What is Sigma’s brand promise?

Sigma turns insight into action—so every team can finish the job.

How does Sigma help finance teams?

By unifying live warehouse data, governed writeback, and data apps so FP&A can plan, forecast, and automate approvals in one place.

Do non-technical users have guardrails?

Yes. Role-based permissions, validation, approvals, and audit trails keep edits controlled and compliant.

Can Sigma trigger downstream workflows?

Actions can insert/update/delete input rows and call stored procedures to push changes to other systems.

Sigma for Finance Teams

Accelerate financial planning and close books faster. Finance teams use the secure spreadsheet interface they know to reconcile live data, plan budgets, and automate reporting without manual exports.

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About Finance Teams in Sigma

Finance runs on numbers that must be current, reconciled, and explainable. Sigma helps FP&A, accounting, and treasury teams move away from spreadsheet-heavy planning and close workflows by working directly on live warehouse data with governance and an audit trail (SOX-ready).

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Trusted by finance planning & corporate strategy teams at leading global enterprises

From Data to Financial Certainty

Sigma unites planning, reconciliation, and reporting on one platform where real-time accuracy and governance prevent costly errors.

Forecast cash position real-time

Combine actual bank transactions with manual treasury forecasts to project cash positions across entities and currencies. Treasury teams input FX trades, manual adjustments, and target balances directly into live cash data, eliminating the daily ritual of downloading bank files to update forecast spreadsheets.

Manual forecast adjustments

Multi-entity cash tracking

FX trade management

Eliminate spreadsheet budget cycles

Build collaborative annual budgets across departments without spreadsheet versions. Finance teams input preliminary budgets, configure seasonality factors, and model scenarios directly against live GL data while department owners add commentary and justifications, querying the same warehouse dataset without emailing files.

Collaborative budget input tables

Live GL variance analysis

Multi-scenario planning capabilities

Accelerate reconciliation with governed AI

Consolidate multi-entity financials and complete month-end close tasks without downloading trial balances. Controllers input manual journal entries, add flux commentary, and sign off on consolidated P&Ls directly against live ledger data—tracking close checklist progress across subsidiaries in real-time.

Manual journal entry input

Multi-entity consolidation workflows

Sign-off checklist tracking

Streamline invoice approval workflows

Connect Salesforce pipeline and NetSuite actuals to build revenue waterfalls that update. Process vendor invoices and approval workflows without email. AP teams review, add comments, adjust GL coding, and manage updates directly on live data, eliminating the invoice PDF > spreadsheet > ERP data entry loop.

Invoice approval workflows

Vendor data maintenance

GL code adjustments

Track spending against budget instantly

Track invoices and unapplied payments across thousands of customers in real-time. Collections can add notes, assign accounts, and update payment directly against AR data, querying live invoice status without waiting for batch ERP exports.

Live invoice aging tracking

Payment application workflows

Customer note collaboration

Trusted for Accuracy & Governance

Corporate strategy and finance leaders trust Sigma to eliminate spreadsheet errors and deliver a single source of truth for compliant planning, budgeting, and reporting.

75%

Employee adoption

80%

Reduction in reporting time

Yamaha Motor Finance replaced spreadsheets and manual reporting with Sigma’s governed, cloud-native platform. See how they transformed FP&A, enabled self-service, and scaled financial modeling with Snowflake and Sigma.

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700+

Active users

Days to Hours

In time savings

"I think the biggest value driver for Sigma is that you're not using specialized Python developers to analyze billion row records anymore. You're just adding an Excel user."

Han Zhang Senior Vice President at Blackstone

Senior Vice President at Blackstone

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100%

Data visibility

10+

Teams onboarded

“Sigma has become my go-to tool for quick exploratory analysis. It’s fast, it’s flexible, and it handles the data volumes we deal with effortlessly.”

