24/7 Proactive AI Agents for Financial Analytics

Traditional finance analytics waits for you to ask questions. Agentic finance intelligence works 24/7—monitoring KPIs, detecting anomalies, investigating root causes, and alerting you before quarterly reviews. FP&A teams operate reactively, catching budget overruns weeks after they start compounding. Finance leaders want proactive intelligence, not backward-looking dashboards. This guide walks through how AI agents transform finance from reactive reporting to continuous intelligence.

What is Agentic Finance Intelligence?

Agentic finance intelligence uses AI agents that work autonomously 24/7—monitoring financial KPIs, detecting anomalies, investigating root causes automatically, and delivering insights before you ask. Unlike conversational analytics where you ask questions and get answers, agentic analytics means AI agents work continuously without prompting—surfacing budget risks, investigating variance drivers, and alerting you when intervention is still possible.

Unlike traditional BI dashboards that show what happened but require manual investigation to understand why, agentic analytics detects meaningful changes, decomposes drivers automatically, and delivers explanations with the alert. Tellius is an agentic analytics platform purpose-built for finance—combining continuous monitoring with automated investigation to shift FP&A from reactive reporting to proactive intelligence.

The Problem

Spotting risks and getting to root causes is far too manual

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Problem

Finance operates reactively, catching budget issues weeks after they start compounding

No early warning system: Budget variances compound for 60-90 days because monthly reviews only flag issues after thresholds are crossed.

Cost overruns: By the time a discovery is made in quarterly review the corrective action is damage control, not prevention.

Manual investigation: Analysts explore "Why over budget?" every cycle because dashboards show numbers but don't explain drivers.

Important signals are buried: Finance scans 40 dashboards hunting for problems because there's no intelligent prioritization.

Solution

Continuous intelligence catches risks when intervention is still possible

Proactive monitoring: AI agents watch budget vs. actual 24/7, alert when trajectories predict overruns.

Early detection: Agents identify cost trajectory issues 4-6 weeks before close, when course-correction is possible.

Automated investigation: Agents investigate root cause automatically and deliver explanations with the alert.

Intelligent alerting: Agents surface high-priority issues only, ranked by business impact.

The results

The payoff from deploying agentic finance intelligence

6

weeks

Faster risk detection. Budget overruns, margin erosion, and forecast misses caught 4-6 weeks before quarterly reviews—when intervention is still possible.

10x

More monitoring coverage. AI agents track hundreds of KPIs, cost centers, and products simultaneously vs. 10-15 metrics finance teams can manually monitor.

$5M+

Budget variance prevented. Proactive alerts catch cost overruns and revenue shortfalls early enough to course-correct.

90%

Reduction inalert investigation time. Root cause already investigated when alert arrives—no manual analysis required.

Why tellius

How AI Agents Transform Finance Intelligence

Unify

Agents monitor unified financial data across ERP, planning tools, and operational systems—no manual data pulls or dashboard checking required.

Explain

When agents detect anomalies, they automatically investigate root causes across all dimensions and deliver explanation with the alert: "Sales & Marketing 12% over budget, driven by unplanned headcount additions (+8 FTEs)."

Act

Agents don't wait to be asked—they work 24/7, detect meaningful changes, investigate automatically, and alert leadership before issues compound into bigger problems.

Questions & Answers

Real Questions from Finance Leaders

Below, we've organized real questions from FP&A leaders about agentic analytics and proactive monitoring into three parts. Every answer is grounded in actual finance transformation challenges.

Part 1: Agentic Fundamentals

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Part 2: Implementation & Workflows

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When your brand moves up or down, you want to know: is it the doctors, or the payers? If it’s mainly HCP behavior, you’ll see changes across many payers at once:

  • more or fewer HCPs writing
  • changes in how many patients they start
  • shifts in depth of use, no matter which plan the patient is on.

Part 3: Platform Evaluation & Comparison

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In a brand review, this means the system can show up with a ready explanation of last month’s share shift by market or segment. Agentic workflows can also chain these steps together:

  • from detecting a change
  • breaking it down
  • checking key drivers and history
  • summarising the findings in plain language

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"Tellius agents catch budget overruns 4-6 weeks before our quarterly reviews, giving us time to course-correct instead of just explaining what went wrong. The shift from reactive reporting to proactive intelligence has been transformative for our finance team."

VP FP&A
Fortune 500 Manufacturing

Ready to Deploy Agentic Finance Intelligence?

Join leading finance teams using AI agents to monitor 24/7, investigate automatically, and catch budget risks 4-6 weeks earlier—shifting from reactive reporting to proactive intelligence.

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