Financial Consulting Agent is an artificial intelligence agent specialized in business management, designed to transform raw data into strategic insights. Directly integrated into the company’s ERP, the agent acts as a digital financial consultant available 24/7 to support agile and secure decision-making.
Financial Consulting Agent is an AI solution that utilizes advanced technologies such as LLMs (Large Language Models) for natural communication and RAG (Retrieval-Augmented Generation) to access up-to-date information from the company's management system.
Unlike static reports, Financial Consulting Agent interprets actual historical financial behavior, allowing managers to interact with company data simply and conversationally via WhatsApp (Official API) or Private Chat.
The primary purpose of Financial Consulting Agent is to optimize financial performance through intelligent analysis of real data, eliminating guesswork in management decisions.
On-demand analysis: Delivers immediate diagnostics focused on profits, expenses, and profitability.
Cash flow management: Projects inflows and outflows based on real history and helps identify how much cash is committed to debt.
KPI Monitoring: Tracks critical indicators such as liquidity ratios, indebtedness, DSO (Days Sales Outstanding), and average payment/collection periods.
Opportunity identification: Detects patterns that enable cost reduction and resource savings.
Accessibility and agility: Eliminates the need for complex technical access or extensive spreadsheets, allowing quick queries via WhatsApp.
Portfolio visibility: Identifies top accounts receivable, overdue invoices, delinquency rates, and risk concentration in specific clients.
Operational workload reduction: Automates contextual responses, freeing the financial team from repetitive data query tasks.
Financial Consulting Agent is capable of answering complex questions such as:
"How has the cash flow varied over the last 3, 6, and 12 months?"
"What is the average collection period for customers?"
"Are current delays compromising payments to suppliers or taxes?"
"How long can we operate with the current cash balance without new revenue?"
"Which customers are repeat offenders regarding payment delays?"
Financial Consulting Agent can be accessed through the Skyone Console:
Go to the Product Menu (located in the top left corner).
Navigate to the AI Vertical column.
Select Financial Consulting Agent.
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