AI Financial Analyst for IBM Planning Analytics
Automate Financial Reporting and Analysis using AI. Analyze Results, Identify Sources of Variance, Drill Down to Detail.
About the ACG AI Financial Analyst
ACG’s AI Financial Analyst is an intelligent AI agent that automates reporting and financial analysis in Finance and FP&A. It reviews results and evaluates them against plan or forecast expectations, identifies variances, explains calculations and drills down into detail. All through real-time natural-language interaction, with formatted PDF outputs ready for distribution.
Key Benefits and Capabilities
✓ Analyze Finance Information
Analyzes information across IBM Planning Analytics environments using simple, intuitive business prompts. Navigates complex applications with multiple cubes, dimensions, calculations, business rules and processes.
✓ Identify Drivers and Variances
Automatically identifies key drivers of business performance for any selected timeframe. Explains results of calculations, including formulas. Highlights material variances (vs. plan, forecast, version, etc.).
✓ Drill Down into Detail
Drills down into transactional detail to substantiate results and explain key drivers and variances. Drill down is available across multiple cubes and into relational data stores, allowing you to retrieve transaction-level detail.
✓ Create Formatted Reports
Delivers insights through a conversational interface based on simple business questions in real time. Automatically produces structured, board-ready Word or PDF reports with an initial analysis focused on key business drivers and metrics.
Implementation Considerations
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The agent can be deployed through watsonX Orchestrate, MSFT Foundry and AWS Bedrock frameworks. While each framework has specific architectural considerations, the solution integrates effectively across all supported enterprise environments.
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The majority of our testing and initial deployments have been conducted using Claude Sonnet 4.5 (Anthropic) or ChatGPT (Open AI). The AI Analyst works with all major LLM providers and can be configured based on client preference.
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The solution can be deployed fairly quickly assuming an existing IBM PA application is in place. It provides a real, tangible benefits early in the process, representing a low-cost and low-risk entry point for introducing AI into Finance and FP&A.