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

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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.

Financial Performance Overview
Financial Planning Copilot Alerts

2. TRIGGER

Copilot alerts you on financial KPIs and financial impact coming from pricing, promo, portfolio, volume, or mix imbalance.

Revenue.ai Copilot Alert

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.

Financial Planning

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.

 

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Insights / Webinars / Videos

Need more information? Take a look at our latest webinars, blog posts and insights listed below.

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