AI Natural Language Reporting & Executive Chat Assistant
Query operational and financial data using plain natural language: automated NL-to-SQL report generation, 90-day cash flow projections, and KPI trend analysis.
AI Natural Language Reporting & Executive Chat Assistant
Extracting custom financial summaries and operational insights from traditional ERP systems often requires submitting tickets to IT or exporting raw spreadsheets for manual pivot-table analysis. BIZA provides an embedded AI assistant that translates natural language questions into secure, read-only SQL aggregations against live tenant data.
1. Natural Language to SQL Architecture (NL-to-SQL)
The reporting engine operates on a strict read-only execution layer:
- Tenant Isolation Context: All generated queries execute within the authenticated session carrying the active
tenant_id. It is mathematically impossible for queries to access cross-tenant data. - Schema Grounding: The model is grounded with authorized table schemas (invoices, expenses, payments, stock levels, ledger lines) and domain financial rules.
- Deterministic Aggregations: Translates user questions into standard PostgreSQL aggregations (
SUM,AVG,COUNT,DATE_TRUNC,RANK) rather than hallucinating estimates. - Grounding Row Provenance: Every response returns the underlying data row count (e.g. "Calculated from 1,240 sales invoices and 418 expense vouchers"), providing complete transparency.
2. Common Analytical Query Capabilities
Business leaders and managers can ask high-level or granular questions across multiple operational domains:
Financial Performance & Margins
- "What is our gross and net profit for this quarter compared to last quarter?"
- "Show total operating expenses broken down by category for the last 6 months."
- "Which product categories generate the highest gross profit margin?"
Receivables & Payables (AR/AP)
- "Which customers currently have invoices overdue by more than 60 days?"
- "Who owes us the most money right now, and when were their last payments?"
- "Show an AP aging breakdown across 30, 60, and 90-day buckets."
Sales & Inventory Intelligence
- "What are our top 10 best-selling products by total revenue this year?"
- "Which items in the Central Warehouse are currently below their minimum reorder point?"
- "Show monthly sales trends by sales representative or branch."
3. 90-Day Predictive Cash Flow Forecasting
Beyond historical reporting, the assistant provides a forward-looking cash flow forecast:
- Inflow Projection: Calculates scheduled customer collections based on open Accounts Receivable, agreed invoice payment terms, and historical customer settlement speeds.
- Outflow Projection: Aggregates approved supplier payables, recurring expenses (rent, utilities), and scheduled payroll runs.
- Weekly Net Position: Displays weekly projected opening balance, expected inflows, expected outflows, and net closing cash position over the next 90 days.
4. Visual KPI Cards & Dynamic Charts
Query results are not limited to text:
- Interactive Data Tables: Sortable, filterable tables with direct links to view the underlying source document.
- Dynamic Visualizations: Automatically renders bar charts for period comparisons, line charts for revenue trends, and donut charts for expense breakdowns.
- Export to Excel / CSV: Download query results with one click for external sharing or board presentations.