Executive Overview7 AI Agents Active

FinanceOS FP&A Platform

An AI-native financial planning suite that automates analysis, forecasting, and board reporting — so your finance team focuses on decisions, not spreadsheets.

10x Faster
Board prep in minutes, not days
AI-Powered
7 specialised LLM agents
Risk-Aware
Proactive anomaly detection
Data-Driven
Actuals + forecast in one view
Audit-Ready
Traceable variance commentary
1
Upload Financials
2
Select Agent
3
AI Analyses Data
4
Get Insights
5
Chat & Refine

Live AI Agents

LIVE

Variance Commentary

Compares YTD actuals vs budget across cost centers and auto-generates AI-driven narrative explaining key variances.

LIVE

Financial Model

Builds dynamic P&L projections with scenario planning — best, base, and worst case — from your uploaded data.

LIVE

Rolling Forecast

Updates revenue forecasts every month using actuals-to-date, trends, and LLM-driven assumptions for the remainder of the year.

LIVE

KPI Anomaly Detection

Monitors gross margin, burn rate, EBITDA, and revenue growth — flags anomalies and sends early warnings before they escalate.

LIVE

Board Q&A

Anticipates tough board questions based on your financials and deck context, with suggested CFO responses ready to go.

LIVE

Contract-to-Forecast

Extracts payment schedules and milestones from contract PDFs and maps them into a 24-month revenue forecast automatically.

LIVE

Pre-Mortem Analysis

Stress-tests your annual plan by simulating failure scenarios — surfaces fragile assumptions and early warning signals.

Platform

Built for Modern FP&A

  • Upload CSV / Excel / PDF
  • Context-aware LLM analysis
  • Chat with any agent
  • Exportable reports
  • Real-time KPI monitoring
Powered by Claude Sonnet · GPT-4o · FinanceOS Engine

FinanceOS FP&A Platform · AI-Powered Financial Intelligence · Built for CFOs & Finance Teams