FinQ: Smarter FP&A with Databricks Genie

Business Problem

In today’s fast-paced business environment, CFOs and finance teams face challenges in transforming raw financial data into actionable strategies for growth, profitability, and liquidity. Common problems include

Fragmented Data

Finance teams struggle to integrate budgets, forecasts, sales trends, cost structures, and customer behavior across multiple systems.

Limited Insights

Traditional BI tools only produce dashboards or SQL queries, lacking the intelligence to provide actionable recommendations.

Static Reporting

Finance teams are often confined to historical data, limiting their ability to model future scenarios and optimize capital allocation.

Complex Collaboration

Cross-functional alignment between finance, sales, supply chain, and operations is hampered by siloed tools and processes.

Slow Decision Cycles

Financial planning and analysis often require extensive manual effort, slowing decision-making and strategic execution.

Our Solution

FinQ is a multi-agent, multi-Genie space AI platform designed to transform Financial Planning & Analysis (FP&A). It empowers CFOs and finance teams to go beyond static reports by reasoning across budgets, forecasts, sales trends, cost structures, and customer behavior. FinQ delivers actionable insights that drive profitability, liquidity, and growth.

Unlike traditional BI tools, FinQ is built with finance-domain intelligence at its core. It understands financial terminology, business processes, and organizational KPIs, bridging the gap between raw data and strategic decision-making.

Key Features of FinQ

Unified Forecasting

Integrates data from SAP, MDR, Salesforce, ERP, and BI systems to produce accurate, context-aware demand and budget forecasts.

Context-Aware Insights

Interprets questions in business language, not just queries, and provides recommendations that align with financial and operational goals.

Self-Service Analytics

Empowers finance and business users to explore and model data without technical barriers, enabling collaboration with sales, supply chain, and operations teams.

Governed & Secure

Backed by Unity Catalog governance, ensuring secure, role-based access across geographies while maintaining compliance and audit readiness.

KPI-Centric Monitoring

Real-time tracking of CFO-critical KPIs such as:

Revenue Growth

Gross Profit Margin

Operating Margin & EBITDA

Net Profit Margin

Cash Conversion Cycle (CCC)

Free Cash Flow (FCF)

Return on Invested Capital (ROIC)

Debt-to-Equity Ratio

Earnings per Share (EPS)

What You Can Ask FinQ (Sample Prescriptive Questions)

FinQ enables FP&A teams to ask forward-looking, scenario-based questions that go beyond reporting, such as:

What happens to EBITDA if pipeline conversion drops by 10%?
Which regions can offset a 15% sales shortfall in Europe?
How will a 5% increase in raw material cost impact COGS and Gross Profit Margin?
Which cost centers consistently overshoot budgets and erode Operating Margin?
When will we face a Cash Flow shortfall, and what actions can prevent it?
What’s the impact of changing DSO (days sales outstanding) on our Cash Conversion Cycle?

These last-mile, prescriptive insights help CFOs and finance leaders optimize capital allocation, strengthen liquidity, and manage financial risks proactively.

Business Impact with FinQ

Better Financial Planning

Scenario modeling and sensitivity analysis for proactive decision-making.

Improved Forecast Accuracy

AI-driven insights that continuously adapt to shifting business dynamics.

Optimized Cash & Capital Management

Real-time monitoring of Free Cash Flow and ROIC.

Faster Decision Cycles

Finance teams spend less time wrangling spreadsheets and more time shaping strategy.

Cross-Functional Alignment

Finance, sales, supply chain, and operations work on one trusted data platform.

Unlock the full potential of financial data with FinQ, the Generative AI solution that transforms how CFOs and finance teams reason, plan, and act to drive business growth.