Twenty planning surfaces (finance, sales, supply chain, ESG) all reading and writing
against the same reconciled, cited numbers instead of a spreadsheet copy each.
Accounting systems, banking feeds, warehouses, or a dropped-in PDF: every source lands in
one normalized chart before it reaches a model.
Drill · evidence · Illustrative
Line item
FY24
FY25
Revenue
48,210
61,930
Cost of sales
(29,340)
(36,470)
Gross profit
18,870
25,460
Evidence · Cost of salesp.25
Ties out 36,470
2
Plan however the work happens
Finance, sales, and supply chain read and write against the same definitions, no matter
which team opens the model first this week.
Connect · sources tie in
QuickBooks Xero NetSuite XLSX CSV PDF
One modelAccounts mapped
1,204 / 1,204
3
Stay ready when the plan changes
Change an assumption in plain language and every dependent line recomputes: scenarios stay
tied to the reconciled base case, never a detached copy.
What-if · recomputed
Price increase+8%
+4.1%
Revenue
+9.6%
EBITDA
+2.8%
Cash
What holds every use case together
Not a testimonial. A chain you can walk yourself.
Every figure behind every use case above passes the same five checkpoints before it reaches a
plan, a board pack, or an export.
Filed
Extracted
Reconciled
Cited
Exported
Browse by surface
Twenty ways in. One model underneath.
Finance
7 use cases
Budget planning & forecasting
Driver-based budgets and rolling forecasts built on actuals already reconciled to the ledger: variance-to-plan traces to the same cited figures in the board pack.
Multi-entity roll-up and intercompany elimination on one canonical model: each entity's figures carry their own reconciliation trail before they roll up.
One reconciled model serves close, board reporting, audit response, and financing: the Analyst agent answers in plain language, always citing its source.
