Agentic ETL Pipelines
Extract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.
View the capabilityFor CFOs and finance leaders
Prepare financial analyses that your team can verify.
Use ThinkStack to extract data from financial documents, run calculations, and prepare draft reports. Review the data and code behind each figure, then assess the full cost of producing the report.
The work to improve
Spend less time preparing material for financial review.
Finance teams check invoices, reconcile reporting tables, and investigate variances. ThinkStack can prepare records and analyses so your team can review the calculations, resolve questions, and decide what belongs in the final report.
01 · Inputs your team can access
Financial documentsInvoices and supporting records
Approved datasetsTables and authorized exports
Metric definitionsReporting periods, data joins, and calculation rules
Reporting materialTemplates and approved commentary
ThinkStack
Configured agents, tools, and workflow steps
Agentic ETL PipelinesExtract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.Data Analysis PlaygroundRun SQL and Python analyses, then inspect the code, tables, charts, and execution records.Document Writing AgentsReview proposed edits as tracked changes, with supporting source passages, author details, and revision history.Observability & TracingInspect tool calls, source retrievals, generated responses, errors, and usage costs for each run.Flow OrchestratorDefine the sequence of steps, tool calls, inputs, and outputs for a repeatable workflow.Policy & GuardrailsConfigure and test runtime rules. Inspect which rule applied, the text that matched, and the action recorded.
Defined access · Configured checks · Accountable reviewers
02 · Outputs for review
Prepared recordsValidated fields and exceptionsVariance analysisCode, tables, and chartsManagement reportDraft changes for approval
Where to start
Start with a recurring finance task
Use records your team can access and definitions agreed on by your analysts. Confirm permissions and allowed actions before connecting financial systems.
01Financial document preparationExtract required fields and flag records that need attention.
- Start with
- Invoices, reference records, and finance-approved validation rules.
- Agent preparation
- Read the documents, extract fields, check them against the configured validation rules, and hold invalid or uncertain values for review.
- What your team receives
- Structured records with links to their source documents and a list of unresolved items.
- Human review and approval
- Finance checks values held for review and approves the transfer of records to the agreed downstream process. The designated owners retain authority over payments and accounting decisions.
- What to measure
- Preparation and review time, corrections, and the number of accepted records.
02Variance and spend analysisReview the calculations used to compare reporting periods.
- Start with
- Approved financial tables, comparison periods, and definitions for the measures being analyzed.
- Agent preparation
- Write and execute SQL or Python, compare reporting periods, and produce charts and data tables. Show the code used to calculate each figure.
- What your team receives
- An analysis with calculations that the analyst can inspect and reproduce.
- Human review and approval
- The analyst checks data joins, reporting periods, classifications, missing data, and the interpretation of the results.
- What to measure
- Analysis and review time, corrected calculations, and time to an approved analysis.
03Management reporting preparationUse reviewed analysis to prepare draft report wording.
- Start with
- Reviewed tables, report templates, and approved reference material.
- Agent preparation
- Prepare commentary and proposed edits with the relevant supporting sources. Leave unsupported explanations for the owner to resolve.
- What your team receives
- A draft report with tracked changes, source references, and unresolved questions.
- Human review and approval
- The finance owner checks statements, accepts or rejects edits, and authorizes the final report.
- What to measure
- Preparation time, review rounds, and substantive corrections.
Review example
Review a variance calculation and its supporting data
Your analyst can check the arithmetic and reporting assumptions before approving the explanation.
- Prior-period spend
- £124,800
- Current-period spend
- £128,400
- Calculated change
- £3,600 / 2.9% (rounded)
- Supporting data and code
- The query, reporting periods, data table, and chart
- Question for the analyst
- Are the categories and reporting scope consistent across both periods?
The finance owner verifies the calculation and the explanation for the change.
Pilot measurement
Measure the full cost of producing an accepted result.
Include implementation, licensing, usage, support, and the work your team still needs to do. Distinguish staff time freed up from cash savings realized.
- Staff time freed up
- Baseline staff hours minus the time still spent on preparation, review, correction, and administration.
- Operating costs
- Licensing, model usage, infrastructure, and ongoing support.
- Implementation
- Integration, configuration, testing, and staff time.
- Cost per accepted result
- Total agreed workflow costs divided by the number of accepted results in the same period.
Platform capabilities
The modules behind these workflows
Review the relevant capabilities with your technical team and confirm the configuration for the intended use.
Flow Orchestrator
Define the sequence of steps, tool calls, inputs, and outputs for a repeatable workflow.
View the capabilityData Analysis Playground
Run SQL and Python analyses, then inspect the code, tables, charts, and execution records.
View the capabilityObservability & Tracing
Inspect tool calls, source retrievals, generated responses, errors, and usage costs for each run.
View the capabilityDocument Writing Agents
Review proposed edits as tracked changes, with supporting source passages, author details, and revision history.
View the capabilityKnowledge Base Management
Curate the reference material available to agents and manage its classification, access, and lifecycle.
View the capabilityCommon questions
Before you plan the workflow
Can ThinkStack connect to our ERP?
Confirm the system and version, authentication requirements, available APIs or MCP tools, and permitted read or write actions. Connector availability and supported actions need to be checked for each finance system.
Can we reproduce an analysis?
The Data Analysis Playground executes SQL and Python and shows the calculation code. Finance can inspect and rerun the analysis, checking source versions and definitions when comparing reporting periods.
Does usage cost tracking provide a complete ROI calculation?
Usage records show agent and model costs. A complete ROI calculation also needs implementation, licensing, support, human review, and verified business outcomes. Agree on those inputs before the pilot.
Does this authorize payments or accounting entries?
These workflows prepare records, analyses, and draft reports. Finance owners retain approval authority. Any transaction or update in an external system requires agreed permissions, an integration, and appropriate controls.