Name: Ask the Agent: Governed Data Entry & Adjustment | Board Video
Uploaded: 2026-10-16T10:13:31+00:00
Description: Your plan says grow five percent. Which products, which customers, which entities does that actually land on? Board’s FP&A Agent runs your plan

Your plan says grow five percent. Which products, which customers, which entities does that actually land on? Board’s FP&A Agent runs your plan against an outside economic forecast and recommends what to adjust, segment by segment, grounded in trusted Board planning data — not a flat uplift applied across the board.

In this demonstration, the FP&A Agent compares your plan to the forecast and surfaces the gap by segment, along with what’s driving it — softer demand here, cost pressure there. It flags any suggestion that leans too heavily on one segment before you act on it. Once you approve a change, it’s written into the plan in its own column, kept separate from anything entered by hand.

The agent proposes the adjustment and shows its work. You decide what to apply. And months from now, you can still open that column and see exactly what changed and why.

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2:54 min

0:00
Management sets
0:01
a direction.
0:02
Grow revenue 5%.
0:04
What nobody has decided
0:06
is which products,
0:07
which customers
0:09
and which entities
0:10
that lands on.
0:11
Translating
0:12
that direction
0:13
is the planners job
0:15
and it sits in no report.
0:17
That's where the Board
0:19
FP&A agent comes in.
0:20
It proposes
0:21
the adjustment
0:22
and it writes it
0:24
back to the plan
0:25
with you in control.
0:27
A plan
0:28
only means something
0:29
when you compare it.
0:30
In Board,
0:31
we do that for you.
0:33
Open your plan
0:34
and see it against
0:36
last year's
0:37
actuals,
0:38
your current plan,
0:40
your operational
0:41
forecasts
0:42
and an external
0:44
economic forecast
0:45
all at once.
0:47
Alongside the numbers,
0:49
it explains
0:50
what's behind them.
0:51
Like software
0:52
demand in one region
0:54
or cost pressure
0:56
limiting shipments
0:57
elsewhere.
0:59
Still deciding
1:00
how to manage
1:02
such a multitude of data
1:04
and comparisons
1:06
can be overwhelming.
1:07
The agent lays out
1:09
the gap
1:10
between your plan
1:11
and the model, segment
1:13
by segment,
1:14
with the
1:14
suggested adjustment
1:16
for each one
1:17
below the numbers.
1:19
It tells you
1:20
what to check before
1:21
you act like,
1:23
whether the biggest
1:24
uplift
1:25
still makes sense,
1:26
or leans to
1:27
heavy on one segment.
1:30
When you're ready,
1:31
select Send
1:33
to Smart Import
1:34
and the suggested values
1:36
move straight
1:37
in your planning
1:39
workflow.
1:41
Your plan now
1:42
shows the agent
1:43
suggested quantity
1:45
right next to
1:46
your own target.
1:48
Nothing changes
1:49
until you select
1:51
Apply Agent Suggestion
1:54
and save it yourself.
1:57
Drill
1:57
down to the product level
1:59
to visualize
2:00
the distribution
2:01
of the newly suggested
2:03
quantity
2:04
by single product.
2:05
Apply
2:06
the agent suggestions
2:07
and open your PNL.
2:10
You'll find it in the
2:12
Agent Adjustment layer,
2:14
kept separate
2:15
from what
2:15
you submitted, ready
2:17
whenever you need it
2:19
to check it again.
2:20
So the plan moved
2:21
and every number
2:22
the agent
2:23
touched sits in its own
2:25
auditable layer,
2:27
separate from anything
2:28
a person typed.
2:30
The planner
2:30
still made the decision.
2:32
An agent that proposes
2:34
a human
2:34
who approves a plan
2:36
that stays auditable.
2:38
That’s what makes writing
2:39
back to the plan
2:41
something a CFO can
2:42
sign off.
2:43
To see how Board helps
2:44
you decide
2:45
what to changed,
2:46
,and defend it later,
2:48
book a demo today.

Ask the Agent: Governed Data Entry & Adjustment

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