Agentに聞く：ガバナンスされたデータ入力と調整

Management sets a direction: grow revenue 5%, expand in this market.

What nobody has decided yet is which products, which customers, and which entities

that lands on. That translation is the planner's job, and it sits in no report.

This is the Board FP&A Agent. 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 softer 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 a 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 too 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's suggested quantity right next to your own

target. Nothing changes until you select Apply Agent's

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 P&L.

You'll find it in the Agent adjustment layer, kept separate from what you

submitted, ready whenever you need 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.

The Agent proposed, a human approved, the plan stays auditable.

That's why a CFO can sign off on an Agent writing back to the plan.

To see how Board helps you decide what to change and defend it later, book a demo

today.