AI & Automation · FP&A & EPM

AI that works inside your FP&A process.

Forecasting, variance analysis, planning agents, and finance workflow automation — built into your Workday Adaptive Planning environment with governance and human oversight from the start.

What we deliver
AI-powered forecasting and anomaly detection in Workday Adaptive Planning
Automated variance commentary — your close explanations drafted and ready for review
Planning agents and finance workflow automation that remove manual steps from your close
Native AI enablement — Workday Illuminate and Adaptive Predictive Forecaster configured and working
Governance and human oversight built in — AI that finance leadership can trust and audit
How we work

A clear process. No surprises.

01

Assess where AI fits

We review your planning and close process to find where AI genuinely adds value — and where it does not. No build before we know the answer.

02

Build with governance

Every AI capability we build includes human approval steps, audit trails, and accuracy testing before it goes near a real close.

03

Operationalise and hand over

We configure, test, and train your team — so the capability runs reliably, not just in a demo environment.

Our approach

The gap between an AI demo and an AI capability finance can rely on is governance. Any developer can build a variance commentary agent that looks impressive in a sandbox. Building one that finance leadership trusts in a real close — with human approval, audit trails, and accuracy benchmarks — is a different problem.

We start every AI engagement with a readiness assessment. Most finance teams benefit more from operationalising the AI features already in their EPM platform — Workday Illuminate, Adaptive Predictive Forecaster — than from building custom. We assess this honestly before recommending any build.

Where custom AI is justified, we build it with production-grade governance: human-in-the-loop approval at every decision point, eval frameworks that prove accuracy before deployment, and complete audit logging so finance and IT can see exactly what the AI did and why.

Related services

Ready to talk about your planning architecture?

Talk to our team →

Let’s talk about AI in your FP&A process.

We’ll assess your current environment and give you an honest view of what needs to change — and how to get there.