Webinar: Automate Financial Reporting and Analytics using AI

February 11, 2025, 1PM - 2PM EST

In this session, we discuss the use of our new, customizable AI Agent for Financial Analysis for IBM Planning Analytics.

The agent is able to

Access data in a complex financial infrastructure
Automate the delivery of executive summary reports with key insights
Understand relationships between data, providing insight using drill-down to lower level detail
Enable interaction with finance models in natural language and provides answers based on simple business prompts.

The session is based on our work in this space, along with some real-life tangible use cases based on client models and situations. We do a live demo of the capabilities.

Below are the key topics that we cover during the meeting.

AI for Finance and FP&A
1. Key use cases and objectives
2. Typical challenges and constraints
Interacting with data in complex Finance environments using AI
1. Navigating multi-cube as well as hybrid (Transactional and Analytical) environments
2. Understanding rules and processes using simple business questions to provide meaningful insight into the drivers of business performance
Options to deploy AI tools with IBM PA
1. Native LLM – example using Claude Anthropic
2. AWS Bedrock toolset
3. MSFT Foundry
4. WatsonX Orchestrate
Live use case using a Business Profitability Model
1. Automating financial reporting using AI
2. Interactive capabilities
Q&A

Please use the form above on the right to access the session recording.

For more information, read our recent article here.

AI Financial Analyst for IBM Planning Analytics

Real Life Use Cases that Generate Efficiencies, Enhance User Experience and Improve Insight Into Drivers of Performance

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