CIO + IT
Finance adds a new integration, and your team hears about it after it is already live. A new planning connector. A new AI tool asking for data access. Both land on your team to secure.
Use case
Role-based access controls what each connector and each AI query can reach, and every MCP request is logged and auditable. A new integration shows up in the audit trail on day one, not after someone asks.
AI never connects directly to your ERP or planning systems. It works only from the approved reports Finance has already built.
Role-based security decides what each connector and each AI query can reach. An assistant can never surface a report a user cannot already access.
Who asked, when, which approved reports were used, and the exact answer returned. The log exports to Excel.
No implementation services required. Synovus connected Reportworq in under a week.
Proof
One connection reaches IBM Planning Analytics, Workday Adaptive Planning, Anaplan, Pigment, Vena, and other planning systems, plus SQL databases and Excel files. Nothing in your planning model has to change.
FAQ
AI never connects directly to your ERP or planning systems. It works only from a finance-controlled layer of approved reports, using the same role-based security your organization already trusts.
Finance does. Role-based access decides what each connector and each AI query can reach, and report-level secured lists decide who sees which output. An assistant can never surface a report a user cannot already access.
Yes. Every interaction is recorded: who asked, when, which approved reports were used, and the exact answer returned. The log exports to Excel for cost attribution and compliance.