Delegate data recalculations or model changes. Before saving, check the data source, the target scenario and the scope of items.
“Prepare the 2027 revenue budget based on the 2026 forecast. Increase the values by 10%.”
Context · Revenue budget · 2027
Preview before saving
Recalculation for approval
Prepare a change based on a specified source and rule.
Use the context of the model, period and scenario.
Check which values will change before approving.
In the next budget cycle, specify the base and target scenarios. In the preview, check that the recalculation applies to the right period and items.
The agent works within your permissions. Before any save operation, you can review the scope of changes and decide whether to approve them.
Repeatable controlling operations: recalculating a scenario based on a specified source and rule, e.g. the 2027 revenue budget as the 2026 forecast increased by 10%, as well as changes to templates and rules.
No. The Operator Agent lets you manage templates and rules with simple text commands, e.g. add a column, move rows or adjust a budget template.
Before approving, you'll see a preview: the data source, target scenario, period, items and recalculation rule. That way you can check which values will change.
No. With the Human-in-the-Loop mechanism, every change to data, metadata or system settings requires human confirmation. The agent proposes an operation and shows its effects, and you approve or reject it.
The agent works strictly within the permissions of the user who uses it. It sees and changes only the data that user has access to in Fincorex®.
Fincorex® can be integrated with ChatGPT, Claude or your own AI infrastructure. You can use the solutions you already have in your company.
Let's discuss the task you want to do with AI in Fincorex®.
Book a demo