Finance Intelligence Platform
Put AI to work across your finance function. Précis helps your team prepare reports, investigate performance and model scenarios using your finance information. Your FP&A team can analyse and plan faster, helping the business make informed decisions at the pace it needs. Finance leadership gets timely, traceable information to challenge assumptions and make decisions. Your team reviews the work and stays in control.
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
Précis is a finance workspace with AI agents that work with your actuals, plans and supporting information. Ask for an analysis, report or scenario in plain language. Précis prepares the work; your team reviews it and decides what happens next.
Précis works across your ERP, planning platform, warehouse and Excel. Its finance model keeps the work tied to your chart of accounts, cost centres, periods and scenarios. Changes to plans require your team's approval.
In your spreadsheet
Bring statements and metrics into your workbook with
=PRECIS.STATEMENT(…) and =PRECIS.METRIC(…).
Refresh the figures as your data changes, and use them in your own
models, analysis and reports. The workbook uses the same finance
definitions as Précis. Available in desktop Excel and Excel on the
web.
Open core
Précis Finance MCP connects compatible AI assistants to your finance information through defined metrics, statements and dimensions. Its engine calculates figures consistently across conversations and Excel; the assistant helps you analyse and explain them.
The engine is source-available and self-hostable, with read-only access to your configured finance data. Inspect the code, run it yourself and trace figures to supporting transactions.
The full Précis workspace adds reporting workflows, scenario modelling and agents that can update your plans directly, after your team reviews and approves the changes.
| Period | Region | Account | Amount | Posted |
|---|---|---|---|---|
| 2026-Q1 | EMEA | 4000 Revenue · Services | 1,816,420.00 EUR | 2026-04-08 |
Personalised demo
See how Précis helps your team prepare reports, investigate performance and maintain plans. Tell us about your team and the finance work you'd like to explore; we'll get in touch to arrange a demo tailored to your needs.
