Leveraging AI for Financial Planning

Generate a planning baseline and fundamental understanding through AI

Planners intuitively collaborate with GenAI, to create a starting point for Financial Plans, explore key drivers of performance, identify opportunities for improvement and set targets, processing a vast array of data with the unbiased and potent capabilities of artificial intelligence.

Co-create financial plans with an AI companion

While crafting holistic Financial Plans with strong organisational alignment and ownership remains a job for humans, the AI companion links together and enhances the entire planning process. FinanceAI acts as interactive, intuitive interface around the financial system, tools and planning information. It supports planners as a chatbot and intelligent researcher, an assistant speeding up the interaction with the tools and data sources, and a sparring partner with innovative perspectives.
 

Automatically sense-check plans against targets and objectives

AI-powered analytics helps planners increase accuracy and stress-test Financial Planning for consistency and alignment with strategic targets and guidelines. It drills into and cross-references underlying plans, assumptions and drivers across various perspectives and segmentations, e.g. per category or geography.

Enable an insightful dialogue, on the fly simulation and visualisation

With human input and parametrisation, GenAI assists planners and leverages the relevant enterprise data and systems for simulations, scenarios, SWOT analyses and risks & opportunities, e.g. through LLM-generated code/SQL queries in the background and on the fly visualisation, enabling an insightful dialogue with stakeholders.
 

Monitor and adjust plan execution

AI provides real-time reporting on the performance versus Plan, enriched with relevant, timely and actionable insights for rapid and informed decisions, tactical recommendations and probabilities for various courses of action and outcomes.