Building an AI-Ready Finance Lakehouse with dbt, Governed Metrics, and Databricks

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Finance teams are often asked to move faster, explain variance sooner, and support automation, but many organizations are still working from fragmented pipelines, inconsistent metric definitions, and dashboard-heavy reporting processes. Before finance can safely use AI or agentic workflows, the data foundation has to be trusted, governed, and explainable. This session shows how to design an AI-ready finance lakehouse using Databricks, dbt, Unity Catalog, and governed metrics. We will walk through a practical architecture where finance data is transformed through dbt staging, intermediate, and mart layers, with reusable SQL models, macros, tests, documentation, and exposures creating a reliable path from raw source data to finance-ready outputs. The session will also show how Unity Catalog strengthens governance through lineage, access control, classification, and auditability, while governed metric definitions help keep reporting, Power BI consumption, and AI-assisted analysis aligned to the same trusted business logic. We will discuss how this foundation can support future agentic finance use cases such as variance investigation, anomaly triage, and automated action without allowing AI to invent financial calculations. Attendees will leave with a practical design pattern for building finance data products that are not only dashboard-ready, but AI-ready.

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Agenda facts

Format: Interactive Session
Kind: Conference Session
Topic: Artificial Intelligence and Machine Learning
Level: Intermediate
Time: Oct 30, 2026, 6:00 AM
Room: Room A
Duration: 60 min
Public page: https://www.mitechcon.net/sessions/building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks/

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Mou Rakshit

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Finance AI breaks when metrics and pipelines are not trusted. Before finance can safely use AI or agentic workflows, the data foundation has to be trusted, governed, and explainable. The answer gets practical in "Building an AI-Ready Finance Lakehouse with dbt, Governed Metrics, and Databricks", where Mou Rakshit shows how dbt, Databricks, Unity Catalog, and governed metrics create an AI-ready lakehouse. 📅 October 28–30, 2026 📍 Oakland University, Rochester, MI 🔗 https://www.mitechcon.net/sessions/building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks/?utm_source=partner-kit&utm_medium=partner&utm_campaign=mitechcon-2026&utm_content=session-building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks #MITechCon #Databricks #DataLakehouse #FinanceAI

MediumUpdated 2026-07-08

Finance AI breaks when metrics and pipelines are not trusted. Learn how dbt, Databricks, Unity Catalog, and governed metrics create an AI-ready lakehouse. https://www.mitechcon.net/sessions/building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks/?utm_source=partner-kit&utm_medium=partner&utm_campaign=mitechcon-2026&utm_content=session-building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks #MITechCon #Databricks

ShortUpdated 2026-07-08

Feature this MITechCon 2026 session in your newsletter or email: "Building an AI-Ready Finance Lakehouse with dbt, Governed Metrics, and Databricks". Finance AI breaks when metrics and pipelines are not trusted. Before finance can safely use AI or agentic workflows, the data foundation has to be trusted, governed, and explainable. The answer gets practical in "Building an AI-Ready Finance Lakehouse with dbt, Governed Metrics, and Databricks", where Mou Rakshit shows how dbt, Databricks, Unity Catalog, and governed metrics create an AI-ready lakehouse. Format: Conference Session. Topic: Artificial Intelligence and Machine Learning. Level: Intermediate. Scheduled for Oct 30, 2026, 6:00 AM in Room A. Learn more and share the session: https://www.mitechcon.net/sessions/building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks/?utm_source=partner-kit&utm_medium=partner&utm_campaign=mitechcon-2026&utm_content=session-building-an-ai-ready-finance-lakehouse-with-dbt-governed-metrics-and-databricks

MediumUpdated 2026-07-08

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