Large finance organizations rely on dashboards and reports, but the harder challenge is enabling automation without breaking governance or auditability. This session shows how a global finance organization built agent-driven workflows on the Databricks Data Intelligence Platform using Unity Catalog and metrics views.

The talk covers a real implementation where finance metrics are defined once, protected with attribute-based access control and automated classification, and reused across reporting and analytics. Power BI connects directly to governed lakehouse tables, while Iceberg-compliant engines access Delta tables through Uniform.

Agentic workflows observe certified metrics to assist with variance investigation and anomaly triage. Early results showed several hours of manual investigation effort saved per reporting cycle. The session includes an architecture walkthrough and demo using synthetic data that reflects real finance workflows and design decisions.