The platform
One platform, from raw data to the decision.
Finicast is built as five connected surfaces — Connect, Ask, Decide, Govern, and Model. Together they turn operational and financial data into recommended decisions you can trust and act on.
Connect · The context layer
Forecasts are abundant. Context is the moat.
Bring ERP, CRM, HRIS, payroll, operational systems, and the data warehouse into one connected model. Finicast's advantage isn't a better forecast — it's knowing your org, cost centers, and operational reality well enough to ground every decision.
- Connect financial and operational source systems into one model
- Keep plan, actuals, and operational signals reconciled continuously
- Map new data to the right dimensions automatically
Finicast context model
One grounded view of operational + financial reality
Ask · Cast
Planning becomes a question, not a spreadsheet.
Ask Cast anything — "Why did EMEA gross margin decline?", "What happens if we freeze hiring?", "Can we hit Rule of 40 next year?" — and get an answer grounded in your own numbers, with the decision behind it and a citation you can verify.
- Answers grounded in your cells, dimensions, and logic — not a black box
- Diagnose a variance and get a recommended move in the same breath
- Every answer traces back to the source you can click into
Why did EMEA gross margin decline last quarter — and what should we do about it?
Reprice the EMEA mid-market tier +6%
Decide · Decision Agents
From recording plans to recommending actions.
Decision Agents continuously watch operational and financial signals and surface the highest-leverage moves — "shift 12 reps to healthcare," "delay the Q3 hiring wave" — each ranked by impact and opened as a branch you review and merge.
- Continuous monitoring of the signals that move your numbers
- Recommendations ranked by impact on the metric you care about
- Every recommendation arrives as a reviewable proposal, never an auto-change
- 1
Shift 12 enterprise reps to the healthcare segment
Owner · RevenueConfidence · High+$1.4M ARRReview - 2
Delay the Q3 hiring wave by six weeks
Owner · FinanceConfidence · Medium+$0.6M EBITDAReview - 3
Reprice the EMEA mid-market tier +6%
Owner · PricingConfidence · High+1.2 pts marginReview
Govern · The system of record
The part AI can't replace.
Versioning, approvals, an audit trail, board-ready submissions, and collaboration across hundreds of owners. This is what enterprises actually buy planning software for — and what makes it safe to let AI anywhere near the plan.
- Branch, snapshot, approve, and merge — a full version history
- Roles and permissions down to the dimension and member
- Reconstruct any version, and what went to the board, six months later
- DDana K. approved & merged Q1 re-forecast3h
- ✦Cast drafted EMEA repricing on a branch5h
- SSofia L. captured snapshot · Board-approved FY261d
Model · Transparent logic
So you can audit what the AI proposes.
Under every answer and recommendation is a readable, Excel-like model. When AI drafts a forecast or a decision, you can open the logic, see exactly how it got there, change it, and override it. No black boxes near the number.
- Familiar, Excel-like formulas across whole dimensions
- Inspect and edit the logic behind any AI output
- Human override on everything — AI proposes, people decide
Revenue = Units[Time, Product] * Price[Time, Product]Ask Cast| Account | Q1 | Q2 | Q3 | Q4 | FY26 |
|---|---|---|---|---|---|
| Units | 12,400 | 13,900 | 15,100 | 16,800 | 58,200 |
| Price | $42.00 | $42.00 | $43.50 | $43.50 | — |
| Revenue | $520.8K | $583.8K | $657.0K | $730.8K | $2.49M |
| COGS | $182.3K | $204.3K | $229.9K | $255.8K | $872.3K |
| Gross margin | 65% | 65% | 65% | 65% | 65% |
Governed & auditable AI
AI proposes. People decide.
Every surface runs on the same governance. Cast and Decision Agents are powerful because they can't quietly change anything — every AI action is a reviewable, attributable, reversible proposal.
AI works on a branch
Every change Cast or a Decision Agent makes lands on its own branch. Nothing touches the plan of record until a person reviews the diff and merges it.
Grounded in your model
Answers, forecasts, and recommendations reference your actual data and logic — never a black box. You can trace any output back to its source.
Human-in-the-loop by default
AI proposes; people decide. Approvals, roles, and permissions apply to AI exactly as they do to your team.
Every action is auditable
AI actions are attributed and time-stamped in the same audit trail as everything else — so you always know what changed, why, and who signed off.
Put it on your own numbers.
The fastest way to understand Finicast is to see it connect one of your plans and surface the decisions inside it. Bring a model to a working session.