Automate repetitive financial workflows without code. Workspace Studio can link to third-party apps with pre-built connectors using plain language. Automatically track invoices, quarterly earnings, and more.
Turn data into decisions
Gemini unlocks the power of AI in finance, with advanced tools to support financial modeling and extracting deeper insights from data to make smarter financial decisions. AI research capabilities can help evaluate market trends or personalize investment portfolios.
Effective use cases of AI for finance
Analyze and organize data
Use Gemini in Google Sheets to pinpoint anomalies or outliers, and uncover budget variances for faster, more accurate insights. Gemini lets you interact with your data for more comprehensive financial analysis.
Draft and synthesize financial documents
Reduce time spent drafting reports from scratch during reporting cycles. Gemini in Docs helps you quickly turn raw information into a polished narrative. Summarize P&L sheets, draft audit footnotes, and create executive summaries for investor updates.
Create polished presentations
Gemini in Slides helps transform complex financial concepts into image-rich data storytelling. Ask Gemini to turn rows and ratios into custom graphs that illustrate margin shifts and market trends for board presentations and QBRs.
Streamline stakeholder communication
From budget approvals to headcount planning, Gemini in Gmail and Google Meet help you create secure audit trails. Meet helps take notes, captures verbal approval, and automatically sends documentation of key decisions via email for built-in compliance and accountability.
Master compliance and policy
NotebookLM gives finance teams verifiable answers grounded only in sources that you provide, reducing risk of hallucinations and inaccuracies during regulatory reviews. Review tax codes, contractual language and more to find exact clauses quickly during audits, policy checks, or risk analyses.
Unify your financial stack
Gemini Enterprise integrates with third-party ERP finance tools to streamline workflows, eliminating manual uploads and exports. Build a custom Gemini agent to reconcile Salesforce data with Oracle actuals and surface insights all in one Google Sheet.
AI can be used in the financial sector to assist in research to inform investment opportunities, analyze data, and summarize information in invoices, contracts, and financial statements.
Gemini in Sheets can help you organize financial data, assisting with creating pivot tables, dropdowns, and formulas to analyze figures. Because Gemini operates across Workspace apps, Gemini can help summarize data and files, transforming them into clear executive summaries.
No. Your interactions with Gemini stay within your organization. Google does not share your content outside your organization without your permission. Your existing Google Workspace protections are automatically applied to your interactions in Gemini, delivering the same enterprise-grade security as the rest of Workspace. Your proprietary information is not human reviewed or used to train any Generative AI model outside your domain without permission.
