Practical AI for finance and EPM — forecasting, variance analysis, anomaly detection, and planning intelligence built into Workday Adaptive Planning, OneStream, Oracle EPM, and Anaplan with governance from the start.
We review your planning and close process, your data quality, and your EPM platform to find where AI genuinely adds value — before recommending any build.
We configure and operationalise AI features already in your EPM platform before building anything custom. Faster, lower risk, lower cost.
Where custom AI is justified, we build it with full governance — human approval gates, accuracy testing, and audit trails as standard.
AI in FP&A and EPM is moving faster than most finance teams can assess. Every major EPM platform — Workday, OneStream, Oracle — now ships AI capabilities natively. The first question before any AI build is whether those native capabilities can meet your requirements, because using what your platform already provides is faster, lower risk, and lower maintenance cost than building custom.
Where native AI does not meet requirements, we build custom with production-grade governance. Finance AI that fails silently — giving confident but wrong forecasts or commentary — is worse than no AI. Every AI capability we build includes accuracy benchmarks, human approval gates, and audit trails before it touches a real planning cycle.
Our AI for FP&A and EPM work is grounded in finance domain knowledge. Understanding variance drivers, planning cycles, and how finance leadership actually uses numbers is what separates genuinely useful AI from technically impressive demos.
Ready to talk about your planning architecture?
Talk to our team →We’ll assess your current environment and give you an honest view of what needs to change — and how to get there.