> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# AI finance workflows

> Explore how finance teams use Adapt to automate reporting, forecasting and analysis workflows across spreadsheets, dashboards and business systems.

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

<AccordionGroup>
  <Accordion title="Revenue Metrics">
    ```
    What's our MRR, ARR, and growth rate?
    ```

    ```
    Break down revenue by plan tier
    ```

    ```
    What's our net revenue retention?
    ```
  </Accordion>

  <Accordion title="Subscriptions">
    ```
    How many subscriptions were created this month?
    ```

    ```
    What's our trial conversion rate?
    ```

    ```
    Show me subscriptions at risk of churning
    ```
  </Accordion>

  <Accordion title="Data Warehouse">
    ```
    Query our Snowflake data for monthly metrics
    ```

    ```
    Show me customer cohort analysis
    ```

    ```
    What's the trend in daily active users?
    ```
  </Accordion>
</AccordionGroup>

## Key Integrations

| Integration    | Secret Name                          | What it enables             |
| -------------- | ------------------------------------ | --------------------------- |
| **Stripe**     | `STRIPE_API_KEY`                     | Revenue, MRR, subscriptions |
| **Snowflake**  | See [docs](/integrations/snowflake)  | Data warehouse queries      |
| **Databricks** | See [docs](/integrations/databricks) | Lakehouse queries           |
| **HubSpot**    | `HUBSPOT_ACCESS_TOKEN`               | Pipeline for forecasting    |

## Getting Started

<Steps>
  <Step title="Connect Stripe">
    Add `STRIPE_API_KEY` for revenue data
  </Step>

  <Step title="Connect data warehouse">
    Set up Snowflake for deeper analysis
  </Step>

  <Step title="Try revenue queries">
    Ask about MRR or subscription metrics
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Stripe Integration" icon="credit-card" href="/integrations/stripe">
    Connect revenue data
  </Card>

  <Card title="Snowflake Integration" icon="snowflake" href="/integrations/snowflake">
    Connect data warehouse
  </Card>
</CardGroup>