Hierarchical AI FP&A model for cross-functional decision intelligence
Owns the 5-year financial plan. Makes final decisions on capital allocation, vertical positioning, and structural margin targets.
Identifies cross-functional conflicts. Resolves siloed data into the real-time Revenue vs. Margin Tradeoff Dashboard.
Pre-sale custom quoting. Analyzes engineering specs against historical actuals to flag labor/material underestimations.
Front-end commercial. Monitors win rates, rep discounting behavior, and standard product volume tradeoffs.
Post-sale execution. Awakens on PO receipt to track WIP variability and rework root-causes back to Estimating.
Macro strategy. Analyzes dead-end quotes and market tailwinds across 8 verticals (e.g., HVAC Commercial vs. Labs).
The single source of truth. 35 interconnected entities including Dead-End Quotes, Quote Versions (Opportunity Deduplication), Tiered Discounts, and Market Tailwinds. Prevents AI hallucination by forcing all specialist agents to reason from validated structural data.