Session

Trustworthy AI for Finance - Grounded Variance Answers with a Lakehouse Copilot

This deep dive shows how to build a CFO centric finance copilot on Azure Databricks that answers only from governed data, always cites sources and logs audit-ready evidence. I will implement grounded RAG over curated Delta tables, enforce cite‑or‑fail and PII safeguards, add runtime evaluation and refusal logic and capture telemetry linking prompt --> sources --> filters --> summary. Then I will walk through a compact live demo and a 30/60/90 rollout plan for Finance/FP&A. You’ll leave with patterns, notebooks, and a reliability checklist to ship a CFO-ready copilot.

Shaurya Agrawal

Startup CTO & Board Advisor

Austin, Texas, United States

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