A story of generative AI in finance. With a happy ending.

A SWIFTFINANCE REAL LIFE CASE STUDY

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SwiftFinance Case Study

Background Context

The acquisition of an American company, with a different ERP, language, currency, chart of accounts and accounting rules, has led to major challenges in the Finance group.


"AI can write code. Our analysts understand finance. Together, we can build what we need without a costly project and without involving our IT specialists."


  • The Finance team is implementing automated data pipelines with chatGPT-generated Python code in Microsoft Fabrics Data Lake.

  • Financial analysts create Microsoft Excel reports based on data models implemented with SQL code generated by Copilot.

AI in Finance  

and its structural challenges 

Code that no one could read or validate

The AI-generated scripts worked... most of the time. But when they produced unexpected results, no analyst was able to read the Python code to understand what it was actually doing.

The AI had generated complex logical transformations—conditional joins, data pivots, currency conversions—that no one on the team could validate or certify. The code was technically executable, but intellectually opaque.

Silent errors impossible to locate

The pipeline was running in the background, without structured logging or an alert mechanism. When the consolidated figures started to drift: slightly overstated margins, poorly eliminated intercompany charges, USD/CAD conversions applied twice for some accounts.

The team only discovered it when manually reconciling the results, often several days after closing. Tracing the cause was like detective work without clues: the code didn't document its own decisions.

A fragile model, broken with every change

As soon as a change occurred in either of the two ERPs, a new cost center, a department restructuring, a database schema update in NetSuite, the pipeline would collapse or silently produce incorrect data.

Repairing the script meant going back to the AI, asking it to correct code it had itself generated several weeks earlier, with no guarantee that the correction wouldn't introduce a new problem elsewhere. Each correction became an additional risk.

An invisible and undocumented liability

After several months, the team realized with horror that no one knew exactly what the system as a whole did. The scripts had been iterated, corrected, and duplicated. Conflicting versions coexisted.

An analyst had left the company, taking with him tacit knowledge of part of the pipeline. The system had become a black box maintained by an artificial intelligence that could not be questioned about its own past decisions.


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Directrice Financière

We spent entire days trying to understand why the figures from the American subsidiary weren't adding up. We asked the AI to correct the script, it gave us a new version, and two weeks later, we found another problem that the correction had introduced. We had lost faith in our own data.

At that moment, I understood that we didn't have a skills problem, we had a data infrastructure problem.

Swiftfinance has allowed us to continue using AI, but this AI now reasons on clean, consolidated, documented, and auditable data.

CFO

I had to explain to the CEO and the board that our consolidated figures for the last six months were unreliable. That's not a conversation a CFO wants to have.

Generative AI can write code, but it cannot guarantee that this code does what accounting rules require. It can produce pipelines, but it cannot audit them, document them, or maintain them over time.

With Swiftfinance we learned that these responsibilities belong to a purpose-built financial infrastructure supported by a dedicated team, not to an LLM language model.


Why Swiftfinance is the foundation 

 for secure use of generative AI in Finance


Centralized financial analytical IA model ⚫︎ AI Reporting ⚫︎ Consolidate your information without AI  ⚫︎ Manage your rules with transparency ⚫︎ Governance and conformity for a better AI

Multiply the power of AI tenfold without hallucinations​

SwiftFinance offers a centralized financial model where every generated figure is traceable back to its source in the ERP, along with the applied transformation rule and the history of changes. The team can answer any question from an auditor or administrator in minutes, with a documented trail. 

The Swiftfinance solution natively supports the concept of funds in its centralized analytical financial model

Flexible reporting assisted by AI

SwiftFinance offers easy and flexible financial reporting that uses AI to hide complexity, not to generate even more complex code to manage it. Analysts can focus more on leveraging data rather than improvising and playing IT games with undocumented scripts.

The Swiftfinance solution makes it easy to produce complex reports on the use of funds.

Resilience to change in ERPs

SwiftFinance offers specialized connectors to ensure automated and reliable transfer of source data. No undocumented custom scripts are used. No analyst has to spend their weekend debugging Python code.

The Swiftfinance solution offers specialized applications for fund management

Transparent consolidation rules

SwiftFinance offers applications that allow for centralized and secure management of all parameters related to data unification, transformation, validation, and normalization. No opaque, AI-generated scripts are required.

Strong governance to ensure AI compliance

SwiftFinance offers centralized control and auditing capabilities that ensure data is properly transformed and used by the right people in the right way.

The Swiftfinance solution allows you to establish governance over the use of funds



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