Stop wrestling spreadsheets and start planning from one trusted platform.
In this live, hands‑on session Anya Bacon and Taimur Abdaal will show how Lucanet’s xP&A turns consolidated close data into collaborative, scenario-ready plans — with model building in minutes, a built‑in data collector to stop chasing budget owners, and AI tools that fix formulas and surface insights so teams focus on decisions, not drudgery.
What we’ll do
- Quick overview: where xP&A sits alongside consolidation and financial close — and why you want planning to live in the same platform as your truths.
- Live demo: build a simple, scalable model from scratch — add dimensions, link models, handle multi‑currency allocations and publish a dashboard to compare scenarios.
- Data collector walkthrough: role‑play a CFO requesting inputs from operational heads; see how contributors submit, approve and merge data without shared spreadsheets or email.
- AI in practice (prototype): use prompts to create model structure, auto‑repair formula errors, and generate dashboard insights.
- Q&A and next steps.
Who will benefit — real use cases
- CFOs: get a single source of truth that flows from consolidated results into forward-looking plans; run faster scenario comparisons to support strategic decisions.
- FP&A managers: build and evolve models in minutes (not months), maintain traceability, and reduce model complexity so you can focus on analysis, not maintenance.
- Budget owners / operational heads: receive a simple, role‑specific input view — submit and track budgets without learning the model or juggling files.
- Financial controllers & auditors: keep audit trails and version control in one system so approvals and changes are visible and compliant.
- Business analysts: use AI to speed formula fixes and model building, and look into the future of AI driven work with what-if scenarios and insights.
What you’ll walk away with
- A practical sense of how to build and expand models fast.
- A reproducible workflow to collect and validate inputs from non‑finance teams.
- Ideas for using AI to reduce manual tasks and accelerate insight generation.
- Immediate next steps and resources for piloting xP&A in your organization.
See xP&A in action and bring the planning process back under control.