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Karndean: From Data Validation to Business Insight With Board Agents

What if your finance team could spend less time investigating data and more time acting on insights?

In this customer video, Charlotte Roberson, Group Finance Manager at Karndean Designflooring shares her experience exploring the Board Agents for the Office of Finance, including the Controller Agent and FP&A Agent. Hear how embedded AI within Board’s FP&A and Financial Consolidation, Close and Reporting (FCCR) solutions helps finance teams validate data, identify the drivers behind performance changes, and quickly generate meaningful explanations for reporting and decision-making.

By working directly within Board, the Agents provide instant access to insights without the need to move data between systems. From data integrity checks and validation to investigating inventory, cash, and performance drivers, finance teams can focus less on manual analysis and more on delivering strategic value. The result is faster answers, greater confidence in the numbers, and more time for higher-value work.

Watch the video to discover how Board Agents help finance leaders accelerate analysis, improve confidence in data, and make more informed decisions.

View Full Video Script

1:49 min
  1. A lot of what my job entails is reviewing the data,

  2. questioning the data, and then explaining the data.

  3. So having the Agent integrated, it's just instant then.

  4. We haven't got to extract the data to feed it into something else. It's there.

  5. It doesn't slow things down by having it integrated into the system, whereas

  6. anything else, it would be a case of having to extract the data, put it into

  7. another system, wait for it to spit out the answer, and then go back to

  8. the accounts. I just like that closed loop of being able to use it as we're

  9. working. The local territories can use it as a data integrity

  10. check before it comes to group finance to then see.

  11. We have that confidence that all the basic checks and validation rules have been

  12. done because they can interact with the Agent.

  13. That then takes it of us and we can look at more of the

  14. high-level group analysis, which is more beneficial to us.

  15. Which territory is causing this big movement in stock?

  16. What is causing this increase, decrease in cash?

  17. Normally, I'd have to go look through one at a time, see who's causing it.

  18. Being able to just ask the Agent, "Tell me what the

  19. cause is, who's causing it, and why?" And it was able to take my data, look

  20. at it, extract it, put it in a summarized table, and give me an answer fairly

  21. quickly. There's my level, there's CFO, CEOs

  22. who want to understand as well. So being able to give them that instant access

  23. rather than have to put together an analysis, pass it on, wait for them

  24. to look at it. Being able to give them the access and say, "Here you go, you can

  25. ask it questions, and it'll tell you instantly." It could save

  26. a good amount of time, up to probably a day, two

  27. days. Having a tool like the Agent support in that and

  28. provide some deeper insights at a faster pace is

  29. really beneficial.

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