Automating Financial Reporting and Analytics in IBM PA using AI

Virtual Workshop / Live Demo

February 11, 2025, 1PM - 2PM EST

Join us for this session to discuss the use of our new, customizable AI-Driven Financial Reporting Agent 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 will do a live demo of the capabilities.

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

1. AI for Finance and FP&A

   1. Key use cases and objectives

   2. Typical challenges and constraints

2. 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

3. 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

4. Live use case using a Business Profitability Model

   1. Automating financial reporting using AI

   2. Interactive capabilities

5. Q&A

Please use the form above on the right to register for the session.

For more information, read our recent article here.