builds · the platform

Live data in.
Tools you built out.

The reference architecture for deploying finance AI at scale — so a finance team builds its own dashboards and tools with AI, on governed data, secured end to end.

Forward Deployed CPA finance AI platform architecture: AI-built dashboards and tools on Azure Static Web Apps, sitting on a repository of certified Power BI semantic models fed by scheduled, reconciled data from source systems, all secured by Entra ID.

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how to read it

Four layers, top to bottom

// delivery

Dashboards & AI tools — built by finance

End users build their own solutions with AI in Python and HTML, and deploy them securely on Azure Static Web Apps. No engineering backlog. Each tool shows a person only what they're authorized to see.

// source of truth

A repository of certified semantic models

One certified Power BI model per reporting domain. Every metric is defined once — so every dashboard and AI tool inherits the same numbers and the same access rules.

// source systems

Scheduled, reconciled data feeds

GL, ERP and subledgers, consolidation, payroll/HRIS, and the cloud warehouse land clean, reconciled data on a schedule — the trusted base everything above is built on.

// identity

Entra ID — one identity, end to end