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Finance Close & FP&A Assistant

Helps finance teams explain variances, prepare close checklists and answer policy questions with cited sources. The Finance Close & FP&A Assistant is a ready-made Coderva agent template in the Finance category. It answers from your own sources: connect a database or work apps in the Enterprise Search app, upload documents to a knowledge base, and the agent cites what it finds. Open it from Agent Studio, test it in chat and deploy it when it behaves the way you want.

Use Finance Close & FP&A Assistant

What this agent helps with

  • Variance commentary draft
  • Month-end close checklist
  • Expense policy questions
  • Vendor invoice anomaly flags

Tools it uses

This template uses: Enterprise Search, Knowledge Base, Assistant Skills.

  • Enterprise Search: searches your connected work apps and databases with your own permissions.
  • Knowledge Base: answers from the documents you upload.
  • Assistant Skills: summaries, briefings and drafts in a consistent format.

How to use it

  1. Sign in and open Agent Studio, then choose Templates.
  2. Select Finance Close & FP&A Assistant and review its instructions and tools.
  3. Connect your sources in the Enterprise Search app and upload any documents the agent should know.
  4. Try a few real questions in chat, then deploy the agent and share it with your team.

Good to know

The agent only sees what the credentials you connect can read, and it is told to cite its sources and say when it cannot find an answer instead of guessing.

  • Enterprise Search: Enterprise Search: searches your connected work apps and databases with your own permissions.
  • Knowledge Base: Knowledge Base: answers from the documents you upload.
  • Assistant Skills: Assistant Skills: summaries, briefings and drafts in a consistent format.

What the Finance Close & FP&A agent gives you

Variance commentary draft

Ask for help with variance commentary draft. The agent searches your connected sources and shows where each answer came from.

  • Ask about variance commentary draft in plain language.
  • Answers cite the documents, rows or pages they came from.
  • Works from the sources you connect, with your permissions.
  • Review the result before you act on it or share it.
Variance commentary draft: Ask about variance commentary draft in plain language.; Answers cite the documents, rows or pages they came from.; Works from the sources you connect, with your permissions.

Month-end close checklist

Ask for help with month-end close checklist. The agent searches your connected sources and shows where each answer came from.

  • Ask about month-end close checklist in plain language.
  • Answers cite the documents, rows or pages they came from.
  • Works from the sources you connect, with your permissions.
  • Review the result before you act on it or share it.
Month-end close checklist: Ask about month-end close checklist in plain language.; Answers cite the documents, rows or pages they came from.; Works from the sources you connect, with your permissions.

Expense policy questions

Ask for help with expense policy questions. The agent searches your connected sources and shows where each answer came from.

  • Ask about expense policy questions in plain language.
  • Answers cite the documents, rows or pages they came from.
  • Works from the sources you connect, with your permissions.
  • Review the result before you act on it or share it.
Expense policy questions: Ask about expense policy questions in plain language.; Answers cite the documents, rows or pages they came from.; Works from the sources you connect, with your permissions.

From template to deployed agent

Start from the template, make it yours and deploy when you are happy with how it answers.

  1. Open Agent Studio: Sign in and choose Templates, then select this agent.
  2. Review instructions and tools: Check the instructions and the tools it uses: Enterprise Search, Knowledge Base, Assistant Skills.
  3. Connect your sources: Connect a database or work apps in Enterprise Search and upload any documents it should know.
  4. Test in chat: Ask real questions, read the answers and refine the instructions.
  5. Deploy and share: Deploy the agent and share it with your team or use it in a workflow.

How the Finance Close & FP&A agent answers

Finance Close & FP&A Assistant flow: Open Agent Studio, then Review instructions and tools, then Connect your sources, then Test in chat, then Deploy and share

How the Finance Close & FP&A agent is built

An agent template is a set of instructions, tools and example tasks on the Coderva agent platform. You can edit every layer.

Layers of Finance Close & FP&A Assistant: Your sources, Tools, Instructions, Answers and history
  • Your sources: Databases, work apps and uploaded documents you connect.
  • Tools: Built-in tools the agent can call: Enterprise Search, Knowledge Base, Assistant Skills.
  • Instructions: A prompt that sets the role, tone and rules for this kind of work.
  • Answers and history: Short answers with citations, and a conversation history.

Screens you will use

You work with the agent in Agent Studio and in chat.

Chat with the Finance Close & FP&A agent

Ask a question and read the answer.

  • Try: variance commentary draft.
  • Try: month-end close checklist.
  • Open the cited sources to check an answer.
Chat with the Finance Close & FP&A agent: Try: variance commentary draft.; Try: month-end close checklist.; Open the cited sources to check an answer.

Instructions and tools

Adjust how the agent behaves.

  • Edit the instructions and tone.
  • Tools: Enterprise Search, Knowledge Base, Assistant Skills.
  • Restrict what the agent may do before you deploy.
Instructions and tools: Edit the instructions and tone.; Tools: Enterprise Search, Knowledge Base, Assistant Skills.; Restrict what the agent may do before you deploy.

What teams ask it first

Starting use cases that come with the template. Add your own.

  • Variance commentary draft: Ask for help with variance commentary draft. The agent searches your connected sources and shows where each answer came from.
  • Month-end close checklist: Ask for help with month-end close checklist. The agent searches your connected sources and shows where each answer came from.
  • Expense policy questions: Ask for help with expense policy questions. The agent searches your connected sources and shows where each answer came from.
  • Vendor invoice anomaly flags: Ask for help with vendor invoice anomaly flags. The agent searches your connected sources and shows where each answer came from.
  • Share with your team: Deploy the agent to a link or embed it in a workflow.
  • Keep a history: Every conversation is stored so you can review what was asked and answered.

What it connects to

Sources you can connect for this agent.

  • PostgreSQL
  • MySQL
  • GitHub
  • Confluence
  • Jira
  • Slack
  • Notion
  • Google Drive

Control and checks built in

You decide what the agent can see and do, and how its answers are used.

  • Your permissions apply: Searches run with the credentials you connect, so the agent only sees what they can read.
  • Cite or say so: The instructions tell the agent to cite its sources and to say when it cannot find an answer.
  • Editable and testable: Edit the instructions and test in chat before you share the agent.

What is in the Finance Close & FP&A agent

  • Enterprise Search: Searches your connected work apps and databases with your own permissions.
  • Knowledge Base: Answers from the documents you upload.
  • Assistant Skills: Summaries, briefings and drafts in a consistent format.
  • Customisable: Instructions, tone and tools are editable in Agent Studio.
  • Deployable: Deploy to a link, share it with your team or use it in workflows.

Frequently asked questions

What is the Finance Close & FP&A Assistant?

Helps finance teams explain variances, prepare close checklists and answer policy questions with cited sources. It is a intermediate-level agent template you can customise in Agent Studio.

What does the Finance Close & FP&A Assistant need to work?

A connected source such as a database or work app in the Enterprise Search app, and optionally documents uploaded to a knowledge base. Without sources it will tell you it has nothing to search.

Can I change the instructions and tools?

Yes. Everything is editable in Agent Studio before and after you deploy, so you can tune the tone, add tools and restrict what the agent may do.

Related

Use Finance Close & FP&A Assistant