Budget vs Actual Assistant
Ask questions of the budget in plain English, such as "why is admin spend over plan?", and get answers with figures.
All industries · Finance
Illustrative example build, not a client case study.
Managers wait for finance to answer simple budget questions, and finance spends hours pulling the same numbers from workbooks.
Technology
- Power BI with Copilot
- Microsoft Teams
- Excel
- Azure OpenAI
- 1
Connect budget and actuals
Budget workbooks and ledger data are linked in a governed data model.
- 2
Define the questions
Common questions by department and account are mapped to the right measures.
- 3
Answer in plain English
The assistant answers with figures, comparisons and the top drivers, inside Teams or Power BI.
- 4
Keep it safe
Each manager only sees the cost centres they are responsible for.
Designed to deliver
- Instant answers to budget questions
- Fewer ad-hoc requests to finance
- Managers who understand their numbers
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