FpnA-ai · Finance intelligence

Board-ready reports
in 5 minutes.

10 AI agents handle your GL analysis, variance commentary, budgeting, forecasting, and board pack — so your finance team spends time on decisions, not spreadsheets.

Upload from your ERP or CSV. Get GL intelligence, flux analysis, CFO narrative, budget vs actuals, rolling forecasts, covenant compliance, executive summary, and a board pack matched to your template — all in one run.

85%
time saved on reporting
<5 min
GL to board pack
10
AI agents automated
12 mo
history cross-verified
or continue with email
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Why teams choose FpnA-ai
⚡
GL to board pack in under 5 minutes
Native ERP connectors pull trial balance, GL detail and sub-ledger automatically — or upload a CSV for instant one-off runs. No exports, no formatting, no waiting.
🧠
AI commentary on every variance
Each line explained in plain English with root-cause analysis and recommended actions — not just a number, but a narrative.
📋
Board pack formatted to your template
Upload your existing board reporting template and the AI reformats every agent output to match your exact structure — plus gives you specific recommendations to improve the template.
📊
Monthly MIS reports auto-generated
Full monthly Management Information System pack: P&L detail, balance sheet, cash flow, KPIs, department breakdown, accruals log, and management commentary — structured for management, banks, or investors.
🏦
Covenant compliance tested automatically
Upload your loan agreement or covenant schedule and the MIS Agent extracts every financial covenant, tests it against actuals, calculates headroom, and flags any AT RISK or BREACH positions with recommended actions.
🔍
12 months of history cross-verified
AI checks current period against trailing twelve months to surface anomalies, seasonality patterns and unexpected trends.
🔗
API connectors or CSV — your choice
Connect via native ERP APIs (Intacct, NetSuite, QuickBooks, Rillet) for fully automated monthly pulls, or drop in a CSV for instant one-off runs. Both generate the same complete report.
📈
AI budget vs actuals — every line explained
Upload your budget and the system produces a full BvA analysis: actual vs budget vs prior year, variance by department, with AI commentary on every material line explaining what drove the difference and what to do about it.
🔮
Rolling forecasts built from your actuals
The Budget & Forecast Agent generates a forward reforecast from your GL — with explicit assumptions, scenario ranges (base/upside/downside), confidence grades, and a full reforecast narrative. Updated every period automatically.
💸
Add-backs and normalised EBITDA
The AI identifies and labels one-time vs recurring items, calculates adjusted EBITDA with an add-back schedule, and flags items needing CFO confirmation before classification — so your reported and normalised EBITDA are always clean.
🔑
Your AI key. Your data. Zero exposure.
FpnA-ai is the only FP&A platform where your financial data is processed through your own Claude AI license — not ours. Your GL never touches a shared AI account. Full data sovereignty, enterprise-grade by default.
🛡️
SOC 2 Type II compliant
Your financial data never leaves your secure environment. Role-based access, audit logs and enterprise SSO included from day one.
💬
Ask questions about your own data
Chat with your financials — query any GL line, drill into cost centres, or ask 'why did COGS spike?' in plain language.
How it works
From GL export to boardroom report
01
Upload your data
Native API connectors pull from Intacct, NetSuite, QuickBooks, Rillet — or upload CSV. Add CoA, dimension mapping, budget, or covenant files for richer output.
02
10 AI agents run
GL Intelligence → Flux → Insight → Mgmt Questions → Commentary → Budget → Executive Summary → Senior Review → Board Pack → MIS Report.
03
AI chatbot assists
Ask anything: "Why did COGS spike?" Instant answers with full data citations.
04
Review & approve
Edit AI commentary inline, override flags, tag one-time items. Senior Review Agent scores every output before sign-off.
05
Export in your format
Board pack matched to your template, MIS report for management or lenders, full Excel workbook — all formatted, branded, commentary-rich.
The AI Engine
10 agents,
