AI project management that automates financial planning workflows
Connect your ERP systems, automate variance analysis, and build financial dashboards through conversation
Backed by the best
Financial planning drowns in manual workflows
You spend hours pulling budget data from multiple ERP systems, manually reconciling actuals versus forecasts in Excel, and creating board presentation slides at month-end. Your team sends dozens of Slack messages chasing down variance explanations from department heads. Critical financial deadlines get missed because data extraction and analysis consume all available time before strategic review can happen.
- Budget variance reports require manual data pulls from three different ERP systems
- Month-end board presentations take 40+ hours of Excel work and slide creation
- Department heads miss variance explanation deadlines, delaying financial close
- Cash flow forecasts become outdated before quarterly board meetings
Automate financial analysis from data extraction to board presentation
- Connect ERP systems and automatically generate budget variance reports with explanations
- Build interactive financial dashboards that update in real-time for board presentations
- Schedule automated monthly close workflows that chase down explanations and compile reports
- Create cash flow forecasts that pull live data and update scenarios automatically
How it works
- 01
Connect financial systems
Authenticate your ERP, accounting software, and planning tools through guided setup conversations
- 02
Build automated workflows
Design budget analysis, variance reporting, and dashboard creation processes through natural conversation
- 03
Schedule and execute
Set up recurring monthly close, quarterly forecasts, and board presentation workflows
What Brainvolt brings to your workflow
Contextual Financial Intelligence
AI accesses your ERP data, budget files, board presentations, and real-time market data to provide comprehensive financial analysis with source citations for audit trails and compliance documentation.
Financial System Integrations
Connect to NetSuite, SAP, QuickBooks, Excel, Google Sheets, and financial planning tools. Create custom integrations with specialized ERP systems through conversational setup and authentication.
Automated Financial Workflows
Schedule monthly close processes, quarterly board presentations, and variance analysis reports. Automatically chase department heads for explanations and compile comprehensive financial packages.
Executive Dashboard Creation
Build interactive financial dashboards and board presentation materials through conversation. Generate scripts that pull live data, calculate KPIs, and format executive-ready visualizations.
Frequently asked questions
Connect your world.
Get things done.
Try the AI workspace that keeps context and helps you turn conversation into action.