DataAgentsForecast on Friday.
Defend it on Monday.
DataAgents replaces the rebuild-the-spreadsheet workflow with a governed financial loop. Cash, margin, ARR, and the explanation behind every number. Same answer in Slack, the board pack, and the API.
The four questions
finance keeps re-asking.
Not the dashboard view of finance. The governance view: what changed, why, what is the impact, and what is the recommendation for every meaningful number on the P&L.
What does cash actually look like next quarter?
A live forecast that reads from billing, payroll, AP/AR, and bank balances and tells you which assumption is driving the miss.
Where did margin move, and why?
Refunds, fees, cogs, shipping, discounts all reconciled to a single contribution-margin definition. Drivers explained, not buried.
Is the ARR I report the ARR my CRM thinks?
One ARR number for finance and revenue ops. Diff alerts when Salesforce, Stripe, and the model disagree by more than 1%.
Audit-ready answers,
without the audit-ready effort.
- × 1 FP&A analyst rebuilds the model every Monday
- × 1 data engineer maintains 14 reverse-ETL pipes
- × NetSuite, Pennylane, Stripe, Salesforce, banks. None agree
- × Audit committee asks why. Three days of digging
- × Forecast accuracy depends on which spreadsheet wins
- ✓ One governed definition for ARR, margin, runway, cash
- ✓ Live thread answers why it moved with SQL attached
- ✓ Audit log on every metric change · two-reviewer publish
- ✓ Slack, board deck, and the API show the same number
- ✓ +11pp median forecast accuracy · −63% time on packs
Bring last quarter's board pack.
We will rebuild it in 45 minutes.
Sandbox connection. Real numbers. Same governed definitions you would ship to the committee.