# AI Decision  Intelligence for FP&A

Reduce variance explanation time by up to 60–80%. Rolling forecasts, structured variance breakdowns, and full data lineage — built specifically for FP&A teams.

InSightOS // Rolling_Forecast_Q1

| Category               | Trend | Forecast | Budget | Variance | Action   |
|-----------------------|-------|----------|--------|----------|----------|
| Cloud Infrastructure   |       | $1.42M   | $1.10M | +29.1%   | Explain  |
| Sales OpEx            |       | $2.85M   | $2.90M | -1.7%    | Explain  |
| Marketing Programs     |       | $0.95M   | $0.80M | +18.7%   | Explain  |
| R&D Payroll           |       | $3.50M   | $3.45M | +1.4%    | Explain  |
| G&A Services          |       | $0.42M   | $0.45M | -6.6%    | Explain  |

## Structured Reasoning

98.2%

### Primary Driver

Cloud Infrastructure variance is driven by AWS Egress (45%) and Staging (35%).

### Driver Breakdown

- AWS Egress: 45%
- Staging: 35%
- Other: 20%

### Data Lineage

- snowflake.public.aws_billing  
- erp.netsuite.ledger_v4

### Decision Confidence

High (98.2%)

## The Real Cost Isn’t Data. It’s Delay.

FP&A teams spend hours explaining numbers that should take minutes.

### Manual Variance Investigation

Digging through fragmented spreadsheets to find the 'why' behind a 5% miss.

### System Reconciliation

Manually tying ERP data to warehouse tables and BI dashboards.

### Executive Pressure

Scrambling for answers 30 minutes before a critical board meeting.

### Clarification Loops

Back-and-forth emails with department heads to verify spend drivers.

## From Manual Digging to Structured Clarity

Stop chasing data. Start driving decisions.

### Rolling Forecast Clarity

Live variance vs budget and prior forecast. Immediate visibility into performance shifts without waiting for the monthly close cycle.

- Real-time ERP synchronization  
- Automated variance flagging

### Forecast vs Budget (H1)

+14.2%

### Variance Explanation

"The $320k overrun in Cloud Infra is 84% attributable to the new APAC region rollout and unoptimized staging instances."

Grounded Confidence: 99.2%

### Structured Variance Explanation

Click any number. See drivers, calculation logic, and source references instantly. No more manual digging through sub-ledgers.

- Automated driver identification  
- Natural language summaries

### Full Data Lineage

Trace every output back to its origin. Exportable and auditable reports that satisfy even the most rigorous CFO and board requirements.

- Source-to-summary traceability  
- Compliance-ready audit logs

## Designed to Reduce Variance Explanation Time by Up to 60–80%.

### Manual Workflow

- **Investigation Time:** 2–3 Hours  
- Exporting sub-ledgers  
- VLOOKUPs across sheets  
- Manual driver tagging  
- Emailing dept heads

### PhrasIQ Workflow

InSightOS  
- **Investigation Time:** 20–45 Minutes  
- Auto-synced ERP data  
- Instant driver identification  
- Structured reasoning  
- One-click audit trail

## Different From Planning & BI

### Planning Tools

- Build complex models  
- Periodic updates  
- Heavy manual reconciliation

### BI Dashboards

- Show high-level metrics  
- No structured explanation  
- No financial traceability

### PhrasIQ InSightOS

Decision Ready

- Rolling forecast clarity  
- Structured variance explanation  
- Exportable lineage  
- Decision-ready summaries

Built Specifically for FP&A Workflows.

### Forecast Owners

Automate the grunt work of data consolidation and focus on model accuracy.

### Variance Analysts

Get instant answers to 'why' without digging through sub-ledgers.

### Strategic Finance Leaders

Drive decision velocity with grounded, auditable insights.

### Executive Reporting Cycles

Deliver board-ready explanations in minutes, not days.