Generate financial reports and get real-time financial updates just by asking AI

Analyze forecasts. Track expenses. Automate reporting — directly from your connected systems.

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Finance Claude

How will connected AI change your financial planning?

Always-on, explainable rolling forecasts with AI

Pulls live actual accounting from NetSuite, Sage, or QuickBooks with pipeline from Salesforce to keep forecasts current, not quarterly. Instantly rerun scenarios, highlight the biggest drivers, and hypothesize the assumptions behind the change—so you can move from static budgets to continuous, defensible planning.

Agentic planning that closes the loop

Enable AI agents to assemble data across systems, automating the grunt work between close, analysis, and reforecast. No tickets or manual reconciliations; just governed, audit-ready updates your team can approve and publish.

Why finance leaders choose CData Connect AI

  • Rapid deployment and easy setup – Rapid set up in minutes to hundreds of systems with one universal MCP URL without IT’s help. 

  • Real answers from AI — Variance analyses, forecasts, and risk insights in plain language 

  • Agentic AI workflows — AI that doesn’t just answer, but can explore records, budgets, and updates across systems 

  • Governed & secure — Enterprise-grade policies ensure compliance and audit readiness 

  • Strategic freedom unlocked — Spend less time closing the books, more time shaping the future 

  • Battle-tested CData connectors – Built on CData data connectivity, trusted by 6,000+ enterprise customers like Google, Palantir, and Salesforce over the past 10 years