Finance shared-model assumption negotiation

Reduce contradictory plans before consolidation

Confirm the buyer's problem and scope, collect approved department models and planning definitions, then follow this sequence: 1. Identify conflicting shared drivers. 2. Model reconciliation alternatives. 3. Record owner-agreed assumptions. Resolve uncertain cases with qualified reviewers, approve finance-approved integrated assumption set, and measure reconciliation hours and avoidable forecast inconsistency minus facilitation cost against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Preserve original models; finance owners approve common inputs. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Reconcile calculations to approved records. Keep proposed entries and payment actions under finance-team control. Never invent missing financial inputs. Preserve original models; finance owners approve common inputs. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: Preserve original models; finance owners approve common inputs. Implement one approved input format, a bounded representative case set and the first two task modules: identify conflicting shared drivers; model reconciliation alternatives. Support the third module with operator review: record owner-agreed assumptions. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Accounting exports, invoice records and finance review processes. Read-only operational exports, calendars and finance or inventory records as relevant. Start with plan exports and retain human approval for execution. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Constraint and input setup, Scenario comparison, Decision and pilot tracker. Place editable drivers and constraints beside a clearly labeled scenario output. Include a baseline view, comparison chart or schedule, and an assumptions history. Let users trace a proposed quantity or date back to its inputs. Keep forecasts distinct from actual results. Make the task-specific outcome finance-approved integrated assumption set visible beside its evidence, review state and value baseline.