Fin Q

Finance Agents that can Plan, Explain and Act.

Fin Q connects financial planning, plain language analysis and governed AI agents in one finance intelligence layer. Build the outlook with Fin Clarity, understand what changed with Fin Assist and coordinate the highest value actions with Fin Agent Studio.

See Fin Q in Action Explore the Finance Agents
FIN CLARITY Plan FIN ASSIST Explain FIN AGENT STUDIO Act
THE FIN Q MODEL Plan · Explain · Act
01
UNDERSTAND Fin Clarity

Build the financial position

02
EXPLAIN Fin Assist

Understand what changed

03
ACT Fin Agent Studio

Focus on what matters most

From the financial position to the next action.

THE FIN Q MODEL

From the financial position to the next action.

Fin Q connects planning, analysis and execution so Finance can understand where the business is going, explain what changed and focus attention on the actions with the greatest financial impact.

01 UNDERSTAND

Build the financial position

Fin Clarity
Annual Budget Rolling Forecast Scenario Modeling Pipeline Backlog Funding Workforce Costs Margin Profitability
02 EXPLAIN

Understand what changed

Fin Assist
Metric Narrative Supporting Tables Source Evidence Visualization Review Ready Output
03 ACT

Focus on what matters most

Fin Agent Studio
Ranked Actions Cash Impact Revenue Impact Risk Owner Evidence Approval

THE FIN Q DIFFERENCE

One finance context. From the number to the action.

Finance teams should not need one system to plan, another to explain the variance and another collection of automations to decide what happens next. Fin Q connects the financial model, the explanation and the action around the same governed context.

01

ONE CONNECTED FINANCE MODEL

Plan, analyze and act from the same context.

Fin Clarity builds the financial outlook, Fin Assist interrogates the underlying data and Fin Agent Studio coordinates actions against the same finance context.

Fin Clarity Fin Assist Fin Agent Studio
Finance Context

One model, one explanation, one action list

02

FINANCE INTELLIGENCE, NOT A GENERAL CHATBOT

Built around how Finance asks questions.

Fin Assist understands finance terminology and returns the metric, explanation, supporting detail and underlying source together.

Question Metric Explanation Evidence
03

PRIORITIZED BY FINANCIAL IMPACT

Not every exception deserves the same attention.

Fin Agent Studio ranks actions based on cash, revenue or risk impact so limited Finance capacity is directed toward what matters most.

Reconciliation exceptionDuplicate vendor recordExpense policy flagLate supplier invoiceUnbilled receivableMissing accrualAgeing receivableForecast assumption changeRate varianceContract funding gap

$ VALUE

Sized before it is queued

REVENUE AT RISK

Exposure that needs review

CASH IMPACT

Where collection effort pays

04

HUMAN ACCOUNTABILITY BUILT IN

AI recommends. Finance decides.

Agents surface issues, assemble evidence and recommend actions while accountable Finance users retain approval over postings and material decisions.

Agent Recommendation Evidence Owner Approve / Override / Escalate

FIN CLARITY

Build the outlook around how the business actually operates.

Fin Clarity connects historical actuals with forward looking commercial and operational assumptions to create annual budgets, rolling forecasts and scenarios across the enterprise.

Planning, Budgeting and Forecasting Purpose built GovCon planning available
Fin Clarity Planning, Budgeting and Forecasting
Enterprise Plan Rolling Forecast Contracts Workforce Rates Scenarios

FY27 Enterprise Forecast

Illustrative product data
Revenue $418M
Backlog $1.24B
Funded Backlog $610M
Direct Cost $268M
Indirect Cost $84M
Margin 12.4%
Utilization 78.5%
Twelve month revenue outlook Actual Current Forecast Prior Forecast
JFMAMJJASOND

The current forecast sits below the prior forecast in the second half, so the change in assumption is visible before the quarter closes.

Contracts
ContractTypeBacklogFundingRevenue ForecastCost to CompleteMarginRisk
Program Atlas Cost Plus $186M $92M $61M $54M 9.8% Review
Meridian Support T&M $74M $58M $39M $33M 14.2% Watch
Halden Modernization FFP $121M $121M $48M $40M 16.1% Low
Northline Sustainment Cost Plus $63M $28M $22M $21M 6.4% Material
Scenario

What happens if utilization declines by 3 points and indirect rates rise?