zero manual work
🔬
GL Intelligence Agent
Maps accounts, validates data quality and verifies accounting integrity in one pre-analysis pass
📈
Flux Analysis Agent
MoM/YoY variances by account, department, class and location — with materiality ratings
💡
Insight Agent
Strategic risks, trends and opportunities — FACT vs INFERENCE, with confidence ratings
❓
Management Questions
Surfaces questions CFO/board will ask, Tier 1 blockers, action items and reclassifications
✦
Commentary Agent
CFO-ready narrative: what changed, why, recurring vs one-time, risk and implication
🎯
Budget & Forecast Agent
Forward forecasts with explicit assumptions, scenario ranges and confidence grades
📋
Executive Summary Agent
Board-pack one-pager: top wins, risks, KPI table, forecast risk and recommended actions
🎓
Senior Review Agent
Scores all agents out of 10, checks cross-agent consistency, signs off quality
📐
Board Pack Agent
Reformats all outputs into your board template + enhancement recommendations
📊
MIS Report Agent
Monthly MIS with covenant compliance testing, headroom calculations and breach alerts
Report Output
7 output categories,
fully formatted
A
Financial statements
P&L, Balance Sheet, Cash Flow, departmental, trends
4–6 tabs
B
Variance & AI commentary
BvA, MoM flux, YoY flux, executive narrative
3–5 tabs
C
Forecasting & projections
Reforecast, 13-week cash, scenarios, burn rate
2–4 tabs
D
Analytics & KPIs
Margins, ratios, working capital, revenue analytics
3–5 tabs
E
Board pack output
Reformatted to your template + enhancement report
template-matched
F
Monthly MIS report
Management pack + covenant compliance + headroom
full pack
G
Governance & quality
Senior review scorecard, AI insights, full audit trail
2–3 tabs
Why FpnA-ai
12 capabilities no competitor has
The only GL-to-board-pack engine
Planful, Anaplan, and Vena are planning tools. None take a GL extract and produce a finished, commentary-rich board pack — matched to your template.
AI-generated flux commentary
Every material variance gets a written explanation — what happened, why, one-off vs structural. BvA, MoM, YoY, plus executive narrative.
Board pack in your exact template
Upload your board reporting template. The Board Pack Agent reformats all 10 agent outputs to match your structure exactly — plus grades and improves it.
Monthly MIS auto-generated
Full MIS pack every month: P&L detail, balance sheet, cash flow, KPIs, department breakdown, accruals log, management commentary. Ready for management, banks, or PE sponsors.
Covenant compliance testing
Upload your loan agreement. The MIS Agent extracts every covenant, tests against actuals, calculates headroom, forecasts future compliance, and alerts on BREACH or AT RISK positions.
Cross-statement intelligence
P&L + BS + CF analysed simultaneously. Revenue grew 12% but AR grew 25%? We surface that. Single-statement tools never can.
Zero implementation
Anaplan: 6–12 months + $50K. FpnA-ai: upload and get a board-ready report in 5 minutes. No consultants, no training, no IT.
Senior Review Agent signs off
An AI reviewer with 20+ years experience scores every agent out of 10, checks cross-agent consistency, and won't sign off until it meets CFO standard.
Built for SMEs & consulting firms
Full FP&A capability without enterprise pricing. Per-client config, data isolation, portfolio-wide dashboard.
Bring Your Own AI Key — industry first
Every client links their own Claude AI license. Your financial data is processed through your account, not a shared pool. No other FP&A tool offers this. Full data sovereignty as standard.
Interactive AI chatbot
Ask anything while you work. Instant answers with data citations. Like a senior analyst available 24/7 inside your report.
Budget round-trip via Excel
AI drafts budget from actuals. Team reviews in Excel. Upload back. Platform tracks every change.
Competitive Landscape
FpnA-ai vs
the market
Capability
FpnA-ai
Others
GL to report automation
✓
—
AI flux commentary
✓
—
Board pack in your template
✓
—
Monthly MIS report output
✓
—
Covenant compliance testing
✓
—
Interactive AI chatbot
✓
—
Cross-statement checks
✓
—
Native ERP API connectors
✓
—
Same-day implementation
✓
—
Multi-client management
✓
—
Senior Review Agent sign-off
✓
—
Verification scorecard
✓
—
Budget round-trip
✓
—
Client-owned AI API key (BYOK)
✓
—

