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Finance 360 2.0 Overview

1. Objective​

Deliver a lightweight, intuitive Finance experience centered on embedded AI agents—leveraging Glean as the primary interaction layer—to move Finance from traditional dashboard-driven reporting to insight-driven, conversational decision support. The platform will provide optionality through both a minimal UI and the Glean experience, emphasizing agent-led insights while preserving a limited set of standardized reports that must be consumed in consistent, controlled formats.

  • Executive Sponsor: Chris Ceraso / Dan Furlani
  • Engineering DRI: Mohammed Akkal

2. What is Fin360 2.0?​

Fin360 2.0 is GM’s next-generation platform designed to transform the Finance function from traditional data gathering and reporting into a strategic, AI-powered advisory capability. The platform is built to enable cultural change, shifting Finance’s focus toward decision-making, business partnership, and value creation. It is tightly integrated with GM’s Enterprise AI strategy and delivers a governed, single source of truth for all financial reporting and insights.

Key Features​

  • Glean-first, agent-led Finance experience
    • Embedded AI agents delivered through Glean as the primary interaction layer, enabling conversational, task-oriented access to Finance insights, explanations, and recommendations.
  • Lightweight UI with clear optionality
    • A minimal, purpose-built UI focused on navigation, guardrails, and curated entry points rather than dense dashboards.
  • Role-based, AI-augmented business consoles
    • Recommended actions and implications personalized to role (CFO, finance leader, analyst) without relying on separate role-based dashboards, shifting value from visualization to reasoning and guidance.
  • Seamless integration with the One Model Scenario planning tool
  • Standardized, governed reporting where required
    • A limited, explicitly defined set of standard Finance reports retained for use cases that demand:
      • Consistency
      • Comparability
      • Regulatory or executive control
  • Deep integration with OneStream, SAP, and other systems
    • Agents and UI experiences are underpinned by trusted data from OneStream, SAP, and other systems, ensuring consistency with enterprise systems of record.
    • Phased enablement aligned to platform capabilities
    • Structured data and metrics from OneStream
    • Transactional and master data from SAP and other systems

3. What is included in the platform?​

Image: Fin360 platform overview

Figure 1: FIN360 2.0 | What’s in the platform – a look “under the hood”

4. UX Wire Frames​

Fin360 2.0 UX wireframes

Figure 2: FIN360 2.0 UI/UX

5. Business Impact and Expected Outcomes​

Fin360 2.0 is designed to deliver measurable business value across several dimensions:

A. Speed to Insight​

  • AI-driven recommendations accelerate decision-making.
  • Rapid understanding of the “so what” behind the data with AI insights.

B. Efficiency​

  • Thousands of hours saved by reducing manual data gathering, report production, and validation.
  • Finance teams shift time from reporting creation to higher-value work: business partnership.

C. Confidence and Consistency​

  • A governed source of truth ensures trust and consistency in reporting.
  • Standardization across Finance reporting and analytics.

D. Future-Ready Organization​

  • Scalable platform unlocks next-gen AI and agentic capabilities.
  • Upskills Finance professionals in leveraging AI for their work.
  • Creates an “AI ready” finance tech stack.

E. Platform Adoption and Stickiness​

  • Centralized “front door” for all key insights and reports.
  • User-friendly commentary and embedded AI insights drive engagement.

F. Behavioral Change​

  • Requires meaningful changes in how Finance consumes and acts on data.
  • Enables a shift to higher-value activities and business partnership.

6. Supporting Technology​

Fin360 2.0 leverages a modern, modular technology stack to deliver its capabilities:

Supporting technology diagram

Figure 3: Integrated Plan-to-Report Conceptual Solution Diagram

A. Data Architecture​

  • Enterprise Data Landing Zone: Built on Databricks for scalable data management.
  • Finance Data Layer: Unified finance data assets and semantic models.
  • Integration with SAP, OneStream and other enterprise systems.

B. AI and Analytics​

  • ML Models: Embedded for scenario modeling, forecasting, and anomaly detection.
  • Genie / Glean: AI solutions for search, insights, and recommendations.
  • SAP: Joule Intelligent Apps
  • OneStream: Sensible AI
  • PowerBI: Advanced analytics and deep-dive reporting.

C. User-Facing Solutions​

  • Web Application: Personalized dashboards and executive summaries.
  • Conversational Querying: Gaining insights via natural language dialogue.
  • PowerBI Integration: For detailed analytics and reporting.
  • Report Hub and Sandbox: Centralized and customizable reporting tools.