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Finance AI Feature

Early Access

Rolling estimates and forecast review for finance teams.

Finance AI helps teams convert current performance, management assumptions, and forecast drivers into a structured estimate review.

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Product workflow previewEstimate workflow with management assumptions, AI attention, and forecast impact

Early Access

Estimate & Forecast is available for tailored Early Access pilots.

Early Access

Start with the finance data and reporting workflow you already use. We agree the practical scope, controller review points, and customer-specific onboarding together.

  • Excel, CSV, or ERP-source starting point
  • Working workflow evaluated with customer data
  • Controller review and governed outputs
  • Scope tailored to practical finance priorities

Early Access is a tailored product engagement, not an automatic approval of every use case or accounting judgement.

Discuss estimate workflow

Problem

What finance teams are trying to fix

Forecast updates often spread across spreadsheets, assumptions, emails, and management comments without a consistent review trail.

Why it matters

Why this workflow deserves structure

The Estimate workflow centralizes assumptions, highlights attention areas, structures forecast commentary, and turns review into clear outputs.

Before / After

What changes when the workflow is structured.

BeforeAfter
Fragmented files and commentsSingle finance workflow
Manual analysis draftsAI-assisted reviewable draft
Email-based approvalsBuilt-in review trail
Recurring formatting workReusable export output

Typical results

Credible outcomes without hard promises.

Finance teams typically use Estimate & Forecast to:

  • More transparent forecast assumptions
  • Faster estimate review
  • Clearer management communication

How it works

A controlled workflow from source data to reviewed output.

01Load actuals
02Add assumptions
03Review drivers
04Assess forecast impact
05Export summary

Key capabilities

Built around the work controllers and CFOs repeat every month.

Rolling forecast support

Driver-based assumptions

Scenario and sensitivity review

Forecast risk flags

Management summary output

Typical finance workflow

The real monthly process this feature is designed to support.

Step 1

Load actuals

Step 2

Add assumptions

Step 3

Review drivers

Step 4

Assess forecast impact

Step 5

Export summary

Related workflows

Shows how this feature connects to the broader finance process.

  1. 01Load actuals
  2. 02Add assumptions
  3. 03Review drivers
  4. 04Assess forecast impact
  5. 05Export summary

Screenshots

Product views that show the workflow, not just a feature list.

Actual product viewEstimate workflow with management assumptions, AI attention, and forecast impact
Actual product viewAI Advisor with guardrails, sources, confidence, and missing information

Who is it for

Designed for finance teams accountable for the monthly truth.

  • CFOs
  • Group Controllers
  • Financial Controllers
  • Finance Managers
  • FP&A teams
  • Accounting Managers

Inputs & roadmap

Start with practical finance inputs. Direct system integrations are roadmap items.

Available input paths

  • ERP exportsInput
  • ExcelInput
  • CSVInput

Planned integrations

  • SAPPlanned
  • OraclePlanned
  • NetSuitePlanned
  • Microsoft DynamicsPlanned
  • AAROPlanned
  • OneStreamPlanned
  • Power BIPlanned

Planned integrations are based on customer demand and implementation priorities.

FAQ

Common questions about Estimate & Forecast.

What is the Estimate workflow?

It is a finance workflow for reviewing rolling estimates, assumptions, forecast drivers, risks, and management commentary.

Can it handle management assumptions?

Yes. The workflow is designed to capture assumptions and connect them to forecast impact and review notes.

Is this a full planning system?

No. It is focused on practical estimate and forecast review workflows rather than replacing enterprise planning systems.

Related features

Connected workflows inside Finance AI Workspace.

Data Preparation AIFinance AI Workspace can work with summary-level trial balances directly, or use Data Preparation AI to reduce raw ERP exports into validated summary datasets before reporting.Account Mapping AIAvailable in Early Access, Account Mapping AI helps teams prepare ERP account data, review explainable mapping proposals, resolve material issues, and publish a controlled mapping version.Monthly CloseTurn reporting inputs into validated analysis, reviewable commentary, and management output. AI assists with findings and drafts, deterministic rules calculate the finance logic, and Finance reviews and approves the result.IFRS 18 MappingFinance AI helps finance teams document IFRS 18 presentation decisions, classification rationale, KPI impact, review status, and exportable governance evidence.

Practical finance experience

Built around real finance workflows.

Designed using practical experience from listed companies, outsourcing environments and multinational finance teams.

Trust

Built for finance workflows that need control, review, and accountability.

Built on Google Cloud
Tenant isolation
Audit trail
Role-based access
AI with human review
GDPR-aware operating model

Book Demo

Review Estimate & Forecast against your real finance workflow.

Use the public page for discovery. The actual workspace remains protected behind login.

Discuss estimate workflowView pricing