Agentic Artificial Intelligence (AI)
in Performance Management
Integrated AI in the Performance Management System
Business AI embedded directly in the CPM software – no media breaks. All planning, forecasting and analysis is based on validated enterprise data.
Reliable Business AI for FP&A Departments and Business Units
Purpose-built Artificial Intelligence for FP&A and business users. Delivers transparent forecasts, scenarios and explanations you can trust.
AI Agents Deliver Precise Results and Save Time
Smartofant orchestrates AI agents to analyze costs, projects and transactions, run planning and forecasting tasks and support informed decisions.
Real-Time AI Planning Directly in Power BI
Access AI-powered planning, forecasting and analysis directly in the familiar Power BI interface – no system switching. For all business departments.
Business AI in Controlling – Built for Trust and Governance
AI in controlling requires trust. That’s why smartpm’s Business AI is transparent, controllable and operates exclusively on enterprise data within existing systems. No data is stored or processed outside the company environment.
AI Assistant Smartofant reliably supports FP&A departments, CFOs and business units from planning to execution: deviations are automatically identified, causes and value drivers explained, forecasts and scenarios calculated, and recommended actions implemented only after approval – directly in the corporate performance management (CPM) system.
Analysis, decision-making and execution remain clearly separated at all times.
With smartpm.solutions, AI is not an experiment – it becomes a productive, secure and auditable part of controlling.
This is Business AI that delivers measurable value.
AI-Assistant Smartofant:
Productive Artificial Intelligence for Finance Departments & Performance Management
Smartofant is the AI assistant and AI agent developed by smartpm.solutions specifically for FP&A and financial controlling requirements. It combines modern AI technology with structured financial planning and performance management processes – from analysis and planning through to controlled execution.
Smartofant makes AI in FP&A productive, secure and reliable – using natural language.
What Smartofant delivers in real-world FP&A practice
- Understands financial and business questions expressed in natural language
- Analyzes deviations in costs, revenues and projects
- Explains root causes and value drivers in a transparent way
- Creates forecasts, scenarios and simulations
- Supports cost center and project planning for all user groups, including business units
- Reviews transaction and document data
- Requests approvals and implements approved adjustments directly in the planning system
Planning in Power BI & AI Assistant Smartofant – Webinar Recording
- Using Microsoft Power BI as Planning Software
- Practical Use Cases: Live demonstrations of planning and budgeting scenarios in Power BI supported by the Smartofant AI Assistant
- Simple and governed planning approach with high user acceptance
- High Performance:Â Bridging scalable IBM technology and the Power BI user interface
- New developments: AI assistant for planning support
As an innovative company, we are always actively seeking new methods and solutions. smartpm.solutions has convinced us of the advantages of the new AI-based methods and their forecasting quality.
Ingmar Gon, Supply Chain Planning, Follmann Chemie
Learn more about the integration of Artificial Intelligence in Performance Management in a free expert chat
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