Intelligent Finance
Intelligent Finance
Intelligent Finance
AI Agents for Financial Analysis and Reporting
AI Agents for Financial Analysis and Reporting
AI Agents for Financial Analysis and Reporting
Execute complex analyses and create interactive visualizations from natural language requests. Integrate with your financial data systems to automate tasks like month-end closes and reporting.
Execute complex analyses and create interactive visualizations from natural language requests. Integrate with your financial data systems to automate tasks like month-end closes and reporting.
Execute complex analyses and create interactive visualizations from natural language requests. Integrate with your financial data systems to automate tasks like month-end closes and reporting.
How it works?
01
Connect Patterns to your database and analyze all your financial data including systems like NetSuite, Salesforce, Stripe, and Brex.
02
Let Patterns automate tedious analytics tasks, such as data collection, reconciliation, and report generation.
Query
Data
Chart
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order_month
2011-05-01 00:00:00
2011-06-01 00:00:00
2011-07-01 00:00:00
2011-08-01 00:00:00
2011-09-01 00:00:00
2011-10-01 00:00:00
2011-11-01 00:00:00
2011-12-01 00:00:00
2012-01-01 00:00:00
2012-02-01 00:00:00
2012-03-01 00:00:00
2012-04-01 00:00:00
2012-05-01 00:00:00
2012-06-01 00:00:00
2012-07-01 00:00:00
2012-08-01 00:00:00
2012-09-01 00:00:00
2012-10-01 00:00:00
2012-11-01 00:00:00
2012-12-01 00:00:00
2013-01-01 00:00:00
2013-02-01 00:00:00
2013-03-01 00:00:00
2013-04-01 00:00:00
2013-05-01 00:00:00
2013-06-01 00:00:00
2013-07-01 00:00:00
2013-08-01 00:00:00
2013-09-01 00:00:00
2013-10-01 00:00:00
2013-11-01 00:00:00
2013-12-01 00:00:00
2014-01-01 00:00:00
2014-02-01 00:00:00
2014-03-01 00:00:00
2014-04-01 00:00:00
2014-05-01 00:00:00
2014-06-01 00:00:00
total_sales
567020.9498
507096.4690
2292182.8828
2800576.1723
554791.6082
5156269.5291
815313.0152
1462448.8986
4458337.4444
1649051.9001
3336347.4716
1871923.5039
3452924.4537
4610647.2153
3840231.4590
2442451.1831
3881724.1860
2858060.1970
2097153.1292
3176848.1687
2340061.5521
2600218.8667
3831605.9389
2840711.1734
3658084.9461
5726265.2635
5521840.8445
3733973.0032
5083505.3374
5374375.9418
3694667.9998
4560577.0958
4798027.8709
1478213.2920
8097036.3137
1985886.1496
6006183.2110
54151.4785
SELECT
DATE_TRUNC('month', orderdate) AS order_month,
SUM(totaldue) AS total_sales
FROM
sales.salesorderheader
GROUP BY
order_month
ORDER BY
order_month
03
Gain instant insights and recommendations for optimizing financial performance, complete with contextual summaries and actionable next steps.
04
Stay ahead with future developments, including advanced financial modeling, cash flow forecasting, and proactive financial health monitoring.
How it works?
01
Connect Patterns to your database and analyze all your financial data including systems like NetSuite, Salesforce, Stripe, and Brex.
02
Let Patterns automate tedious analytics tasks, such as data collection, reconciliation, and report generation.
