Firmbase.ai: Revolutionizing FP&A with Agentic AI

Firmbase.ai is a cutting-edge agentic AI platform built specifically for Financial Planning & Analysis (FP&A) teams, transforming how organizations approach budgeting, forecasting, and strategic decision-making. By automating up to 80% of manual FP&A tasks, it enables lightning-fast scenario modeling, real-time data integration, and intelligent insights—all without requiring any coding. The platform centralizes financial and operational data across ERPs, CRM systems, HRIS tools, spreadsheets, and data lakes, breaking down silos and fostering seamless collaboration between finance, sales, revenue operations, and executive teams. With AI-driven error detection via its Model Integrity agent, instant report generation, and the ability to turn complex financial models into clear narratives, Firmbase.ai empowers FP&A professionals to focus on strategy instead of spreadsheets. Its secure, SOC 2 Type II certified infrastructure ensures compliance, while flexible integrations and user-friendly workflows make it ready to use immediately.

Key Features:

• Agentic AI Workflows: AI agents automate planning, forecasting, and analysis tasks.
• 80% Automation of Manual Work: Drastically reduces time spent on repetitive FP&A processes.
• Scenario Modeling & Planning: Create and analyze new scenarios 10x faster with one-click execution.
• Budgeting & Forecasting: Supports detailed budgeting, P&L, cash flow, and balance sheet forecasting.
• Budget vs. Actuals Reporting: Automated variance analysis for real-time performance tracking.
• Data Connectivity: Integrates seamlessly with ERPs (NetSuite, SAP, QuickBooks, Sage), CRM (Salesforce, HubSpot), HRIS (Workday, Greenhouse, HiBob, BambooHR, Lever), BI tools (Looker), file storage (AWS S3, Google Cloud Storage, SFTP), and data lakes (Snowflake, AWS Redshift, Azure SQL, Google BigQuery).
• Cross-Departmental Collaboration: Enables real-time collaboration between FP&A, sales, revenue, HR, and executive teams.
• Model Integrity AI Agent: Automatically detects and fixes data and modeling errors.
• No Coding Required: Fully accessible and deployable without technical expertise.
• Instant Report Generation: AI-powered insights for meetings and executive reporting.
• Driver-Based & Continuous Planning: Supports dynamic, data-driven forecasting aligned with business drivers.
• Granular Data Permissions & Access Controls: Ensures secure, role-based data sharing and governance.
• SOC 2 Type II Certified: Built with enterprise-grade security and compliance standards.
• Real-Time Data Consolidation: Centralizes data from multiple sources for unified planning.
• Flexible Workflows & Customization: Tailor planning processes to team-specific needs.

Pricing: Firmbase.ai offers a free demo and a paid subscription model, with pricing available upon request through a sales consultation. The platform is designed for scalable enterprise use, making it ideal for growing organizations seeking advanced FP&A automation.

Conclusion: Firmbase.ai is a transformative, no-code AI platform that supercharges FP&A teams with intelligent automation, real-time collaboration, and robust data integrity—making financial planning faster, smarter, and more strategic for modern businesses.