Agentic AI for Finance and FP&A

AI Agents for Modern Finance Teams

Stop chasing budget variances across NetSuite, Anaplan, Snowflake, and Excel — spending 3-5 days every close investigating “why.” Your analysts work off stale data, P/V/M decomposition still happens in spreadsheets, and the CFO asks “why over budget?” with the same answer every month: “Give us a few hours.”

Deploy AI agents that unify ERP, planning, and operational data into one financial model — then surface root causes in seconds, not days, conversationally.

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See Tellius on your finance data in 30 minutes.

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Ask a question, build a workflow, or create an app — in natural language.

Try one of these

Insight EBITDA is 5% below forecast this month — decompose the variance into price, volume, and mix effects across all business units and rank drivers by contribution.

Workflow Every month-end close: pull GL actuals from NetSuite, compare full P&L vs. budget and prior year, decompose every line item and cost center, generate waterfall charts with narrative, flag any variance over $500K for manual review, compile board pack.

Work Product Generate a CFO board deck for Q2: revenue bridge vs. plan, OpEx variance by department, EBITDA waterfall, cash flow summary, and a plain-English narrative explaining the three biggest drivers.

App Build an app that lets finance business partners explore budget vs. actual by cost center, drill into driver-level detail, and flag items for reforecast — with filters for entity, department, and GL account.

Want to try this on your own data?

Connect your ERP, planning tools, and warehouse in minutes.

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Measurable Impact

The Payoff from Fixing Variance Analysis

10x

Faster variance investigation speed

40%

FP&A capacity freed for strategic work

70%

Faster close cycle (5 days to 1-2 days)

$5M+

Cost overruns caught before quarterly reviews

Finance Use Cases

From Budget Variances to Board Narratives — Automated

Tellius understands GL hierarchies, COA structures, budget vs. actual logic, and planning semantics natively. No need to explain EBITDA or OpEx variance in every query.

Variance Analysis & Root Cause

Automated P/V/M decomposition that breaks revenue and cost variances into price, volume, mix, and timing drivers — ranked by contribution, explained in plain English.

3-5 days to seconds

CFO Narratives & Board Reporting

Auto-generate executive summaries, EBITDA commentary, and board-ready variance narratives from the same investigation that surfaced the numbers. No more writing from scratch.

Days of writing to minutes

Budget Monitoring & Proactive Alerts

AI agents monitor budget vs. actual 24/7 across every cost center. When variances cross thresholds or trends predict future overruns, alerts fire before quarterly reviews.

Catches overruns 4-6 weeks early

Forecast Accuracy & Bias Detection

Track forecast vs. actual accuracy by entity, product line, and analyst. Surface systematic biases — over-forecasting revenue, under-forecasting OpEx — before they compound.

Version-over-version comparison

Automated Monthly Close

When GL data refreshes at EOM, agents run full P&L variance analysis, decompose every line item and cost center, generate waterfall charts with narrative, and compile the board pack.

Close cycle: 5 days to 1 day

Self-Service for Business Partners

Finance business partners ask “why is SG&A over budget in Marketing?” in plain English and get instant answers with governed definitions — no analyst queue, no SQL.

One truth across all users

Always-On Intelligence

Finance-Native AI Agents

Agents that understand GL hierarchies, COA structures, P/V/M decomposition, and budget vs. actual logic — natively.

Active

Budget Variance Investigator

Monitors budget vs. actual across every cost center and entity. When variances cross thresholds, automatically decomposes into price, volume, mix, and timing drivers.

B vs A P/V/M Monthly

Active

EBITDA Driver Analyst

Continuously monitors EBITDA margin across business units. Surfaces root cause when margins shift — identifying whether it is revenue mix, COGS pressure, or OpEx overrun.

EBITDA Margin 24/7

Monitoring

Cost Center Watchdog

Detects cost center overruns that quietly compound for 60-90 days before anyone notices. Sends proactive alerts with estimated annual impact so you can intervene early.

OpEx Alerts

Active

Board Narrative Generator

Converts variance analysis into plain-English executive summaries and board-ready EBITDA commentary. Monthly finance packs that took days now generate in minutes.

Work Product Monthly

Learning

Forecast Accuracy Tracker

Compares forecast vs. actual accuracy across entities, product lines, and planning versions. Identifies systematic bias — over-forecasting revenue, under-forecasting headcount.

AOP vs LE Bias Quarterly

Active

Cash Flow & Revenue Monitor

Tracks DSO, DPO, revenue recognition patterns, and working capital trends. Alerts when cash conversion metrics drift from targets or when revenue timing shifts.

DSO / DPO Rev Rec Weekly

Ready to Deploy Finance Intelligence?

Connect NetSuite, SAP, Anaplan, Snowflake, or your existing stack. Start investigating variances in minutes — not days.

Schedule a Demo →

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