Agent 03 · Architect

Architect Agent.
Design a model for a new process.

Describe what the team wants to plan or report. The Architect helps you prepare the model structure, templates and calculation logic in Fincorex®.

Agent capabilities

What can you delegate?

01

Model structure

Propose the dimensions and scenarios the process needs.

02

Templates and rules

Link the way data is entered with the expected result.

03

Environment changes

Review the proposed configuration before saving, within your permissions.

Use case example

Project cost planning

When the company introduces project budgets, start by defining who enters costs, how they are grouped and what report the management board should receive. Use that to assess the proposed model.

Control and permissions

The agent prepares.
You approve.

The agent works within your permissions. Before any save operation, you can review the scope of changes and decide whether to approve them.

Three AI agents for your work

Meet the other AI Agents.

Analyst: analysis and commentary on results

Analyzes data and writes commentary directly into template fields. Ask for a short summary for the board or a detailed account-level analysis for a manager.

Repeat the same analysis in the next period by changing only the date in your prompt.

Your prompt
“Comment on the variances of actuals versus budget for September.”
Nothing changes without your approval

Operator: everyday controlling tasks

Adds accounts, cost centers and users, and changes templates and rules based on your description, e.g. “move a row” or “add a column”.

It also processes data from XLSX files: matches columns, detects errors and duplicates, and asks when something is missing.

Your prompt
“Prepare a revenue forecast based on last year’s growth rate.”
Nothing changes without your approval
Agent 03You are on this page

Architect: building new models and solutions

Manages applications, models and permissions. Builds new solutions for you with complete calculation logic.

Your prompt
“Create a new model called HR with per-employee planning.”
Nothing changes without your approval
FAQ

Frequently asked questions.

What can the Architect Agent design?

The model structure for a new process: dimensions, scenarios, templates and calculation logic. The Architect manages the controlling environment, i.e. applications, models and permissions.

Where do I start working with the Architect?

Describe what the team wants to plan or report: who enters the data, how it should be grouped and what report the management board should receive. Use that to assess the proposed model.

Does the Architect change the environment without my approval?

No. You review the proposed configuration before saving, and changes are made within your permissions. Every change to metadata or system settings requires human confirmation.

What data does the agent have access to?

The agent works strictly within the permissions of the user who uses it. It sees and changes only the data that user has access to in Fincorex®.

Can I connect my own AI agents?

Yes. Thanks to the open MCP standard, your agents can connect securely to Fincorex®, retrieve current data and request actions – without involving developers.

Which AI models can Fincorex® be integrated with?

Fincorex® can be integrated with ChatGPT, Claude or your own AI infrastructure. You can use the solutions you already have in your company.

See the agent in action
on your own process.

Let's discuss the task you want to do with AI in Fincorex®.

Book a demo