Use case
Use case3 min readBy The Data Workers Team

Budget and expenditure data, run by agents

Obligations, outlays and budgets sit in financial systems that rarely reconcile without manual work. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Obligations, outlays and budgets sit in financial systems that rarely reconcile without manual work.
  • •What changes. Agents reconcile obligations to outlays daily and keep budget execution metrics governed.
  • •What stays with your people. Published financial reports: they are audited.
  • •The result. Budget execution is visible daily.

The problem today

Obligations, outlays and budgets sit in financial systems that rarely reconcile without manual work.

What changes with Data Workers

Agents reconcile obligations to outlays daily and keep budget execution metrics governed.

The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Data Context & Catalog agent (define_business_rule) → Autonomous Data-Conductor (verify_data).
Fig. 1:The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Data Context & Catalog agent (define_business_rule) → Autonomous Data-Conductor (verify_data).

The workflow, step by step

  1. 1.The Connectors agent calls get_connector_status and lands financial system data.
  2. 2.The Quality Monitoring agent calls run_quality_check and reconciles obligations and outlays.
  3. 3.The Data Context & Catalog agent calls define_business_rule and governs budget metrics.
  4. 4.The Autonomous Data-Conductor calls verify_data and verifies reports.

The impact metrics we move

  • •Obligation tie-out: from about a week to under 1 h
  • •Execution report: from about 2 weeks to 4 h
  • •Variance explained: from about 3 days to ~1 h
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Obligations reconcile daily, so variances surface early.
  • •Budget metrics are governed, so offices agree.

Where your people stay in charge

Published financial reports always go to a named approver, because they are audited. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Daily reconciliation for one office.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Obligation tie-out: from about a week to under 1 h
  • •Execution report: from about 2 weeks to 4 h
  • •Variance explained: from about 3 days to ~1 h
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The government hub · The full team playbook

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