Forecasting & scenario modelling

Build driver-based forecasts and what-if scenarios.

FROM POSSIBILITY TO PRACTICE

What it does for your business

For your finance team, “Forecasting & scenario modelling” can become a repeatable workflow rather than a separate task handled from scratch each time. AI and data models can help estimate future outcomes or compare scenarios using the history and assumptions relevant to the task. It fits into transaction processing, financial control and management reporting, using your business information and the standards your team already works to.

The value it could bring

These are the improvements to evaluate against your current process. We agree the scope and test the value with your team.

A clearer financial picture

Give finance a more consistent trail from source records to reviewed figures, with exceptions visible before they reach reporting.

Plan with a clearer baseline

Bring historical patterns and relevant assumptions into a repeatable planning process instead of rebuilding an estimate each time.

Explore the trade-offs

Compare plausible scenarios before a commitment and see which assumptions have the greatest effect.

EVIDENCE FROM OTHER BUSINESSES

Published ROI evidence

We have not linked a comparable published financial ROI study for this use case yet. That leaves it unranked, rather than assigning an estimated score. A pilot can measure benefits and total implementation and running costs in your business.

How it works in your business

STEP 1
Bring in the right context
Select the relevant information from your accounting platform, ERP and document store. Agree what a good result looks like with your finance team, including the rules, examples and permissions the workflow needs.
STEP 2
Turn the task into a workflow
Build driver-based forecasts and what-if scenarios. Prepare the inputs, state the assumptions and compare estimates with a suitable baseline. Show uncertainty and where the available data is insufficient.
STEP 3
Put the result to work
Give planners an estimate or scenario comparison they can challenge, with the underlying assumptions and a way to compare it with actual outcomes. Your finance owner reviews exceptions and approves postings, payments or published figures.

AN EXAMPLE IN PRACTICE

A member of your finance team needs help with “Forecasting & scenario modelling”. They supply relevant invoices, statements or ledger records, together with the relevant instructions and the result they need. The workflow prepares an initial result with its supporting context, flags missing information and returns it for review. The owner can correct it and use the accepted result in the team's accounting platform, ERP and document store.

Start with a focused pilot

Choose one workflow, one team and a representative set of real tasks. We establish the current baseline, build the first version and review the results together before expanding it.

What we would start with

Depending on the scope, useful inputs include:

Relevant invoices, statements or ledger records
Chart of accounts and finance policies
Approved examples and exception rules

We agree access and integration with your accounting platform, ERP and document store as part of the design.

How we would measure value

Error against actual outcomes on held-out data
Planning time and performance against the existing baseline
Corrections and unresolved exceptions at the close

Your finance owner reviews exceptions and approves postings, payments or published figures.

LET’S BUILD IT TOGETHER

Could this help your business?

Tell us how your team works today and what you would like to improve. We’ll explore the opportunity, shape a practical first step and build it with you.

Talk to us about this use case