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Use case

Ask your numbers a question and hear the answer.

Data & Finance Voice Agent answers by voice or text, with the chart and written analysis behind every reply.

  • Finance & Accounts
  • All industries
The Data & Finance Voice Agent: a question bar, a pie chart of revenue by product category and a written analysis beside it.
Who it’s for
Finance leaders, managers and analysts, and any manager who raises a ticket to get a number.
Runs on
Data & Finance Voice Agent, with Knowledge Hub alongside.
Where it runs
Cloud or on-premise. Bring your own AI key.

The problem today

A simple question waits in a queue.

A manager wants net profit by branch for last quarter. The data sits in workbooks from Riyadh, Jeddah and Khobar, so the request goes to finance, waits its turn and comes back after the meeting.

Who it’s for
Finance leaders, managers and analysts, and any manager who raises a ticket to get a number.

How it works today

  1. A manager wants net profit by branch for last quarter.
  2. The data sits in workbooks from Riyadh, Jeddah and Khobar.
  3. The request goes to finance and waits in a queue.
  4. The answer comes back after the meeting.

How it works

  1. Connect what you already use.

    Connect the systems you already use (SAP, Oracle, Google Sheets, OneDrive, a live database or Xero), or upload an Excel workbook.

    Excel · CSV · Your systems

    No new place to keep your data.

  2. Ask by voice or text.

    Ask the question the way you would ask a colleague, by voice or by text.

    Voice · Text

    A manager does not need to learn a tool.

  3. The reply shows its working.

    The agent answers with a chart, a written analysis and a spoken answer.

    Chart · Analysis · Spoken answer

    Every reply carries the chart behind it.

  4. Multi-sheet workbooks just work.

    Multi-sheet workbooks are detected automatically, and follow-up questions keep the thread.

    Multi-sheet · Follow-ups

    Ask again without starting over.

  5. Export it as a report.

    Export the answer to a report in one click.

    One-click report

    The answer is ready to share.

The product

From the question to the chart, in one conversation.

A question bar, a pie chart of revenue by product category, a written analysis and an Export Report button.
A question, a chart and the analysis.The reply shows the chart and a written analysis side by side, and the report exports in one click.

Products involved

One agent answers. One product sits beside it.

Runs it

Data & Finance Voice Agent

Ask your data by voice or text. Get the answer.

This agent answers the question you ask, by voice or text. Where a connection you need is not available out of the box, Custom Development & Integration builds it.

Connects to the systems you run

  • SAP
  • Oracle
  • OneDrive
  • Excel
  • Every reply built only from your own data
  • Your own AI key
  • Role-based access and an audit trail
  • One-time cost, unlimited users

What changes

What changes before the meeting.

Managers get answers in seconds, not days.

The question goes straight to the data, so the number arrives while the moment to act is still open.

Product fact

Every reply is grounded in your data.

The answer is built only from your own connected data and is shown with the chart it came from.

Product fact

Analysts move from fetching to analysing.

The answer and the chart arrive without a request in the queue, so analysts spend their week on the analysis instead of the hunt for data.

Product fact

Questions

Answers, in plain words.

Questions about the data you connect, for example net profit by branch for last quarter. The reply comes back with a chart and a written analysis, and follow-up questions keep the thread. Upload an Excel workbook and multi-sheet workbooks are detected automatically.

Yes. The agent works in Arabic and English, by voice or by text.

The Data & Finance Voice Agent answers the question you ask, by voice or text. Data Insight builds live dashboards and writes the management report.

On a Saudi cloud provider in KSA, in your own cloud account, or on-premise, with your own AI key. Its speech works like the AI Voice Agent's: voice processing uses a third-party speech service by default, and can run in KSA or on your servers on request.

One-time cost. No monthly subscription and unlimited users, so adding a manager adds no fee. AI model usage runs on your own account.