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
The 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.
Use cases include:·
- 3-Statement Modeling
- Integrated Financial Statement Analysis
- Cash Flow & Liquidity Management
Controller Agent
The Controller Agent elevates your financial close by bringing intelligence to every step of FCCR. It reviews data with accounting-aware precision, streamlines reconciliations by surfacing only true exceptions, and learns from historical activity to recommend optimal mappings. Teams move faster, resolve issues earlier, and focus their expertise where it drives real impact.
Use cases include:
- Intelligent Close Readiness
- Intercompany Fast Match
- General Ledger Mapping Optimization
- 3-Statement Validation
- Integrated Financial Statement Analysis
- Cash Flow & Liquidity Management
Merchandiser Agent
The Merchandiser Agent helps merchandisers maintain a complete, accurate view of margin by continuously bringing together demand, inventory, cost-to-serve, and financial goals. Coordinating these inputs in context, it makes the full commercial and operational impact of decisions visible at the point of decision, helping teams manage volume and complexity while supporting confident product, inventory, and buying decisions across channels and categories.
Use cases include:
- Inventory & Availability
- Merchandise & Buy Planning
- Assortment Planning
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.
Use cases include:
- S&OP
- Demand Planning
- Supply Planning
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.