Acterys Copilot for FP&A
Your dynamic planning AI assistant to help unlock unparalleled insights with Acterys Copilot’s industry-leading FP&A expertise and native integration with Microsoft 365, powered by Microsoft Azure’s generative AI technology
FP&A Teams, Meet Your New Best Friend
Acterys Copilot works as an extension of your FP&A team. It uses the most intuitive interface there is, natural language, to gather data, generate reports, analyze trends, optimize forecasts, answer complex business questions and more.
Ask about seasonal patterns in your revenue by product. Find out which departments have the highest in period actual to budget variances.
With Acterys Copilot, anyone can access insights, plan more strategically and go from data to decision in record time.
Generative AI Purpose-Built for FP&A
Easily create and train custom AI models that are tailored to your Complete Planning use cases and data sets and get smarter over time.
Native Integration With Microsoft 365
Use Acterys Copilot alongside Microsoft 365 Copilot to create a seamless, automated flow of work through Acterys' native integrations with Microsoft 365.
Enterprise-Ready Responsible AI
Acterys Copilot provides industry-leading generative AI security, compliance and privacy capabilities. And it’s easy to set up—no IT, data scientists or AI engineers required.
Your Dedicated Complete Planning AI Assistant
Put generative AI to work across your teams to improve analysis, empower anyone to interact with your data and accelerate decision making.
The Future of FP&A is Here
Frequently Asked Questions
What is Acterys Copilot?
Acterys Copilot enables FP&A teams to use a Complete Planning AI assistant. Users can interact with Acterys Copilot using an intuitive conversational interface. By leveraging simple chat prompts and your existing organizational data sets, tasks that previously required hours can now be completed in minutes.
How can Acterys Copilot help my organization and FP&A team?
Acterys Copilot uses an intuitive conversational interface that allows you to query your data, empowering any user to extract insights, improve organizational agility and streamline common FP&A processes. Leveraging Microsoft Azure OpenAI, Acterys Copilot extends its capabilities by connecting to Acterys Modeller —our central data management hub —providing tailored training and offering customizable user interfaces for enhanced intelligence over time.
How can I use Acterys Copilot?
When Acterys Copilot is available, FP&A users who have a Acterys license can set up Acterys Copilot. Once set up, anyone with a Acterys license can use this feature.
