Board AI: Where continuous planning becomes agentic.

AI improves enterprise planning by moving beyond passive analysis to actively supporting and accelerating decisions. With agentic AI capabilities, systems do not just surface insights, they proactively identify risks and opportunities, recommend actions, and even execute parts of the planning process.

With Board AI, organizations gain predictive insights, automated data analysis, and intelligent scenario modeling in one unified environment. AI agents continuously monitor data, detect anomalies, and generate real-time forecasts, helping teams stay ahead of change rather than react to it. More importantly, AI enables dynamic, multi-scenario planning, allowing decision-makers to explore options, understand trade-offs, and receive guided recommendations on the best course of action. By embedding AI directly into planning workflows, businesses can reduce manual effort, respond faster to changing conditions, and make more confident, data-driven decisions at scale.

AI Agents are proactive, autonomous, and collaborative systems that go beyond traditional assistants. Operating continuously in the background, they help organizations adapt, make confident decisions, and stay ahead of change. Each specializes in a domain—finance, accounting, merchandising, or supply chain—forming a connected AI network within the Board platform. Every action is explainable and traceable, ensuring humans remain in control while benefiting from intelligent automation across key business functions.

No. Board Agents are built to augment, not replace human teams. They enhance productivity by handling time-consuming, complex tasks, freeing people to focus on strategic work. By combining human judgment with AI-driven analysis and modeling, teams can make faster, more confident decisions. In finance, for example, the Board FP&A Agent automates reconciliations and accelerates close cycles—empowering analysts and CFOs with real-time insights and greater confidence in results.

Board Agents augment teams with digital counterparts that accelerate performance across integrated business planning. They help organizations move faster through AI-powered insights, modeling, and reporting; make more confident decisions by enhancing collaboration and workflow efficiency; and align goals by unifying financial strategy with operational execution. The result: a more agile, connected, and data-driven organization that adapts quickly to changing market conditions while driving continuous improvement.

No. The models we have built are trained on contextual information and business planning best practices. Customer data is kept separate and confidential and our LLMs do not train on or store any customer information.

Yes. Users can rate the agent’s answers. By monitoring these responses, we can detect hallucinations and continuously improve agent accuracy.

Board Agents combine explainability, oversight, and contextual grounding to ensure accuracy. Every action is traceable, enabling transparency and refinement. The Board Agent Manager supervises the network for consistency and reliability. Natively embedded in your business environment, Agents adapt as decisions evolve. With human-in-the-loop design, teams retain full control and validate outputs. Together, these safeguards ensure insights remain trustworthy, explainable, and aligned with your organization’s business logic and planning needs.

Board minimizes hallucinations by grounding AI directly in your enterprise planning data and business logic. Unlike generic AI tools that generate responses from broad training data or documents, Board’s AI agents operate on your governed data model—using your metrics, hierarchies, and calculations as the source of truth. This ensures that outputs are based on real data, not assumptions.

In addition, Board uses domain-specific, role-based agents embedded within planning workflows. These agents are designed for specific tasks—such as variance analysis or financial modeling—so they operate within clear boundaries rather than producing open-ended responses.

The result is AI that delivers traceable, explainable, and audit-ready insights, helping teams trust the outputs and act on them with confidence.

Board applies the same enterprise-grade security model used across its platform to all AI capabilities. AI agents inherit existing role-based access controls, meaning they can only access the data, models, and actions that a user is authorized to see or perform. If a user doesn’t have permission, neither does the agent.

Beyond data access, Board enforces policy-driven guardrails that define what actions agents can take, which workflows they can operate in, and when human approval is required. This ensures AI operates safely within business-defined boundaries.

All agent activity is fully auditable, providing visibility into how decisions are made and ensuring compliance with internal controls and regulatory requirements.

Together, this approach delivers AI that is not only powerful, but secure, governed, and enterprise-ready by design.