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AI Agent · Insights and reports

Data Analysis Agent

Analyses your data and answers business questions in plain language, with charts and summaries.

Data Analysis Agent
Tasks

What it handles

  • Clean and combine data
  • Run analysis
  • Produce charts and summaries
  • Answer follow-up questions
Workflow

How the work flows

  1. 01

    Connect data

  2. 02

    Prepare

  3. 03

    Analyse

  4. 04

    Deliver insights and reports

Integrations
SpreadsheetsdatabasesBI toolsCRMERP
Autonomy options

You choose how much it does on its own

Level 1
Suggest

The agent drafts, a person decides and sends.

Level 2
Approve

The agent acts after a person approves each step.

Level 3
Act with review

The agent acts, a person reviews samples and exceptions.

Level 4
Act and report

The agent runs low-risk tasks on its own and reports.

Use cases

Where teams use it

Recurring reportsAd-hoc questionsPerformance summariesTrend and forecast support
Benefits

What changes for your team

Faster analysis

Insights for non-technical teams

Prefer to hire a role?
AI Finance Analyst
Backed by this agent. Reports to Finance Controller.
FAQ
Does the Data Analysis Agent work with our existing tools?

Yes. It typically connects to spreadsheets, databases, bi tools, crm, erp. We confirm the exact connections during discovery.

Will the Data Analysis Agent act without our approval?

You decide. Most teams start at Suggest or Approve and move up as trust builds. Sensitive actions always need the approval you configure.

Next agentWorkflow Agent

Pick one workflow. We'll show you what AI can do with it.

Tell us about the one process that slows your team down. You'll get a straight answer on where an AI agent, automation or custom AI can help, and what a sensible first step looks like.

We don't just build AI. We build intelligence that works for you.