Board AI: Where continuous planning becomes agentic
Continuously plan and accurately forecast with the Board Enterprise Planning Platform, powered by native agentic and analytical AI, proven scalability, and expert-curated real-time industry indicators.
AI agents built for continuous integrated business planning.
Unlike generic agents that hallucinate and leave your teams unsure where to begin with AI, Board Agents are persona-based and trained on high-impact use cases to help your teams continuously plan and forecast more confidently. Together, they form a collaborative AI network to unify planning across your finance, accounting, merchandising, and supply chain teams.
Agent Orchestrator
Orchestrates workflows and routes tasks to agents for consistency and planning efficiency.
The Agents
FP&A Agent
Controller Agent
Merchandiser Agent
Supply Chain Agent
FP&A Agent
Guides FP&A teams on critical use cases such as 3-Statement Modeling, Integrated Financial Statement Analysis, and Cash Flow & Liquidity Management.
Controller Agent
Aides accounting teams on focused use cases such as Integrated Financial Statement Analysis, financial statement narrative creation, and Chart of Accounts (CoA) mapping.
Merchandiser Agent
Helps planners respond to customer and market signals with precision. It interprets demand shifts, aligns them to product mix and inventory strategies, and recommends the most profitable actions across channels and categories – enabling faster, more confident merchandising decisions.
Supply Chain Agent
Equips supply teams to stay ahead of risk. It detects disruptions early, evaluates trade-offs through rapid what-ifs, and guides planners to the most resilient and cost-effective choices – keeping supply, demand, and financial objectives tightly aligned.
The FP&A Agent
The Board FP&A Agent transforms finance into a strategic powerhouse by automating planning, modeling, and financial statement analysis so your teams spend less time verifying numbers and more time shaping decisions that drive growth.
Our AI agents won’t simply assist finance teams. They will partner with them. Welcome to the agentic era of finance.
The next evolution of finance intelligence has arrived.
Our AI agents won’t simply assist finance teams. They will partner with them. Welcome to the agentic era of finance.
Built for FP&A use cases that matter:
3-Statement Modeling
The FP&A Agent automates 3-statement modeling, instantly validating every link between your P&L, balance sheet, and cash flow by eliminating manual errors, accelerating close cycles, and giving CFOs real-time confidence in the reported results.
Integrated Financial Statement Analysis
The FP&A Agent makes integrated financial statement analysis continuous and insight-driven by surfacing trends, anomalies, and root causes across all three statements so finance leaders can shift from data review to proactive decision-making.
Cash Flow & Liquidity
Management
The FP&A Agent transforms cash flow and liquidity management from reactive monitoring to predictive control by forecasting cash positions, optimizing working capital, and alerting CFOs to risks and opportunities before they impact cash flow.
AI that knows your business and the world around it.
Board is now the only enterprise planning platform to natively combine internal metrics with external economic intelligence—offering a holistic view of the factors that drive growth and competitive advantage.
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5m+ global data sets cover macroeconomic, consumer, trade, governmental, weather, and more.
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AI-powered predictive modelling helps you find your best indicators, boost forecast accuracy, and monitor and adjust in real time.
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Economic and data scientists provide expert analysis and sector-specific insights.
A platform built for AI-driven integrated business planning.
From automated data orchestration to scalable modelling and governance, the Board Enterprise Planning Platform delivers on the promise of agentic AI.
Activate your enterprise data command center
Integrate source systems, transform data, and visualize workflows for real-time, AI-ready data. With Board Aware, our AI agents are stewards of your unique data structures, security requirements, and relationships.
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Enterprise-grade infrastructure and scalability
Hosted on Microsoft Azure, Board delivers world-class reliability, scalability, and performance, and enables a “bring-your-own-model” approach through REST APIs and built-in connectors like Azure ML Studio, Databricks, R, and Snowflake.
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Where trust and governance meet agentic AI
Ensure trust, compliance, and explainability with built-in governance, auditability, and enterprise-grade security for all AI-driven actions.
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FAQs
AI Agents are proactive, autonomous, and collaborative systems that go beyond traditional assistants. Operating continuously in the background, they help organizations adapt, make confident decisions, and stay ahead of change. Each specializes in a domain—finance, accounting, merchandising, or supply chain—forming a connected AI network within the Board platform. Every action is explainable and traceable, ensuring humans remain in control while benefiting from intelligent automation across key business functions.
No. Board Agents are built to augment, not replace human teams. They enhance productivity by handling time-consuming, complex tasks, freeing people to focus on strategic work. By combining human judgment with AI-driven analysis and modeling, teams can make faster, more confident decisions. In finance, for example, the Board FP&A Agent automates reconciliations and accelerates close cycles—empowering analysts and CFOs with real-time insights and greater confidence in results.
Board Agents augment teams with digital counterparts that accelerate performance across integrated business planning. They help organizations move faster through AI-powered insights, modeling, and reporting; make more confident decisions by enhancing collaboration and workflow efficiency; and align goals by unifying financial strategy with operational execution. The result: a more agile, connected, and data-driven organization that adapts quickly to changing market conditions while driving continuous improvement.
No. The models we have built are trained on contextual information and business planning best practices. Customer data is kept separate and confidential and our LLMs do not train on or store any customer information.
Yes. Users can rate the agent’s answers. By monitoring these responses, we can detect hallucinations and continuously improve agent accuracy.
Board Agents combine explainability, oversight, and contextual grounding to ensure accuracy. Every action is traceable, enabling transparency and refinement. The Board Agent Manager supervises the network for consistency and reliability. Natively embedded in your business environment, Agents adapt as decisions evolve. With human-in-the-loop design, teams retain full control and validate outputs. Together, these safeguards ensure insights remain trustworthy, explainable, and aligned with your organization’s business logic and planning needs.
Get started with Board AI.
Complete the form and an expert will reach out to discuss how Board AI can transform your approach to planning.