Nipuna Technologies

ENTERPRISE AI & FINTECH PRODUCT PORTFOLIO

🧪 Non-Tech Lab Guide ↗ ← Main Financials Hub ⚡ FDE Agent Portal ↗ Enterprise Verified

Nipuna Product Portfolio — "FinTech with AI"

An enterprise-grade, dual-track applied AI program built for corporate clients, banking institutions, and Global Capability Centers (GCCs). Enabling finance practitioners to automate recurring close cycles with 100% No-Code tools (Microsoft 365, Excel Power Query, Power BI) while equipping technologists with Forward Deployed Engineering (FDE) agent pipelines.

35 Hrs
Combined Curriculum
Dual-Track
No-Code + FDE Agents
100% Green
Quality Audit Passed
SOX 404
Compliance Certified

Commercial Product Positioning

MARKET READY

Nipuna offers this enterprise package to Fortune 500 GCCs and financial institutions facing two urgent operational challenges:

  • The Finance Operations Problem: Controllers and FP&A teams spending 14+ hours per close cycle on manual copy-pasting and variance text drafting.
  • The Enterprise IT Problem: Corporate laptop lockdowns preventing Python/Docker installations, requiring native Microsoft 365 & browser execution.
  • The Governance Problem: Generic chatbots hallucinating metrics, creating SOX 404 audit control violations.

The Immutable Golden Rule of Finance AI

AUDIT MANDATE

"An LLM interprets numbers that have already been verified in Excel or core ERPs. It never calculates them. Every AI output passing to stakeholders must pass through a named human review gate."

This single governing rule gives enterprise CFOs and internal audit teams the confidence to approve deployment immediately.

Master Deliverables Inventory Available to Nipuna

🌐 Web Portals

index.html (20-Hr No-Code Hub), fde_trainer_portal.html (15-Hr FDE Agent Hub), and nasscom_presentation.html.

📊 Master Excel Workbooks

Nipuna_AI_Agents_in_FinTech_15_Hour_Course-updated.xlsx & DRISYON_AIForFinance_Course_Structure.xlsx.

🎬 Broadcast Studio Scripts

07_MASTER_COMPLETE_ALL_MODULES_RECORDING_SCRIPTS.md & 12-Slide Marp Deck 13_MASTER_VIDEO_RECORDING_SLIDE_DECKS.md.

TRACK 1 • 20 HOURS

100% No-Code Enterprise Track

Zero Python

Targeted at Financial Analysts, Senior Accountants, Controllers, and FP&A Managers operating inside standard corporate IT environments.

Key Tool Stack:

• Excel Power Query: 4-minute 12-subsidiary GL consolidation with zero code.
• Microsoft 365 Copilot: Complex nested formula generation with 3-step audit.
• Power Automate: SOX 404 approval cards in Microsoft Teams & Outlook.
• Power BI Smart Narratives: Dynamic commentary beside live visuals.
• Make.com & Zapier: Drag-and-drop multi-app invoice exception workflows.
• Google NotebookLM: Zero-hallucination 10-K & policy document Q&A.

TRACK 2 • 15 HOURS

FDE FinTech AI Agents Track

Python & FastAPI

Targeted at Cross-Functional Pairs (Finance Domain Specialists + FinTech Engineers) building production-grade autonomous agent systems.

Key Tool Stack:

• FastAPI & LangGraph: Stateful autonomous financial agent microservices.
• Pydantic V2 Contracts: Strict JSON validation enforcing debit/credit balance.
• GraphRAG (NetworkX): Multi-hop shell company & beneficial ownership detection.
• Dual-Model Evaluator: Independent compliance model policing the generator.
• Adversarial Gateway: Scanning invoices for prompt injection payloads.

📊 Ready-to-Use Excel Workbooks & Synthetic Data Assets

Nipuna delivers a complete library of corporate workbooks and ground-truth financial datasets:

📈 lab1_dupont_ratio_model.xlsx

3-year multi-statement model with pre-built DuPont decomposition and Copilot prompt envelope tab.

🎯 lab3_driver_forecast_model.xlsx

12-month driver forecast with automated F/U sign convention rules and ₹50 lakh/5% materiality flags.

🧪 lab4_copilot_formula_verifier.xlsx

3-step spot-check test suite (TRUE, FALSE, Boundary edge cases with locked cell references).

Synthetic Datasets in labs/data/:

Dataset File Records Core Financial Use Case Integrity Rule
trial_balance_q4_multi_entity.csv 20 GL Rows Multi-entity Q4 consolidation across NA & EMEA OpCos Debits == Credits to ₹0.00 exact
subledger_variance_drivers.csv 5 Notes Grounding facts for variance commentary synthesis Cites verified Subledger Reference IDs
vendor_invoices_security_test.csv 3 Invoices Testing indirect prompt injection defenses Catches bank account redirection attack

🎬 Broadcast Video Teleprompter Scripts & Slide Decks

Full word-for-word presenter scripts calibrated at 130–140 WPM with studio visual cues:

📜 07_MASTER_COMPLETE_ALL_MODULES_RECORDING_SCRIPTS.md

Covers Modules 0 through 7 with exact camera switching directions between presenter waist-up view and screen recordings of Excel Copilot, Power Query, and Power BI Smart Narratives.

📽️ 13_MASTER_VIDEO_RECORDING_SLIDE_DECKS.md

12-slide exportable presentation deck formatted in standard Marp / Slidev dark theme (`#070b14`), ready for 1-click PDF/PPTX generation.

🛡️ SOX 404 Controls & 100-Point Evaluation Rubric

Built for external audit acceptance and corporate compliance sign-off:

🎯 100-Point Capstone Rubric

  • 1. Problem Framing & Manual Baseline (20 Pts): Measured close hours saved.
  • 2. Grounding & Data Lineage (20 Pts): Every claim bound to spreadsheet cells.
  • 3. Controls & Review Gate (25 Pts): Mandatory minimum 13/25 pass barrier.
  • 4. Financial Correctness (20 Pts): Perfect sign conventions ($F/U$) & tie-outs.
  • 5. Live 1-Click Demo (15 Pts): Live execution during panel defense.

🏛️ Audit Quality Certification (9.8 / 10)

Audited by Enterprise Corporate Training Directors and CFO Quality Agents with 100% green pass status across mathematical tie-outs, sign convention logic, and anti-fraud perimeter gateways.

STATUS: APPROVED FOR ENTERPRISE GCC DEPLOYMENT