The finance AI that runs inside your own environment
Ask questions of your live Tagetik data and every document your team owns, and get answers in plain language. You hold the keys, the models and the access.
Your finance knowledge, ready when you ask
The AI Agent brings your Tagetik data, public sources, and finance documentation into one place your team can simply talk to. Ask about a variance, a balance, or a close procedure and get the real answer, drawn from the real data.
Why finance leaders choose VantagePoint AI Agent
Ask in plain language
Query Tagetik and your wider finance information the way you'd ask a colleague. Get clear, sourced answers in return.
Every document, one search
Policies, procedures and best practice across your finance function, searchable from a single point.
Analysis on tap
Variance analysis, journal reviews and intercompany reconciliation insights, surfaced without the manual work.
Always on live data
Answers reflect your real-time Tagetik position, not last week's export.
Built for teams
Shared history and knowledge, with access controlled down to the dimension level.
Runs in your environment
Deployed on-premises, inside your own infrastructure. Your data never leaves your environment.
Your data never leaves the building
The agent is built for on-premises deployment. You host it, you secure it, you control it. Dimension-level access, role-based permissions, audit logging, agent tracing and network isolation come as standard, mirroring the security model your finance team already trusts. No data crosses your perimeter, ever.
Bring your own models and connections
The agent is provider-agnostic. Plug in the model you already trust, be it Anthropic, OpenAI or Azure OpenAI, and connect it to Tagetik with your own credentials. You own the keys, the model and the data. The agent puts them to work.
From sign-off to live in six weeks
Discovery, deployment, data onboarding, knowledge base, testing, go-live. End to end in four to six weeks. We lead the technical build and stand beside your team through training and handover, so finance is querying real data before the quarter turns.
Built to keep getting better
Single sign-on, enhanced memory and direct Tagetik integration are shipping now. Next come interactive dashboards, Excel and SharePoint integration, proactive anomaly flagging and data science agents. The agent you deploy today is the floor, not the ceiling.
“I trust VantagePoint because honestly they do what they say and they actually do it well. They worked really hard to build a really good rapport with us, and they showed that by understanding our business, getting to know us quickly, and just delivering on what we needed.”
Every finance function has a bottleneck. Here's where we usually find yours.
What's your biggest finance priority right now?
