AI Agent

Financial Planning & Analysis AI Agent

Create forecasts in hours instead of weeks

Manual forecasting takes 2 weeks every month. Now: AI-powered forecasts in hours with 30% better accuracy automatically.

Benefits

Stop Spending Weeks on Forecasts

Manual forecasting consumes 2 weeks monthly collecting data, building models, and analyzing variances. By the time forecasts are done, they're outdated. This agent generates accurate forecasts in hours with continuous updates.

90%

Faster forecast creation

30%

Accuracy improvement

Real-time

Forecast updates

Agentic Flows

Complete FP&A Automation

Automated workflow: actual data collection from source systems, trend analysis with ML forecasting models, scenario modeling with driver-based planning, variance analysis with root cause identification, management report generation, continuous forecast updates.

How it works

AI-Powered Financial Planning

The agent analyzes historical actuals and identifies trends using ML models, incorporates external factors like seasonality and market conditions, generates rolling forecasts with multiple scenarios automatically, produces variance analysis with AI-generated commentary.

Self-Learning Agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% Accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart Model Switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Self-Learning Agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% Accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart Model Switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Extraiga el número de pedido, la información del vendedor, la información de entrega y los detalles de pago de los formularios de pedido cargados.

Completado

ID-0E48

Integrations

Connects to Financial and Planning Systems

Direct integration with NetSuite, SAP, Oracle, QuickBooks for actuals. Connects to Adaptive Planning, Anaplan, Prophix, Host Analytics for planning data. Excel and Google Sheets supported for flexible modeling.

Implementation

Forecasting Faster in 2 Weeks

Connect your GL and planning systems. Configure drivers and forecast models. Most companies generate automated forecasts within 14 days of deployment.

Step 1

Agent Discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 1

Agent Discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 2

Agent Setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 2

Agent Setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 3

Agent Training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 3

Agent Training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 4

Agent Live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Step 4

Agent Live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Key Features

Advanced FP&A Capabilities

ML Forecasting

Machine learning models predict revenue, expenses, and cash flow. Accuracy improves over time automatically.

Scenario Modeling

Generates best, worst, and likely scenarios instantly. Models impact of key business drivers automatically.

Variance Commentary

AI generates explanations for variances. Identifies root causes and trends without manual analysis.

Demo

See FP&A Automation in Action

Watch the agent create a rolling 12-month forecast: analyze 3 years of actuals, apply ML models, generate 3 scenarios, produce variance commentary—in 30 minutes.