Board AI Agents are a class of intelligent assistants built to support planning and decision-making workflows across the Board platform. They help users interpret data, identify key drivers, and accelerate common tasks by providing structured guidance and actionable recommendations within the context of their planning models.
Unlike traditional automation, which relies on predefined rules or fixed process flows, AI Agents are designed to be context-aware and goal-oriented. They understand what the user is working on, use the business semantics of the model, and collaborate interactively to move from: data → insight → recommended next steps → user decision.
This article covers the following topics:
What is an AI Agent?
An Agent is an AI-driven system that assists users by interpreting data, suggesting actions, and guiding workflows while keeping the user in full control.
Agents do not act autonomously but work interactively, providing insights and recommendations rather than executing decisions. Unlike traditional automation or basic AI features, Agents combine reasoning with guided action, adapt to changing conditions, and support multi-step processes by using tools, detecting completion or errors, and operating within defined rules and guardrails.
The Board AI Agents
Board AI Agents are designed to help users work more efficiently and confidently by:
Pattern and Driver Detection. Analysis and interpretation of data to surface patterns, anomalies, and key business drivers.
Insight Explanation. Explanation of results in a clear and structured way, helping users understand “what happened” and “why”.
Action Recommendations. Recommendation of next steps such as validations, drill-down paths, checks, or scenario options.
Workflow Guidance. Guidance about workflows by breaking complex analysis into practical steps that fit real planning processes.
Decision Support. Decision-making support with recommendations that remain reviewable and traceable to the model context.
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. |
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.
Board AI Agents are designed so that users remain in control at all times.
The Agents provide suggestions and guidance, but they do not make final decisions on behalf of the user. Outputs are transparent and reviewable, allowing users to validate results, understand assumptions, and apply recommendations.
AI Agents operate within the governance and security framework of the Board platform. They respect existing controls such as user permissions, data governance policies, and model definitions.