BudgetXpert
PTENES

The budget of every company in the group, consolidated every month.

The AI agent builds and consolidates each company's budget, and the central team follows the entire portfolio in one place.

Group

15 or more companies

Who it is for

Anyone managing the budget of 15 or more companies: franchise networks, cooperatives, holding companies, investment funds and M&A firms.

What you get

What it delivers

Portfolio consolidation

The AI agent finds the account mapping, even when the companies use different charts of accounts.

Governed assumptions

The AI agent records, the central team reviews, and every assumption has an owner and a history.

Company and group

A view of each company and of the whole group, with actual vs. plan.

Everything included

Training, support and monthly budget management included.

What the AI agent does for the group

A central team can't build fifteen budgets. The AI agent can

Builds company by company

The AI agent opens the budget for each company in the group and chases whoever has not filled it in yet.

Finds the account mapping

Maps diverging charts of accounts across the companies, without anyone building the table by hand.

Explains each unit's variance

Points out which assumption changed in which company, and the central team reviews it directly, without investigating.

The gain

The analyst's time, back

for analysis and decisions

  • The AI agent consolidates the companies with no manual work
  • The group's team focused on decisions
  • Portfolio view ready every month

The math

Numbers

PriceR$300 per user
Reference1 user per aggregated company
Minimum15 companies, from R$4,500/month
Monthly managementIncluded
TrainingIncluded
Setup1 monthly fee
Contract24 months
ImplementationOn request

Example

Group with 30 companies

R$9,000/month

Cost of one senior FP&A analyst: R$17,000/month

Talk to BudgetXpert

One single view for every company in the group.

The AI agent builds each company's budget and consolidates the group, even with different charts of accounts. You approve, and the number becomes official.

  • Consolidation without a closing spreadsheet

  • Mapping between diverging charts of accounts

  • History of who approved each number

We'll show you your group's consolidation in a 30-minute conversation.