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Webinar - Dec10th - Financial Analytics

Is your finance and procurement reporting keeping up with the pace of your business? Too often, critical insights arrive too late by the time data is reconciled across systems, duplicate payments, missed savings, compliance gaps, and other issues may have already slipped through.<br>Traditional reporting tools struggle to keep up with fast-moving business demands. Disconnected systems and delayed data updates leave finance leaders without visibility into key spend trends and supplier performance.<br>Dataplatr is addressing this challenge head-on with an exclusive GCP webinar on AI-Powered Procure-to

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Webinar - Dec10th - Financial Analytics

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  1. AI Powered Financial Analytics Case study - Transforming Procure-to-Pay Google Cloud Partner Re-imagining- Data Transformation & Business Insights with AI Specialization: Data Analytics

  2. Your Speakers Shubham M Harish Ram Blake Lanning Prabu V CO-Founder, CEO Solution Architect Google Cloud CO-Founder, CTO AI Lead

  3. Agenda Google AI Agent Introduction Google Cortex framework Dataplatr Introduction / Solutions Accelerators Reference Architecture on GCP Agentic AI - Data pipelines & Governance AI Powered Business Insights & Conversational Analytics Q & A / Next Steps Speaker : Harish R

  4. Poll What is your primary goal for attending the webinar on ‘AI Powered Financial Analytics’? • To learn the fundamentals of Agentic AI and ELT automation • To understand how Medallion Architecture enhances data governance and quality • To explore how AI agents can accelerate Financial workflows and reduce manual effort • To evaluate Agentic AI-based Financial solutions for potential adoption • Other (please specify) Speaker : Harish R

  5. AI Agents Present the biggest opportunity to drive business impact with AI Build compelling content Help answer questions Drive Productivity & Collaboration Support development Make Recommendations Protect against cyber attacks Speaker : Blake L Blog - AI's impact on industries in 2025

  6. Existing data platforms don’t meet the needs of the AI era due to legacy design and limited scale 85% companies experimenting or inlimited production with Gen AI 5% companies that have Gen AIapplications implemented at scale Source: Wavestone, 2024 Data and AI Leadership Executive Survey Speaker : Blake L

  7. Accurate & reliable business AIgrounded in your enterprise data Cortex Framework enables enterprise data grounding for AI Deployable content for building the foundations for AI Data Connectors & Processing Data Models & Metadata Supported Data Sources Etc … CM360 DV360 GA Speaker : Blake L D&B Ads Partners SAP Oracle Salesforce TikTok LiveRamp Meta Factory Public YouTube

  8. About Dataplatr Dataplatr delivers data engineering and AI with pre-built models for enterprise apps like SAP, Oracle EBS, Workday, and Salesforce to unlock business value from data. We help you define a robust data strategy, deploy a modern data stack, and build analytics that drive measurable business outcomes. We bring deep functional and technical expertise in modern data tools, with a holistic view from strategy through end-user adoption. Who We Are What We Do How We Do it

  9. Our Services Dataops BI & Analytics Data Integration Ensure data privacy, compliance, and security with robust protocols and user access controls. Easily connect & consolidate data from diverse sources such as Ccaas, HR systems, Financial systems, CRM Model & Visualize the data by incorporating Business rules to formulate concrete physical and logical layer. Accelerators Generative AI Leverage built-in analytics tools and customizable dashboards to uncover insights and visualize data trends for Enterprises Easily retrieve the right information easily with natural language queries. Speaker : Harish R

  10. Dataplatr Accelerators for Enterprise Ability to easily build and deploy data & machine learning models Dataplatr HR Analytics is a pre-built AI solution offering key insights into employee attrition, retention, hiring, compensation, and workforce diversity. People & Talent Acquisition Analytics Dataplatr Sales & Mkt Analytics is a prebuilt AI solution for CRM and marketing platforms that drives growth through optimized strategies and actionable insights. Sales & Mkt Analytics Dataplatr Contact Center Analytics uses prebuilt metrics and AI insights to enhance customer service through data-driven understanding of performance and customer behavior trends. Contact Center Analytic Dataplatr Finance Analytics is a pre-built AI solution for E-Business Suite that delivers financial insights from general ledger data to optimize cash flow and track key metrics like payments, invoices, and aging. Financials Analytics Accelerators Dataplatr Procurement & Spend Analytics is an AI-driven solution that boosts sourcing efficiency by uncovering cost-saving opportunities through spend, compliance, and supplier insights. Procurement & Spend Speaker : Harish R

  11. Deliverables : Pre-built & Self-service accelerators Predefined Data Models 4 2 3 1 • Cortex Framework accelerates business innovation by leveraging cloud-native technologies. • It provides a blueprint to design, build, and deploy data & AI solutions tailored to specific business needs. • The framework reduces risk, complexity, and cost through packaged content, referencearchitectures, and deployable accelerators. Simplified data modeling using SQL transformations. Integrates seamlessly with Git for version control. Supports scheduling for automated data pipelines. Manages dataset and transformation dependencies. Packaged Reports & Dashboards Cortex Framework Seamless Data Integration Blueprints to design, build, and deploy tailored data & AI solutions.Predefined templates for data processing, ingestion, and change data capture pipelines, facilitating quicker deployment. Integration: Works with Google Cloud services and third-party tools. Orchestration: Manages workflows and dependencies with Apache Airflow. Scalability: Handles large data volumes and workflows efficiently. Library of Business Metrics, Plug and play Dashboards, business areas including the entire data flow with many advanced embedded capabilities Speaker : Harish R

