AI agents for FP&A Managers

Spend less time building models and more time providing insights. Triform automates the data collection, consolidation and reporting that delays your analysis.

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 Agents for FP&A Manager

Weekly Management Report

Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.

Data Entry Automation

Stop copying data between systems. Triform automatically transfers, validates, and syncs data across your tools.

Document Summarization & Extraction

Turn long documents into actionable insights. Extract key information, generate summaries, and route documents based on content.

Trigger

Document Received API

Industries and company types

Scaleup Enterprise

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.

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