Automate budget-vs-actuals and forecast updates
The problem
Every month FP&A exports ERP and CRM data, rebuilds the budget-vs-actuals pack and rewrites the commentary by hand.
The workflow
- 1
Unify ERP, CRM and HR data
Financial and operational data flow into a planning platform while existing Excel models stay in use.
- 2
Explain variances
AI analysis highlights the largest variances by department and drafts commentary for review.
- 3
Ad-hoc analysis
For one-off questions, analysts upload extracts to an AI data-analysis workspace to chart and test scenarios.
Expected outcome
A monthly pack produced faster, with analysts focusing on the story behind the numbers.
Qualitative. We do not publish time-saved or ROI figures until we have measured them.
The stack
FP&A platform keeping Excel models (option A)
Datarails FinanceOS
Datarails
AI operating system for finance teams.
Integrated business planning (option B)
Pigment
Pigment
Agentic AI for enterprise business planning.
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