Build a financial analysis agent that creates dashboards automatically

Stop spending hours pulling budget data from different systems and building reports manually. 🔗 Start building finance agents: https://tray.ai/merlin/agent-builder See how a financial analysis agent built with Tray Merlin Agent Builder handles the entire quarterly business review workflow automatically. Every quarter, finance teams lose hours collecting data from NetSuite, HubSpot, and other systems just to create basic budget reports. This demo shows how an agent eliminates that busy work by connecting to multiple data sources and taking action with what it finds. Watch the agent pull invoice data from NetSuite accounts payable, retrieve marketing budgets and campaign spend from HubSpot, then analyze variance against allocated budgets across different months. It identifies spending trends, flags potential overruns, and combines everything into a comprehensive view. Then it goes further by automatically creating a Grafana dashboard with visualizations ready to share with your team. You'll see how the agent handles data from three different systems in one conversation, runs cost analysis to identify budget variances, creates actionable dashboards, and sends notifications to relevant teams without switching tools. This is what happens when agents actually do the work instead of just providing answers. Whether you're in finance, operations, or preparing for quarterly reviews, this shows how agents can eliminate the repetitive data gathering that slows your team down and deliver insights that help you make faster decisions. #FinanceAutomation #TrayAI #MerlinAgentBuilder #BudgetAnalysis #AIAgents #WorkflowAutomation #NetSuiteIntegration #HubSpotIntegration #DashboardAutomation #QBRAutomation --------------------------------- Learn more about Tray: https://tray.ai/ Follow Tray on Twitter: https://x.com/tray Follow Tray on LinkedIn:https://www.linkedin.com/company/tray-ai/