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Finance teams spend a significant portion of their time exporting data from financial systems and analyzing it in Excel. The result is a web of disconnected spreadsheets where errors are difficult to trace, version control is nonexistent, and collaboration requires manually merging files. MyAi replaces this pattern with interactive Canvases that connect directly to source systems.

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The Core Problem

Financial analysis workflows are heavily dependent on spreadsheet-based processes — VLOOKUP chains, INDEX/MATCH formulas, and manual reconciliation across workbooks. These approaches are error-prone, time-consuming, and lack auditability. When something goes wrong, tracing the root cause through nested formulas across multiple files is a significant time sink. Beyond day-to-day analysis, periodic close processes (month-end, quarter-end, annual) consume enormous resources. The conventional solution — modernizing the ERP — is expensive and carries significant implementation risk.

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Key Use Cases

Replace static spreadsheet exports with living Canvases that pull data directly from financial systems via API. Use Functions — Python-based modules using tools like api_client and sql_client — to handle the calculations, transformations, and reconciliations that previously lived in VLOOKUP chains and INDEX/MATCH formulas. Team members interact with the same Canvas, ask questions of the data, and drill into specifics — all with a clear, traceable record.
Month-end, quarter-end, and annual close processes are notoriously time-intensive. MyAi can streamline these by:
  • Automating data collection and reconciliation steps via Workflows
  • Surfacing discrepancies and exceptions in a Canvas for review
  • Reducing the manual effort required at each stage
This delivers value with existing tooling — no ERP migration required. Teams accelerate their close cycle without the cost and risk of a platform overhaul.
Every interaction with a Canvas creates a traceable record. Financial teams can produce audit-ready reports that show exactly how data was sourced, transformed, and presented — eliminating the “black box” problem of complex spreadsheet models.

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Why MyAi?

Traceable Analysis

Every data point in a Canvas traces back to its source system — no opaque formulas or broken references.

Works with Existing Systems

Connect to your current ERP and financial tools. No platform migration required.

Collaborative Artifacts

Replace emailed spreadsheets with shared Canvases that the entire finance team can interact with.

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Learn More

Platform Architecture

Understand how Dimensions, Functions, and Canvases work together under the hood.

Guide for End Users

Learn how everyday users interact with Canvases, ask questions, and get work done.

Sales and Marketing

See how sales and marketing teams orchestrate CRM, enrichment, and analytics workflows.

Integrations

Explore the tools and systems MyAi connects to out of the box.