Description
Board AI is an advanced enterprise planning platform that leverages agentic and analytical AI to facilitate continuous planning and accurate forecasting. It is designed to unify planning across various departments such as finance, accounting, merchandising, and supply chain, making it a comprehensive solution for businesses seeking to enhance their decision-making processes.
The platform features persona-based AI agents trained on high-impact use cases, enabling teams to plan and forecast with greater confidence. These agents form a collaborative network that helps unify planning efforts across different business functions. The FP&A Agent, for example, automates planning and financial statement analysis, allowing finance teams to focus on strategic decision-making rather than number verification.
Board AI also includes the Controller Agent, which enhances the financial close process by streamlining reconciliations and recommending optimal mappings based on historical activity. The Merchandiser Agent provides a complete view of margin by integrating demand, inventory, cost-to-serve, and financial goals, thus supporting confident product and inventory decisions.
The platform is built on enterprise-grade infrastructure hosted on Microsoft Azure, ensuring reliability, scalability, and performance. It supports a "bring-your-own-model" approach through REST APIs and built-in connectors like Azure ML Studio, Databricks, R, and Snowflake. This flexibility allows businesses to integrate their existing AI strategies seamlessly.
Board AI also emphasizes security and governance, with built-in features that ensure compliance and explainability for all AI-driven actions. The platform's ability to combine internal metrics with external economic intelligence provides a holistic view of the factors driving growth and competitive advantage.
While pricing details are not explicitly stated, Board offers customized quotes to suit specific business needs. The platform is suitable for industries such as finance, manufacturing, retail, and more, making it a versatile tool for various enterprise planning requirements.
Board AI's Core Features
Continuous planning and forecasting
Persona-based AI agents
Collaborative AI network
Financial statement analysis automation
Streamlined reconciliations
Integrated demand and inventory management
Enterprise-grade infrastructure
Security and governance compliance
Holistic view with external intelligence
Customizable integration options
How to use Board AI?
Configure: Set up AI agents for specific use cases
Use: Implement continuous planning across departments
Optimise: Adjust AI models for better forecasting accuracy
Board AI's Use Cases
- Financial Planning
- Supply Chain Management
- Merchandising
- Data Integration
- Risk Management

