AI Finance Workflows

Adapt helps finance teams analyze revenue, track metrics, and create reports from their data.

Key Use Cases

Revenue Analysis

Get instant answers about revenue and financial metrics.

What's our current MRR and how has it changed?

Show me revenue by customer segment

What's our churn rate this month?

Data Analysis

Query your data warehouse with natural language.

Show me monthly revenue trends from Snowflake

Compare Q4 to Q3 performance

Analyze this spreadsheet and summarize trends [upload file]

Reporting

Create summaries and reports on demand.

Create a monthly revenue report

Summarize this financial document [upload PDF]

Build a chart showing MRR growth

Example Questions

Revenue Metrics

What's our MRR, ARR, and growth rate?

Break down revenue by plan tier

What's our net revenue retention?

Subscriptions

How many subscriptions were created this month?

What's our trial conversion rate?

Show me subscriptions at risk of churning

Data Warehouse

Query our Snowflake data for monthly metrics

Show me customer cohort analysis

What's the trend in daily active users?

Key Integrations

Integration	Secret Name	What it enables
Stripe	`STRIPE_API_KEY`	Revenue, MRR, subscriptions
Snowflake	See docs	Data warehouse queries
Databricks	See docs	Lakehouse queries
HubSpot	`HUBSPOT_ACCESS_TOKEN`	Pipeline for forecasting

Getting Started

Connect Stripe

Add STRIPE_API_KEY for revenue data

Connect data warehouse

Set up Snowflake for deeper analysis

Try revenue queries

Ask about MRR or subscription metrics

Next Steps

Stripe Integration

Connect revenue data

Snowflake Integration

Connect data warehouse

By Role

Common Workflows

AI finance workflows

Key Use Cases

Revenue Analysis

Data Analysis

Reporting

Example Questions

Key Integrations

Getting Started

Next Steps

Stripe Integration

Snowflake Integration

​Key Use Cases

​Revenue Analysis

​Data Analysis

​Reporting

​Example Questions

​Key Integrations

​Getting Started

​Next Steps

Stripe Integration

Snowflake Integration

Key Use Cases

Revenue Analysis

Data Analysis

Reporting

Example Questions

Key Integrations

Getting Started

Next Steps