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Board 15 brings agentic AI to continuous planning with Board Agents, Excel integration, unified forecasting, and a powerful new Flex Grid experience.
Planning has entered a new era, and it’s not only because of AI.
Volatility is no longer episodic. It’s constant. Forecast credibility has become a career risk. Boards and investors do not want more data; they want more confident answers. And yet, despite decades of enterprise planning innovation, 90% of organizations still rely on spreadsheets for core financial planning.
Something must change.
To address these enterprise planning realities, Board 15 is one of the most meaningful releases in Board’s history. It brings together:
These are not isolated features. This is an agentic enterprise planning platform empowering confident, aligned decisions.
AI is everywhere. But not all AI is created equal.
Many organizations are discovering that “agentic” promises will fall apart under scrutiny. In fact, Gartner predicts, “over 40% of agentic AI projects will be canceled by the end of 2027, due to escalating costs, unclear business value or inadequate risk controls.”
Board is taking a different approach.
Board Agents are not generic copilots or chatbots. They are domain-specific, persona-based AI specialists that operate directly inside your enterprise planning model with the same multidimensional structure that your financial logic, allocations, and hierarchies already have. They do not sit on top of planning. They work within it.
On March 31, 2026, our first Board Agents for the Office of Finance reach general availability (GA): the FP&A Agent and the Controller Agent. Their arrival marks a significant shift in how the Office of Finance operates.
The Board FP&A Agent removes the mechanical burden of three-statement modeling, variance validation, revenue & margin planning, adaptive forecasting, and root-cause analysis. The P&L, balance sheet, and cash flow no longer need to be manually reconciled and re-validated before insight can begin, and the integrity of the model is continuously maintained.
What changes is not just speed, it is posture. Office of Finance teams move from checking linkages to interpreting implications. From assembling narratives to refining them. From proving the numbers to advising on what they mean.
And our early Board Agents customer advocates agree:
“The Board FP&A agent gives me new ideas beyond my usual patterns with genuinely out-of-the-box insights that challenge my experience in a good way.” —Chris Xu, Chief Accounting Officer APAC, Ammega
And as Adam Hancock, Vice President, Financial Planning & Analysis at EBSCO Industries said, “What impresses me most is the FP&A Agent’s ability to triangulate. It takes our detailed balance sheet and income statement and synthesizes everything into clear, actionable insights — incredibly valuable for us at EBSCO.”
That is not just incremental productivity. It is a reallocation of expertise.
The Board Controller Agent extends the same intelligence into financial close, consolidation, and reporting. It applies accounting-aware logic across entities and reporting structures, surfaces only true exceptions, accelerates intercompany matching, and recommends general ledger mappings based on learned patterns.
The result is not simply a faster close. It is a calmer one. One where expertise is applied to judgment, not just investigation.
In case you missed it, check out our recent webinar, “From Planning Cycles to Continuous Planning: Delivering Finance Transformation with Board Agents,” to see a demonstration of these AI agents in action.
This agentic continuous planning evolution does not stop with the Office of Finance. Coming soon, the Merchandiser and Supply Chain Agents will extend Board agentic intelligence into commercial and operational planning domains.
The Merchandiser Agent connects demand signals to assortment, pricing, and inventory decisions making trade-offs visible before they are executed. While the Supply Chain Agent operates as a real-time S&OP partner, continuously evaluating service-versus-cost dynamics and testing scenarios before disruption turns into margin loss.
The model is straightforward. Board Agents perform complex analysis continuously, at scale and at speed on your governed data. Correlating the most impactful industry-specific signals with your internal time-series data, all while your planners remain accountable for decisions, trade-offs, and outcomes.
That is the essence of agentic continuous planning.
Let’s be honest: Excel still runs the world of planning.
In fact, 57% of FP&A professionals bypass enterprise planning systems entirely in favor of spreadsheets. Not because they distrust platforms but because they value Microsoft Excel’s flexibility.
Board 15 does not fight that reality. It embraces it.
The new Board for Microsoft 365 Add-in is not just a connector. It is a fully governed extension of the Board platform.
End Users can:
Governed, controlled enterprise data stays centralized while Microsoft Excel becomes a new window into your continuous planning platform, not a parallel universe.
For CIOs focused on reducing tool sprawl and enforcing one definition of truth, this new capability should matter to you.
If you are new to Board, you might ask: what is Flex Grid?
Flex Grid is the core planning interface inside Board. It is where planners build, analyze, adjust, and compare plans. Think of it as a powerful, multidimensional planning workspace that combines the familiarity of spreadsheets with the governance and scale of an enterprise platform.
In Board 15, Flex Grid takes a significant step forward:
The result is not cosmetic. It represents a step change in productivity. As one McKinsey & Company study shows, organizations that move from fragmented, siloed planning to integrated planning environments report improvements such as:
Flex Grid is where your aligned strategy meets operational execution. A continuous planning destination where Board Agents monitor, predict, analyze, and simulate, while human planners validate and act.
Forecasting has not become less important. It has become more consequential.
Demand volatility is structurally higher. Errors move faster into execution. And yet 65–70% of enterprises operate with multiple, conflicting demand signals, and only a quarter successfully reconcile top-down and bottom-up forecasts.
That fragmentation creates inventory distortion, service volatility, and internal debate. And frankly, it destroys enterprise value and creates substantial executive-level risk.
Board Foresight delivers a reconciled enterprise demand signal by connecting strategic, financial, and operational forecasting in a single continuous planning environment. And because Board Forecasting happens natively inside the Board Enterprise Planning Platform, your demand signals directly inform financial plans, operational decisions, and executive reporting without reconciliation outside the system.
Board is the only continuous planning platform to deliver both:
A “demand unit” is simply the most granular level at which demand occurs, for example, a specific SKU in a specific store on a specific day. That is where replenishment, allocation, and service decisions happen.
Board automatically routes demand units to the most appropriate forecasting method: whether it be stable, high-volume demand, or sparse and intermittent demand.
In production environments, Board has forecasted more than 40,000 demand units simultaneously at daily granularity, achieving extraordinary accuracy across diverse categories and store formats.
Forecast accuracy is necessary but insufficient. What differentiates Board is that forecasts drive planning, simulation, and financial reconciliation in the same environment.
Forecasts roll up across hierarchies so that operational plans, financial targets, and executive reporting all reference the same numbers. That’s forecasting with decision coherence.
The stakes are significant.
For a $5B retailer, even a 1% reduction in inventory distortion can translate into tens of millions in working capital and margin improvement. Overstock ties up capital. Stock-outs erode revenue and consumer trust. When your forecasts live inside your continuous planning platform, decisions inherently align before execution happens.
One national retail organization reduced inventory from 4 months on hand to 1.5 months through improved forecast confidence and scenario planning with Board, freeing more than $50M in working capital and generating $11–13M in recurring annual P&L benefit.
And it’s not just about numbers. Increased trust emerges when finance, operations, and merchandising operate from the same reconciled signal and see its financial implications in real time.
Crucially, Board is not a point solution. It is a unified enterprise planning platform that supports planning maturities from spreadsheet-driven planning to fully agentic, continuous planning.
Board 15 brings that progression into focus:
Continuous planning is no longer aspirational. With Board 15, it becomes agentic.
Join us at the Board Beyond event series to get hands-on with the latest innovations in Board 15: Explore Board Agents in action, test our new Operational Forecasting capabilities, experience the redesigned Flex Grid, and try out our new Board for Microsoft 365 integration firsthand.
Get a tour of the Enterprise Planning Platform in action.
