Answers you can audit.
Forecasts you can trust.

Secure AI agents plus modeling and simulation tools that connect to your spreadsheets and finance/ops data—so teams can build driver-based forecasts, run Monte Carlo simulations, perform sensitivity analysis, and monitor KPIs continuously with traceable sources.

Request a Pilot

Built for finance & ops teams. Audit-ready lineage for every number.

Decision Intelligence.
Governed by Default.

Budget_FY26.xlsx Snowflake.dw_finance

Governed AI Agents

Connect secure agents directly to your spreadsheets and data warehouses with strict read-only enforcement.

+$2.1M vs Budget

Budget vs Actuals

Automate variance explanations with underlying driver calculations instantly mapped.

Driver: Fuel Volatility 12%
Assumption: Q3 Volume +5%

Modeling Workspace

Centralize assumptions and drivers in a reproducible, auditable workspace.

Simulations & Scenarios

Run what-if scenario planning and Monte Carlo concepts for complex financial models.

FX
Fuel

Sensitivity Analysis

Quickly identify which variables (e.g. fuel, FX, taxes) are the largest risk drivers.

LIM HandlingAlert
BOG TaxesNormal

Continuous Monitoring

Always-on KPI watchlists and variance alerts to catch anomalies before month-end.

Tax_Table.csv
→
Cell E22

Traceable Sources

Cell and range citations for every output. Click to view the full lineage graph.

[User: J.Doe] Rerun Model Hash: 9f8a2b1 Result: Deterministic Match

Audit Logs & Reproducible Math

All calculations are deterministic and logged. Ensure absolute reproducible precision.

Model_Driver_v2 Forecast Confidence

Dynamic Forecasting

Build driver-based forecast models that project multiple outcomes and ranges in real-time.

From Data to Decision

A continuous, governed pipeline for enterprise finance.

🔌

1. Connect

Scoped, read-only links to your source data.

⚙️

2. Model

Define drivers, transformations, and assumptions.

🔮

3. Simulate

Run sensitivity analysis and what-if scenarios.

📊

4. Monitor

Set dashboards and continuous KPI alerts.

Built for Complex Operations

Featured Workflow

Driver-Based Forecasting & Simulation

A unified pipeline for enterprise Finance & Ops. Build models from governed sources, run thousands of permutations to define confidence bands, and publish audit-ready variance alerts to continuous monitoring dashboards.

Establish Driver-Based Models

Connect secure agents to your warehouse to establish baseline assumptions. Define volume, FX, and cost inputs deterministically.

Source: dw_finance.actuals Audit Log #8821 • Rerunnable
Driver: Q3 Volume +4.5%
Assumption: EUR/USD 1.12
Factor: Logistics Cost $1.2M

Simulate Scenarios & Sensitivities

Run Monte Carlo simulations to generate forecast ranges and confidence bands. Rank top drivers of variance using sensitivity analysis.

Model: Forecast_v4 Audit Log #9102 • Deterministic
PercentileMargin
P10 (Worst)18.2%
P50 (Base)21.4%
P90 (Best)24.1%

Continuous Monitoring & Alerts

Publish scenario outputs to live dashboards. Trigger variance alerts the moment live operations deviate from your expected confidence bands.

Stream: ERP_Live Audit Log #9943 • Traceable
EMEA Logistics Var
Normal
APAC FX Impact
Alert: -4%

Variance Commentary

Automate the month-end close cycle. Generate concise, accurate variance commentary with links directly to the underlying spreadsheet cells that drove the change.

FX & Volatility Scenarios

Design multi-variable models. If regional FX shifts 5% while commodity prices jump, know your P&L impact within seconds, complete with confidence intervals.

Anomaly Detection

Continuous monitoring over vendor spend. Get alerted the moment an unbudgeted fuel surcharge or volume deviator appears in your system.

Driver-Based Forecasting

Connect AI agents to your operations data to generate live, rolling forecasts. Easily rank which business drivers have the highest impact on your P&L.

Enterprise-Grade Governance

Security isn't a feature. It's the foundational requirement.

✓

No Training on Customer Data

Strict policy: your data never trains base models.

✓

Client Isolation

Per-tenant architectural separation and sandboxes.

✓

Read-Only by Default

Agents physically cannot overwrite your sources.

✓

Encryption & Access

At rest / in transit. SSO/SAML & RBAC integrated.

✓

Provable Audit Logs

Record who did what, and when—indefinitely.

🔍

Total Traceability

Click any generated figure to see the exact cell/range citation, viewing the deterministic lineage graph.

The Trace Lifecycle

Scroll to see intelligence in motion.

1. The Question

Natural language inquiry over highly structured financial datasets.

Analyze Q2 margin compression.

2. The Sources

Agent pulls specific tabs, ranges, and warehouse tables.

Actuals_Q2.csv Budget_Model!P&L

3. The Model

Reconstruct drivers and assumptions dynamically.

Driver → Revenue → Margin

4. Simulation

Apply thousands of permutations to define risk bands.

5. Export

Generate variance packs, update dashboards, and log the audit.

Audit Pack .ZIP generated

Designed for Deployment

Clear, enterprise-ready engagement models.

✓ Variance reporting in minutes, not days.

✓ Forecast refresh becomes repeatable workflow.

✓ Always-on monitoring for key cost drivers.

Recommended Path

Pilot

1 week
  • 1–2 datasets/spreadsheets
  • 1 user
  • Included: variance pack + one simulation model
  • Included: one monitoring dashboard + governance/audit
Start Pilot

Team

Annual License
  • Multiple models + dashboards
  • SSO & RBAC
  • Data retention controls
  • Priority setup
Talk to Sales