Finance
Builds FP&A forecasts and budget scenarios in minutes.
An AI Agent Workflow that automates financial forecast creation, variance analysis and budget scenario modelling. It connects to your ERP, consolidates departmental data and generates CFO-ready reports.
70 % of FP&A teams' time goes to data collection and consolidation · AFP FP&A Survey 2024
Runs on the Elevon platformData Consolidation
Forecast & Variance Agent
Report & Scenario Agent
FP&A Forecast & Variance Report
01How it works
ERP data. Departments. 2 AI agents. FP&A report.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data Consolidation
The agent connects to your ERP, CRM and accounting system. It automatically pulls current revenue, costs, headcount and pipeline data from every department.
- 02
Forecast & Variance Agent
Analyses historical trends, seasonality and pipeline conversions. Generates a rolling forecast, compares it against budget and identifies the key variance drivers.
- 03
Report & Scenario Agent
Assembles a complete FP&A report with a variance waterfall, scenario analysis (base/bull/bear) and specific recommendations for management.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€79,220saved in year one
125 hours of work back every month · 25.2× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Weekly Rolling Forecast Update
Every week, the agent updates the rolling forecast based on fresh ERP and CRM data. It compares it with the previous version and highlights changes.
6 hrs/week
Automatic Variance Analysis
After month-end close, the agent automatically runs a budget vs. actual analysis. It identifies the top 5 variance drivers and suggests root causes.
4 hrs/month
Scenario Modelling
The agent continuously recalculates base, bull and bear scenarios based on current trends. The CFO always has up-to-date scenarios at hand.
5 hrs/month
Department Alerts
If any department significantly exceeds or misses budget, the agent immediately notifies the FP&A team with context and a suggested action.
3 hrs/week
04Included and price
What's included
- Elevon agent configured and imported
- ERP / accounting system API connection
- CRM pipeline connection (if available)
- Historical forecasts and budgets import
- Variance analysis template configured
- Scenario model tuned to your KPIs
- Demo run with your real data
- Team walkthrough (1 hour)
One-time implementation
€1,000
One-time. Full configuration + first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
SAP, Oracle, Microsoft Dynamics, QuickBooks, Xero, NetSuite and more.
Yes. The agent consolidates data from multiple entities and generates both individual and consolidated forecasts.
Typically 5 to 10 business days, including API connections, model setup and the first live run.
No. The agent takes over routine data collection, consolidation and basic analysis. Your team can focus on strategic recommendations.
It depends on input data quality. Typically 85-95% on a monthly horizon. Accuracy improves with each cycle.
All data is processed exclusively within your Elevon environment.
05More for Finance
More AI Agent Workflows for Finance.
Finance
Cash Flow Forecasting
The workflow continuously recalculates cash flow and flags deviations before they become a finance problem.
Runs on the Elevon platform
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MRR Revenue Monitor
The workflow tracks Monthly Recurring Revenue in real time, churn, expansion, contraction, and new MRR. Alerts on anomalies, generates daily revenue digests, connects to CRM and billing systems.
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Finance
Automated Payment Reminders
The workflow tracks overdue invoices and sends personalized reminders without manual follow-up.
Runs on the Elevon platform
Next step
Less time collecting data. More time making decisions.
The agent automates routine FP&A processes. Your team focuses on what matters most.