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Overview

A Financial Analyst powered by Pylar analyzes revenue trends, expenses, profitability metrics, and generates comprehensive financial reports to support business decisions.

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What the Agent Needs to Accomplish

The agent must:
  • Analyze revenue trends and patterns
  • Track expenses by category
  • Calculate profitability metrics
  • Generate financial reports
  • Identify budget variances
  • Forecast financial performance

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How Pylar Helps

Pylar enables the agent by:
  • Unified Financial View: Combining revenue, expenses, and budget data
  • Real-time Analysis: Querying current financial metrics
  • Automated Calculations: Complex financial calculations
  • Trend Analysis: Identifying financial patterns
  • Report Generation: Automated financial reporting

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Without Pylar vs With Pylar

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Without Pylar

Challenges:
  • ❌ Multiple financial systems
  • ❌ Manual financial calculations
  • ❌ Time-consuming report generation
  • ❌ Limited real-time insights
Implementation Complexity: ~5-6 weeks

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With Pylar

Benefits:
  • ✅ Single endpoint for all financial data
  • ✅ Automated calculations
  • ✅ Real-time financial metrics
  • ✅ Easy report generation
Implementation Complexity: ~6-7 hours

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Step-by-Step Implementation

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Step 1: Connect Data Sources

  1. Connect Accounting System (Revenue, expenses, transactions)
  2. Connect Billing System (Invoices, payments)
  3. Connect Budget System (Budgets, forecasts)

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Step 2: Create Financial Views

Financial Performance View: 
CREATE VIEW financial_performance AS
SELECT 
  DATE_TRUNC('month', transaction_date) as month,
  SUM(CASE WHEN type = 'Revenue' THEN amount ELSE 0 END) as revenue,
  SUM(CASE WHEN type = 'Expense' THEN amount ELSE 0 END) as expenses,
  SUM(CASE WHEN type = 'Revenue' THEN amount ELSE 0 END) - 
  SUM(CASE WHEN type = 'Expense' THEN amount ELSE 0 END) as profit,
  ((SUM(CASE WHEN type = 'Revenue' THEN amount ELSE 0 END) - 
    SUM(CASE WHEN type = 'Expense' THEN amount ELSE 0 END)) / 
   NULLIF(SUM(CASE WHEN type = 'Revenue' THEN amount ELSE 0 END), 0)) * 100 as profit_margin
FROM accounting.transactions
GROUP BY DATE_TRUNC('month', transaction_date);

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Step 3: Create MCP Tools

Tool 1: Analyze Revenue Trends
  • analyze_revenue_trends(period: string, start_date: date, end_date: date)
Tool 2: Track Expenses
  • track_expenses(category: string, period: string)
Tool 3: Calculate Profitability
  • calculate_profitability(period: string, segment: string)
Tool 4: Generate Financial Report
  • generate_financial_report(report_type: string, period: string)

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Example Agent Interactions

User: “What’s our financial performance this quarter?” Agent: “Q2 Financial Performance:
  • Revenue: $2.4M (+15% vs Q1)
  • Expenses: $1.8M (+8% vs Q1)
  • Profit: $600K (+35% vs Q1)
  • Profit Margin: 25% (up from 20%)
  • Top Expense: Salaries ($850K)
  • Budget Variance: Under budget by 5%“

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Outcomes

  • Report Generation: 80% faster
  • Financial Visibility: Real-time metrics
  • Decision Speed: 50% faster financial decisions
  • Accuracy: 95% calculation accuracy

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Next Steps