AI-Powered FP&A

Your FP&A Analyst That Never Sleeps

Drop your Excel. Get variance explanations, prioritized insights, and a board-ready deck — in minutes, not days.

Auto-identify top variancesGenerate commentaryExport to PowerPoint
Built for FP&A teamsFull SQL on your entire datasetAES-256 encrypted
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Your data never trains AI
AI Analysis PreviewLive
Revenue - EMEA-$2.4M

15% below budget driven by delayed contract signings in Germany. Q4 pipeline suggests recovery.

COGS - Raw Materials+$890K

Favorable variance from renegotiated supplier contracts. Recommend updating FY forecast.

AI Commentary

Net impact to EBITDA is -$1.5M. Recommend management review of EMEA sales strategy...

The Real Problem

You Tried AI. It Couldn't Handle Real FP&A Work.

ChatGPT and Copilot weren't built for FP&A. Here's why your team always ends up back in Excel.

~1,000 rows

It Reads a Preview, Not Your Data

ChatGPT truncates at ~1,000 rows. Try running variance analysis across 500K transactions or multi-entity consolidations — it can't. It guesses from a sample. You need the full dataset.

One shot

No Verification, No Refinement

One answer, no verification. If it's wrong, wrong numbers go to management. Your team catches errors — the AI doesn't.

Copy-paste

Chat Text, Not Board Deliverables

30 seconds of analysis, then 2 hours formatting slides. The last mile is still entirely on you.

How It Works

From Excel to Insight in 4 Simple Steps

No complex setup. No consulting engagement. Just upload and start getting answers.

01

Upload Your Excel

Drop any financial Excel file — P&L, budget vs actual, trial balance, or GL export. Simple mapping setup.

  • Budget, Actual, Forecast columns
  • Any account structure
  • Multiple periods supported
02

AI Analyzes Variances

AI identifies material variances, calculates drivers, and ranks by P&L impact.

  • Auto-detect top variances
  • Volume, price, mix analysis
  • P&L impact ranking
03

Chat & Refine

Ask questions, request specific analyses, or dive deeper into any variance.

  • "Why did EMEA miss?"
  • "Compare Q3 to last year"
  • "Focus on OPEX only"
04

Export Your Deck

Polished variance report for management. PowerPoint, PDF, or email — one click.

  • Executive summary
  • Detailed commentary
  • Charts & visualizations

No credit card required • 5-minute setup

Not Another AI Wrapper

What Makes This Actually Different

Multi-agent SQL engine with persistent memory and automated reporting. Not a ChatGPT wrapper — infrastructure built for FP&A.

Full Dataset, Not a Preview

Unlimited rows

Load 500K+ rows into a real SQL engine. GROUP BY, JOINs, window functions across your entire dataset. No sampling.

ChatGPT: ~1,000 row limit

Self-Correcting, Not Single-Shot

Multi-agent reasoning

Queries your data, evaluates results, identifies gaps, and iterates until the answer is verified. Not one prompt and a prayer.

ChatGPT: one attempt, hope for the best

Remembers Your Business

Persistent memory

AI learns and adapts as your team works. Month 2 is smarter than Month 1 — no setup needed.

ChatGPT: starts from zero every time

Your Cloud, Your Data

Enterprise-grade isolation

AWS infrastructure, Bedrock LLM. Data stays in your region, never trains models. Full audit trail on every query.

ChatGPT: data leaves your environment

Board-Ready in One Click

Automated deck generation

Branded PowerPoint with real charts, KPI cards, comparison tables, and executive narratives. Ready to present, not copy-paste.

ChatGPT: copy-paste into slides manually
variance_analysis_q3.xlsx — 247,000 rows loaded
AccountBudgetActualVar %
Revenue - EMEA$15.2M$12.8M-15.8%
Revenue - Americas$22.4M$24.1M+7.6%
COGS - Materials$8.5M$7.6M+10.6%
OpEx - Marketing$2.1M$2.8M-33.3%
AI AgentIteration 3 of 3
You:

Why did EMEA revenue miss budget?

AI:

EMEA revenue is $2.4M below budget (-15.8%), primarily driven by:

  • • Germany: $1.8M shortfall (delayed enterprise deals)
  • • France: $0.4M shortfall (pricing pressure)
  • • UK: $0.2M shortfall (FX impact)

Verified across 3 queries — cross-referenced with prior period

Use Cases

Built for Your FP&A Workflow

From monthly close to board presentations — one tool for the entire FP&A cycle.

Month-End Close

FP&A Analysts
8 hours
/close

Automate variance commentary for your monthly management pack. Get explanations for every material variance in minutes, not days.

Example Query

"Explain all variances over $100K with P&L impact ranking"

Forecast vs Actual

Controllers
+15%
improvement

Compare your latest forecast to actuals. Identify where projections missed and generate updates for the next forecast cycle.

Example Query

"Why did Q3 forecast miss? Show trends by business unit"

Business Unit Reviews

Finance Directors
80%
faster

Prepare for BU reviews with auto-generated commentary. Each department gets tailored variance explanations and action items.

Example Query

"Generate variance deck for Operations review meeting"

Board Reporting

CFOs
A+
every time

Create executive summaries with key variances, drivers, and management commentary. Ready for board presentations.

Example Query

"Summarize top 5 variances for board with recommendations"

85%

Teams using WealthSight reduce variance commentary time by 85% on average.

Based on monthly close cycle comparisons

Simple Pricing

Less Than a Single Consultant Hour

Save thousands on consulting fees. Get instant variance analysis for a fraction of the cost.

Starter

For FP&A analysts running monthly variance analysis

$99/month
  • 200 messages/month
  • 50 analyses/month
  • 10 charts per session
  • 20 reports/month
  • Files up to 10MB
  • Email support
Most Popular

Professional

For FP&A teams managing close, forecasting, and board reporting

$299/month
  • Everything in Starter, plus:
  • Unlimited analyses
  • Unlimited messages & conversations
  • Unlimited charts & reports
  • Files up to 50MB
  • Advanced financial insights
  • Priority support

Enterprise

Desktop app with live ERP connections for mid-market FP&A teams

Let's Talk
  • Desktop app with live ERP, CRM & database connections
  • Two AI assistants: Data Analyst + Sentinel
  • Natural language monitoring — set alerts by talking to Sentinel
  • No data warehouse, no ETL, no technical team required
  • Interactive ERP dashboard & Power BI generation
  • Automated board-ready PowerPoint reports
  • Document drive & team workspace
  • AI learns and adapts as your team works — no setup needed
  • SSO / Active Directory integration
  • Dedicated support & SLA guarantee
Book a Demo
Traditional Consulting
$20,000+/month
WealthSight Professional
$299/month
Your Savings
98%

All plans include 14-day free trial • No credit card required • Cancel anytime

FAQ

Frequently Asked Questions

Everything you need to know about WealthSight.AI

Still have questions?

Contact Our Team

See the Difference on Your Own Data.

Upload your financial Excel file. Watch AI analyze every row, verify its own work, and generate a board-ready deck — in minutes.

Schedule a Demo
Full dataset analysis
AES-256 encrypted
Works with any Excel file