Intelligent Finance

Intelligent Finance

Intelligent Finance

Financial Analysis and Reporting with AI Agents

Financial Analysis and Reporting with AI Agents

Financial Analysis and Reporting with AI Agents

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.

About us

Explore notes, thoughts, and experiments from the team.

Financial Analysis in Natural Language

Financial Analysis in Natural Language

Financial Analysis in Natural Language