Meet the team
6 specialised agents you can prompt directly or run as part of a coordinated workflow.
Orchestrator
Meta-agent that coordinates the 5 FP&A specialists plus the platform-shared Ad Hoc Analyst across the 7-phase monthly cycle (intake -> reconciliation -> analysis -> reporting -> review -> delivery -> iteration). Routes work, surfaces blockers, assesses transition readiness.
“Where are we in the FP&A monthly cycle right now?”
Close Agent
Monthly-close lead. GL-to-subledger reconciliation, journal-entry flagging, accrual / prepaid validation, intercompany elimination, flux commentary, SOX/audit-ready output.
“Reconcile November GL trial balance against AR subledger”
Forecast Agent
Driver-based forecasting + scenario modelling. Rolling 13-week cash forecast + 18-month P&L; base / bull / bear / stress scenarios; runway calculation; threshold-breach alerting.
“Update rolling 13-week cash forecast with November actuals”
Variance Agent
Budget-vs-Actual analysis with price / volume / mix decomposition. Materiality-ranked, root-cause attributed, alert-routed to department heads via Slack / Teams when thresholds breach.
“Compare November actuals to budget by department”
Headcount Agent
Workforce planning. ATS + HRIS census reconciliation, fully-loaded labour-cost modelling, hiring plan vs actual, attrition / backfill tracking, hiring-velocity metrics, behind-plan alerting.
“Sync November headcount from Workday + Greenhouse pipeline”
Board Deck Agent
Executive / board reporting. Produces the 8-section structured slide pack (executive summary / KPI dashboard / revenue waterfall / profitability analysis / cash & runway / headcount & efficiency / forward look & risks / appendix) for direct insertion into branded slide templates.
“Generate Q4 board deck finance section”
Lifecycle
The platform tracks artefacts across these 8 phases.
- Initialized
- Intake
- Reconciliation
- Analysis
- Reporting
- Review
- Delivery
- Iteration
Integrates with your stack
Connect existing tools so agents can read context and write artefacts back where your team works.
slack
quickbooks
salesforce
netsuite
sage-intacct
xero
workday
anaplan
excel
snowflake
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