Onboard your Agent
Patterns is not just another analytics tool—it is a strategic financial intelligence platform designed to redefine how your business interacts with its finance, accounting, and operational data. This onboarding process is the critical first step to equipping your AI with the understanding it needs to not only analyze but also anticipate and adapt to your business dynamics. With Patterns AI, you will move beyond standard financial reporting to strategic foresight, delivering insights that uncover the core patterns impacting your bottom line.
Guided Onboarding
At Patterns, we believe in a guided, personalized onboarding experience. Our team works with you to ensure that your AI is deeply attuned to your unique business needs right from the start. Instead of relying on trial and error, we conduct a detailed analysis of your business challenges, key metrics, and data landscape.
Step 1: Understand Your Business Goals
Our onboarding process begins with a conversation. We take the time to understand your key business challenges and financial goals. Are you looking to improve cash flow visibility, reduce reconciliation overhead, or better manage credit risk? These insights help us tailor the AI to meet your specific requirements.
Business Challenges: We discuss your core pain points—whether it's reducing manual accounting processes, identifying patterns in spending, or enhancing profitability analysis.
Key Metrics: We identify the financial metrics that matter most to you. Whether it’s profitability, cash flow, credit analysis, or cost breakdowns, our team ensures these metrics are embedded in the AI’s foundational understanding.
Step 2: Connect and Integrate Your Data
Once we understand your goals, we move on to integrating your data. Patterns AI securely connects to your financial data sources, such as ERP systems like NetSuite, QuickBooks, and other databases that hold billing and transaction information. This process is designed to be seamless, allowing our team to do the heavy lifting.
Data Integration: We ensure that all your financial data is properly integrated and accessible. Our specialists set up secure connections, establish schemas, and make sure your data is ready for analysis.
Data Context: Patterns AI builds a comprehensive context around your financial information by drawing insights from your data structure and the metadata you provide.
Step 3: Training Your AI
Training is where Patterns AI begins to transform from a generic tool into a specialized financial assistant. During the onboarding, we guide you through the training process so that Patterns understands your data intimately.
Training by Example: Our team will help you provide key SQL queries that represent the types of analyses and reports you need. These queries show Patterns AI what to look for, helping it understand not just how to access the data, but how to derive insights from it.
Knowledge Transfer: Rather than waiting for the AI to learn from mistakes, we proactively build a knowledge base that anticipates your needs. We define workflows, create sample reports, and establish rules for handling your specific financial scenarios.
Step 4: Review and Refine
After the initial training, our onboarding team works with you to review the AI’s outputs. We ensure that Patterns is providing the insights you need and fine-tune its responses based on your feedback.
Feedback Loop: During this phase, we identify areas for improvement. If the AI’s initial output isn’t perfect, we’ll refine the training and knowledge base. This review ensures that Patterns AI is aligned with your expectations and capable of delivering valuable insights right away.
Setting You Up for Success
By the end of our onboarding process, Patterns AI is fully integrated, trained, and tailored to your business needs. You’ll be set up to get immediate value—whether that’s through faster financial reporting, deeper insights into cash flow, or enhanced observability across your operations.
This thorough onboarding is about more than just getting started—it’s about ensuring that Patterns AI is embedded in your financial workflows in a way that continuously delivers value.
Getting Started
Understand Your Needs: Begin by discussing your business goals and financial challenges with our onboarding specialists.
Integrate Your Data: Connect financial data sources securely, with our team guiding the entire process.
Train the AI: Use targeted examples and tailored workflows to train Patterns AI from the beginning.
Refine Together: Work with our team to refine the outputs until Patterns is aligned perfectly with your expectations.
Your journey to enhanced financial visibility, improved decision-making, and complete business observability begins now. With Patterns AI, your financial data transforms into a strategic asset—providing not just numbers, but insights that help you navigate the future.
Ready to continue? Move on to the next section to learn how to Integrate Your Data and empower Patterns AI to work seamlessly with your financial systems.
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