AI financial modelling, built for production.
DataYoga specializes in applied AI for finance. We turn your spreadsheets, ERP and CRM into a persistent, auditable model, so your finance team can see what's happening, forecast with confidence and test any "what if" in minutes.
Show us the spreadsheet everyone's afraid to touch. We'll show you how it could work as a living, AI-powered model.
Chat demos are exciting. Production is where they fail.
Everyone has seen the demo: upload a spreadsheet, ask a question, get a neat answer. It's impressive, and it's easy to fund. Then it meets real finance work.
of AI projects never make it to production.
RAND puts AI project failure above 80%. MIT's 2025 study found about 95% of generative AI pilots deliver no measurable P&L impact.Answers aren't models
A chat answers one question and then forgets it. Finance needs numbers that stay put, add up and can be rerun next month.
No audit trail
If you can't trace a figure back to the cell or record it came from, you can't sign off on it.
The data is scattered
The logic lives in dozens of Excel files, the actuals in your ERP, the pipeline in your CRM. A chatbot sees only the part you pasted in.
"Almost right" counts as wrong
A 2% error in a forecast or a provision isn't a rounding issue. It's a restatement.
We build models, not chatbots.
We use AI for the work it does well: mapping messy spreadsheets, reconciling sources and capturing the business logic hidden in formulas. Its output goes into a structured financial model that is deterministic, versioned and traceable.
Extract
AI maps your spreadsheets, ERP and CRM data and captures every driver behind the numbers: rates, tiers, assumptions and dependencies.
Model
Those drivers feed a persistent model that's connected to your actuals and recalculates as the data changes.
Ask
Your team explores the model in plain language and runs scenarios, and every answer links back to its source.
The AI does the reasoning. Your model does the math.
Numbers your finance team can stand behind.
Visibility
One view of the drivers, commitments and exposures that are scattered across Excel, your ERP and your CRM today.
Predictability
Forecasts and provisions built from your real business logic instead of last year's spreadsheet.
What-if
Change a rate, a volume or an assumption and see the effect on P&L and cash right away.
A what-if, traced to source.
Here is a single scenario on illustrative numbers: a change in sales volume or commission rate, and its effect on the Q4 provision. Every figure links back to the file or system it came from.
The same model answers questions across revenue, cash, headcount and pricing. This is one of many.
Where we start.
P&LCommission and incentive provisionsREVRevenue forecasting and budget vs. actualsCASHCash flow scenarios and liquidity planningOPEXPricing, headcount and cost what-ifsEnterprise data expertise, amplified by AI.
Our team has designed, built and modernized enterprise data platforms, from complex ETL and Informatica migrations to modern cloud stacks. We apply AI on top of that expertise. That's why our projects reach production: we start with the data, the lineage and the controls, and the interface comes last.
- Specialists in applied AI for finance
- Production from day one: auditable, versioned and secure
- We work alongside your team, not around it
Tell us what's slowing your team down.
Share the challenge. We'll show you what's possible.