AI agents are specialised AI tools to accomplish a certain task efficiently. More than 60% of tedious tasks can be automated using AI agents in the financial analysis space. Today, we’ll cover a specific set of tasks which one of our AI agents, Kane, can ace at.

Problem and How to fix

More than 20 hours a week is spent by teams gathering data, creating reports, exchanging information with other stakeholders, and other logistical activities rather than planning and forecasting. The elephant in the room is financial modelling - something which most teams spend a large amount of time doing.

Financial forecasting and modelling at a granular level is complex. But creating variations and exploring the models at an individual level is even more complex. Tedious tasks like these can be handed over to specialist AI to get started with a draft.

For example, Kane can leverage your transactions to create various financial models with just one command. What’s more useful is that you can collaborate with your team to fine-grain customise those models.

Let's dive deeper into how Kane can help you save time and optimise your efficiency.

Capabilities and Use Cases

An AI agent like Kane comes with specific pre-baked capabilities. Kane is designed to save you time by automating tasks such as sending reports (one-off and recurring), fetching reports from other agents, creating financial models by leveraging other agents, and more.

Let’s explore Kane’s capabilities from a user perspective to better understand his limitations.

Financial Model Generation

Using a single prompt, Kane can generate multiple financial models taking the unit-level data at the core. This allows teams to analyse various units they define and dive deeper into various cost drivers. A financial model then can be modified collaboratively to fit your needs.

Report Distribution and Workflow Management

Kane can set up automated workflows to send out reports to various stakeholders suited for their use case and needs. For example, Kane can set up monthly reports for Marketing and Product teams with the metrics and information relevant to them so you send customised reports to each team without having to create separate reports, manually.

Collaborative Agent Interaction

Kane can interact with other agents such as Julia for analytics and report generation. This makes sure all the agents have some degree of interoperability and reduces friction when you use them.

If you’re intrigued with Kane’s capabilities, we highly recommend booking a demo and start measuring financials at a unit level.