AI Assistant

From Insight to Impact — Faster, Smarter, AI-Driven Finance

Redefine EPM (Enterprise Performance Management) with AI

To make AI “more useful” in enterprises, EVOX has continued to increase its R&D investment and comprehensively optimize product features. Recently, EVOX launched the AI Assistant system, which includes the AI Knowledge Assistant and the AI Data Assistant, marking a full-scale upgrade of its AI capabilities.

The EVOX AI Assistant not only provides employees with real-time suggestions, understands business contexts, and makes data predictions, but can also execute complex tasks. It fully leverages the understanding, reasoning, and generative capabilities of large models to become a reliable intelligent assistant for enterprise employees.

What can we do —— Two powerful capabilities, one seamless experience

AI Data Assistant – Conversational data exploration, one-click professional reports, root-cause attribution, and AI-driven forecasting.
AI Knowledge Assistant – Instant access to financial know-how, best practices, and system expertise — all in your language.
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Data Assistant

The EVOX AI Data Assistant is built on four core capabilities designed to revolutionize your financial data analysis: conversational data exploration, intelligent report generation, intelligent data forecasting, and attribution analysis. It automates in-depth data mining, analysis, and processing, ensuring your finance professionals quickly receive professional analysis reports with rigorous logic and comprehensive content.

Conversational Data Query: Instant Self-Service Insights

In traditional financial scenarios, enterprise users had to rely on consultants to manually retrieve reports, which not only involved complex cross-departmental collaboration processes but also led to lagging data, resulting in low decision-making efficiency and difficulty in responding to the rapidly changing market environment. Nowadays, with the help of EVOX AI Data Assistant, users only need to express their demands through natural language, and the system can respond within seconds, converting raw data into visual results such as charts and tables, truly achieving the experience of getting what you want as you thin.

One-click Exportable Analysis Reports Generation: Streamlined Reporting Excellence

The AI Data Assistant automates complex reporting by eliminating manual extraction and line-by-line parsing, leveraging historical queries to conduct in-depth data mining and analysis, and generating professional reports that are both rigorous and accurate, while simultaneously detecting anomalies in real time and delivering visualized, text-and-graphic insights that provide precise and timely support for critical business decisions.

Trends Prediction & Analysis: Scientific Foresight for Budget & Strategy

The AI Data Assistant leverages advanced AI algorithms to build an intelligent evaluation system that applies multidimensional cross-validation to ensure the rationality of budget data. It proactively identifies potential risk points to support a more scientific budget management closed loop, while integrating key influencing factors with business data through techniques such as time series analysis and machine learning. By dynamically modeling and forecasting future sales revenue trends, it provides enterprises with quantitative decision-making support, enabling them to set more accurate revenue targets and ensure the precise execution of strategic planning and business deployment.

Attribution Analysis: Unlocking the Drivers of Financial Change

EVOX Data Assistant’s attribution analysis supports multi-entry data sources (including the Data Assistant, reports, BI systems, and more) for attribution, covering diverse scenarios such as time comparison and budget-versus-actual analysis. Each step of the analysis can generate an insights report, creating an integrated data query–attribution–forecast workflow. This helps enterprises accurately break down the drivers behind data changes, efficiently drive decision-making, and transform data from a ‘static record’ into a ‘dynamic decision engine’, thereby building a closed loop for unlocking data value.

Knowledge Assistant

The EVOX Al Knowledge Assistant is a conversational knowledge management expert specificaly designed to empower your finance teams withefficient information retrieval and inteligent quidance. magine your team having instant access to critical financial information, reducingdependencies and accelerating decision-making.

Key Benefits for Finance Leaders

The AI Knowledge Assistant provides rapid and accurate access to information by instantly responding to queries on system functions, best practices, and business-specific operations, with all answers drawn directly from your EVOX system’s data, documents, and knowledge base to ensure unmatched accuracy and relevance. It accelerates onboarding and financial decision-making by helping professionals quickly access intelligent guidance, while serving as a comprehensive knowledge hub covering FAQs, fault resolution, DevOps, and compliance essentials. With multi-language Q&A support and automatic language detection, it enhances global collaboration, and through continuous optimization driven by user feedback, it delivers ever-improving automation and smarter knowledge services.

Furthermore, it automatically generates scripts based on business scenarios, significantly reducing manual workload and improving script standards while reducing grammatical errors, ensuring professionalism in financial communications.

Why Finance Leaders Choose EVOX AI Assistant

- Speed: Get answers, reports, and forecasts in seconds, no bottlenecks.

- Precision: AI-powered insights rooted in your enterprise data and best practices.

- Foresight: Predict trends, uncover risks, and act with confidence.

With EVOX, your data stops being a record of the past and becomes a decision engine for the future.

Instant, Intelligent, In-Control.

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