This post is cowritten with James Luo from BGL.
Data analysis is emerging as a high-impact use case for AI agents. According to Anthropic’s 2026 State of AI Agents Report, 60% of organizations rank data analysis and report generation as their most impactful agentic AI applications. 65% of enterprises cite it as a top priority. In practice, businesses face two common challenges:
- Business users without technical knowledge rely on data teams for queries, which is time-consuming and creates a bottleneck.
- Traditional text-to-SQL solutions don’t provide consistent and accurate results.
Like many other businesses, BGL faced similar challenges with its data analysis and reporting use cases. BGL is a leading provider of self-managed superannuation fund (SMSF) administration solutions that help individuals manage the complex compliance and reporting of their own or a client’s retirement savings, serving over 12,700 businesses…
