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CFO Business Breakfast — How to trust AI in financeRequest Invite
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Scattered definitions

Connect every system

One definition

Financial Data Governance

When revenue means something different to everyone, nothing adds up.

Finance says gross revenue. Sales says net. The board hears both and trusts neither. Keboola’s governed business glossary defines every financial term once — and enforces it everywhere. When an AI agent queries EBITDA, it executes your definition — not a generic interpretation. You do not need to agree internally before you start.

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DXC
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Groupon
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Innogy
ITIS HOLDING
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Apify
Carvago
Česká spořitelna
CreditInfo
DXC
EmbedIT
Firehouse Subs
Groupon
GymBeam
Heureka
HomeCredit
Innogy
ITIS HOLDING
Kofola
P3
Productboard
Rohlík
seznam.cz
ShipMonk
Shoptet
The Evans Network
Apify
Carvago
Česká spořitelna
CreditInfo
DXC
EmbedIT
Firehouse Subs
Groupon
GymBeam
Heureka
HomeCredit
Innogy
ITIS HOLDING
Kofola
P3
Productboard
Rohlík
seznam.cz
ShipMonk
Shoptet
The Evans Network

The Problem

Every team hits the same definition problem.

Same metric, three definitions.

EBITDA means one thing in your SAP, another in the FP&A model, and a third in the board deck. Every reconciliation meeting starts by agreeing on which version is correct.

New hires inherit broken logic.

Definitions live in someone’s head or a forgotten Confluence page. Every new analyst reverse-engineers the metric from the report output and gets it slightly wrong.

AI gives confident wrong answers.

When AI tools query undefined metrics, they interpolate. ChatGPT on your data guesses at definitions. Two analysts ask the same question and get different numbers — both technically justified, neither trustworthy.

Auditors cannot follow the logic.

A metric that cannot be defined unambiguously cannot be audited reliably. The auditor asks for the definition. The answer is a spreadsheet and a long explanation.

Business Glossary

Defined once. Enforced everywhere.

When an AI agent queries EBITDA, it executes your definition — not a generic interpretation.

0

Definition per metric — enforced across all systems

0%

AI-query consistency — when built on governed glossary

Zero

Reconciliation meetings about what a term means

How it works

Youdonotneedtoagreeinternallybeforeyoustart.

Surface

Connect to your data catalog, ERP metadata, and FP&A models. Keboola surfaces every metric, KPI, and account grouping in active use across your systems — including ones nobody knew existed.

01
02

Define

Finance and data teams define each metric in plain language — formula, source, owner, approved use. Definitions are versioned and change-logged from day one.

Enforce

Glossary terms link to the underlying data model. Every dashboard, report, and AI query — Claude, Copilot, Gemini — resolves against the same governed definition via the Keboola semantic layer. Not a cached export. Not an interpretation.

03
04

Monitor

AI agents flag when a metric in a new report diverges from its governed definition. Caught in review, not in the board meeting.

Why Keboola

Most BI tools let you define metrics inside dashboards. That definition lives in the dashboard, not in the data.

When someone builds a second dashboard, they redefine it. Keboola governs the definition at the data layer — so every tool that reads from it, including every AI agent connected via MCP, gets the same governed answer.

Keboola
Surface
Define
Enforce
Monitor

Questions & answers

Frequently Asked Questions

Everything finance, IT, and procurement will want to know — up front.

Glossary definitions link to the underlying data model through the Keboola semantic layer (MCP). Every AI query against your data resolves against the same governed definition — not a generic guess.
A definition that lives in the dashboard, not in the data, gets redefined every time someone builds a new dashboard. Keboola governs the definition at the data layer — so every consuming tool reads the same answer.
No — that's the first thing we map. The diagnostic surfaces every metric in active use, including ones nobody knew existed.
Every definition is versioned and change-logged from day one. Formula, source, owner, approved use — all tracked, all reversible.
Yes — 100% AI-query consistency when built on a governed glossary. Two analysts asking the same question get the same answer.
Balu Gopakumar|Account Executive
Balu Gopakumar
Martin Lepka|CMO Keboola
Martin Lepka
Giorgio Pontillo|CRO
Giorgio Pontillo

Cannot agree on what revenue means yet? That is exactly where we start.

The 30 minutes is a diagnostic, not a demo. We map your current metric definitions and show you where the gaps are.