Introduced in Board 15, the Board AI Agents are a groundbreaking addition to the Board platform that redefines how organizations plan, analyze, and act on their data.
Unlike traditional automation, AI Agents combine reasoning with execution, empowering finance and business teams to move beyond static reporting into proactive, insight-driven decision-making. From real-time anomaly detection and variance analysis to narrative automation and intelligent triangulation across financial statements, these Agents dramatically reduce manual effort while boosting accuracy and agility. This release marks a disruptive step forward - bringing generative AI, predictive modeling, and contextual insights directly into the Board environment, and opening new possibilities for faster, smarter, and more transparent planning.
Board Agents are AI-driven, persona-based agents that enhance human expertise, collaborate across key areas, and align to how a business is organized. Built to support (not replace!) decision-makers, Board AI Agents are aligned with Board’s core solution areas: Financial Planning & Analysis (FP&A); Financial Close, Consolidation, and Reporting (FCCR), Sales & Operations Planning (S&OP), Merchandise Financial Planning (MFP), and HR Workforce Planning.
Board Agents focus on delivering continuous, high-impact planning capabilities across three core functions:
Monitor & Predict. Focus on combining real-time internal and external data to discover the most dependent relationships to foresee performance shifts to respond in an agile manner.
Analyze & Simulate. Leverage AI insights to unravel root causes and "what-if" model scenarios to recommend the best action-oriented path for success.
Optimize. Empower businesses to make the best decisions under real-world constraints to improve the likelihood of positive outcomes.
We’re excited to introduce a preview of the new generation of AI-powered Planner Agents, designed to help businesses make smarter, faster, and more confident decisions!
Meet your Board AI Agents team
Agent Orchestrator | FP&A Agent | Controller Agent |
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The Orchestrator coordinates the overall experience. It manages context, routes requests to the right Agent, and ensures consistent handling of multi-step tasks. When needed, it can sequence work across Agents so the final response is coherent and aligned with the user’s intent and model context. | Automates financial planning and analysis across the Balance Sheet, P&L, and Cash Flow, enabling finance teams to move from manual reconciliation and static reporting to proactive, insight-driven decision-making. It delivers real-time variance and root-cause analysis, keeps financial statements continuously aligned, enriches insights with external drivers, and automates narrative commentary. | Brings intelligence and automation to financial close and consolidation, helping finance teams work faster and with greater confidence. It enhances close readiness, intercompany matching, and GL mapping by surfacing true exceptions, explaining root causes, and recommending corrections. Through continuous three-statement, consistency, and cash flow validation, the Controller Agent reduces manual reconciliation, improves data quality. |
Agents do not query raw data directly. Instead, they interact with Board by retrieving data directly from Data Models through the Dataset semantic layer to preserve performance, consistency, and security.
The Board AI advantage
Board AI Agents are built specifically for enterprise planning and performance management. That matters, because generic AI systems can produce plausible text without being anchored to the logic, data definitions, and governance rules that planning requires.
Key advantages include:
Board-aware data and semantics. Agents work on structured, multidimensional business data and inherit the meaning of hierarchies, KPIs, drivers, and planning logic defined in the model. Insights are grounded in the organization’s actual planning structure, not generic templates.
In-memory performance and calculation accuracy. Aggregations and calculations are executed by the Board engine, using Board’s in-memory capabilities. This enables fast analysis even on complex models, while keeping results aligned with the same calculation logic users rely on in Board.
Enterprise-grade security and governance. Agents operate inside Board’s permission model and governance framework. Data access follows the same security rules as the rest of the platform, ensuring the right users see the right information, with consistent enforcement.
Designed for reliability in business workflows. Agents are built to support repeatable planning and finance processes, with guardrails and structured behavior aimed at reducing off-track outputs and increasing trust in outcomes. Modern, extensible architecture.
Board AI is designed around orchestration and specialization. Instead of one generic assistant, Board provides a coordinated set of Agents tailored to finance workflows and expandable over time.