Revenue impact -$9.4M
Margin impact -1.6 pts
Wrap rate movement +2.1%
Capacity implication 18 FTE reallocation

Scenario values shown are illustrative product data.

GovCon specialization

For government contractors, Fin Clarity can connect contract and program reality to the enterprise outlook.

Pipeline Backlog Contracts Funding Workforce Direct Costs Indirect Costs Wrap Rates Revenue Margin Profitability Costpoint Actuals CRM Pipeline

Annual Plan

One connected enterprise budget

Rolling Forecast

A forecast that stays current

Scenario Model

Test assumptions before committing

Risk Visibility

Surface funding, margin and profitability risk early

FIN ASSIST

Ask Finance questions the way you actually ask them.

Fin Assist lets Finance and operating leaders ask questions in plain language and receive the number, explanation, supporting tables and source evidence together.

Fin Assist Plain Language Finance Analysis
Conversation
Why did margin decline versus the prior forecast?Which contracts have the greatest funding exposure?Show revenue forecast versus prior forecast by sector.
Ask a finance question
Why did revenue change?What is driving margin variance?Which contracts need funding attention?What changed in cash this month?Prepare this analysis for the board.
The Number
12.4% Margin versus prior forecast · -1.6 pts
Illustrative product data
Utilization movement Billable utilization below plan
Indirect cost change Indirect pool above the planned rate
Funding timing Funded work shifted into the next period
Supporting Analysis
Prior 14%
Utilization -1.1 pts
Indirect -0.8 pts
Funding timing +0.3 pts
Current 12.4%
Source Evidence
Costpoint ActualsForecast ModelContract DetailWorkforce Plan
View Supporting Table Create Chart Export Review Ready PDF

FIN AGENT STUDIO

Turn finance exceptions into prioritized actions.

Fin Agent Studio coordinates specialized Finance Agents across close, forecasting, collections, accruals and treasury. A Control Tower ranks actions by financial impact while accountable users retain approval over material decisions.

Governed AI Agents for Finance
Fin Agent Studio Governed AI Agents for Finance

Finance Control Tower

· What deserves attention now Illustrative product data
PriorityAgentIssueFinancial ImpactConfidenceOwnerRecommended ActionStatus
1 Working Capital Collection timing creating financing exposure High High Treasury Prioritize collection on the largest cash impact accounts Approval required
2 Collections Receivables requiring immediate attention High High Credit & Collections Sequence outreach by cash impact rather than invoice age Open
3 Month End Close Material reconciliation exceptions Medium Medium Controller Review the exceptions above materiality before sign off In review
4 Accruals Potential missing accruals Medium Medium Accounting Ops Confirm whether the flagged services were received in period Open
5 Forecast Risk Funding assumption requires review High Material FP&A Revalidate the funding assumption before the forecast lock Approval required
Agent’s Read · Working Capital Illustrative scenario derived from the product example
What happened Receivables are converting more slowly than supplier payments across the current period.
Why it matters The gap between collection and payment timing is funded through short term borrowing.
Financial impact Working capital spread of 14 days with an illustrative annual interest impact.
Recommended action Focus collection effort on the accounts with the greatest cash impact and align supplier payment timing to expected inflows.
Evidence AR ageingAP termsBank positionFinancing cost Owner: Treasury · Confidence: High
Approval required Approve Override Escalate
Audit Trail
09:12 Working Capital agent flagged the issue with supporting evidence
09:26 Routed to Treasury as the accountable owner
Pending Awaiting Finance approval before any posting

Agent use case explorer

Controller & Accounting OpsFP&ACommercial Finance & Treasury
Reads Supplier invoices, purchase orders and receipt activity
Reasons Identifies mismatches, duplicates and missing support
Recommends Which invoices can proceed and which need Finance review before posting
Measures Exception rateTouchless shareCycle time
Human control Approve Override Escalate
Reads Expense Report Audit · representative view
Reasons Expense Report Audit · representative view
Recommends Expense Report Audit · representative view
Measures Exception rate Touchless share Cycle time
Human control Approve Override Escalate

Representative view — detailed content for this agent was not captured from the source.

Reads Cash Application & Collections · representative view
Reasons Cash Application & Collections · representative view
Recommends Cash Application & Collections · representative view
Measures Exception rate Touchless share Cycle time
Human control Approve Override Escalate

Representative view — detailed content for this agent was not captured from the source.

