Use case · Finance

Ask finance. Cite the pack.

Management accounts, board packs, and the KPI definitions you use sit in the project. Someone asks what moved gross margin. The answer is the movement, the line, and the pack. A person owns what the business does next.

The KPI and the definitionPack citedTrends beside the variance
Play the screens Book a demo
EazyAI · Company Financial AgentSample
September management accounts · plan v3 · KPI dictionary
Why did gross margin move in September?
Margin 41.2%, down 1.8 points vs August. Mix shift to the lower-margin line is −1.4. Freight is −0.4. P&L SeptemberKPI dictionary
Commentary draft saved for the FP&A owner. Person speaks to itThe pack is the source. The owner is the voice.

What changes on this desk.

The screens above are a sample of the workspace. They play on their own. Select a step to hold it.

Close week is a queue of the same questions.

What moved margin, which entity, versus plan. Analysts paste the same bridge into chat. The number in the thread has no pack behind it.

The bridge comes from the pack.

EazyAI reads the accounts you loaded and answers with the line and the definition. Variance versus plan uses the plan file you added. The commentary is a draft for the person who speaks to it.

How EazyAI is used here.

Four moves. The sources are yours. The answer names them. A person keeps the decision that matters.

01Load the pack and the dictionary

Accounts, plan, and the definitions finance already uses.

02Ask the close question

What moved, versus last month, versus plan.

03Read the bridge

Each point of movement names the line and the file.

04A person speaks to it

The commentary is a draft. FP&A owns the explanation outside the tool.

What you can show a buyer.

The working shape of this use case. Live in two to three days on the sources you already have.

The definition you use

Margin and the other KPIs follow the dictionary in the project.

The variance, split

Movement versus last period and versus plan, from those files.

FP&A owns the story

The draft waits for the person who presents it.

PackEvery figure cites the file
DictionaryThe KPI means what finance wrote
DraftCommentary waits for an owner

The file stays.

The project runs on your premises or your private cloud. Dual RAG cites the passage. The model you serve is the one you register. A demo is the way onto a first workflow.

Operating proof for FP&A.

KPI Q&A and board-pack assist from the accounts you already produce. Every figure cites the pack.

PackEvery figure cites the file
DictionaryKPI means what finance wrote
DraftCommentary waits for an owner

Real-time packs. Cited figures.

Management accounts, plan, and the KPI dictionary sit in the project. Variance uses those files. FP&A owns what the business hears next.

KPI Q&A

Ask what moved. Get the bridge with the line and the definition.

Board pack assist

Commentary drafts from the pack you loaded, not from chat paste.

Cited figures

Silent packs leave the field empty rather than invent a number.

Before you book.

What a CFO and FP&A lead ask together.

Whose KPI definition wins?

The dictionary you load. Gross margin means what finance wrote in that file.

Does the agent present to the board?

No. It drafts. The FP&A owner speaks to the pack.

Where do the packs live?

On your premises or private cloud. Dual RAG cites the passage.

Other desks.

Same platform. A different set of sources and a different person in the loop.

Use caseBusiness IntelligenceUse caseUnderwriting AgentUse caseDocument Q&A IndustryFintech IndustryHealth systems IndustryAirlines

See this use case on your files.

Book a demo. A first workflow in two to three days. Your data stays where it is.

Book a demo