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Genie for Finance  |  Genie Accelerator Program

A finance agent built on your Unity Catalog, with 28 certified finance questions and every answer traced to its source. Built with your team, on your own data, and benchmarked before anyone relies on it.
See it live in a 30-minute briefing

Every answer traced

Every answer shows its work.

Try the questions finance leaders ask most. Each answer shows the tables and the query behind it, one click to check, one click to share.
Scripted answers on showcase data for an invented insurer. No customer data.
Finance agent · showcase dataUnity Catalog permissions apply

What makes the answer trustworthy

Verified answers, by design

The judgment stays with your team, and every answer arrives with the evidence to support it: the definition it used, the tables it read, and the query it ran.

Certified definitions

28 finance questions, each with an agreed definition of a correct answer, bound to your catalog through Unity Catalog metric views.

Traced to source

Every answer shows the tables and the query behind it. One click to check, one click to share.

Benchmarked before release

Accuracy is measured against the committed question set before the agent is opened to users, and the scores are yours to inspect.

Your permissions apply

Unity Catalog permissions are enforced at query time. A user sees only what they are entitled to see.

How the program runs

Built in order: definitions, then the agent, then adoption

Commit

The question set

Your ten most-asked finance questions plus the finance pack, each with an agreed definition of a correct answer. Approved by the finance sponsor before any build begins.

Define

Certified metric views in Unity Catalog

Each finance measure defined once, certified, and permissioned. The dashboard, the SQL, and the agent return the same number.

Build

The finance agent, with your team

Built on Genie One and Genie Agents over your own data, with the Genie Ontology bound to your certified definitions. Your team builds alongside ours, so the skill stays when we leave.

Benchmark

Accuracy, measured and re-scored

The agent is scored against the committed question set before release. Readiness is re-scored at the readout so the movement from the assessment is visible.

Adopt

Finance leaders asking and following up

Adoption measured by who asks and how often. The next department, and the operating model for adding agents without adding risk.
The scope and price are defined at the assessment readout, from your score and your question set. Output: a working finance agent and a trained team.

The pack is yours to keep

Accelerators you own and keep

Everything the program builds stays with you: the entity model, the question bank, the trusted assets, and the benchmarks, authored for finance. You own, modify, and re-run them.
  • Finance entity model and certified metric views
  • Question bank: 28 finance questions with correct-answer definitions
  • Trusted assets registered for the agent
  • Accuracy benchmarks and the scripts that re-run them
  • Adoption measures: who asks, how often, and what they ask next

Cost sits alongside

Genie adds users and queries. The Optimizer keeps that attributable.

Every finance agent is deployed with the Lakehouse Optimizer reporting Genie’s own consumption next to everything else, so the CFO who sponsors the agent also sees what it costs.
Lakehouse Optimizer for the office of the CFO→

Before you book

Frequently asked questions

In plain language, typed the way they would say it to an analyst: “Where are we behind plan, by business line?” Genie reads the question, builds a query against the certified finance definitions in Unity Catalog, runs it under that user’s permissions, and returns a summary, a chart, and the SQL it used. The user can ask a follow-up in the same conversation, share the answer, or open the SQL to verify it. No SQL skills are needed to ask; the SQL is there for whoever wants to check.

Two safeguards, both visible to you. Accuracy is benchmarked against the committed question set before the agent is released, and the scores are yours to inspect. Every answer then shows the query and the tables behind it, so any number can be verified before it reaches the board.

Databricks sells the platform and funds partner-led adoption. The semantic foundation, the industry metric definitions, the accuracy benchmarking, and the adoption work are where a partner earns the fee. We work with your Databricks account team, not around them.

The scope is defined at the assessment readout, from your score and your question set. The readout names the scope, the duration, the price, and the deliverable before you commit to anything.

No. Unity Catalog permissions are enforced at query time, and the agent answers only with certified definitions. A user sees what they are entitled to see, and nothing else.

See it live

Thirty minutes. Your questions. The query behind every answer.

We open the finance pack on showcase data, ask the first question, then hand the next one to you. When the meeting is confirmed, we send the ten-question worksheet.

Or start smaller

The two-week readiness assessment, at no cost

The program decision comes with the readout in hand.
Explore the assessment →

Requests go to marketing@bpcs.com. We'll be in touch shortly with times.

Thanks for reaching out.

We'll be in touch soon.

In the meantime, find out more about what we do and read some of our cross-industry success stories.

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