Know what goes into the number.
Give your agents the definitions behind revenue, refunds, and margin, so each new question starts with the same accounting rules.
Questions to start with
- What changed in net revenue last quarter?
- Which customers have the lowest gross margin?
- How do collections compare with the same period last year?
Give your agents the context
| Definitions | Keep the meaning of net revenue, margin, and recognized revenue available to your agents. |
|---|---|
| Corrections | Save the adjustments that matter, such as excluding test accounts or subtracting refunds. |
| Source data | Query the invoices, payments, and account records behind the result. |
Your team owns the definitions and decides which data agents can access. Review the SQL and results before using them for financial reporting.
Start with your data
Bring your sources into the Embrasure Warehouse, or keep Snowflake or BigQuery and add query routing and compute. Connect through MCP or the CLI from the agent tools your team already uses.