← Back to use cases
IndustryAdvanced2小时搭建

Automated Financial Data Visualization Report

Connect Excel or databases, and let the AI Agent automatically generate monthly financial analysis reports: revenue trends, cost structure, profit analysis, anomaly alerts, presented with visual charts.

Steps

  1. 1

    Configure database MCP to connect to the financial system

  2. 2

    Define report templates and analysis dimensions

  3. 3

    AI automatically generates SQL queries and analyzes data

  4. 4

    Output a Markdown report containing charts and insights

Recommended tools

DeepSearchersqlitefilesystem

Also available in 中文.