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Budget vs Actual • .xlsx, .xls, .csv
15% below budget driven by delayed contract signings in Germany. Q4 pipeline suggests recovery.
Favorable variance from renegotiated supplier contracts. Recommend updating FY forecast.
Net impact to EBITDA is -$1.5M. Recommend management review of EMEA sales strategy...
ChatGPT, Copilot, and generic BI tools weren't built for FP&A. Here's where they fall short — and why your team goes back to Excel every time.
ChatGPT and Copilot truncate your Excel file. Try running a real variance analysis across 500K transactions or multi-entity consolidations — they can't. They guess from a sample. You need answers from the full dataset.
Generic AI gives you one answer and moves on. No cross-referencing, no sanity checks, no iteration. If the first answer is wrong, the wrong numbers go to management. Your FP&A team catches errors — the AI doesn't.
You get a wall of text you manually format into slides, tables, and charts. The analysis takes 30 seconds — then you spend 2 hours building the PowerPoint. The last mile is still entirely on you.
No complex setup. No consulting engagement. Just upload and start getting answers.
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Our AI instantly identifies material variances, calculates drivers, and prioritizes what matters.
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We built a multi-agent SQL analytics engine with persistent memory and automated reporting. That's not a ChatGPT wrapper. That's infrastructure.
ChatGPT truncates your file at 1,000 rows. WealthSight loads your entire dataset — 500K rows, a million rows — into a real SQL engine. GROUP BY, JOINs, window functions across all your data. No sampling, no guessing.
Our analysis agent queries your data, evaluates the result, identifies gaps, and runs again — iterating until the answer is right. Not one prompt and a prayer.
WealthSight stores your company context, KPIs, cost center mappings, and terminology across sessions. Month 2 is smarter than Month 1. ChatGPT forgets you exist after every conversation.
Runs on AWS infrastructure. LLM calls through Bedrock — your data stays in your region and is never used to train models. Full audit trail on every query. This is how you unlock regulated industries.
Not a wall of chat text. Branded PowerPoint with intelligent slide layout selection, real charts from real data, KPI cards, comparison tables, and executive narratives. Ready to present, not copy-paste.
| Account | Budget | Actual | Var % |
|---|---|---|---|
| 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% |
Why did EMEA revenue miss budget?
EMEA revenue is $2.4M below budget (-15.8%), primarily driven by:
Verified across 3 queries — cross-referenced with prior period
We handle your most sensitive financial data — P&L statements, budget files, forecasts. That's why security isn't a feature. It's the foundation.
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