At Board, we empower organizations to plan continuously and make confident, aligned decisions—enhanced by AI, trusted data, and real-time market signals. Whether navigating disruption or seizing opportunity, success demands agile, connected planning across every function. 

Board delivers value across five core solution areas: 

• Financial Planning & Analysis (FP&A) – Plan with precision and foresight
• Close & Consolidation – Accelerate close, enhance transparency
• Commercial Planning – Maximize margin with market-aligned planning
• Supply Chain Planning – Build resilient, responsive supply networks
• HR & Workforce Planning – Optimize workforce strategy with intelligence

The Future of Planning is Continuous—and Contextual 

Traditional planning systems operate in silos and snapshots—too slow, too rigid, and too disconnected to keep pace with modern business. True competitive advantage now lies in the ability to monitor, analyze, and optimize continuously and in context. 

That’s where Board Agents come in: AI-powered, persona-based agents tailored to your business structure. These intelligent assistants don’t just surface data—they collaborate, simulate, and recommend actions that drive results. Unlike many vendors who focus on AI as a technology, Board centers its innovation on business context. 

Financial Planning & Analysis (FP&A) 

Board transforms traditional FP&A into a dynamic, AI-powered process. Whether you’re forecasting revenue, adjusting cost structures, or analyzing margin pressure, our FP&A Agent gives finance leaders the power to steer performance with agility and foresight. 

• Monitor & Predict: Combine real-time internal and external indicators to generate agile forecasts and spot financial headwinds before they hit.
• Analyze & Simulate: Evaluate multiple financial scenarios, model risk, and uncover performance drivers with intelligent root-cause analysis.
• Optimize: Reallocate budgets, optimize spend, and simulate investments for stronger ROI.

Board FP&A unlocks: 

• Predictive Forecasting
• Variance Analysis
• Cost Optimization
• Real-Time Budgeting 

Close & Consolidation 

Accelerate time to close while improving accuracy, transparency, and compliance. Board simplifies financial consolidation, compliance, and reporting—without sacrificing control. 

• Monitor & Predict compliance risks and data quality issues.
• Analyze & Simulate close timelines and financial performance pre-close.
• Optimize reporting workflows and governance processes.

Enables: 

• Multi-Entity Financial Consolidation
• Intercompany Elimination
• Statutory and Management Reporting
• Real-Time Close Insights 

 

Commercial Planning 

Our Commercial Planning solution fuses AI with rich data to help commercial leaders and merchandisers orchestrate demand, pricing, and product decisions with agility—responding to shifts before they erode margin or growth. 

• Spot emerging trends using economist-curated indicators and consumer behavior insights.
• Align long-range planning with category growth and inventory needs.
• Run pricing and promotional simulation scenarios that balance revenue targets with margin constraints.

Board drives impact across: 

• Demand & Category Planning
• Pricing & Promotion Optimization
• Sales Forecasting
• Product Lifecycle Management 

Supply Chain Planning 

Board empowers supply chain leaders with real-time visibility and agile response capabilities. Our Supply Chain Agent helps navigate global disruptions and complex constraints to keep products moving—and customers happy. 

• Monitor disruptions across suppliers, logistics, and demand.
• Simulate distribution and replenishment scenarios under varying constraints.
• Optimize inventory levels and production to meet cost, service, and sustainability goals.

Key capabilities include:

• Inventory Optimization
• Demand & Supply Matching
• Production Planning
• Smart Replenishment 

HR & Workforce Planning 

Bring the same strategic rigor to workforce planning as you do to financial planning. Board’s HR Workforce Planning solution integrates headcount, skills, cost, and capacity into one forward-looking view. 

• Predict workforce needs based on business and economic trends.
• Simulate different hiring, retention, and redeployment strategies.
• Optimize workforce allocation across geographies, roles, and skills.

Drive results with: 

• Headcount & Talent Planning
• Compensation & Labor Cost Modeling
• Capacity Management
• Scenario Planning for Restructuring & Hiring 

Powered by Board Agents: Where AI Meets Business Reality 

While others deliver AI features, Board delivers AI impact—through context-aware, role-based agents that understand your business and act on its behalf. 

• Persona-Based AI: Each Agent is tailored to real business roles (like CFOs, Planners, Supply Chain Leaders) 

• Context-Aware: Understands your organization’s structure, rules, and relationships 

• Agentic Intelligence: Collaborates with other agents to complete cross-functional tasks 

• Bring Your Own Model (BYOM): Plug in your custom ML models via Azure, Snowflake, Databricks, and more 

Turn Insight into Action with Continuous Planning 

True transformation happens when people and AI work in collaboration. At Board, we’re redefining how decisions are made—with a platform that’s not only smart, but aware. 

We’re just getting started—and the momentum is real. 
→ See how continuous, contextual planning with Board can drive smarter decisions and stronger performance—today. 

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