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Genie for Finance  |  Genie Readiness Assessment

Stop guessing whether your finance data is ready for natural-language answers. An automated scan of your Unity Catalog, scored on four dimensions, with a prioritized data plan and an executive readout. On your own catalog, at no cost to you.
Schedule your readiness assessment

What the score measures

Readiness scored on four dimensions

Readiness is scored twice: at the assessment, and again at the Accelerator Program readout, so you can see how far the catalog moved.

Metadata completeness

Do the tables, columns, and measures the finance team relies on carry the descriptions an agent needs to pick the right one?

Semantic relationships

Are the joins, hierarchies, and metric definitions declared, so one question resolves to one answer?

Governance posture

Tagging, masking, and access controls in Unity Catalog, enforced at query time so a user sees only what they are entitled to see.

Usage signals

Which assets finance actually queries, and which are stale, so the data plan starts where the questions are.

Readiness scorecard · Finance domain
Example, on showcase data

71 / 100

Remediation sprint recommended

Metadata completeness · 82
Semantic relationships · 64
Governance posture · 91
Usage signals · 47
Top priority: two definitions of net revenue in the FP&A and controller schemas. Certify one metric view before the agent is built. Effort: sized in the data plan.

How the two weeks run

Three steps, one readout

Week one

Technical assessment and alignment

We run an automated assessment against your Unity Catalog to score metadata quality, relationships, governance, and usage. We review the findings with your technical team to calibrate results and settle data ownership.

Week one

Business value discovery

We meet with finance leaders to confirm the ten most-asked questions and define the priority use cases for the finance agent. The question set becomes the benchmark the agent is later measured against.

Week two

Executive readout

A live walkthrough of your readiness dashboard, a clear recommendation based on the score, and a prioritized data plan for the finance domain, sized in effort. Three views of the same findings: executive, data owner, and engineer.

What you receive

Output: a readiness score and a data plan you keep

  • Readiness scored across four dimensions: metadata completeness, semantic relationships, governance posture, and usage signals
  • Three views of the same findings: executive, data owner, and engineer
  • A prioritized data plan for the finance domain, sized in effort
  • The finance question set, confirmed and ready to benchmark against
  • The assessment accelerator itself, yours to re-run as the catalog changes

What we need from you

Three things, and about four hours of your team's time

  • A named finance sponsor who attends the kickoff and approves the question set
  • A technical contact who can grant catalog access and a SQL warehouse
  • Your ten most-asked finance questions, on one page (we send the worksheet with the meeting confirmation)

Your path to production

The score decides the next step.

Based on the readiness score, you get a precise timeline for one of three paths. The assessment does not obligate you to the program.

Score: ready

Build the finance agent now

Move straight into the Genie Accelerator Program on the domain that scored ready, with the question set already confirmed.

Score: close

A short remediation sprint

Certify the definitions that split, fill the metadata gaps the plan names, then build. The data plan sizes the sprint in effort.

Score: not yet

Foundational governance work

The data plan is still yours. It is the same plan you would need for any AI solution on your finance data, and the assessment can be re-run when it is done.

The CFO space

28 finance questions across 9 categories

Finance leaders need straight answers on revenue, cost, and margin without waiting for a data pull. The CFO space is built on your own Unity Catalog governed data and comes loaded with 28 finance questions across 9 categories, covering the metrics your finance team reports every month. The assessment scores your catalog against exactly this set.
Get the paper: Every Answer Traced →

Example questions from the pack

What changed this month, and why?Variance
Where are we behind plan, by business line?Plan vs. actual
Which cost centers drove the variance?Cost
What should I look at before the board meeting?Board prep
Categories include revenue, cost, margin, variance, plan versus actual, cash, headcount cost, board preparation, and data quality. Full list in the one-pager.

A paper for the office of the CFO

Every Answer Traced: The CFO's Case for Genie

Natural language is becoming the way finance works with its data. The question for a CFO is not whether AI can answer; it is whether you can trust the answer. Two pages on what changes for the CFO, the controller, FP&A, and FinOps, what makes a Genie answer trustworthy, and where to start.

Brad Heidemann · Blueprint Technologies · October 2026

Two pages, PDF. The link is also emailed to you.

Before you schedule

Frequently asked questions

Because it is how we decide, together, whether the Accelerator Program is worth doing. If the catalog is not ready, the data plan is still yours, and it is the same plan you would need for any AI solution on your finance data.

You decide. The readout names one of three paths with a timeline. If the path is the Accelerator Program, its scope is sized from the score and the question set, and readiness is re-scored at the end so movement is measured.

No. The assessment reads Unity Catalog metadata, relationships, governance settings, and usage signals through the access your technical contact grants. Governed data stays where it is.

Yes, and most customers do. Start with the finance domain that is furthest along, prove the agent there, then expand. The same assessment runs for people, marketing, and operations leaders.

Next

Where the assessment leads

Genie Accelerator Program: your first finance agent→Lakehouse Optimizer: spend traced to the job and the team→

Validate your readiness

Two weeks. No cost. Clarity that drives action.

Schedule your readiness assessment →

Schedule your assessment

Two weeks on your own catalog, at no cost to you

Tell us who the finance sponsor is and we will propose a kickoff week. When the kickoff is confirmed, we send the one-page worksheet: your ten most-asked finance questions. That list becomes the question set the assessment scores against.
The assessment does not obligate you to the program. The readout names the path, and you decide.

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.

Master High-Stakes Database Migrations: Reduce Risk and Accelerate AI Readiness

ACCESS THE REPORT

Master High-Stakes Database Migrations: Reduce Risk and Accelerate AI Readiness (February 2026)​

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