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0

Data lag (real-time)

100%

Audit trail

Affirm’s Josh Cho turned dashboards into AI Apps with Sigma—automating reviews, improving accountability, and winning Data App Builder of the Year.

Josh Cho

Compensation Analyst

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Hours

Saved on manual reporting

100%

Data isolation with Sigma Tenants

“Sigma is really unique in the fact that we can embed this product within our entire application and then enable customers to build their own reports.”

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90+

Zero ad hoc reporting requests in the last 90+ days

6x

Faster finance report creation

Sigma empowers teams across Cowen to easily analyze historical data and take a holistic approach to their analytics.

Ira Lupkin Cowen

Managing Director at Cowen Inc.

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Enterprise-Grade Trust for Finance Data

Sigma is designed for financial environments where auditability, access control, and a single source of truth are mandatory.

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Data Never Leaves the Warehouse

Sigma queries your data warehouse directly—no copies, no extraction, no additional risk

Row & Column-Level Permissions

Explore billions of rowsControl data access at granular levels—users only see what they're authorized to see
without pre-aggregation or waiting for engineering support

Audit Logging & Approval Trails

Complete audit history for every action, calculation, and data access

Governed Writeback for Planning

Input budgets, forecasts, and assumptions with structured approval workflows

Role-Based Access for Stakeholders

Define what each role can view, edit, and export across the organization

SSO & Enterprise Integration

Leverage existing identity providers and warehouse permissions seamlessly

Everything you need to analyze, report, and act

One platform for dashboards, reports, embedded analytics, and AI-powered insights.

Automate workflows with AI-powered logic.

Analyze billions of records using the skills you know best.

Batch deliver highly formatted, audit-ready reports to thousands of recipients.

PDF export

Bursting

Paginated reports

Give your customers the insights they need. Integrate white-label analytics seamlessly into your products.

Customer self-service

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Financial Planning FAQs

Common questions about financial planning and corporate strategy with Sigma.

How does Sigma change the month-end close and reconciliation process?

Sigma automates reconciliation so you can close books without manual exports or waiting for nightly batches. Controllers input manual journal entries, add flux commentary, and sign off on consolidated P&Ls directly against live ledger data. You drill down into transaction-level variances immediately to resolve discrepancies.

Can we build collaborative budgets without emailing spreadsheets?

Yes, you build collaborative annual budgets across departments without spreadsheet versions. Finance teams input preliminary budgets, configure seasonality factors, and model scenarios directly against live GL data. Department owners add commentary and justifications, all while querying the exact same warehouse dataset.

How does Sigma handle "what-if" scenario modeling?

Finance teams use Input Tables to model 'What-If' scenarios and write values back to the warehouse instantly. You adjust forecasts and budgets without breaking the model. This setup replaces static reporting with continuous collaborative planning.

Can treasury teams forecast cash flow on live data?

You combine actual bank transactions with manual treasury forecasts to project cash positions across entities and currencies. Treasury teams input FX trades, manual adjustments, and target balances directly into live cash data. This eliminates the daily ritual of downloading bank files to update forecast spreadsheets.

How do we track and explain budget variances?

Sigma lets you explain budget variances in seconds. You analyze spend across departments and projects at the invoice line-item level. This direct access to granular data identifies drivers of overspend instantly.

How does Sigma handle headcount & personnel cost planning?

How does Sigma connect to our ERP?

Sigma connects directly to your cloud data warehouse, where your ERP data resides. Once your ERP data lands in the warehouse, Sigma queries it live. This warehouse-native architecture lets you harmonize reporting across disparate ERP systems into a single cloud data warehouse.

Can finance teams self-serve their own reports without going to IT or a data team?

Yes. Sigma provides a familiar spreadsheet interface that runs directly on live warehouse data. Finance teams pivot, filter, and calculate billions of rows independently. IT maintains governance and row-level security in the warehouse, while analysts explore data and build models without waiting in an IT ticket queue.

Sigma for Finance Teams