AI agent · Governed end to end
An AI agent for the budgeting process.
Half the time. A third of the cost. Full Governance.
The AI agent builds the entire budget. Nothing it writes goes unrecorded, and only what you approve counts.
- 60%faster cycle
- 73%cost reduction
- 5 levelsof declared security
Answer a 2-minute questionnaire and get a diagnostic of your budgeting process, free and with no commitment.
Problem and solution
The cycle is long, numbers arrive without explanation, and AI chat solves it on the spot, but nobody can explain it afterwards
Today
- An assumption changes, and the whole consolidation is redone by hand.
- A budget with no workflow goes back and forth by email until it closes.
- Actuals retyped from the ERP, variances with no explanation.
- AI chat solves it on the spot, and afterwards nobody can explain why.
- The analyst, who is analytical and not a communicator, becomes spreadsheet support for the whole company.
With BudgetXpert
- The AI agent records the assumption, and the change propagates on its own.
- Each area edits only its own part, with an official version.
- The ERP feeds the actuals, and the AI agent explains the variance.
- Every use of the AI agent is logged.
- The AI agent takes over support and follow-up, and the analyst does what they do best: analyze.
Your budget data leaves the company every time someone pastes an assumption into an AI chat, and in the end, you are the one who signs the document.
What changes
With BudgetXpert, the AI agent does the heavy lifting and the decision stays yours
- 5 months2 months
budget cycle
- 3 to 5 roundsNo rounds
of review
- 4 versions1 version
of the spreadsheet, now official
- 3 in 4 companies with no AI policy5 levels
of declared security
- No traceFull audit trail
of what changed
- No answerPDF or CSV
for the board and the auditor
With BudgetXpert, the budget stops being an approved document and becomes the basis for each month's decisions, sped up by AI and with control in your hands.
What the AI agent does on its own
It takes on the heavy lifting of the cycle
The AI agent does what used to take a lot of people a long time, and leaves it ready for your review.
Builds the budget
Distributes the chart of accounts, opens each area's pieces and chases whoever is late.
Acts as a controller
Chases missing information from whoever is late, acting in a named FP&A analyst role.
Maps charts of accounts
Finds the account mapping across group companies, even when their accounting differs.
Consolidates the group
Closes every company without anyone opening a spreadsheet.
Explains the variance
Points out which assumption changed, when it changed and who changed it.
Want to know where the improvement opportunities are in your budgeting process?
What the AI agent does under your supervision
The five security levels
These are the security levels that get your risk team to clear the AI agent for use inside the budget.
Scope
The AI agent only sees what you see.
Action
The AI agent writes within your permissions.
Official version
Only what you approve counts.
Logging
Everything the AI agent writes goes into the full audit trail.
Data
Your budget stays in your environment.
How it works
In three steps, you stay in control
Approving entry by entry would wipe out the time savings. That is why the AI agent executes, the platform records everything it does in the full audit trail, and nothing counts until you approve it.
1. The AI agent executes
It records the assumption and the mapping, within the permissions of the user who triggered it.
2. The platform records
Author, date and the conversation behind the change, in a history that only ever gets new lines.
3. You review and approve
Only the version you approve counts for reports and KPIs.
The difference
Why a traditional agent does not fix your cycle
| Topic | Traditional agent / AI chat | Governed AI agent |
|---|---|---|
| Who builds the budget | You, with help | The AI agent, from start to finish |
| Who is accountable for the number | You, with no trail | You, with the audit trail in hand |
| What the auditor gets | A screenshot | The AI agent's audit trail, in PDF or CSV |
| If the AI gets it wrong | The error flows into the close | The error shows up in the audit trail before the official version |
What the auditor receives
The full audit trail comes out of the platform, in PDF or CSV
Everything the AI agent wrote and everything you reviewed, with author, date and the conversation behind each change. You hand over the extract without digging through email or building a spreadsheet.
For the board
You answer where each number came from the moment the question is asked.
For the audit
The extract comes out of the platform itself, with no project and no consultants.
The gain
73%
reduction in the cost of the budgeting process, on the Standard plan
- R$408k per year today, the equivalent of 2 senior FP&A analysts
- R$109k per year with BudgetXpert, including the monthly fee and setup
- An analyst's capacity goes back to analysis
Proof
Who uses and approves it
"The system gives me consistent information and control over the process, and leaves me time to monitor and analyze faster."
Free diagnostic
You've seen what changes. The next step takes two minutes.
In two minutes, you will know where your cycle is exposed.
Seven questions map where AI chat is already coming in without a record, and return a one-page diagnostic with the gaps and what each one costs.
Where the cycle loses time
Where numbers have no owner
Where AI chat comes in without a trace