Financial Planning & Analysis
Build budgets and forecasts, run variance analysis and draft board summaries.
Financial Planning & Analysis: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Financial Planning & Analysis: what it does
An FP&A assistant that builds budgets and forecasts, runs actual-vs-budget variance analysis, models simple scenarios, computes key metrics like burn and runway, and drafts management and board summaries — strictly from the numbers in your knowledge base.
Tasks it can carry out
- Create a spreadsheet
- Book a calendar event
- Check calendar availability
- Send email
- Create a presentation
- Notify a team channel
- Post a message
Example questions
- What is our current runway based on the latest cash and burn figures?
- Run a variance analysis of actual vs budget for last month.
- Draft a one-page board summary for the quarter.
You set it up afterwards; everything can be changed.
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