Insights
Field notes on finance systems and governed analysis.
Practical guidance for the work between the ERP, planning platform, warehouse and spreadsheet: defining financial meaning, preparing recurring reporting and giving new interfaces a governed route to the number.
Finance systems
What Is a Finance Semantic Layer—and Why Does AI Need One?
Raw tables contain financial data. They do not contain finance’s agreed meaning. A finance semantic layer makes that meaning explicit, testable and reusable.
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The systems, definitions and workflows behind the report.
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Finance infrastructure
Generic Database MCP vs a Governed Finance MCP Server
Both can let an AI client retrieve data. Only one makes finance operations, definitions and scope the contract.
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Management reporting
How to Prepare Monthly Management Reporting Without Replacing Excel
Keep Excel for inspection and presentation. Move definitions, retrieval, comparisons and traceability into a governed layer below the workbook.
Written for the people responsible for the number
Finance first. Specific enough to use.
These articles cover the practical questions that sit beneath management reporting and financial analysis: where a definition lives, how a result can be traced, what should remain under human review and how established systems can work together.
The aim is not to publish a running commentary on AI. It is to make the finance and systems choices clear enough for a team to evaluate, challenge and apply in its own environment.
Bring one recurring finance workflow.
If your team is still reconciling definitions and rebuilding the same analysis between systems, show us the workflow. We will tell you where Précis fits, what needs to be configured and what should remain with finance.