Case Study: How Sagefield AI is Helping Save Hundreds of Hours on Financial Reporting and Data Retrieval
By Long Nguyen
Client Background
Client is one of the largest sports ownership groups in the U.S., with dozens of teams across the country. Each team generates multiple revenue streams - ticket sales, food & beverage, merchandise, and sponsorship—and tracks hundreds of operational metrics. Finance and operations leaders are spending five to ten hours per week compiling reports, digging through spreadsheets, and manually analyzing performance data.
The Challenge
Time-Consuming Reporting: Creating weekly and monthly performance decks takes hours of manual work for each team. Fragmented Data Sources: Key data spread across excel, tableau, netsuite, etc.
Less Time Adding Value: Instead of helping the general managers drive more top and bottom line, teams are heads-down in email and spreadsheets
The client’s FP&A leadership wanted a solution that could centralize data access, automate recurring analytics, and deliver insights in seconds—not hours.
How we’re helping
We’re working with our client to deploy our Agentic AI Financial Analyst across the portfolio, connecting directly to their files and data warehouse, ticketing platforms, and operational dashboards. The initial rollout aims to provide:
Analyst-Level Automations
Instant KPI retrieval (YoY, MoM, WoW)
Automated weekly & monthly executive summaries
Natural-language queries for GMs and finance teams
The Results So Far
80% reduction in reporting time — Daily, weekly, and monthly financial summaries that once took hours were generated in under a few minutes.
Simple natural-language interface — All relevant metrics can be pulled instantly via natural language (“Show me ticket revenue vs. budget for last Saturday’s game”).
Faster decisions — GMs no longer needed finance in the loop to see their performance. They could proactively self-serve and drive outcomes
Why It Worked
Domain Expertise — Sagefield’s founders have deep experience in strategic finance and machine learning, ensuring solutions were built for real-world operational needs.
Consultative-approach — Sagefield works with their clients instead of having them “figure it out” on their own. Outputs were tailored to the Client’s data and formatting
About Sagefield AI Sagefield AI is a vertical AI SaaS platform for corporate finance and operations teams. Our agentic AI co-pilot reduces the friction of knowledge work, giving operators more time to focus on growing the business. Contact us here today for a demo