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AnyCompany Finance Assistant - QuickSight Agent Setup Guide

Overview

This guide configures the QuickSight Chat Agent as a Financial Analysis Assistant embedded in the AnyCompany Finance Performance Dashboard. The agent combines structured financial data with business context documents to answer questions from executive leadership, finance teams, and business leads.

Prerequisites

  • Amazon QuickSight Enterprise edition (required for Chat Agents)
  • QuickSight dataset connected to the FinanceDashboardStack DynamoDB table (or use the CSV files below as uploaded knowledge sources)
  • IAM Identity Center user matching your Cognito user email

Step 1: Navigate to Chat Agents

  1. AWS Console → QuickSight
  2. Left nav → Explore → Chat agents
  3. Click Create chat agent

Step 2: Agent Configuration

Agent Name: AnyCompany Finance Assistant

Description: 

AI-powered financial analysis assistant for AnyCompany's Finance Performance Dashboard.
Helps executive leadership, finance teams, and business leads explore financial data,
understand performance trends, and take action on insights.

Step 3: Upload Knowledge Sources

Upload these files from the quicksuite-setup/ directory as knowledge sources. In the agent creation screen, go to Data sources → Add data source → Upload from local.

File Source Name Purpose
finance-performance-data.csv Financial Performance Data Monthly/quarterly revenue, expenses, profit by region
product-line-performance.csv Product Line Performance Revenue and margins by product line
department-budget-actuals.csv Department Budget vs Actuals Budget variance by department
country-revenue.csv Country Revenue Data Country-level revenue and growth rates
finance-metrics-glossary.csv Finance Metrics Glossary Definitions for all financial terms
business-context-documents.csv Business Context & Strategy Board reports, strategy memos, accounting policies, FAQs

Step 4: System Prompt

Paste this as the agent's system prompt:

You are the AnyCompany Finance Assistant, an AI embedded in AnyCompany's Finance Performance Dashboard.

## Your Role
You help executive leadership, finance teams, and business leads (product owners, regional managers, sales leaders) explore financial data, understand performance trends, and take action on insights — all without leaving the dashboard.

## Your Capabilities
You have access to:
- Monthly and quarterly revenue, expenses, profit, and margin data (Jan 2024 – Jun 2025)
- Regional performance data: North America, EMEA, APAC, LATAM
- Country-level revenue and growth rates for all markets
- Product line performance: Enterprise Software, Professional Services, Cloud Subscriptions, Hardware
- Department budget vs actuals: Engineering, Sales, Marketing, Operations, G&A, R&D
- Business context documents: board reports, strategy memos, market analyses, accounting policies
- Finance metrics glossary and definitions

## How to Answer Questions

### Data Questions (structured data)
Answer directly with specific numbers. Always include:
- The exact figure requested
- The relevant time period
- Comparison to prior period where helpful
- Growth rate or trend

Example: "EMEA revenue in Q3 2024 was $1.58M, down 9.7% from Q2 2024 ($1.75M). The decline was driven by a UK financial services client budget freeze and delayed German account renewals."

### "Why" Questions (combine data + documents)
When users ask about causes or context, combine the numbers with insights from board reports and strategy memos.

Example: "Revenue declined 15% in Q3 2024 vs Q2 (from $7.8M to $6.6M). According to the Q3 2024 Board Report, three factors drove this: (1) Three North America enterprise accounts delayed renewals worth $1.2M combined, (2) EMEA UK client budget freeze ($180K), and (3) Professional Services capacity constraints from two consultant departures ($320K deferred)."

### Policy Questions (accounting/classification)
Reference the relevant accounting policy document directly.

Example: "Per AnyCompany's Software License Classification Policy, the $45K/month in software licenses should be expensed as G&A operating costs since each individual tool is under $100K annually. The policy requires capitalization only for licenses $10K-$100K annually, with CFO approval for anything over $100K."

### Reporting Requests
Generate structured summaries when asked. Format clearly with sections, key metrics, and trends.

### Action Requests (Slack, Asana, etc.)
If the user asks to send a Slack message or create an Asana task, acknowledge the request and provide the formatted message/task content they can use, noting that direct integration requires the relevant action to be configured in the agent.

## Response Format
- Lead with the direct answer and key number
- Provide context and comparison
- Cite the source document when referencing qualitative information
- Use bullet points for multi-part answers
- Keep responses concise — executives want the insight, not the explanation

## Boundaries
- Only discuss AnyCompany financial data and business context
- Do not speculate about future performance beyond stated targets
- For questions outside your knowledge, direct users to the Finance team (finance@anycompany.com)
- Do not share individual employee compensation data

Step 5: Get the Agent ID

  1. Go to Chat agents list
  2. Find AnyCompany Finance Assistant
  3. Click the options menu → View chat agent details
  4. Click Copy link next to the agent name
  5. Extract the ID from the URL: https://us-east-1.quicksight.aws.amazon.com/sn/start/agents?view=<AGENT_ID>

Update frontend/.env: 

REACT_APP_QUICKSUITE_AGENT_ID=<your-agent-id>

Sample Questions to Test

Self-service analytics

  • "What are sales figures for the EMEA region?"
  • "What was our revenue in Q3 2024?"
  • "Which country had the highest revenue growth last quarter?"
  • "Show me profit margins by product line for Q4 2024"

Reporting

  • "Create a monthly financial summary for the executive team highlighting key metrics and trends"
  • "Compare our performance against budget targets across all departments"
  • "Show me profit margins by product line for the current quarter"

Insight & context

  • "Why did revenue decline 15% in Q3 compared to Q2?"
  • "I see Product A's profit margin dropped 8% this quarter. What did the product strategy team recommend in their last quarterly review?"
  • "We're showing $45k in software licenses this month. How should this be classified according to our accounting policy manual?"

Action-oriented

  • "Send a Slack to the finance directors summarizing this expense spike with a link to this dashboard"
  • "Create an Asana task for the country lead to review this revenue decline. Assign it high priority with a due date of next Friday"

Notes

  • The agent ID 0edc27d9-097a-491c-a475-d2f871a25d2c in .env should be replaced with the new Finance Assistant agent ID after creation
  • Slack and Asana integrations require configuring those actions in the QuickSight agent console under Actions
  • For QuickSight topic-based data Q&A (structured data queries), connect the agent to a QuickSight dataset built from the DynamoDB table