Your AI financial analyst
Not a chatbot. A planning agent that learns your business, analyzes your data, and builds forecasts. You review every change before it applies.
Three modes, one assistant
From learning your business to building a complete forecast, the AI works with you through each phase.
Chat
Ask questions about your forecast in plain English. Get data-backed answers and request changes conversationally.
"What's driving the margin decrease in Q2?"
Onboarding
The AI interviews you about your business: revenue model, cost structure, team composition, growth plans. It remembers everything.
Context persists across all conversations.
Generation
Three-phase automated forecast building. The AI plans, you review, then it executes. A full forecast in minutes instead of days.
Plan, review, execute.
What the AI can do
Over 40 tools for financial modeling, from reading your historical data to building complete schedule items.
Analyze Historical Data
Reads up to 24 months of actuals. Spots trends, growth rates, seasonality, and anomalies in your data.
Create Assumptions
Uses all six methods: growth rates, fixed amounts, percent-of-account, days-based, manual entry, and derived formulas.
Build Driver Models
Creates business drivers like customer count or units sold, then links revenue and costs through derived formulas.
Create Schedule Items
Builds employees, fixed assets, loans, leases, and contracts with proper account allocations and accounting treatment.
Preview Impact
Before you accept any change, see the before-and-after financial impact on revenue, expenses, and cash.
Remember Context
Saves business facts from onboarding: revenue model, cost structure, workforce plans. Uses this context in every conversation.
How AI forecast generation works
Planning
The AI analyzes your historical data, asks strategic questions, and produces a forecast strategy document.
Your Review
You read the plan. Approve it, ask for changes, or redirect the approach before any data is created.
Execution
The AI follows the approved plan: creating assumptions, drivers, employees, and schedules. You accept or reject each suggestion.
You stay in control
Every AI suggestion goes through your review. Nothing changes in your forecast until you approve it.
Suggestion Queue
Every change the AI proposes is queued as a suggestion. Review individually, accept in bulk, or reject with one click.
Impact Preview
Before accepting, see the before-and-after impact on revenue, expenses, profit, and cash for any period.
Full Audit Trail
Every tool call, every suggestion, every decision is logged with timestamps. Complete traceability for every AI action.
Ask anything about your forecast
The AI panel lives right next to your workspace. Ask questions, get suggestions, apply changes.
Let AI build your first forecast
14-day free trial. AI features included on the Professional plan.