Query
Data
Chart
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order_month
2011-05-01 00:00:00
2011-06-01 00:00:00
2011-07-01 00:00:00
2011-08-01 00:00:00
2011-09-01 00:00:00
2011-10-01 00:00:00
2011-11-01 00:00:00
2011-12-01 00:00:00
2012-01-01 00:00:00
2012-02-01 00:00:00
2012-03-01 00:00:00
2012-04-01 00:00:00
2012-05-01 00:00:00
2012-06-01 00:00:00
2012-07-01 00:00:00
2012-08-01 00:00:00
2012-09-01 00:00:00
2012-10-01 00:00:00
2012-11-01 00:00:00
2012-12-01 00:00:00
2013-01-01 00:00:00
2013-02-01 00:00:00
2013-03-01 00:00:00
2013-04-01 00:00:00
2013-05-01 00:00:00
2013-06-01 00:00:00
2013-07-01 00:00:00
2013-08-01 00:00:00
2013-09-01 00:00:00
2013-10-01 00:00:00
2013-11-01 00:00:00
2013-12-01 00:00:00
2014-01-01 00:00:00
2014-02-01 00:00:00
2014-03-01 00:00:00
2014-04-01 00:00:00
2014-05-01 00:00:00
2014-06-01 00:00:00
total_sales
567020.9498
507096.4690
2292182.8828
2800576.1723
554791.6082
5156269.5291
815313.0152
1462448.8986
4458337.4444
1649051.9001
3336347.4716
1871923.5039
3452924.4537
4610647.2153
3840231.4590
2442451.1831
3881724.1860
2858060.1970
2097153.1292
3176848.1687
2340061.5521
2600218.8667
3831605.9389
2840711.1734
3658084.9461
5726265.2635
5521840.8445
3733973.0032
5083505.3374
5374375.9418
3694667.9998
4560577.0958
4798027.8709
1478213.2920
8097036.3137
1985886.1496
6006183.2110
54151.4785
SELECT
DATE_TRUNC('month', orderdate) AS order_month,
SUM(totaldue) AS total_sales
FROM
sales.salesorderheader
GROUP BY
order_month
ORDER BY
order_month
03
Gain instant insights and recommendations for optimizing financial performance, complete with contextual summaries and actionable next steps.
04
Stay ahead with future developments, including advanced financial modeling, cash flow forecasting, and proactive financial health monitoring.
How it works?
01
Connect Patterns to your database and analyze all your financial data including systems like NetSuite, Salesforce, Stripe, and Brex.
02
Let Patterns automate tedious analytics tasks, such as data collection, reconciliation, and report generation.
Query
Data
Chart
#
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
order_month
2011-05-01 00:00:00
2011-06-01 00:00:00
2011-07-01 00:00:00
2011-08-01 00:00:00
2011-09-01 00:00:00
2011-10-01 00:00:00
2011-11-01 00:00:00
2011-12-01 00:00:00
2012-01-01 00:00:00
2012-02-01 00:00:00
2012-03-01 00:00:00
2012-04-01 00:00:00
2012-05-01 00:00:00
2012-06-01 00:00:00
2012-07-01 00:00:00
2012-08-01 00:00:00
2012-09-01 00:00:00
2012-10-01 00:00:00
2012-11-01 00:00:00
2012-12-01 00:00:00
2013-01-01 00:00:00
2013-02-01 00:00:00
2013-03-01 00:00:00
2013-04-01 00:00:00
2013-05-01 00:00:00
2013-06-01 00:00:00
2013-07-01 00:00:00
2013-08-01 00:00:00
2013-09-01 00:00:00
2013-10-01 00:00:00
2013-11-01 00:00:00
2013-12-01 00:00:00
2014-01-01 00:00:00
2014-02-01 00:00:00
2014-03-01 00:00:00
2014-04-01 00:00:00
2014-05-01 00:00:00
2014-06-01 00:00:00
total_sales
567020.9498
507096.4690
2292182.8828
2800576.1723
554791.6082
5156269.5291
815313.0152
1462448.8986
4458337.4444
1649051.9001
3336347.4716
1871923.5039
3452924.4537
4610647.2153
3840231.4590
2442451.1831
3881724.1860
2858060.1970
2097153.1292
3176848.1687
2340061.5521
2600218.8667
3831605.9389
2840711.1734
3658084.9461
5726265.2635
5521840.8445
3733973.0032
5083505.3374
5374375.9418
3694667.9998
4560577.0958
4798027.8709
1478213.2920
8097036.3137
1985886.1496
6006183.2110
54151.4785
SELECT
DATE_TRUNC('month', orderdate) AS order_month,
SUM(totaldue) AS total_sales
FROM
sales.salesorderheader
GROUP BY
order_month
ORDER BY
order_month
03
Gain instant insights and recommendations for optimizing financial performance, complete with contextual summaries and actionable next steps.
04
Stay ahead with future developments, including advanced financial modeling, cash flow forecasting, and proactive financial health monitoring.
