Variance AI
Plan versus actuals, with the explanation drafted.
Built to compare every line of your plan to actuals as they sync, and to draft a plain-English note on what moved and why for you to edit.
Locked FY27 plan, version 3, reconciled against September actuals.
Paid social and freight drove most of September's gap.
- RevenueFewer new subscribers; existing ones ordered on schedule.$212k-3%vs plan
- Paid socialSpend ran ahead after a campaign was extended 10 days.$31k+$9kOut of band
- FreightCourier fuel surcharge rose from 1 September.$24k+$5kOut of band
- WagesOne hire started in October, not September as planned.$58k-$3kvs plan
Month-end variance notes take too long
The variance note is a grind
Every month-end you rewrite the same 'why are we off plan' paragraph.
Drift hides until close
A line slips for weeks and you only catch it once the month is already done.
The cause is buried in the ledger
Finding which campaign or supplier caused the gap means going through transactions line by line.
Month-end, already written
Example: close week
It's close week and the board deck is due. Instead of staring at a variance table trying to remember why marketing overspent, you start from a drafted explanation. Variance AI is built to compare every line to plan and write that first draft. You review it, change what needs changing and send.
- Plan versus actuals checked through the month
- A written explanation you can paste into the deck
- Built to flag lines that drift out of range
What plan versus actuals tells you each month
Three questions the monthly check should answer before the board pack goes out.
Plan versus actuals, explained in plain English
Reconciled on every sync
Designed to compare revenue, spend and headcount with plan each time your accounting data syncs.
Written variance notes
Short written summaries you can edit and paste into the board update.
Root-cause hints
Surfaces the most likely driver behind each variance, not just the number.
Drift flags
Designed to flag lines that move outside their usual range for review.
From a locked plan to a written variance note
- Step 1
Pick your plan
Lock the model version you want to reconcile against.
- Step 2
Connect actuals
A read-only connection to your accounting tool is built to bring actuals in.
- Step 3
Read the narrative
A drafted variance note for the month, ready for you to review.
- Step 4
Adjust or accept
Update the plan, or keep it and note why the month was different.
Questions about Variance AI
Can I trust an AI to explain my numbers?
It drafts the explanation and points to the likely driver, and you decide what goes in. Read it as a first draft to check against what you know about the month.
How current is it?
It's designed to reconcile each time your accounting data syncs, so drift shows up before close rather than after.
Will it tell me the cause or just the number?
Both. In the example above, it shows the $11k overspend and points to the extended paid social campaign and a freight surcharge as the likely causes.
A first draft you stay in control of
- Designed so every note stays a draft until you approve it.
- You can edit or reject any suggested cause before it goes into a board note.
- Notes are built to draw on your own synced accounting data and the plan you locked.
- Your financial data is never sold.
Tools for reporting and review
See all productsSpend month-end reviewing the variance note, not writing it
Lock a plan, connect your accounting data and see this month's variance note drafted before close.