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Accounting Workshop Financial AI WorkbenchFinancial AI Workbench/FP&A Intelligent Analysis and Reporting Platform · V71
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Financial AI Workbench/FP&A Intelligent Analysis and Reporting Platform

Let each financial answer have details, calculation process and source

Users use natural language to complete financial enumeration, traceability analysis and report generation, and obtain amount answers, details, calculation processes, citations, charts, analysis conclusions, report chapters and forecast records based on historical data.

  1. 01
    Data readyFinancial details have been uploaded to the workspace, and field identification, period verification, and sensitive field marking have been completed.
  2. 02
    Counting completedGenerate at least one traceable financial Q&A record.
  3. 03
    Analysis completedComplete at least one analysis run including procedures, conclusions, and chart configuration.
  4. 04
    Report plannedA report plan containing multiple chapters or steps has been generated based on the prompt word.
  5. 05
    Review passedHigh-risk reports or forecasts can be exported or shared as this site version after manual approval.
Number of questions answered0Count the number of finance_question_answers whose data_status in the current workspace is completed.
Citation coverageNo reference data yetThe number of output records with citations / the total number of completed output records.
Number of failed tasks0Counts the number of action runs with status failed, DATA_SOURCE_REQUIRED, NO_DATA_AVAILABLE, FIELD_NOT_FOUND, or METRIC_NOT_AVAILABLE.
Latest report approval statusNo report yetRead the approval_status of the most recent report_package.
Number of predicted rowsNo forecast generatedCount the number of rows in forecast_rows in the latest report_package.
BUSINESS INPUT

New project

Create a financial data workspace to limit the query scope, currency, period and reporting scenarios. All AI output must be bound to a data record that already exists within this workspace or fail explicitly.

Loading product-specific business fields.

Not saved
TRACEABLE OUTPUT

financial conclusion

Results, sources, failures, approvals, and rollbacks are saved by project.

0 live runs
∅

No business results yet

There are no questions to answer yet. Please upload financial details first, then enter a financial question that points to the existing data.

PRIVACY

Data use boundary

The financial details, historical data, report templates, subject scopes and reviewer emails uploaded by users may contain business secrets, transaction details, supplier information, employee or customer-related financial data. The system is only used for enumeration, analysis, charts, reports and predictions in the current workspace and should not be used to train externally shared models; all exports and sharing must be confirmed by the user. Current 10 role review supplements: New financial data categories: bank account number, tax ID, salary, employee/customer/supplier identification, invoice number, contract number, transaction notes, email, phone, address, account ID, etc. should all be identified as sensitive or highly sensitive fields. ;AI output can only reference data for the current workspace, current project_id, and current data_version; it may not be retrieved, aggregated, or referenced across workspaces. ;Original uploaded files, derived records, approval logs, audit logs, export records and failed runs should have retention, deletion and immutable audit rules defined respectively. ;Permissions and approval status must be verified before exporting; the exported copy will not be affected by deletion on the site and the user must be prompted before downloading. ;Data sent to the model should be minimized; logs, audit summaries, and error details must not reveal unnecessarily sensitive financial details.

RETENTION

Data retention

Workspace data, action records, citations, report versions and approval logs are retained for 180 days by default; administrators can delete them in advance. After deletion, this site will no longer be displayed or used for new analysis, but exported files and user downloaded copies will not be affected by the deletion of this site.

SAFETY

Human responsibility and rollback

This product processes corporate financial data and generates analyses, reports, and forecasts. The output is only for review by the financial team and does not constitute audit opinions, tax opinions, investment suggestions, accounting instructions, or external disclosure guarantees. All amounts, charts, conclusions and forecasts must be reviewed by authorized personnel based on original vouchers, accounts and company policies.

Rollback only means restoring the report version, approval status, workflow stage or action running result in this site to the previous version; since this product is not connected to external production systems, rollback will not undo or modify any records in the accounting system, ERP, bank, or data warehouse.