Agent 01 · Analyst
Comments on variances
Analyzes data and writes variance comments that go straight into the form.
Analysis
Result comments
ProductFincorex AI
Three AI agents.One decision – yours.
Analyst, Operator and Architect work inside Fincorex® only within your permissions. They propose changes to data, metadata and settings, and the decision is always yours.
▦ Income Statement with Comments
2023-12
LE11 IT Company Sp. z o.o.
Cost center – All
Projects – All
Line item
Actual
Budget
Act - Bud
Comment on results
Revenue
21,960,059
18,865,999
3,094,059 ↑
+16.4% vs budget…
Cost of sales
−4,676,435
−3,383,077
−1,293,357 ↓
−38.2% vs budget…
Direct margin
17,283,624
15,482,922
1,800,702 ↑
+11.6% vs budget…
Departmental costs
−10,476,945
−12,900,008
2,423,062 ↑
Savings of 18.8%…
Sales margin
6,806,679
2,582,915
4,223,764 ↑
+163.5% vs budget…
Context: FORM: Income Statement with Comments
Prepare comments on the results: actual vs budget for December 2023.
› </> Tool calls
OK
⚠ Confirm write operation
Tool: fdx_set_cell_comment
Review the comments below – you can edit each of them before approving.
A#PRZYCHODY · W#MTD
Revenue — December 2023, MTD, PLN. Actual was PLN 21,960,058.74 against a budget of PLN 18,865,999.35, a favorable variance of PLN 3,094,059.39 (+16.40%).
A#KOSZTY · W#MTD
Departmental costs — December 2023, MTD, PLN. Actual was PLN −10,476,945.46 against a budget of PLN −12,900,008, i.e. PLN 2,423,062 less than planned.
The agent wants to perform a write operation. Review the arguments and approve or reject.
openai · gpt-6.1-sol
Analyst
✎ write mode
● Online
▦ P&L 12M
Budget
2027
LE11 Company 11
BS16 Product line
Excl. ICO
Line item
2027-01
2027-02
2027-03
2027-04
PLM_SALE : Sales revenue
× 1.10
× 1.10
× 1.10
× 1.10
PLM_COS : Cost of sales
% of rev.
% of rev.
% of rev.
% of rev.
PLM_MRG : Gross sales margin
Σ
Σ
Σ
Σ
PLM_C : Operating costs
% of rev.
% of rev.
% of rev.
% of rev.
PLM_EBITDA_ADJ : EBITDA
Σ
Σ
Σ
Σ
Context: FORM: PnL 12M
Forecast revenue for the Budget (SV#Budget_Last) for 2027 based on the growth rate between the 2026 Forecast and the 2025 Actual. For cost items, use the current share of costs in revenue in the 2026 Forecast scenario. Save the data.
02.10.2026 12:45
› </> Tool calls (17)
OK
⚠ Confirm write operation
Tool: fdx_calc_from_base
Mode
Recalculation by engine rule – overwrites target cells
Application
CONSO_PL
Rows
121
Source
SV#Forecast_Last
Factor
1.10
Target
P#202701 … P#202712
The agent wants to perform a write operation. Review the arguments and approve or reject.
openai · gpt-6.1-sol
Operator
✎ write mode
● Online
▦ Income Statement
2024-03
LE22 IT Company SK
Cost center – All
Projects – All
Line item
Actual
Budget
Act - Bud
Act - Bud %
Revenue
419,564
345,289
74,275 ↑
21.5%
Cost of sales
−217,348
−108,536
−108,812 ↓
−100.3%
Direct margin
202,215
236,752
−34,537 ↓
−14.6%
Departmental costs
−176,950
−214,905
37,955 ↑
17.7%
Sales margin
25,265
21,847
3,418 ↑
15.6%
Context: FORM: Income Statement
Add a new company with the code LE24 and the name LE24 IT Company BG, and assign it the EUR currency.
28.09.2026 13:20
› </> Tool calls (6)
OK
⚠ Confirm write operation
The agent wants to add a new company to the group structure. Review the arguments and approve or reject.
Code
LE24
Name
LE24 IT Company BG
Currency
EUR
Type your message…
openai-compat · deepseek-v4-flash
Architect
● Online
▦ P&L 12M
2025
MTD
LE01
Budget Working
Cost center IT EN
Line item
202501
202502
202503
202504
Revenue
13,582,595
15,235,561
16,553,313
14,663,166
Cost of sales
−2,991,606
−3,566,976
−4,515,898
−4,231,197
Direct margin
10,590,988
11,668,585
12,037,415
10,431,969
Departmental costs
−10,287,994
−10,692,584
−11,750,603
−10,684,396
Sales margin
302,994
976,001
286,811
−252,427
Context: FORM: P&L 12M
Add the user andrzej.nowak@mojafirma.com, assign them to the G_STANDARD group and grant read access to cost center 1301.
