Finance & FP&A

Build a 13-week cash flow forecast with AI doing the data work and the variance story. A practical 2026 method for finance teams who need

Compress the month-end close with AI: automate reconciliation, flag exceptions, and draft the close narrative. A practical 2026 method for finance teams.

Turn a board pack from a week of assembly into a governed AI-assisted draft. A practical 2026 method for finance teams, with the human sign-off

Replace the once-a-year budget with a rolling forecast that refreshes on a cadence, with AI doing the reforecast work. A practical 2026 method for FP&A

A maturity path for AI financial modeling, from static spreadsheets to probabilistic, governed models. A practical 2026 guide for FP&A teams.

Move from Copilot that assists to an agent that acts. A practical 2026 method for building governed FP&A agents in Copilot Studio, human-in-the-loop.

Use the =COPILOT() function and Excel Copilot to summarise, classify, and explain finance data in the grid, with an audit log. A practical 2026 guide

Build a finance KPI dashboard with Red, Amber, Green alerts and an AI-written narrative. A practical 2026 Power BI method, RAG made clear.

Build base, bull, and bear scenarios on a driver model, with AI doing the heavy lifting. A practical 2026 method for FP&A teams, plus a

Replace single-point forecasts with probability. A practical, AI-assisted way to build a Monte Carlo and DCF model in FP&A, with a governance caveat.