What powers the AI agent at every stage of the cycle.

The platform features the AI agent uses to work, and that record every decision you make.

Creation

Assumptions with an owner, and one official version.

Assumption library: Every rate, target or cost is registered once and used across many budgets.
Calculated assumptions: An assumption can be calculated from others.
Month-by-month values: An assumption accepts a different value for each month.
Plans in any structure: Financial or operational, with no fixed template.
Excel formulas: The formulas you already know, plus financial planning functions. A 2027 line pulls the 2026 result without copying cells.
Official version: One version approved as official, visible to everyone.
Built by the AI agent: The AI agent builds the chart of accounts and records the assumptions from a conversation.
Hiring planning: Every hire with its total cost calculated before the decision.
Commission simulation: Commission calculated for each sales scenario.

Budget line	Assumption	Value
Payroll, Sales reviewed by Ana Prado, Mar 14	Wage adjustment 4.5% recorded by the AI agent	R$ 1,248,300
Payroll, Operations reviewed by Ana Prado, Mar 14	Wage adjustment 4.5% same assumption	R$ 2,106,750
Payroll taxes reviewed by Ana Prado, Mar 14	Rate 33.8% source: current table	R$ 1,134,093

One assumption recorded, every line that depends on it recalculated.

Review

Owner and permissions: Every assumption has an owner, and only those with permission can change it.
Discussion next to the number: Comments are recorded on the number itself.
Affected lines: For each assumption, the planning lines that depend on it.
Logging and export: Every change goes into the full audit trail, with author, date and the originating conversation. Exports to PDF or CSV.

Consolidation

Propagation: When an assumption changes, every budget that uses it reflects the change.
Simultaneous input: Many managers and units fill in at the same time, with no diverging copies.
Input progress: Shows how much of each budget has already been filled in, without having to ask.
Different charts of accounts: Consolidation across companies with different charts, with the mapping done by the formula engine.
Any period: The same budget by month, quarter and year, without redoing anything.

Approval

Approval workflow: The area submits and the manager approves, inside the platform.
Each area in its own part: Each area sees and edits only its own part, and whoever consolidates sees everything.
Access per budget: An outside person, such as the accountant, gets access to a specific budget without seeing the rest.
Governed allocation: The allocation rule lives in the system, and nobody changes it on their own.

Management

Tracking the year

Scenarios and reforecasting: New versions to test scenarios and reforecast the year, compared with the official one.
Results dashboards: Actuals, variances and KPIs in dashboards shared with each area.
Variance answers: Every difference points to the assumption that changed, who changed it and when.

Platform

MCP: Connect your own AI agent to the platform, on the Premium plan.
AI agent usage cap: A cap per user, with the option to turn the module off.
The AI agent answers questions about the budget: Answers that take into account the owner and the criteria behind each assumption.
Three languages: Portuguese, English and Spanish.
Multi-currency: Budgets in more than one currency.
Multiple data sources: Data from the ERP and other systems, with the status of each integration.
Data reclassification: Imported data reclassified without re-importing, with a record of who changed it and when.

Trust

Access profiles: Permissions defined by person, area and budget.
Confidential data protected: No area sees another area's confidential data by mistake, not even through the AI agent.
The two governance layers: Process governance and governance of the AI agent's actions, detailed on the Governance page.