Frag den Agent: kontrollierte Dateneingabe und -anpassung

Management sets

a direction.

Grow revenue 5%.

What nobody has decided

is which products,

which customers

and which entities

that lands on.

Translating

that direction

is the planners job

and it sits in no report.

That's where the Board

FP&A agent comes in.

It proposes

the adjustment

and it writes it

back to the plan

with you in control.

A plan

only means something

when you compare it.

In Board,

we do that for you.

Open your plan

and see it against

last year's

actuals,

your current plan,

your operational

forecasts

and an external

economic forecast

all at once.

Alongside the numbers,

it explains

what's behind them.

Like software

demand in one region

or cost pressure

limiting shipments

elsewhere.

Still deciding

how to manage

such a multitude of data

and comparisons

can be overwhelming.

The agent lays out

the gap

between your plan

and the model, segment

by segment,

with the

suggested adjustment

for each one

below the numbers.

It tells you

what to check before

you act like,

whether the biggest

uplift

still makes sense,

or leans to

heavy on one segment.

When you're ready,

select Send

to Smart Import

and the suggested values

move straight

in your planning

workflow.

Your plan now

shows the agent

suggested quantity

right next to

your own target.

Nothing changes

until you select

Apply Agent Suggestion

and save it yourself.

Drill

down to the product level

to visualize

the distribution

of the newly suggested

quantity

by single product.

Apply

the agent suggestions

and open your PNL.

You'll find it in the

Agent Adjustment layer,

kept separate

from what

you submitted, ready

whenever you need it

to check it again.

So the plan moved

and every number

the agent

touched sits in its own

auditable layer,

separate from anything

a person typed.

The planner

still made the decision.

An agent that proposes

a human

who approves a plan

that stays auditable.

That’s what makes writing

back to the plan

something a CFO can

sign off.

To see how Board helps

you decide

what to changed,

,and defend it later,

book a demo today.