It’s day three of close, and one line in your expense roll-up doesn’t look right. Before you can finish reporting, you need to understand what’s behind it. And once the books are closed, those results need to inform your next forecast.

In this live demo, you’ll see how Planful AI can help you move through that monthly cycle, from investigating unusual results to updating and reviewing your forecast before sharing it with leadership.

You’ll see how to:

• Spot unusual close results and use historical trends to understand why they stand out
• Trace a flagged number to the underlying transactions and explore what’s driving your results, including revenue
• Use your close-month actuals and AI-powered projections to update your forecast
• Help finance and budget owners catch broken formulas and outliers before the forecast goes to leadership

Bring your Finance AI Checklist and see what putting it into practice can look like, from understanding what happened to planning what comes next.