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AI-agenter til FP&A-chefer

Brug mindre tid på at bygge modeller og mere tid på at give indsigt. Triform automatiserer dataindsamling, konsolidering og rapportering, der forsinker din analyse.

  • Actuals pulled and consolidated automatically from source systems
  • Variance analysis prep done before you open the spreadsheet
  • Forecast reports generated and distributed on schedule
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Your world today

Pulling actuals from multiple systems and reconciling discrepancies
Chasing department heads for budget inputs and forecast updates
Rebuilding the same reports every month with updated data
Variance analysis delayed because data collection takes too long
Model maintenance eating time that should go to strategic analysis

How Triform helps AI-agenter til FP&A-chefer

Ugentlig ledelsesrapport

Indsaml automatisk KPI'er fra dine værktøjer, kompiler diagrammer og tabeller, udarbejd narrative sammenfatninger og send polerede rapporter til ledelsen.

Trigger
Weekly Schedule
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Product & analytics Stripe Gmail
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Automatisering af dataindtastning

Stop med at kopiere data mellem systemer. Triform overfører, validerer og synkroniserer automatisk data mellem dine værktøjer.

Trigger
Change Detected API
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Data & documents HubSpot Airtable Google Sheets
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Dokumentsammendrag og ekstraktion

Gør lange dokumenter om til handlingsrettede indsigter. Træk nøgleinformation ud, generer sammenfatninger og ruter dokumenter baseret på indhold.

Trigger
Document Received API
Related
Data & documents Google Drive Slack Notion
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Start with one flow and scale from there

You don't need to automate your entire FP&A process at once. Most FP&A managers start with a single pain point: actuals collection, forecast input gathering, or report distribution. Once that's running, the next automation becomes obvious.