Unit cost
€40.00 – €150.00 per forecast or report run
Methodology v1.0. Counted once per forecast or report run regardless of which capability handled it.
Produce forecasts, variance analysis, rev-rec schedules, and monthly reports — with KPI commentary drafted in the team voice and CFO review on the edge.
Scoped like an FP&A analyst hire, priced per forecast or report run, anchored to a fully-loaded EUR 70-100k benchmark.
Response time
sub-hour on forecast refresh
Accuracy target
92-97%
Escalation cap
under 24 hours on material-variance review
Priced per business action
Range reflects scope and complexity of the run. Low end is a standard weekly cash-forecast refresh; high end is a multi-segment variance analysis with rev-rec schedule and narrative commentary.
Unit cost
€40.00 – €150.00 per forecast or report run
Methodology v1.0. Counted once per forecast or report run regardless of which capability handled it.
Human-equivalent reference
Financial Planning Analyst
EU mid-market
Benchmarked against EU mid-market FP&A analyst roles. Fully loaded includes salary, benefits, ERP + BI tooling, management overhead, and first-year ramp.
Live calculator
Demo projection · Methodology v1.0
Capabilities
Activate the capabilities that match your largest repetitive categories. Start with the default set; expand as you prove each one. Metered unit is the role's — adding capabilities never changes the per-action price.
Runs a rolling 13-week cash forecast with documented assumptions.
Read the capability
Produces variance analysis with drafted commentary.
Read the capability
Converts contract terms into revenue-recognition schedules with traceable rationale.
Read the capability
Assembles standardized monthly FP&A reports with KPI commentary.
Read the capability
Scenarios
Three business shapes we see most often. Costs are computed from €40.00 – €150.00 per forecast or report run and a fully-loaded Financial Planning Analyst benchmark.
Scenario 1 · SaaS · 120-300
50 forecast or report runs / month
Starting capabilities
Situation
A 180-person B2B SaaS company closes monthly but lives on quarterly cash updates. Variance analysis arrives in arrears. The FP&A lead writes commentary on weekends.
Agent fit
Financial Planning Analyst activates cash forecast and budget variance. The 13-week cash view refreshes weekly; variance commentary drafts itself in the team voice; FP&A shifts to reviewing and interpreting.
Outcome
Expected outcomes at this volume: weekly cash forecast cadence held, variance-analysis lead time cut 50-70%, FP&A analyst hours reclaimed, CFO reviews on time rather than in arrears.
Scenario 2 · Services · 200-400
100 forecast or report runs / month
Starting capabilities
Situation
A 350-person services firm runs monthly FP&A packs with variance, rev-rec, and segment P&L. Assembly takes a week; rev-rec takes another. Material variances surface too late.
Agent fit
Financial Planning Analyst activates all four capabilities. Cash forecast runs weekly; variance analysis ships with commentary; rev-rec schedules generate with traceable rationale; the monthly pack assembles with review-ready drafts.
Outcome
Expected outcomes: monthly-report lead time down 40-60%, rev-rec cycle down 50-70%, forecast cadence weekly, material variances surfaced in time for action.
Scenario 3 · Subscriptions · 40-80
25 forecast or report runs / month
Starting capabilities
Situation
A 60-person subscription business runs 25 FP&A outputs a month. The finance lead doubles as FP&A, builds the monthly pack alone, and loses weekends to variance commentary and board-ready charts.
Agent fit
Financial Planning Analyst activates cash forecast and monthly reporting. The 13-week cash view refreshes on cadence; the monthly pack assembles with review-ready commentary in the team voice.
Outcome
Expected outcomes at this volume: weekly cash cadence held, monthly-report lead time down 40-60%, FP&A hours reclaimed, commentary traceable to source data and methodology.
Scenario 4 · SaaS · 400-800
200 forecast or report runs / month
Starting capabilities
Situation
A 700-person multi-entity SaaS company runs 200 FP&A outputs a month spanning entity P&Ls, segment variance, ASC 606 rev-rec, and a board pack. Rev-rec alone takes a week; material variances surface after decisions are already made.
Agent fit
Financial Planning Analyst activates all four capabilities. Cash forecast refreshes weekly; variance ships with entity-level commentary; rev-rec schedules generate with contract-level rationale; the board pack assembles review-ready.
Outcome
Expected outcomes: monthly-report lead time down 40-60%, rev-rec cycle down 50-70%, forecast cadence weekly held, material variances surfaced in time for action, every output traceable to source data.
Forecast cadence
Weekly refresh held
Variance-analysis lead time
50-70% faster
Rev-rec schedule cycle
50-70% faster
Monthly-report lead time
40-60% faster
Weekly maintenance
3-5 hours
Source traceability
every output linked to source data and methodology
How it works
Workflow summary
The agent pulls source data on cadence, runs forecast and variance models, produces rev-rec schedules, assembles monthly reports, and drafts KPI commentary for FP&A review.
Exceptions
Assumption changes, material variances, and rev-rec judgement route to the FP&A lead or CFO for direct review.
When humans step in
Humans step in on forecast-assumption changes, material variance interpretation, rev-rec judgement, and board-reportable anomalies.
Connected systems
Agent operates across ERP or finance system, budget tool, BI layer, and doc repo. Writes forecast outputs, variance commentary, rev-rec schedules, and report drafts back to source systems with FP&A review.
Data inputs
Ledger data, budget data, contract terms, prior forecasts, KPI definitions, voice guide. Writes forecast outputs, variance commentary, rev-rec schedules, and report drafts back to the authoritative doc.
Decision logic
Uses methodology, segment rules, and KPI definitions to produce forecasts, variance narratives, and report drafts with review-ready commentary.
Readiness
Chart of accounts documented, budgets loaded, methodology agreed, voice guide accessible.
Integrations
No new systems to learn. The role connects to the platforms your team already uses.
What "working" looks like
Forecast cadence held weekly
100% cadence
Share of scheduled weekly forecasts refreshed on time.
Source · Agent execution log
Variance-analysis lead time cut target range
50-70% faster
Median time from close to distributed variance commentary.
Source · Close + distribution log
Monthly-report lead time cut target range
40-60% faster
Median time from close to CFO-ready monthly pack.
Source · FP&A review log
Material variances surfaced in time
Above 95%
Share of material variances flagged before CFO review.
Source · Variance catch log
Governance & compliance
AI Act posture
Subject to transparency obligations: clear AI disclosure to end users where the agent interacts directly.
GDPR legal basis
Contract
DPIA
Recommended before deployment. We'll run one as part of the Launch Program.
Questions we get
An AI role priced per forecast or report run. It refreshes rolling cash forecasts, runs budget variance with drafted commentary, produces rev-rec schedules, and assembles monthly FP&A reports. Same scope as an FP&A analyst hire, priced per run.
Pure usage: EUR 40-150 per forecast or report run. Range reflects scope and complexity. Launch fee covers COA capture, model calibration, reporting-template wiring, and commentary voice calibration.
No. It replaces the assembly, data-pull, and drafting work. The FP&A lead and CFO own interpretation, judgement, and board-grade commentary.
An ERP or finance system (NetSuite, QuickBooks, or Xero), a budget tool or loaded budgets, and access to CRM + billing for rev-rec inputs.
The agent trains on approved voice samples and historical FP&A commentary. Voice-tone deviations above tolerance route to the FP&A lead for review before distribution.
Typical 28-42 days. This is a higher-tier deployment — forecast-model calibration and voice calibration take longer than simpler roles.
Chat opens with your role context already loaded. Scope a launch set of capabilities, review integrations, and get a timeline in one conversation.