ADV-04 · FlowCount Advisory

CFO questions over governed data

Ask the ledger a question, and see the evidence behind the answer.

إجابات للمدير المالي من بيانات موثقة

Under evaluationFor: CFO · Finance leadership

Cited

every answer names its datasets and period filters

Basis: property of the method

The problem

Leadership questions about margins, spending and overdue customers go into an analyst queue and come back as a spreadsheet days later.

What FlowCount does

Natural-language questions over governed GL, TB, FS, AR/AP and budget data, answered with the datasets and period filters used, and a drill-down to the lines.

AI and rules used
LLM query planning over a semantic layer; grounded narrative
Builds on
TB to financial statements; continuous tax monitoring

How it works

Who does each step

  1. 01AI

    Interpret the question

    Into a query over approved KPI definitions only.

  2. 02Rules

    Compute

    The numbers come from the engine, not the model.

  3. 03AI

    Explain

    Commentary linked to schedules; forecasts and inferred causes labelled as estimates.

What you send

  • GL, TB and FS
  • AR and AP
  • Budgets and forecasts
  • Approved KPI definitions

What you receive

  • Answers with source datasets and filters
  • Management commentary
  • Suggested follow-up analyses

Controls built in

  • Every answer cites its datasets and period filters
  • Forecasts and causes labelled as estimates, not facts
  • Built only after the data foundation is stable

Sample input → expected output

What the result looks like

Basis: property of the method

Deliberately last. A finance assistant on unreconciled data gives confident wrong answers, so the reconciliation engine and the data contract come first.

Portfolio scorecard

Where it sits on the roadmap

Value

3.40 / 5

Feasibility

2.30 / 5

Priority index

1.56 · rank 26 of 27

Quadrant

Deprioritise

Delivery

Backlog

T-shirt size L: 8 to 16 weeks with 3 engineers + 1 tax SME + 0.5 QA + PM, indicative build 275k to 600k. New integration (ERP/portal) or judgement-heavy AI with an evaluation harness. How we score and sequence →

Related solutions

ACC-06On the roadmap

TB to financial statements

Draft statements, lead schedules and analytical review from a trial balance.

ADV-01On the roadmap

Tax research copilot (KSA)

Answers from Saudi tax law, with the article to prove it.

ADV-02On the roadmap

ZATCA assessment & notice triage

Every ZATCA letter triaged: issues, amounts, deadlines.

Ask the ledger a question, and see the evidence behind the answer.

Tell us about your situation and we will keep you posted as this solution moves forward.

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