Amplify your existing data investment
Amplify your existing data investment
AI-Driven Financial Analysis:
SEAMLESS INTEGRATION WITH YOUR FINANCIAL DATA
Patterns creates a unified knowledge graph across your financial systems, ensuring accurate and comprehensive insights.
STREAMLINE FINANCIAL PROCESSES
Automate repetitive financial analytics tasks, freeing up your team to focus on strategic initiatives and value creation.ca
ACCESSIBLE THROUGH CHAT, EMAIL, OR TICKET SYSTEM
Engage with Patterns using natural language, making sophisticated financial analytics accessible to both technical and non-technical users.
CONTINUOUS LEARNING AND IMPROVEMENT
Patterns adapts to your unique financial data model and business context, providing increasingly accurate and relevant insights over time.
AI-Driven Financial Analysis:
SEAMLESS INTEGRATION WITH YOUR FINANCIAL DATA
Patterns creates a unified knowledge graph across your financial systems, ensuring accurate and comprehensive insights.
STREAMLINE FINANCIAL PROCESSES
Automate repetitive financial analytics tasks, freeing up your team to focus on strategic initiatives and value creation.ca
ACCESSIBLE THROUGH CHAT, EMAIL, OR TICKET SYSTEM
Engage with Patterns using natural language, making sophisticated financial analytics accessible to both technical and non-technical users.
CONTINUOUS LEARNING AND IMPROVEMENT
Patterns adapts to your unique financial data model and business context, providing increasingly accurate and relevant insights over time.
Transform Your Financial Analytics
Whether you're a growing startup or an established enterprise, Patterns empowers your finance team to drive efficiency, accuracy, and strategic value.
Whether you're a growing startup or an established enterprise, Patterns empowers your finance team to drive efficiency, accuracy, and strategic value.
Whether you're a growing startup or an established enterprise, Patterns empowers your finance team to drive efficiency, accuracy, and strategic value.
Solutions
For Startups
Access CFO-level reporting and automation without the cost of a full-time hire. Patterns provides a full suite of financial tools, from monthly and quarterly close automation to advanced analytics, enabling you to make data-driven decisions and scale your business efficiently.
For Enterprise
Bridge the technical gap and empower your finance team with powerful analytics tools. Patterns automates routine reporting tasks, allowing your analysts to focus on strategic initiatives like demand forecasting, churn reduction, and financial modeling. Unlock the full potential of your financial data and drive bottom-line growth.
For Private Equity
Standardize reporting across your entire portfolio with Patterns. Our AI-powered solution integrates seamlessly with each portfolio company's financial systems, providing a unified view of financial performance. Gain real-time visibility into key metrics, streamline due diligence processes, and make data-driven investment decisions.
For Startups
Access CFO-level reporting and automation without the cost of a full-time hire. Patterns provides a full suite of financial tools, from monthly and quarterly close automation to advanced analytics, enabling you to make data-driven decisions and scale your business efficiently.
For Enterprise
Bridge the technical gap and empower your finance team with powerful analytics tools. Patterns automates routine reporting tasks, allowing your analysts to focus on strategic initiatives like demand forecasting, churn reduction, and financial modeling. Unlock the full potential of your financial data and drive bottom-line growth.
For Private Equity
Standardize reporting across your entire portfolio with Patterns. Our AI-powered solution integrates seamlessly with each portfolio company's financial systems, providing a unified view of financial performance. Gain real-time visibility into key metrics, streamline due diligence processes, and make data-driven investment decisions.
For Startups
Access CFO-level reporting and automation without the cost of a full-time hire. Patterns provides a full suite of financial tools, from monthly and quarterly close automation to advanced analytics, enabling you to make data-driven decisions and scale your business efficiently.
For Enterprise
Bridge the technical gap and empower your finance team with powerful analytics tools. Patterns automates routine reporting tasks, allowing your analysts to focus on strategic initiatives like demand forecasting, churn reduction, and financial modeling. Unlock the full potential of your financial data and drive bottom-line growth.
For Private Equity
Standardize reporting across your entire portfolio with Patterns. Our AI-powered solution integrates seamlessly with each portfolio company's financial systems, providing a unified view of financial performance. Gain real-time visibility into key metrics, streamline due diligence processes, and make data-driven investment decisions.
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