How Uber Built a Conversational AI Agent For Financial Analysis

Uber built Finch, a conversational AI agent that enables finance teams to query financial data using natural language directly in Slack. The system translates questions into SQL queries, retrieves data from curated single-table data marts, and returns results in seconds. Finch uses a modular architecture with specialized agents orchestrated by LangGraph, OpenSearch for semantic mapping, and role-based access controls for security. The system includes continuous evaluation against golden queries, performance optimizations through parallel processing and pre-fetching, and plans to expand with deeper FinTech integration and human-in-the-loop validation for executive decisions.