AI-Powered Financial Planning & Analysis

From annual budget to
real-time forecast,
automated end to end.

Foresight FP&A delivers three integrated AI-powered solutions — agentic financial planning and forecasting, sales performance intelligence, and commercial effectiveness analytics — connected in one streamlined system.

The Problem We Are Solving

Why finance teams are held back

Growing businesses are spending weeks on work that should take hours — losing the insight that drives decisions in the process.

01

Forecasting takes weeks

Manually rolling data, chasing inputs, reconciling numbers — before a single insight reaches leadership.

02

Budgets take months

Finance teams spend months on data collection and consolidation instead of strategic thinking.

03

Sales performance is a black box

No real-time view of targets, incentives or key metrics — course corrections happen too late.

04

Pipeline data is disconnected

Leads, win rates and conversions sit in silos — impossible to build a predictable revenue engine.

Our Outcomes

Five products.
One integrated FP&A ecosystem.

Each product delivers a specific, measurable outcome — from end-to-end financial planning to commercial intelligence. All powered by AI agents and automation.

YFT

Your Finance Team

End-to-end financial planning and reporting — complete financial, operational, business and strategic planning with ongoing reporting and analytics.

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Budget Hero

Budget Hero

Annual budgets, long-range strategic plans, monthly rolling forecasts — built in days using AI agents, not months of manual effort.

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Reporting Master

Reporting Master

Detailed reporting, analytics and real-time variance insights across P&L, balance sheet, cash flow, headcount and opex — generated automatically.

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Win with Incentives

Win with Incentives

Real-time sales and incentive tracking dashboards that drive commercial performance — giving teams the visibility to meet or exceed targets every quarter.

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Commercial Intelligence

Commercial Effectiveness

Pipeline and funnel analytics — leads, win rates, funnel creation and conversion tracking across teams — building a solid, predictable revenue engine.

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Solution Detail

How each solution works

Each solution is powered by AI agents and automation — delivering in hours what traditionally took weeks, with familiar tools as the front end.

Agentic FP&A Systems

AI-powered planning, forecasting & reporting — automated end to end

We completely automate your FP&A cycle using AI agents and workflows. Annual budgets and operating plans that used to take months are now built in a single day. Monthly and rolling forecasts refresh automatically as data flows in — eliminating manual collection and reconciliation entirely.

  • Annual budgets & operating plans built in days using AI agents
  • Monthly and rolling forecasts automated — no manual data collection
  • Full financial toolkit: P&L, balance sheet, cash flow, headcount, opex
  • Forecast walks and variance analysis generated automatically
  • Excel as the front end — no new software to learn
Powered by AI Agents & Automation
Revenue COGS Gross Profit OpEx EBITDA $4.2M -$1.1M $3.1M -$0.8M $2.3M AI Agent Generating forecast walk automatically...
Sales Performance

Real-time sales & incentive tracking that drives commercial performance

Custom-built dashboards giving commercial and management teams complete visibility into performance against targets, incentive plans and key metrics — updated automatically so data is always current.

  • Quota attainment and revenue tracking per rep and team
  • Incentive and commission plan tracking automated
  • Performance vs target with drill-down by period
  • Automated data refresh from CRM and source systems
Automated • Always Current
QUOTA ATTAINMENT 87% ▲ 12% vs last quarter TEAM REVENUE $2.4M ▼ $0.3M vs target PERFORMANCE vs TARGET Sarah K. 108% James M. 90% Priya S. 72% ▶ Auto-refreshing from CRM • Updated 2 mins ago
Commercial Intelligence

Pipeline & funnel analytics that build a predictable revenue engine

Complete visibility into your commercial pipeline — leads, win rates, funnel creation and conversion tracking across teams. Gives leadership the intelligence to identify where revenue is being won, lost and left on the table.

  • Lead tracking and pipeline funnel creation
  • Win rates and conversion analytics by team and product
  • Funnel stage analysis — identify where deals are stalling
  • Cohort and trend analysis across quarters
Pipeline • Funnel • Conversion
LEADS • 248 QUALIFIED • 142 • 57% PROPOSAL • 68 • 48% WON • 31 • 46% WIN RATE 46% ▲ 8% QoQ
Why Foresight FP&A

Built different.
Delivers different.

Traditional FP&A consulting delivers reports. We deliver a system that runs itself — freeing your finance team to focus on insight and decisions, not data wrangling.

01

AI agents do the heavy lifting

Our agentic workflows handle data collection, consolidation and model updates automatically. What took weeks now happens overnight — no manual intervention required.

02

Excel, Power BI & visualisation tools

We use the right tool for the right job. Excel for planning and forecasting, Power BI and visualisation tools for commercial analytics — no unnecessary complexity.

03

Budget in a day, not months

Our AI-connected templates generate a complete annual operating plan in a single day — freeing finance teams from months of mechanical data work to focus on strategy.

04

End-to-end financial coverage

From annual budgeting through rolling forecasts to board reporting — the complete financial toolkit including P&L, balance sheet, cash flow, headcount and opex.

05

Commercial intelligence included

Sales performance tracking and pipeline analytics sit alongside the FP&A system — giving leadership a complete view of financial and commercial performance.

06

Built by finance, for finance

Deep FP&A and commercial finance expertise embedded into every solution. We understand what CFOs and boards need — and build systems that hold up to that scrutiny.

Get In Touch

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Designed for businesses ready to modernise their FP&A

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