For finance & FP&A teams
Agentic BI for Finance
Finance runs on trust. SchemaChat answers revenue, margin, and spend questions with governed metrics — define a formula once and every analysis uses it — and cites the query behind each number, so it never guesses.
Start free — no credit cardQuestions Finance teams ask
Plain-English goals — SchemaChat plans and runs the whole analysis, then cites the numbers.
What's our gross margin trend by quarter?
Break revenue down by region and product line.
Where is spend growing fastest vs budget?
How do Enterprise, SMB and Consumer compare on revenue and margin?
Metrics it tracks
Revenue & growthGross / net marginSpend vs budgetCash & runwayUnit economicsCohort LTV
How SchemaChat helps
- Governed metrics: one definition of revenue/margin, used consistently everywhere.
- Auditability: every number links to the query that produced it — nothing fabricated.
- Partial-period aware: it flags in-progress months instead of calling them a decline.
Works with your stack
Connect the data behind your finance metrics
Agentic BI for Finance — FAQ
- How does SchemaChat help finance & FP&A teams?
- Governed metrics: one definition of revenue/margin, used consistently everywhere.
- Do I need SQL or a data analyst?
- No. Give SchemaChat a goal in plain English — it plans the steps, runs the queries, and returns a cited answer, so finance & FP&A teams don't have to wait on a data team.
- What metrics can SchemaChat track for finance?
- Common ones include Revenue & growth, Gross / net margin, Spend vs budget, Cash & runway — plus anything else in your connected data.
- Can I trust the numbers?
- Every figure is cited back to the query that produced it, and SchemaChat refuses to guess rather than fabricate — so finance decisions rest on your real data.
More use cases