Conversational analysis and reporting over financial data.
Finance and reporting teams need to explain what a number means as well as produce it. FinSight supports conversational analysis and reporting over financial data across business reporting needs.
Start with a defined reporting question and an agreed dataset. Review the evidence behind the answer before using it to inform a business decision.
FinSight is part of Data & AI. Data platforms & analytics supports the surrounding pipelines and reporting estate; AI strategy & governance helps establish ownership and controls.
The product is analytical assistance. It is not a statement of regulated financial advice or regulatory-reporting compliance.
Two distinct tasks: explore a financial question and turn the analysis into reporting. Agree sources, definitions and review criteria during evaluation.
Use a question to explore an agreed financial dataset. For example, evaluate a question about movement between reporting periods, with the period, entity and measure defined first.
Use the analysis in a reporting workflow, with a finance reviewer checking the figures and narrative. Confirm which report outputs and any chart or export formats the product supports.
Evaluation workflow, using approved sample financial data: establish the source, ask a question, reconcile the result and assess the reporting output.
Identify source data, reporting periods, entities and measures. Establish freshness and data-grain requirements before connection or import.
Data and metric dictionary
Use a representative reporting question with agreed business definitions. Demonstrate the supported question-to-answer workflow.
Sample question and answer
Compare the answer with reviewer-calculated reference values. Investigate differences and record calculation ownership.
Reconciliation and exception record
Assess the produced reporting output and supported formats. Retain human approval for financial interpretation and distribution.
Reviewed report and acceptance criteria
Illustrative example, not a client case study. A finance team asks: “How did operating expenses change between the two reporting periods?” Define the periods, expense measure and entity scope in an agreed management dataset before evaluating the conversational analysis.
The evaluation produces a metric dictionary, sample question and answer, a reviewed report and reconciliation checks. The finance owner remains accountable for data definitions, calculation review and the final interpretation.
Where reporting feeds wider operational redesign, explore Intelligent Operations.
Available by licence, subscription or SaaS, with or without Linkfields services. Bring a reporting question to a guided demo; use approved sample data, not sensitive financial records.
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