Work Smarter: AI-Driven Budgeting & Management Reporting

Scheduled for July 24th at 10am PT / 1pm ET.

Join us for a live walkthrough of our breakthrough AI-powered budgeting capability that’s transforming how finance teams work. What once took days or even weeks can now be done in minutes.

What you’ll learn:

Create complete budgets in record time
Generate a fully functioning annual budget in less than five minutes. Download it in Excel with embedded formulas ready for analysis, presentation, or planning.

Improve accuracy and auditability
Every line of the budget includes clear documentation, assumptions, and references. The AI reviews all inputs and performs calculations with a high level of precision.

Discover the latest enhancements
Even if you’ve used or seen this before, don’t miss this session. We’ll showcase powerful new features released in the last few months that make the experience even faster and more robust.

Build custom management reports with context
Quickly generate narrative-style reports that summarize key activities across work orders, violations, calls, and more. Pull in notes from meetings and projects to give stakeholders a clear picture of what’s happening and why.