imagine any scenario & leave the repetetive tasks to ai

GL and FP&A solution providers are not natural competitors

Commercial FP&A solutions compete with internally designed Excel solutions that are preferred by most SMBs

Financial Statements are fundamental to all GL systems - debits and credits always balance

Predicting future offsetting debits and credits is not fundamental to any FP&A Forecast Solution – calculating offsetting debits and credits between and within accounts remains an elusive goal – even to AI designs which extrapolate - but don't calculate interrelated activities

The latency between Rolling Forecast updates and Actual Results in the GL is systemic

botPlanner is a unifying GL and FP&A solution that provides a Standard financial dataset to use for training Gen and Predictive AI to analyze and predict Financial Statement outcomes

botPlanner

• Teaches AI the purpose of every account in any GL 
• Teaches AI how to calculate activity between and within accounts
• Syncs UI to Financial Statement Categories
• Generates universal Financial Statements that bypass GL reports
• Presents multiple views of Standard Financial Statement layouts for comprehensive review and analysis 
• Eliminates latency between the Forecast and the GL
• Calculates data for supporting schedules, visuals and KPIs 
• Provides consistency, comparability and repeatability for prompting AI models to generate narratives for Management, Directors, Investors and M&A  

botPlanner is so simple that anyone with access to a Trial Balance will never have to ‘update’ a rolling forecast again.