  12. Architecture & Approach Data Acquisition Flexibility Data Intelligence Innovative Solutions Data Staging and Transformation Foundation Data Sources ELTAutomation Sources Low Code , Collaborate,Automate Transformation Visualization Extract Load Dept- Level r,w Silver Bronze Gold Cleansed Schema Analyst Schema Source schema Biz Logic Schema Dataproc • Basic Clean • Row level • Date/Curr • As-Is data • Audit trail • Historical • Transformation • Cross functional • Unified Business rules • Common Dim / Met / Hier • Departmental schema • Read Write access • Hub & Spoke area Gemini + Looker Orchestration Speaker : Harish R

  13. ReImagine : Data pipeline and Governance & Reporting Traditional Data pipelines, even when automated, still depend heavily on manual intervention. Data engineers must write and maintain complex pipelines, while also manually defining and enforcing governance policies. Key Challenges: • Time to Market • Data quality/reliability • Scalability & Maintenance What risks and trust issues arise when governance relies on manual controls? Goal: Transition from manual processes to a more autonomous, agentic system Speaker : Harish R

  14. AI enabled Data Foundation: Leverage the Medallion Architecture (Bronze, Silver, Gold) to structure your data into clean, reliable, and business-ready layers. Our Solution Medallion Architecture Meets Agentic AI AI Agentic Data pipelines ( Demo ) • Enrich Metadata with Human-in-the-Loop Intelligence • Policy Aware, Self healing pipelines: Empower Business Users with Conversational Intelligence ( Demo ) In the Gold Layer, business teams can interact directly with their curated datasets through a chatbot interface, getting instant, context-aware insights without writing code. Speaker : Harish R

  15. Agentic Data Pipelines Design Principles These pillars describe how Agents interact to ensure accuracy, trust, and automation. Agentic Data pipelines blends reasoning, human oversight, and rules-based control to manage modern data pipelines. Speaker : Shubham M

  16. Agentic Data Pipelines Architecture Speaker : Shubham M

  17. Agentic Data Pipelines Demo WIP Speaker : Shubham M

  18. Poll Which area of your data pipeline can be most assisted by AI? • Writing transformation SQLs • Validating SQLs and self healing • Updated Documentation of Pipelines • Evolving Pipelines seamlessly • Data Lineage Discovery and Understanding Speaker : Harish R

  19. Procure to Pay Cortex Model • Agentic AI for Finance Team Speaker : Prabu V

  20. Procure to Pay Cortex Model Spend Analytics Journey Approval History For PO & PR Procurement Overall Invoice Spend Paid & Unpaid Spend Snapshot • Spend • Open Liability • Requisition‑to‑Order • Approval Cycle Time • PO vs Invoice Coverage • Average Approval Life Cycle Time(PO & PR) • Pending Approvals Count • Approval Touch Points per document. • On-Time Approval rate. • Total invoiced Amount(Paid & Unpaid). • Outstanding Payables. • Average Days to Pay(DPO). • On-Time Payment Rate(1%). • Total Spend(MTD/YTD) • Spend by Category. • Spend Under Management %. • PO and Non-PO Spend Ratio(1%) Speaker : Prabu V

  21. Looker: AI for BI Platform Data Intelligence Innovative Solutions Data Intelligence Innovative Solutions Explores Dashboards Model Gemini in Looker • Looker Conversational Analytics • Automatic Slide Generation . • Formula assistant • LookML assistant • Visualization assistant Procurement Procurement Finance AP Aging BigQuery HR Headcount Contact Center CCAI Speaker : Prabu V

  22. Natural Language Assistance in Looker Looker Conversational Analytics:Ask, explore and analyze in natural language to unify insights across all your systems. Automatic Slide Generation:Auto-create presentation-ready slides from Looker insights, turning data and visuals into instant, compelling stories. LookML Assistant:Automate and optimize LookML development with AI-driven modeling and data structure recommendations. Formula Assistant:Use AI to build and refine formulas effortlessly, simplifying complex calculations and enhancing report accuracy. Visualization Assistant:Define KPIs and create intelligent dashboards that drive clarity and business optimization. Speaker : Prabu V

  23. Procurement & Spend Analytics Demo WIP Speaker : Shubham M

  24. Agentic AI in Finance Reconciliation Agent - Automate period close activities through Agentic AI • Plug in Agentic AI between your billing and accounting systems • Reconciliation becomes fully autonomous. • Instant mismatch detection across both systems • One-click approvals for finance owners • Automatic corrections pushed directly via APIs Speaker : Prabu V

  25. Poll What interests you most about the Agentic AI approach showcased in this webinar? • AI-driven automation of data transformation tasks • Human-in-the-loop governance and control • Continuous data quality enforcement and proactive monitoring • Chatbot-driven data interaction for business users • Cost and time savings through reduced manual intervention Speaker : Prabu V

  26. Q&A Changes Q&A + Agenda Recap What We Covered Today • Cortex Framework for Enterprise AI Readiness Accelerators, packaged content, and faster deployments • Agentic AI & the Future of Data pipeline Automation How AI agents eliminate manual pipeline dependencies • Looker + Gemini for Conversational Analytics Natural language insights, auto slide generation & AI modeling 💬 We’re now open for your questions

  27. Come Aboard!! Your Next Actions with Dataplatr 1 Book a 1:1 Strategy Call + Live Demo Discuss your use case and see Agentic AI + Cortex in action 2 Start Your Free 30-Day Trial Explore the solution risk-free and experience real business impact Scan to speak with our Data & AI experts Contact Us Follow Us On 408-242-7806 Info@dataplatr.com

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