Building AI Trust and Reliability in Financial Services.
60% to 95% FP&A accuracy, 20% fewer false positives, 90+ regression scenarios, and rollout to 100+ customers.
The gap was engineering, not evidence alone: context construction, RAG relevance, prompt tuning, reviewer-agent coverage, SQL fast paths, and criticality-weighted eval loops.
Start with the architecture.
The reliability gap lived in context construction, retrieval relevance, prompts, review, and deterministic finance paths.
We went from being unsure of our accuracy to rolling out the product to over 100 customers and having visibility across the behavior of our agentic application. The robust implementation was further validated by our customers' AI teams, and the vendor visibility allowed us to build enterprise trust.
CTO, FP&A SaaS
WorkstreamAI Engineering + Evals
ScenarioAI-native finance SaaS shipping FP&A AI into finance customers
Next moveReliability DAG → release evals → product confidence.
Engineer the reliability loop.
The work paired product engineering with evals so each failure mode had an owner and a release check.
60 → 95%
FP&A accuracy
Accuracy moved after context-layer work, RAG relevance tuning, prompt tuning, reviewer agents, and SQL fast paths.
20%
False positives reduced
Reduction observed after critical outputs moved through reviewer checks and release evals.
90+
Regression scenarios
High-risk FP&A behaviors covered in a criticality-weighted eval loop.
100+
Customer rollout
The product moved from uncertain accuracy into rollout with visibility across agent behavior.
The hardest FP&A workflow was capped by weak context construction, not model choice alone.
The RAG path often found plausible evidence before the most relevant finance record.
Critical outputs needed reviewer agents, SQL fast paths, and higher eval weight than routine answers.
Move accuracy into production.
The shift was from a promising FP&A agent to a system that could be trusted across critical outputs.
Before engineering
After engineering + evals
FP&A answers were stuck around 60% accuracy.
Accuracy reached 95% after the engineering and eval loop.
RAG retrieved plausible context, but not always the decisive finance record.
Context ranking and retrieval logic surfaced the most relevant source first.
Every question moved through the same LLM path.
SQL fast paths handled deterministic finance questions before agent fallback.
Review depended on manual inspection after failures appeared.
Reviewer agents checked critical outputs inside the release loop.
Eval coverage treated all failures as equal.
A criticality-weighted DAG reinforced eval loops around high-impact outputs.
Ship the reliability DAG.
Criticality decided which eval loops mattered most, then reinforced the product paths that carried the highest risk.
Architecture
Context-layer redesign
RAG relevance tuning
Prompt and fallback paths
SQL fast-path scope
Reliability loop
Failure-mode taxonomy
Reviewer-agent checks
Criticality-weighted eval DAG
Regression reinforcement
Release cadence
95% accuracy target
False-positive checks
90+ regression scenarios
Product-confidence readout
Make confidence earned.
The same system improved agent behavior, release confidence, and buyer-facing reliability claims.
What Shipped.
Context layer, retrieval ranking, and prompt tuning for the FP&A workflow.
Reviewer-agent checks and deterministic SQL fast paths for finance-critical questions.
Criticality-weighted eval DAG with 90+ regression scenarios and release reinforcement.
Proof.
60% to 95% accuracy in the FP&A AI implementation.
20% reduction in false positives after the eval pipeline went live.
90+ high-risk document scenarios covered in regression testing.
Rolled out to 100+ customers with agent-behavior visibility.
Build finance AI that holds.
This is how AI Engineering and Evals turn production agents into reliable finance workflows.