Budgeting & Forecasting Made Easy

AI-Powered Planning Assistant for Mid-Size Companies

Our AI-driven budgeting and forecasting assistant works alongside your finance team to streamline planning and improve accuracy. Designed for CFOs, finance managers, and planners, it’s like adding a financial co-pilot that never tires of number-crunching. This standalone solution delivers value from day one and can optionally connect to enterprise systems like SAP for seamless data integration. Mid-size companies can save time on budgeting, gain more reliable forecasts, and spend more time on strategy instead of spreadsheets.

Key Benefits

  • Save Time on Planning: Automate repetitive budgeting tasks and shorten planning cycles. Companies using AI tools have seen planning cycles 30% faster and finance team productivity boosted by up to 30% . Free your team from tedious work so they can focus on high-value analysis.
  • Improve Forecast Accuracy: Get data-driven insights that help eliminate guesswork. AI-powered forecasting can make budgets 20–40% more accurate by analyzing trends and flagging anomalies, leading to more confident financial decisions.
  • Plan for Every Scenario: Tackle uncertainty with ease. The assistant lets you model best-case and worst-case scenarios in minutes, showing the financial impact of each. By highlighting potential risks and opportunities, it helps your team prepare for whatever comes next.
  • Simplify Collaboration: Make budget planning a team effort. Finance teams and department heads can work together in a single platform, share insights, and update assumptions in real time. Everyone stays on the same page with a clear narrative explaining the numbers, fostering transparency and alignment.
  • Seamless Integration (Optional): Use it as a standalone solution or connect it to your existing systems. The assistant integrates easily with ERP tools like SAP to pull actuals and push forecasts, but it doesn’t depend on complex IT projects to deliver value. You get quick wins and can unify data when you’re ready .

Core Features

  • Automatic Budget Drafts & Reports: Jump-start your planning with AI-generated budget drafts and reports. The assistant automatically produces initial budgets, summary tables, and even narrative commentary on your financials. Instead of staring at blank spreadsheets, you’ll begin with a solid draft and insightful analysis that you can refine further.
  • Financial Narratives & Explanations: Turn numbers into stories. Get plain-language explanations for budget variances and trends – great for board books or team updates. The AI explains the “why” behind the figures, so stakeholders grasp the context. Complex data is translated into clear insights, making it easier for non-financial leaders to understand the budget’s story.
  • Scenario Planning & What-If Analysis: Effortlessly explore what-if scenarios. Ask the assistant to model a surge in sales or a cut in expenses – it will update forecasts and show you the outcome. You can generate multiple scenarios (best-case, base-case, worst-case) and see side-by-side comparisons. This feature also highlights risks and opportunities in each scenario, helping you make informed, agile decisions as conditions change.
  • Anomaly Detection & Risk Alerts: No more missed red flags. The assistant continuously analyzes your actuals and forecasts to spot anomalies or outliers. If something looks off – say expenses spiking in one department or revenue below trend – it flags it for review. Early warning alerts about potential risks (like overspending or cash shortfalls) mean you can take corrective action sooner.
  • Collaborative Dashboard: Work better together with a centralized planning dashboard. Team members can input assumptions, adjust figures, and add comments in one place, eliminating version-control headaches. Every update is logged, and the AI can even notify you of significant changes. This collaborative environment makes the budgeting process more transparent and keeps everyone aligned and accountable.
  • ERP Connectivity: If you use ERP systems like SAP, our solution can connect directly to pull in real-time financial data and push back finalized budgets. Integration is optional and flexible – connect to as much or as little as you need. Whether standalone or integrated, the assistant ensures your data is consistent and up-to-date, reducing manual data transfers and errors.

Ready to Streamline Your Budgeting?

It’s time to save time and plan smarter. Join the mid-size companies already transforming their finance process with AI. Contact us today to schedule a demo or start a free trial. See how our AI budgeting and forecasting assistant can boost your team’s efficiency and deliver more accurate forecasts – so you can focus on driving your business forward.