in a single workflow .

The Studio allowed Nanda to be built with:

100% structured and validated data
Integration across multiple sources (ERP, CRM, and financial systems)
Data Lakes to organize the analytical journey
Security and anti-fraud layers
Multichannel distribution (WhatsApp, Teams, private chat)
Governance and compliance required for sensitive information

All this with simple and quick implementation, even for companies that don't yet have their data organized.

Nanda: a private AI-powered virtual CFO

Using Studio as a foundation, Sosys created Nanda, a financial agent capable of:

Chat with the user via text or audio on WhatsApp
View financial data in real time
Simulate cash flow scenarios
To warn about risks and potential scams
Suggest data-driven decisions
Continuously learning about the company's context

It's like having a virtual CFO 24/7 , who never forgets a number, never misses a piece of information, and is always ready to respond.

A case reported in the chat clearly illustrates this: a client needed critical data for a product launch and, without Nanda, would have had to reschedule the meeting for the following week. With Nanda, the information came immediately .

A financial agent that avoids mistakes and reduces risks

Nanda doesn't just respond. She protects the company.

If there is an invoice due without supporting documentation, it generates an anti-fraud alert.
If a cash flow is misaligned, it identifies and flags it.
If there is a risk of overlapping payments, it draws attention to it.

All of this is because the entire journey from data to decision takes place within Skyone Studio , ensuring security and governance from start to finish.

Results: speed, predictability, and smarter decisions

With Nanda operating at Skyone Studio, Sosys and its clients have achieved:

Instant financial decisions
Reducing rework and eliminating unnecessary meetings
Increased security and compliance
Truly integrated data, without complexity
A foundation ready to scale with new AI agents
AI applied to the real world, without technical barriers

What used to take days now takes seconds.

Why does this matter now?

Tax reform will require companies to be more strategic, better understand their numbers, and review their operations. To achieve this, quick decisions based on structured data will be essential .

Nanda demonstrates that it's possible to transform data into a competitive advantage, starting with structuring it within Skyone Studio and evolving into private AI agents that truly make a difference in operations.

About Sosys

Sosys Skyone partner and a pioneer in the development of intelligent agents in Studio. Creator of Nanda, it combines technology, governance, and business vision to help companies make better decisions every day.