Gemini Financial Analyst Pro
Executive-ready monthly reports without manual effort
Trusted by
Based on production-tested workflows using n8n, Gemini 2.5, and SQL with real enterprise deployments
Success Story
Alley-Cassetty cut report prep from 3–5 days to same-day using AI-driven reporting that automated SQL data consolidation, analysis, and email delivery—achieving 90% faster speed and 100% accuracy.
Integrates with
Problem
Finance teams spend hours every month extracting data, creating reports, and writing performance summaries manually
Solution
This agent automates SQL data queries, transforms outputs to HTML, and uses Gemini AI to generate insightful reports, delivered via Outlook without human input
Result
80–90% reduction in manual reporting time; standardized high-quality reporting across all business units
Use Cases
Gemini Financial Analyst Pro streamlines monthly financial report generation across departments. It automates SQL data extraction, transforms figures into formatted tables, and generates executive-level analysis using Google Gemini 2.5. Final reports are delivered as responsive HTML emails through Microsoft Outlook. This solution eliminates manual data prep, ensures accuracy, and accelerates insights across financial, project, and HR domains. Ideal for CFOs, FP&A teams, and cost center managers who need high-quality reporting on autopilot
Integrations
Connect to your existing tools seamlessly
Technology Stack
Automation
Automation
Infrastructure
Implementation Timeline
SQL Source Connection
~1 hourConnect the AI agent to your SQL database or data warehouse, validate credentials, and ensure secure access for queries
Report Filter Configuration
~30 minutesDefine report parameters such as cost centers, date ranges, and departments. Set up logic for automated filtering and aggregation
API Key Integration
~30 minutesAdd and verify API keys for Gemini and Outlook. Ensure secure authentication and permissions for data access and email delivery
AI Output Testing
~1 hourRun test reports to validate AI-driven data analysis accuracy and formatting. Compare with manual results for consistency
Workflow Scheduling
~30 minutesAutomate execution timing for daily, weekly, or monthly reports. Verify task triggers and fallback notifications
Automated Delivery
~30 minutesEnable email delivery of finalized reports to stakeholders. Confirm layout, attachments, and successful end-to-end automation
Support Included
- GitHub Repo & Workflow Templates - Video Tutorial YouTube - Email Support (via author)
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