For finance & the CFO
Answer the revenue question before the meeting, not after.
Finance asks the data directly: what drove the number, where it came from, and whether to trust it. Every answer carries its lineage, so the figure that reaches the board is one your data team can stand behind.
Ask Embrasure · Finance
- RevenueWhat drove last quarter's revenue spike?
- MarginWhich customers are dragging gross margin?
- PlanHow does pipeline coverage compare to last quarter?
Fig. 1 · What the CFO asks
What finance gets
LineageEvery figure traces from prompt to SQL to result, so you can show how it was built when the board asks.
Self-serveAsk in plain English instead of waiting on the data team for each new cut of the numbers.
Read-onlyAgents query under approval gates and RBAC; nothing touches your systems of record.
The data team stays in control
The catalog, the definitions of revenue and margin, and the access rules are owned by your data team. Finance just asks. That is how self-serve stays safe: the people who know the numbers define them, and everyone else inherits the right answer.