2 Plan to results AI Agents, Live in Production.

2 live agents automate plan to results within finance. They all run on demand. Each one publishes the inputs it needs, the steps it works through and what it hands back.

  • Live

    Annual Plan Review

    Review a draft annual plan before it is signed off — whether the growth is built on named actions or on a percentage, and which assumptions the whole plan depends on.

  • Live

    Competitor Financial Analysis

    Read a competitor's published results and work out what they actually say — the trend under the headline, what the disclosures imply, and which of our own plan assumptions the comparison challenges.

Checking whether the plan rests on named actions or on a percentage

Annual planning has a characteristic weakness: the arithmetic is rigorous and the assumptions are not. Growth is frequently entered as a percentage applied to a base, which is a target dressed as a plan — there is no named action behind it, so when the year underperforms there is nothing to diagnose. The assumptions that genuinely carry the plan are rarely written down as assumptions at all; they are embedded in a model, so nobody can ask what happens if the largest one is wrong. Competitive input suffers the mirror problem. A competitor’s results get read at headline level, which is the level their investor relations team wrote for, and the trend underneath — the segment quietly shrinking, the disclosure that implies a pricing change — is where the actual challenge to your own plan sits.

These agents make the plan interrogable before it is signed. Annual Plan Review examines a draft plan for whether its growth is built on named actions or on a percentage, and identifies the assumptions the whole plan depends on — the ones worth testing explicitly because everything else follows from them. Competitor Financial Analysis reads a competitor’s published results for what they actually say: the trend under the headline, what the disclosures imply, and specifically which of your own plan assumptions the comparison challenges. That last output is the useful one, because competitive analysis usually stops at description and never connects back to a decision you were about to make.

What this moves

Plan assumptions stated explicitly
The assumptions the whole plan depends on are identified before sign-off, so a plan can be stress-tested rather than only reforecast.
Growth backed by a named action
Planned growth is tested for whether it is built on specific actions or on an applied percentage, which is the difference between a plan and a target.
Competitor claims taken at face value
Published results are read for the trend under the headline and what the disclosures imply, rather than for the number the press release led with.

Finance

How AI agents handle plan to results

Drawn from the 2 agents above — what they require, how they run, and what comes back.

What they need

  • Draft annual plan
  • Review basis
  • Competitor results or filings
  • Comparison basis

What comes back

  • Plan readiness Classification badge
  • Review note Written summary
  • Challenge before sign-off Flagged exceptions
  • How the growth is built Breakdown table
  • What the plan depends on Verification checklist
  • What the results show Classification badge
  • Analysis note Written summary
  • Read with care Flagged exceptions

How they run

Run on demand
2
Steps per run
3–4
Credits per run
9–10

Where plan to results fits in finance

Matching, reconciling and chasing is high-volume work with very little judgement in it. Moving that to agents is what turns a compressed close into a normal week.

All 43 finance agents

Next Step

Deploying plan to results agents

These run as-is against the inputs listed above. Most deployments adapt one — a different source system, a different tolerance, a different approval path. The first call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
Call us Book a call