Patterns Data Systems

🚀 Patterns Launch: AI Agents for Financial Analysis and Reporting 🚀 tl;dr: - Try the demo here: studio.patterns.app/ - Product demo video: youtube.com/watch?v=qbaaXi6f… **The Reporting Struggle** Finance teams are expected to provide strategic insights but often lack the technical skills or resources. They struggle with complex data scattered across multiple systems like ERP, CRM, payment processors, and banking solutions, especially during month-end close processes and financial reporting to stakeholders. This presents a significant opportunity to streamline reporting and push impactful insights. **Superpowers for your finance team** Patterns is designed to bridge this gap and empower analytical finance professionals to unlock the full potential of their data. Our AI financial analyst, the Patterns Agent, converts natural language requests into database queries, making it easy for anyone to get answers to do analysis on the financial data of the company. With Patterns, finance teams can: - Efficiently navigate through complex financial data during month-end close processes - Generate accurate and timely reports for stakeholders, such as investors and partners - Have a user-friendly "reporting interface" for non-technical users to access financial insights - Quickly respond to ad hoc financial questions from across the organization - Identify opportunities to optimize financial performance and drive bottom-line growth Patterns Agents operate at a level above text-to-SQL tools. Our Agent has advanced planning, reasoning, and reflection capabilities to simulate the meta-cognition of a skilled financial analyst. Our agents are autonomous and equipped to handle the complexity of multi-step analyses that are commonly found in the financial sector. They can: - Understand and clarify questions, ensuring the request is answerable given the data and capabilities available. - Plan and execute multi-step financial analyses with strategic plans involving multiple data queries. - Generate optimized SQL queries, iterating and correcting any errors or empty results to guarantee reliable outputs. - Evaluate and cross-check results against prior financial reports and data to maintain consistency and identify any discrepancies or anomalies. - Create interactive visualizations such as cash flow waterfalls, revenue dashboards, and expense breakdowns. - Deliver actionable financial insights by interpreting and analyzing query results and charts such as identifying cost-saving opportunities or highlighting areas for revenue growth. - Generate comprehensive financial reports by compiling multiple queries, charts, and derived insights into a final, presentation-ready report, streamlining the communication of financial information to executives, investors, and other stakeholders.

🚀 New AI Data Analyst Features at @patterns_app This week we shipped a number of features on our journey towards creating thinking, reasoning, and proactive AI data analyst bots. You’ll find Patterns bots now self-correct query errors and can interpret charts. Here’s a comprehensive list of what we shipped: - Auto-retry for error messages in chat - Added SSL support for storages - Added Redshift support - Added background storage scanner that ensures Patterns has latest information from user databases - Significantly improved suggested questions feature by including sample data in the question generation prompt - Significantly improved query correctness by improving the table metadata structure - Chat requests now have an id assigned to them for easier tracking Moved scheduled background jobs to separate execution environment so they don’t degrade the users experience - Added better support for layers within Vegalite charts Upcoming As we enter the second half of March we’ll be improving AI generated reports and developing capabilities for hosting your own AI data bots and integrating into your own applications. Ping me if need help setting up Patterns or if you’d like to learn more about our roadmap.