Automating Financial Planning
Utilize AI-driven financial planning automation and real-time Copilot business value insights to enhance financial planning efficiency, eliminating any manual efforts.
Shift from Lagging to Accelerated Financial Planning
Go from…
- Time-consuming data collection
To…
- Leveraging vast data sources at once
- Lack of insights
- AI assessing and sharing market dynamics, pricing strategies, and cost-saving insights and opportunities
- Manual scenario analysis
- Making informed decisions regarding expansion, investment, or cost-cutting measures
- Inefficient demand forecasting
- AI analyzing historical sales data, market trends, and external factors for enhanced forecast accuracy
- Inefficient decision-making and risk assessment
- Transforming your financial planning process with AI while mitigating risks proactively
How it Works?
Optimize your financial planning with data-driven insights, automating routine tasks, improving decision-making, and optimizing financial strategies.
1.MONITOR
Monitor financial performance in real-time and receive immediate recommendations to initiate optimization.
2. TRIGGER
Copilot alerts you on financial KPIs and financial impact coming from pricing, promo, portfolio, volume, or mix imbalance.
3. UNDERSTAND
Financial dashboard uncovers precise issues impacting your financial performance. You get instant access to granular data for revenue and profit KPIs for categories, brands and beyond.
4. OPTIMIZE + PLAN
Build a new financial forecast based on actuals and future inputs. Run pricing simulations, adjust promotional activities, reflect COGS & TR changes and secure financial target achievements.
Finally, train the Copilot for forecast accuracy monitoring, by setting the right intervention targets & alert levels.
Improve Your Financial Planning Speed with AI
AI transforms financial planning through its ability to collect and analyze vast amounts of data from various sources. It uses advanced algorithms to identify patterns, trends, and correlations, enabling more accurate demand forecasting.
AI employs machine learning to assess market dynamics, pricing strategies, and cost-saving opportunities, providing valuable insights for financial decision-making.
Additionally, it leverages predictive analytics to model different financial scenarios, while also monitoring outcomes and variance.
Discover the products that bring this vision to life:
Get in Touch to Request More Information, and We'll Get Back to You!
Innovate with us
Automate and simplify your business operations with easy and secure solutions
Need more information? Take a look at our latest webinars, blog posts and insights listed below.
Thrive with an AI-Powered PPA: Unlock Your SKUs Potential
Explore effective AI-powered PPA management strategies to resolve FMCG SKU rationalization challenges.
How to Leverage Inter-departmental Cohesion for Promo Success
Learn how effective inter-departmental cohesion across teams leads to impactful promotional campaigns and drives business growth.
How to Stop Losing Revenue from Negative Mix Effects
Are you tired of losing revenue from negative mix effects? Are the majority of items in your portfolio drainers instead of profit drivers or accelerators? In this article, we’ll show you how to take a more strategic and proactive approach to plan your mix and accompany it with the right pricing strategy.
