Use case
Use case3 min readBy The Data Workers Team

Real-time financial reporting data, run by agents

Reports wait for the close, and mid-month numbers are estimates assembled from ERP and billing exports. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Reports wait for the close, and mid-month numbers are estimates assembled from ERP and billing exports.
  • •What changes. Agents keep ERP, billing and warehouse data reconciled continuously, so reporting is current any day of the month.
  • •What stays with your people. Published financial results: they carry accountability.
  • •The result. Leadership sees reconciled numbers mid-month.

The problem today

Reports wait for the close, and mid-month numbers are estimates assembled from ERP and billing exports.

What changes with Data Workers

Agents keep ERP, billing and warehouse data reconciled continuously, so reporting is current any day of the month.

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 ERP and billing data.
  2. 2.The Quality Monitoring agent calls run_quality_check and reconciles to the GL.
  3. 3.The Data Context & Catalog agent calls define_business_rule and governs reporting definitions.
  4. 4.The Autonomous Data-Conductor calls verify_data and verifies before publishing.

The impact metrics we move

  • •Flash report: from about a week to ~1 h
  • •Billing-to-GL tie-out: from about a week to 15-20 min
  • •Definition question: from about a day to seconds
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

  • •ERP and billing reconcile continuously, so reports are current.
  • •Reporting definitions are governed, so everyone uses the same revenue.

Where your people stay in charge

Published financial results always go to a named approver, because they carry accountability. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. A daily flash report for one business unit.
  • •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:
  • •Flash report: from about a week to ~1 h
  • •Billing-to-GL tie-out: from about a week to 15-20 min
  • •Definition question: from about a day to seconds
  • •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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