11.10.2026 20:50
› </> Tool calls (4)
OK
Approved: fdx_user
⚠ Write operations to approve: 2
The agent wants to perform several write operations. Uncheck the items you don’t want to run and approve the rest.
✓
Select all
✓
fdx_access · grant · CONTROLLING_DEMO
irreversible
✓
fdx_access · grant · CONTROLLING_DEMO
irreversible
The agent wants to perform a write operation. Review the arguments and approve or reject.
anthropic · claude-sonnet-5-5
Operator
✎ write mode
● Online
Work with specialized AI agents
In Fincorex®, working with AI is built on a clear division of roles and permissions. You have three agents at your disposal.
Your instruction
Agent 02 · Operator
Automates everyday tasks
Helps automate everyday controlling tasks: forms and rules.
Forms
Rules
Agent 03 · Architect
Manages the environment
Securely manages the controlling environment: applications, models and permissions.
Applications
Models
Your approval
AI doesn’t act on its own. The decision is always yours.
With the Human-in-the-Loop mechanism, every change to data, metadata or system settings requires human confirmation. Agents work strictly within the permissions of the user who runs them, so you get powerful support without the risk.
01
Instruction
02
AI proposal
03
Your approval
Tool: fdx_calc_from_base
The agent wants to perform a write operation. Review the arguments and approve or reject.
Impact preview
Mode
Recalculation by engine rule – overwrites target cells
Application
CONSO_PL
Rows
121
Row sample
A#CTB5111, A#CTB5112, A#CTB5113…
Where
SV#Budget_Last; E#LE11; BS#BS16
Source
SV#Forecast_Last; E#LE11; BS#BS16
Factor
1.10
On rows
PLM_SALE, PLM_COS, PLM_C, PLM_DEPR, PLM_FIN, PLM_TAX
Target periods
P#202701 … P#202712
Less clicking. More time for decisions.
01 / 05 · Analyst
Generate variance analyses that flow straight into your reports
The system analyzes results in seconds and automatically places comments directly in the right fields of your form. One click and you’re done! A perfectly completed report lands on the Board’s desk right away, with no lost time or unnecessary formatting.
Line item
Act - Bud
%
Comment on results · AI
Revenue
3,094,059
16.4%
Actual PLN 21.96M vs budget PLN 18.87M – a favorable variance of +PLN 3.09M.
Cost of sales
−1,293,357
−38.2%
Cost of sales PLN 1.29M above plan.
Departmental costs
2,423,062
18.8%
Costs PLN 2.42M below budget, mainly thanks to personnel costs (+PLN 2.57M).
Sales margin
4,223,764
163.5%
Margin of PLN 6.81M vs PLN 2.58M in the budget.
✓ APPROVED · FDX_SET_CELL_COMMENT
Analyst
02 / 05 · Analyst
Choose the tone of the automatic comment
With one click, set the tone and level of detail of the automatic comment. The Board gets the essence and business specifics it needs to decide right away, while operational managers get a precise analysis of variances in their budgets.
Essence · for decision
December 2023: revenue PLN 3.09M (+16.4%) above budget, departmental costs PLN 2.42M below plan. Sales margin PLN 6.81M vs PLN 2.58M in the budget.
Detailed analysis · accounts
Departmental costs: PLN −10.48M vs PLN −12.90M in the budget (+18.8%). The largest savings were in personnel costs. Overruns in taxes and fees and in internal transactions.
Personnel costs
+2,568,556 · 25.2%
+2,568,556 · 25.2%
Taxes and fees
−59,702 · −141.7%
−59,702 · −141.7%
Internal transactions
−204,550 · −86.6%
−204,550 · −86.6%
03 / 05 · Operator
Modify the system without coding
Forget technical barriers. Want to add a new column, move rows or adjust a budget template? Describe it in a plain sentence. The Operator agent lets you manage forms and rules using simple text instructions alone.
04 / 05 · Operator
Paste data from messy Excel files
Need to paste data from an external file in a completely different format into a form? Just attach it to the conversation. Fincorex AI will analyze the file, catch any errors and, if needed, ask you a few short clarifying questions. Only checked, complete and verified numbers make it into your system.
XLSX
costs_march_branches.xlsx
3 sheets · 1,284 rows
File validation
Columns matched to the form
OK
12 rows without a cost center
NO COST CENTER
2 duplicate items
DUPLICATE
Which cost center should the 12 rows from the “Kraków Branch” sheet be assigned to?
05 / 05 · Session history
Reuse previous chat conversations for recurring analyses
Don’t waste time retyping the same questions. Session history in Fincorex AI automatically preserves your analytical processes. When a new period comes, you just change the date in the question, so month-end close can run more smoothly, without stress or worry about missing key variances.
Saved sessions
IS variances · Board
2026-01
IS variances · Board
2026-02
IS variances · Board
2026-03 · new
Comment on the variances in the IT GROUP income statement for 2026-03. Tone: for the Board.
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