Reads Month End Close · representative view
Reasons Month End Close · representative view
Recommends Month End Close · representative view
Measures Exception rate Touchless share Cycle time
Human control Approve Override Escalate

Representative view — detailed content for this agent was not captured from the source.

Reads Vendor Onboarding · representative view
Reasons Vendor Onboarding · representative view
Recommends Vendor Onboarding · representative view
Measures Exception rate Touchless share Cycle time
Human control Approve Override Escalate

Representative view — detailed content for this agent was not captured from the source.

WHAT FINANCE GETS

Questions answered. Decisions prepared. Actions prioritized.

Fin Q produces outputs Finance can review, challenge, share and act on without rebuilding the analysis across spreadsheets, reports and disconnected workflows.

Plan & Forecast

Annual Operating BudgetRolling ForecastContract ForecastEACWorkforce PlanRate ScenarioFunding RiskMargin Scenario
Enterprise forecast dashboard Illustrative product data
Revenue $418M
Backlog $1.24B
Margin 12.4%
Utilization 78.5%

Variance & Analysis

Representative view — the detailed outputs for Variance & Analysis were not captured from the source.

Variance & Analysis Illustrative product data
Revenue —
Backlog —
Margin —
Utilization —

Close & Controls

Representative view — the detailed outputs for Close & Controls were not captured from the source.

Close & Controls Illustrative product data
Revenue —
Backlog —
Margin —
Utilization —

Cash & Working Capital

Representative view — the detailed outputs for Cash & Working Capital were not captured from the source.

Cash & Working Capital Illustrative product data
Revenue —
Backlog —
Margin —
Utilization —

Executive Review

Representative view — the detailed outputs for Executive Review were not captured from the source.

Executive Review Illustrative product data
Revenue —
Backlog —
Margin —
Utilization —

CFO & FP&A

See the enterprise outlook and the assumptions behind it.

PlanningForecastingScenariosVarianceBoard Preparation

Controller & Accounting Operations

Close faster by surfacing the exceptions that matter.

ReconciliationsAccrualsExpensesInvoice ProcessingControls

Commercial Finance & Treasury

Put Finance attention where the cash and margin impact is greatest.

CollectionsWorking CapitalCustomer ProfitabilityCashTreasury

Program Finance & Program Control

Connect contract performance, funding and operational reality.

FundingEACCost to CompleteUtilizationContract Margin

BUILT FOR FINANCE CONTROL

Intelligence without giving up accountability.

Fin Q is designed so recommendations remain connected to evidence, ownership and human decision making.

01

Evidence

Every recommendation connects back to the information supporting it.

02

Ownership

Every material action has a responsible Finance owner.

03

Approval

Agents recommend while accountable users approve material decisions.

04

Auditability

Recommendations, decisions and status changes remain reviewable.

Certifications

ISO 27001 ISO 9001 ISO 27701 SOC 2 Type 2 NIST SP 800 171 GDPR

Three products. One finance decision loop.

FIN CLARITY Plan the enterprise
FIN ASSIST Explain performance
FIN AGENT STUDIO Coordinate action
FINANCE OUTCOME Better informed decisions

Every action changes the operating reality. The next plan begins with better context.

THE REST OF THE SUITE

Explore how we are solving for Sales & Marketing teams.

Get a demo

SALES Q

New logo and pipeline execution guided by signals.

Explore

KAM Q

Strategic account planning that stays current as the account changes.

Explore

ABM Q

Account-based programs built on live account context, not static segments.

Explore

See Fin Q on your finance workflow

Bring us one finance problem. See what Fin Q would do with it.

Bring a forecast challenge, variance question, close bottleneck, collections issue or working capital problem. We will map the workflow to Fin Clarity, Fin Assist or Fin Agent Studio and show how the information moves from financial context to explanation to action.

Your Fin Q Working Session

  • ✓ UNDERSTAND — Connect the relevant financial context.
  • ✓ EXPLAIN — Identify what changed and why.
  • ✓ ACT — Surface the actions that deserve attention.

Example workflows

Forecasting Variance Analysis Month End Close Collections Working Capital Scenario Modeling

Please do not share sensitive financial data through this form. We will scope the session with you first.