Others: Planful, Anaplan, Vena, Adaptive, Datarails, Cube, Prophix

Security & Compliance
Enterprise-grade
from day one
AES-256 encryption
At rest and in transit
Data isolation
Per-client database schemas
SOC 2 Type II
Independently audited
ISO 27001
Certified ISMS
Full audit trail
Every action timestamped
Your data, your control
Export or delete anytime
Bring Your Own AI Key
Your Claude license, your data flow
Zero shared AI processing
No client data in pooled AI accounts
Built for
Small & medium enterprises
Full FP&A without enterprise pricing or complexity
FP&A consulting firms
Multi-client reporting at scale with data isolation
Mid-market finance teams
50–500 employees producing monthly management reports
VC/PE portfolio operations
Standardised reporting across portfolio companies
🔑Industry First

Your data never leaves
your AI account

FpnA-ai is the only FP&A platform that gives you a choice: use our managed AI infrastructure, or connect your own Claude AI license so your financial data stays entirely within your own account.

🚀
FpnA-ai Managed
Simplest to get started

We handle the AI infrastructure under our enterprise Anthropic agreement. Zero-day setup, no API keys to manage. Your data is processed under our SOC 2 Type II certified environment with full isolation.

✓No API key needed — sign up and go
✓SOC 2 Type II + ISO 27001 certified
✓Per-client data isolation enforced
✓Anthropic's no-training-on-API-data policy applies
RECOMMENDED FOR ENTERPRISE
🔑
Bring Your Own Key (BYOK)
Full data sovereignty

Connect your own Anthropic/Claude enterprise license. Every AI call made on your behalf uses your account — your audit trail, your retention policies, your compliance team's remit. No shared AI processing, ever.

✓Your GL data flows through your Claude account only
✓Your Anthropic agreement governs your data
✓Your audit trail — visible to your compliance team
✓Works with Claude Enterprise, Team, or API plans
✓Switch between managed and BYOK at any time
How BYOK works
📋
Your GL Data
Uploaded securely
→
⚙️
FpnA-ai Platform
Orchestrates agents
→
🔑
Your Claude Account
AI processing happens here
→
📊
Your Report
Delivered to your dashboard
★ Your financial data only passes through AI infrastructure you own and control
Native connectors
IntacctNetSuiteQuickBooksRilletCSV UploadXeroSageWorkdayOracleSAPIntacctNetSuiteQuickBooksRilletCSV UploadXeroSageWorkdayOracleSAP
Pricing
Simple, transparent pricing

Scale as you grow. All plans include the full 10-agent pipeline.

Starter
$499
per month, billed monthly
✓1 entity
✓5 reports/month
✓All 10 AI agents
✓CSV upload
✓Demo sample data
✓Community support
Most popular
Professional
$1,499
per month, billed monthly
✓3 entities
✓Unlimited reports
✓All 10 AI agents
✓ERP API connectors
✓BYOK (your own AI key)
✓Budget & forecast upload
✓Priority email support
Enterprise
Custom
Contact us for pricing
✓Unlimited entities
✓White-label option
✓SSO / SAML
✓Custom AI model routing
✓Dedicated onboarding
✓SLA + audit logs
✓Multi-currency & consolidation

All plans require an AI API key (Anthropic/OpenAI/Gemini) or use FpnA-ai managed AI infrastructure. No hidden fees. Cancel anytime.

FAQ
Frequently asked questions
Important Disclaimers
•

AI-generated financial outputs are for informational and analytical assistance purposes only and do not constitute financial advice, accounting advice, legal advice, or professional recommendations of any kind.

•

FpnA-ai is not a licensed financial advisor, accountant, auditor, or legal professional. All AI-generated analysis, commentary, forecasts, and reports must be reviewed and verified by qualified finance professionals before use in decision-making, regulatory filings, or distribution to third parties.

•

Forecasts and projections generated by FpnA-ai are based solely on historical data provided by the user and are subject to significant uncertainty. Past performance does not guarantee future results.

•

FpnA-ai does not verify the accuracy, completeness, or integrity of the financial data submitted by users. The quality of AI outputs is entirely dependent on the quality of input data.

•

Covenant compliance calculations are indicative only. Users must independently verify all covenant positions with their legal and finance advisors before relying on them for any commercial purpose.

•

FpnA-ai is not responsible for decisions made based on AI-generated outputs. Users assume full responsibility for all actions taken in reliance on platform outputs.