Finance Intelligence Platform · Pre-General Availability
Précis takes the mechanical data work off your team's hands — the pulling, reconciling, and formatting that fills month-end — so their time goes to judgement: challenging the business, improving forecasts, making the call. Every figure traces to your chart of accounts. Précis prepares; your team decides.
Strategic programmes · €K · NovaTech Solutions GmbH
The problem
Most of the month goes to gathering, reconciling, and formatting. The analysis that actually needs your team's expertise gets whatever time is left.
The business changes weekly; the reporting cycle answers in weeks. By the time the pack lands, the decision has already moved on.
The logic behind a forecast lives in someone's spreadsheet and someone's head. When they're unavailable, the reasoning leaves with them.
What Précis is
The team asks in plain language. Précis retrieves, reconciles, and prepares the figures across the systems you already run on.
Précis is not a replacement for your planning system, dashboard or Excel — you have those. It connects to your actuals and your plans, understands your chart of accounts and cost-centre hierarchy, and does the work finance still does by hand: the routine reporting, the ad-hoc questions, the scenarios, the management packs. It runs structured operations against your data — it does not generate figures from a language model. Every number traces to account, cost centre, period, and scenario. When the data isn't there, it tells you.
In your spreadsheet
Your team isn't leaving Excel — and they shouldn't have to. Précis
brings the figures to them. Type a formula like
=PRECIS.STATEMENT(…) or =PRECIS.METRIC(…) and
a live statement or metric spills straight into the sheet — the same
figures Précis prepares everywhere else, refreshed on demand and
traceable to source. No copy-paste from another system, no stale
export. A ribbon button applies Précis formatting to the result;
signing in takes one click. It works in desktop Excel and Excel on the
web.
Open core
The read-only engine at the core of Précis — the part that retrieves your numbers and serves them to an AI client — is source-available and self-hostable. It is read-only by construction: it can read a P&L, a variance, a margin and drill into the detail behind them, but it cannot change your data or invent a figure. You can run it on your own infrastructure, inspect every line, and point Claude or any MCP-capable client at it today. That is how "every figure traces to source" becomes something you verify, not something you take on faith.
| Period | Region | Account | Amount | Posted |
|---|---|---|---|---|
| 2026-Q1 | EMEA | 4000 Revenue · Services | 1,816,420.00 EUR | 2026-04-08 |
Design-partner phase
Précis is pre-General Availability. We're working with a small number of finance teams who want this work taken off their hands and are comfortable shaping a product alongside us. Design partners get the platform deployed in their own cloud, hands-on help from first ingestion to first board pack, and a direct line into what we build next.
For finance teams that want the full platform — deployed in your cloud, shaped with you.
Start the conversation →Want the open core running against your own warehouse? We'll pair with you on a call.
Book a setup session →If you serve FP&A teams and want to deliver Précis or Précis Finance MCP to your clients.
Talk to us →Not ready? Leave your email for occasional updates.
