FP&A Automation Agent
The FP&A Automation Agent extracts financial data from your ledger, ERP and external sources, populates your forecasting models, explains variances and produces polished reports. It frees your team from data gathering and model building so they can focus on analysis and strategy.
Ideal forFP&A teams
The difference
From 3-5 days per cycle to 4-6 hours
Your FP&A team spends each cycle challenging assumptions and advising the business instead of assembling data.
Done by hand
3-5 days per cycle
With the Vanine agent
4-6 hours
Time returned to your team
85%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Planning cycles without the scramble
Each budget and forecast cycle typically starts with days of exports and copy-paste. The agent assembles and loads the data so your team starts with analysis.
Scenarios that reflect local reality
Rand, interest rate and load reduction scenarios can be built quickly, so leadership sees the upside and downside before committing.
Numbers you can trace
Every figure traces back to its source, with assumptions and data lineage documented for reviewers, auditors and the board.
Capabilities
Less time gathering numbers, more time explaining what they mean.
Built for FP&A teams, financial managers and financial directors in South African organisations.
Automated data extraction
Pulls data from your general ledger, ERP (SAP, Sage, Syspro, Dynamics 365) and external sources such as Stats SA and SARB data.
Intelligent model population
Populates your Excel and planning templates, applying your logic and assumptions consistently every cycle.
Variance analysis
Identifies and explains variances between actuals, budget and forecast, and surfaces anomalies worth investigating.
Multi-scenario forecasting
Builds base, upside and downside scenarios for faster what-if analysis, including rand, interest rate and load reduction scenarios.
Report generation
Creates dashboards, executive summaries and board packs in your house format.
Audit trail and transparency
Traces every number to its source and documents assumptions and data lineage.
How it works
From your systems to a result you sign off
Your FP&A lead reviews the commentary and scenarios and approves the pack before it goes to executives or the board.
Connect the places your management accounts already live.
Actuals from your ERP and general ledger, budgets and templates from SharePoint and Excel, and economic data from Stats SA and the SARB. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Excel, Teams, SharePoint, PowerPoint)
- Copilot Studio
- SAP, Sage, Syspro, Dynamics 365
- Stats SA and SARB economic data
- Power BI
Runs at each month-end or planning cycle, and on request in Teams or OpenAI Frontier for what-if questions.
Populated Excel models, variance commentary, Power BI dashboards and board packs saved to SharePoint.
Step by step
- 01
The month-end or planning cycle begins.
- 02
The agent extracts actuals and external data and populates your models.
- 03
It explains variances and builds the requested scenarios.
- 04
It drafts dashboards, commentary and the board pack.
- 05
Your FP&A lead reviews, refines and approves the pack for distribution.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Pull September actuals for every cost centre"
- period
- Sep-2026
- model
- FY27 rolling forecast
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your management accounts never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your management accounts stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your management accounts. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR MANAGEMENT ACCOUNTS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
