The problem we solved
A clinical research organization rebuilt its financial forecast by hand — weeks of pulling actuals, reconciling spreadsheets, and re-modeling. By the time the forecast shipped, it was already stale, and leadership made decisions on old numbers.
What the agent does
The agent rebuilds the forecast as actuals land, models scenarios, and flags variances against plan — continuously.
→Pulls financial and operational data continuously
→Rebuilds the forecast as actuals land
→Models scenarios against trial timelines
→Flags variances against plan automatically
→Delivers to leadership in the format they already use
What changed
1 day
Forecast refresh, down from weeks.
Current
The forecast is never stale.
Variances
Deviations from plan flagged as they emerge.
The systems we connected
Accounting system
Operational data
Spreadsheets / BI
We connect to what you already run.
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