Use case
Use case3 min readBy The Data Workers Team

Intercompany and consolidation data, run by agents

Intercompany balances disagree across entities and are eliminated by hand at quarter end. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Intercompany balances disagree across entities and are eliminated by hand at quarter end.
  • •What changes. Agents match intercompany balances daily, flag mismatches and keep consolidation inputs reconciled.
  • •What stays with your people. Elimination and consolidation entries: they shape reported results.
  • •The result. Consolidation starts balanced.

The problem today

Intercompany balances disagree across entities and are eliminated by hand at quarter end.

What changes with Data Workers

Agents match intercompany balances daily, flag mismatches and keep consolidation inputs reconciled.

The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Connectors agent calls get_connector_status and lands entity ledgers.
  2. 2.The Quality Monitoring agent calls run_quality_check and matches intercompany balances.
  3. 3.The Incident Debugging agent calls get_root_cause and traces mismatches.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and routes elimination entries.

The impact metrics we move

  • •Intercompany match: from about a week to 15-20 min
  • •Mismatch traced: from about 3 days to ~1 h
  • •Consolidation inputs ready: from about 2 weeks to 8 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

  • •Intercompany matches daily, so quarter end starts balanced.
  • •Mismatches are traced to the entity, so fixes happen locally.

Where your people stay in charge

Elimination and consolidation entries always go to a named approver, because they shape reported results. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Intercompany matching for two entities.
  • •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:
  • •Intercompany match: from about a week to 15-20 min
  • •Mismatch traced: from about 3 days to ~1 h
  • •Consolidation inputs ready: from about 2 weeks to 8 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 finance and accounting page · The full team playbook

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