Typical Customer Scenario
An asset management firm providing real-time portfolio analytics across CHF 4.2B AUM.
Interactive Agent Simulation
This is a realistic simulation using fictional synthetic data. Nothing connects to real systems. The purpose is to demonstrate how a future custom SERGENTA agent could operate.
Financial Analysis Run
Running
Phase 1/6
Business Value
Gain real-time financial visibility, improve forecasting accuracy, and automate financial analysis.
Real-time P&L visibility
+23% forecast accuracy
-60% reporting time
Automated variance analysis
Typical Integrations
SAP S/4HANA Oracle Financials QuickBooks Workday Financials Banking APIs
Every customer receives custom integrations tailored to their existing systems.
Departments
Finance
Controlling
Treasury
CFO Office
Use Cases
01P&L analysis
02Cash flow forecasting
03Variance analysis
04Financial reporting
05Budget optimisation
Enterprise Security
Data Encryption
AES-256 at rest, TLS 1.3 in transit
Row-Level Security
Multi-tenant isolation and access control
Full Audit Trail
Every action logged and traceable
Role-Based Access
Granular permissions and SSO integration