Start building models that drive real financial impact.

StrategicFinance.ai™ connects your EPM platform with AI agents that operate your planning, profitability, and compliance models — not chat over them.

Book a Demo

We connect your EPM platform with AI agents that transform critical financial decisions.

StrategicFinance.ai™ is a suite of explainable AI agents for CFOs and planning teams who want to move beyond Excel, automate key decisions, and show ROI to the board.

  • Cartoon image of a customer service representative wearing a suit with a headset, and a presentation board displaying charts and metrics such as ROI, KPIs, and growth graphs.

    Agents with Business Logic (Actionable EPM)

    These aren’t AI-generated answers. Every agent embeds real financial logic — ABC costing, target pricing, ROIC, and critical KPIs — so decisions rest on accounting, regulatory, and strategic frameworks.

  • A person pointing to a chart with earnings of $300,000 and rising trend line, alongside speech bubbles discussing opportunities and risks in profit and loss analysis.

    Simulation and Self-Explaining Dashboards, Tied to Your Real P&L

    Visualize the financial impact of your decisions in real time. Agents generate scenarios, narratives, and dashboards that explain the why behind every number — linked to your income statement.

  • Diagram: AI agents, ERP, planning and reporting connected through the EPM platform

    Native Integration with Oracle EPM, OneStream, and SAP PCM + PwC Methodology

    Our agents connect natively with Oracle EPM (Planning, EPCM, Narrative Reporting), OneStream, and SAP PCM. Frameworks validated with the PwC Strategic Finance Center of Excellence ensure traceability, scalability, and fast results from your first agent.

Results We Deliver

Figures from client engagements. Client identities withheld under NDA.

  • Challenge: Slow financial close with no margin traceability.

    Results with StrategicFinance.ai:

    — 40% reduction in monthly close cycle

    — Channel-level margin now traceable with ABC logic

    — Close agent integrated with Oracle EPM

  • Challenge: Pricing decisions without real cost visibility.

    — +18% improvement in strategic pricing by category

    — Real-time profitability simulations by channel

    — Seamless SAP integration + pricing agent

  • Challenge: Inconsistent medical-financial forecast, multiple Excel versions, no clinical-financial traceability.

    — +25% forecast accuracy for procedure-level costs

    — –30% reduction in Excel rework and manual validations

    — Planning agent activated with Oracle EPM + clinical ABC logic

A person sitting at a desk looking at a laptop with the words 'Oracle EPM' on the screen. There is a small illustration of a person in an orange border and the text 'AI' nearby. The person is labeled 'CFO'.

Discovery Call – 30 min

Exploratory session to understand your current challenges in planning, profitability, compliance, or reporting.

A digital diagnostic dashboard with graphs, charts, a Microsoft Excel icon, a calendar, and a robot icon, connected by lines.

Strategic Mini-Assessment

We evaluate your processes, dashboards, cost models, and technology architecture to identify key gaps.

Roadmap illustrating business process steps with icons of robots. The steps are planning, costing, compliance, leading to business outcomes and key performance indicators, represented by upward arrows.

Quick Wins Roadmap

You receive a visual summary of your first viable agents — mapped to your KPIs, EPM setup, and real business outcomes.

Schedule Your Demo or Strategic Workshop.

Talk with us to explore how AI applied to analytical accounting can improve the performance and validity of your financial decision-making.