Financial Consulting Agent
Your digital financial advisor: transforms data into accurate analyses, indicators, and forecasts, instantly.
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Financial analysis
Optimize your financial performance with profit and profitability analysis.
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Indicators under control
Monitor liquidity, debt, and cash flow results.
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Opportunities in sight
Full visibility of delinquency and risk concentration in the portfolio.
How does it work?
The Financial Advisor Agent is a digital financial advisor with a conversational interface: you ask questions in natural language and it responds based on your history. It interprets financial behavior, projects scenarios, and transforms raw data into strategic intelligence for decision-making.
Recommendation
The Financial Consultant Agent is suitable for managers and finance teams in any sector, using ERPs such as SAP Business One, SAP S/4, Protheus, WinThor, or Sankhya, who need reliable analyses and forecasts to make informed decisions.
Main features
It projects inflows and outflows based on the actual operational history.
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