Agentic AI was deployed in FP&A to automate data preparation, accelerate planning cycles, and improve forecast accuracy. The system delivered rolling forecasts, automated narrative variance analysis, and on-demand scenario modeling for better strategic decision-making.
Finance teams were burdened by manual data consolidation across systems and spreadsheet-driven planning processes. Budgets quickly became outdated, while errors and version control issues eroded confidence in forecasts. Variance analysis was slow, and scenario modeling remained limited.
Automated data aggregation/cleansing
AI-generated variance narratives in plain language
One-click what-if scenario generation
Driver-based forecasting with sensitivity testing
Rolling forecast refresh with real-time actuals
The planning cycle was shortened by about 30%, reducing an eight-week budget cycle to five. Forecast bias dropped by around 25%, and finance teams were able to analyze twice as many scenarios, providing executives with deeper insights. Confidence in forecasts improved significantly, reducing the number of financial surprises.
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