Building a Natural Language Finance Assistant

CFO Copilot is presented as a prototype natural-language finance assistant that uses CData Connect AI as a governed data layer to connect LLMs with live data across fragmented systems such as Sage Intacct, Salesforce, and spreadsheets. The approach addresses the manual reporting burden, brittle point-to-point integrations, and governance challenges that arise when financial data is distributed among enterprise applications. CData Connect AI exposes more than 350 sources through a single Model Context Protocol endpoint, handling authentication, schema discovery, query translation, and access controls so applications can use standard SQL rather than custom integrations. The proposed architecture combines Connect AI for data connectivity, an Express.js backend that converts natural-language requests into SQL and formats results, an LLM for interpretation and response generation, and a React frontend for dashboards, tables, charts, and chat-based reporting. An AI coding assistant such as Claude can connect directly to the MCP server, inspect schemas, and generate a working application from detailed requirements, including finance-specific concepts and role-based visibility for CFOs, controllers, and AP clerks. The same pattern can be extended to IT operations, HR analytics, sales intelligence, and supply-chain monitoring, while the supplied GitHub source code and setup instructions are intended to enable a prototype in minutes.

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