Agents and workflows that build your packets, reconciliations, and close tasks from your data warehouse, templates, and systems—with every number cited.
In production with a global professional services firm for over a year: thousands of users across multiple countries and regions.
Every finance team has the deliverable that eats the weekend: the weekly packet, the board-pack, the variance commentary. The numbers exist. The template exists. Someone still copies one into the other, slide by slide, and prays nothing changed upstream.
Then the CFO asks why Southeast dropped 8% and the answer is "let me check with data."
The assembly is not the job. The judgment is.
Pick the recurring output. The AP reconciliation. The month-end close reminder sequence. The audit support workflow. Bring a sample of what you would accept.
Connect what it needs. Snowflake or Databricks through a semantic model. The PowerPoint template. Oracle Fusion extracts and the SharePoint folder. Each user's own permissions.
Turn it into an Agent Operating Procedure (AOP). Schedule, sources, template, output shape, and the steps that need a human.
Review, not redo. Every number cited to its table and freshness. Every agent edit attributed and reversible. The CFO edits a headline; the number beneath it does not move.
A workflow queries the warehouse through the semantic model, fills the company deck template slide by slide, writes the headlines, cites every figure, and emails it at 7:30 AM Monday. A global CPG provider runs this for executives.
Oracle Fusion exports, SharePoint contracts, and inbox attachments merged in one pass; unpaid, underpaid, and overpaid flagged with a citation back to the source document. Replaced a macro-heavy workbook at a Fortune 500 retailer.
Month-end reminders by email. Variance explanations drafted with lineage. Rebate reconciliation. Board-pack first drafts. Each number traces to its upstream table and transform.
Chained workflows: one classifies pull requests, a second escalates edge cases to a reviewer, a third computes the journal entries. Thousands of pull requests in the first pass at a fintech.
Keep the workbook. Point it at live Azure SQL with queries in the cell. Let the agent write the 100,000-cell cleanup VBA never would. Existing Power Query workbooks keep their linkage. =ATHENAQUERY("net sales by region, last 8 weeks") in a cell.
An agent updated FX assumptions across 4,000 cells the night before the board meeting. The controller reads the diff, rolls back one range, keeps the rest. Four minutes.
Click the figure. See the table, the transform, and that the data sync job lagged Thursday. Send the card to data engineering, already diagnosed.
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“It's insane the level that you guys are working at speed wise. And it's incredible. You guys are awesome.”
“As if, you know, an analyst is sitting next to you and building it for you.”
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
Verbatim from customer calls. Customers anonymized.
Agents for the question in the side panel: "explain the Southeast variance." Workflows (AOPs) for the recurring: the packet, the reconciliation, the reminders. Applications for the many: the close dashboard the whole team opens with access included in Athena services.
Snowflake, Databricks, BigQuery, Azure SQL, Oracle, Workday and ADP extracts, SharePoint, Outlook, Excel. Runs in our cloud or your VPC. Your warehouse permissions are the agent's permissions.
Athena is not an ERP or a consolidation engine. Athena works on top of yours and writes back only where you allow, with approval.
Finance teams read AOP as Annual Operating Plan. Ours is the Agent Operating Procedure. Yes, we have run AOPs on your AOP.
Run recurring deliverables such as reconciliations, variance commentary, forecasts, board packs, and audit requests, and flag the exceptions for review.
Yes. Every figure is cited to its source, every change is attributed, and nothing goes out without your approval.
With the recurring deliverable that consumes the most hours each month.
No. Agents work with your existing spreadsheets, templates, and systems.
Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.
How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.
Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.
Ready-made finance briefs you can run on a schedule.
We will build it from your data, in your template, while you watch. Then hand you the workflow.