AI-Driven FP&A Solution
Enabling Accurate and Efficient Financial Planning & Analysis process
The Future of Planning
The SDG FP&A Framework
Our solution accelerates the shift from rigid, historical planning to dynamic financial intelligence. By leveraging advanced Artificial Intelligence and an integrated Board platform, we embed predictive models directly into a Business-Oriented Profit & Loss, the main source for Cash Flow and Balance Sheet prospects.
This approach enables continuous planning and provides the CFO with a complete, simulation-ready forecasting model—from the top line to financial levers—always aligned with operational drivers like volumes, mix, and pricing.
Why Financial Planning & Analysis is a Business Imperative
Traditional Financial Planning and Analysis processes (Forecast, Budget and Business Plan) are often slowed down and limited by inefficiencies that undermine their strategic effectiveness:
Process Rigidity and Slowness
Process Rigidity and Slowness
Long, manual budgeting and forecasting cycles, rendering the plan obsolete as soon as it is finalised. Limited ability to quickly simulate complex scenarios.
Poor Cross-Functional Alignment
Poor Cross-Functional Alignment
Difficulty integrating continuous and bidirectional data from Sales, Production, OPEX and CAPEX creating planning "silos".
Unpredictable Cash Flow
Unpredictable Cash Flow
Difficulty in generating an integrated and accurate cash flow, making strategic liquidity management challenging.
Difficulty Deciphering Margin Dynamics
Difficulty Deciphering Margin Dynamics
Lack of clear margin decomposition based on operational and strategic drivers (e.g., channels, markets, product lines).
Main Features
SDG AI-Driven FP&A solution provides an AI-Driven Integrated Financial Model, transforming planning from an administrative task into a strategic steering tool that generates the P&L, Balance Sheet, and Cash Flow (direct and indirect).
Dynamic Margin Optimization Cycle (AI-Driven)
Mark-Up Elasticity
Mark-Up Elasticity
Start with base sales/pricing, calculate COGS, and automatically trigger a revaluation of selling prices based on target margin elasticity.
Workflow Integration
Workflow Integration
Send the updated margin plan back to the commercial team for validation and final commitment.
Exogenous Driver Triggering & Recalculation
Instant Impact Analysis
Instant Impact Analysis
Instantly simulate the effect of changes in external factors (like interest rates, tariffs, or exchange rates) on the entire P&L planning scenario
Financial & Production Inputs
Financial & Production Inputs
Seamlessly integrate forecasts for production costs (purchases, labor) and financial levers (FX, interest rate dynamics)
Predictive Core & xP&A Integration
Advanced Forecasting Models
Advanced Forecasting Models
Utilise an AI Correlation and Forecasting Module for volume and value predictions, moving beyond simple time series.
Full Visibility
Full Visibility
Achieve a complete, business-oriented P&L view by leveraging integrated operational and financial inputs.
Platform Enablement
Building on Robust Technology with SDG
The solution is built on the Board framework, which provides the necessary technological infrastructure for modern FP&A, unifying CPM, BI, and Analytics in a single platform.
- What-for and what-if analysis and simulation
- Unified In-Memory Data Fabric
- Intelligent Workflow Automation & Governance
- Expert-curated External Data
Value to the Client
Turning FP&A into a Strategic Asset
Deploying the AI-Driven FP&A Solution on the Board platform transforms the finance function into a strategic engine, delivering tangible benefits across the planning lifecycle.
Dynamic Margin Optimisation and Strategic Re-alignment
Dynamic Margin Optimisation and Strategic Re-alignment
Superior Predictive Accuracy and Reduced Bias
Superior Predictive Accuracy and Reduced Bias
Multi-Scenario and fully Integrated Decision-Making Process
Multi-Scenario and fully Integrated Decision-Making Process
Up to 30% time reduction for each planning cycle
Up to 30% time reduction for each planning cycle
Download the White Paper
Find out more about SDG AI-Driven FP&A Framework.
Don't hesitate to request a quick meeting with our experts to explore demo and full functionalities of the solution!