One governed platform for a 13 + 1 entity group. Agentic financial intelligence on Microsoft Fabric, Azure AI Foundry and Power BI, with conversational decision intelligence and board packs on demand, in Arabic and English.
Thirteen entities plus a holding company, each with its own ledgers, currencies and reporting calendars.
ERP, EPM and data platforms held the numbers in different places, reconciled by hand.
Questions from the CEO and board took days of analyst work to answer.
Every cycle rebuilt the same views, commentary and sources from scratch.
Role-specific and business-specific agents on one governed data estate.
CEO, CFO, FP&A and Investment Manager agents, each answering from governed data within its role’s access.
Portfolio companies, treasury, commodities and trading, procurement and board reporting, with internal and external data combined.
A live avatar briefing each morning and board packs on demand, with variance commentary and sources, as PDF, Power BI or email.
Every agent follows the same five steps, so behaviour is predictable and every step leaves evidence.
Internal data from ERP, EPM, consolidation, budgets and operations, plus external commodity prices, FX and macro indicators.
Diagnoses what happened and why, tracing every root cause to entity ledgers.
Predicts what happens next with confidence bands, and prescribes what to do about it.
Answers questions in conversation, delivers the morning avatar briefing and prepares board packs on request.
Learns which insights leadership acts on and sharpens the next briefing.
No single agent both proposes and approves. Each one has a narrow job, its own tools and its own permissions.
Group performance, strategy and risk signals across the portfolio.
Cash, capital, margins and covenant watch, with actions awaiting approval.
Budget, forecast, variance and scenarios, traced to entity ledgers.
Portfolio returns, valuations and exits across holdings.
Speed comes from autonomy. Trust comes from the three things around it. This is how each is designed into Financial Intelligence Platform.
Diagnosis, forecasting, briefings and self-service reporting run on demand and on schedule, without an analyst in the loop.
One governed semantic model on Microsoft Fabric: every KPI has one definition, one owner and role-based access by entity.
Every number traces to entity ledgers; every briefing and board pack cites its sources.
Leadership approves actions and releases board packs; role-specific agents only see what each role is entitled to.
Bands are agreed with the business before go-live and widened only on evidence from the pilot.
| Action | Autonomy | Accountable owner |
|---|---|---|
| Answer a leadership question with sources | Acts autonomously | Group CFO |
| Deliver the daily briefing in Arabic and English | Acts autonomously | Group CFO |
| Prepare the board pack for all entities | Recommends | Head of FP&A |
| Recommend actions on cash, margin or covenants | Recommends | Group CFO |
| Release the board pack | Human approves | Group CFO |
| Investment and divestment decisions | Assists | Investment committee |
Success metrics are agreed before build and signed off with the client after the pilot.
| Metric | Target | How we measure |
|---|---|---|
| Time to insight | Minutes | Question to sourced answer |
| Entities on one platform | 13 + 1 | Entities in the governed model |
| Board pack preparation | On demand | Request to draft pack |
| Leadership adoption | Tracked | Briefings opened and follow-ups asked |
Pilot results are company-reported and engagement-specific. Figures and names in decision records are illustrative.
Agentic process reengineering, one workflow at a time.
Map how the workflow really runs today, with owners, data lineage and the tacit rules.
Agree the business outcome, the baseline and the success metrics before build.
Redesign for agent-first execution: agents, tools, rules and autonomy bands.
Pilot inside your controls, train owners and move bands only on evidence.
Measure against the baseline and report the result the business signed off.
A rolling 13-week cash forecast built bottom-up from receivables, payables, payroll and commitments, refreshed daily by agents, with every movement explained and every variance to actual traced to its driver.
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View use caseBook a working session with our team in Dubai, Riyadh or the UK. We will map the workflow, agree the metric and show the agent running on data like yours.