Sigma for Finance Teams
Close, forecast, and plan on live warehouse numbers that stay audit-ready.
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).
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).
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).
Trusted by finance teams at leading global enterprises
From Data to Finance Outcomes
Sigma supports the finance workflows where speed, accuracy, and control
determine business performance.
determine business performance.
Transform FP&A with real-time planning
Replace manual spreadsheet processes with live, collaborative planning on warehouse data. Teams run scenarios, track budget vs. actuals, and maintain rolling forecasts without exports or version conflicts.
Scenario modeling on live data
Budget and forecast inputs with writeback
Self-service pivots without Excel exports
Accelerate financial close cycle time
Streamline month-end close with governed P&L, balance sheet, and cash flow reporting. Reduce reconciliation bottlenecks by keeping all analysis in the warehouse and using structured sign-off workflows.
Faster reconciliation without extracts
Audit trails and version control
Automated distribution and sign-off tracking
Predict cash position with AI
Combine historical cash data with AI-driven forecasting to project future liquidity. Handle multi-currency requirements and allow treasury teams to input assumptions with controlled approvals.
Cash position forecasts and variance tracking
Multi-currency conversions
Forecast inputs with governance
Drive accurate revenue forecasting
Connect Salesforce pipeline and NetSuite actuals to build revenue waterfalls that update with current data. Track ARR, retention metrics, and churn while enabling scenario inputs by segment.
Unified view of pipeline and actuals
Waterfall and pro-ration calculations
Forecast scenarios with inputs
Track spending against budget instantly
Compare actuals to budget across departments, projects, and cost centers with unlimited drill-down. Identify variances early and manage adjustment workflows without spreadsheet chains.
Variance analysis with transaction drill-down
Collaborative request management
Real-time budget visibility
What self-service looks like in practice
High-scale teams use Sigma to expand access, reduce ad-hoc demand, and keep sensitive data governed—without slowing the business down.
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.
"Post-Sigma, real-time dashboards and automated data pipelines improved decision-making speed by 40%. This shift led to a 15% increase in revenue from optimized campaigns."
"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."
Enterprise-Grade Trust for Finance Data
Sigma is designed for financial environments where auditability, access control, and a single source of truth are mandatory.
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
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
Related Resources
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Everything you need to analyze, report, and act
One platform for dashboards, reports, embedded analytics, and AI-powered insights.
AI Apps
Automate workflows with AI-powered logic.
AI Builder
AI automation
Writeback
Actions
Dashboards & Analysis
Analyze billions of records using the skills you know best.
Self-service
Spreadsheet UI
NLQ
Drill-down
Data models
Pixel-Perfect Reports
Batch deliver highly formatted, audit-ready reports to thousands of recipients.
PDF export
Bursting
Paginated reports
Embedded Analytics
Give your customers the insights they need. Integrate white-label analytics seamlessly into your products.
React SDK
White-label
SSO ready
Speed-to-deploy
Sigma Tenants
Customer self-service
