Generative AI in financial forecasting: Go Beyond Spreadsheets
Automate FP&A cycles, improve forecast confidence, and accelerate scenario planning with a governed AI platform that integrates directly with your ERP and CRM systems.
- Improve forecast accuracy
- Accelerate rolling forecasts
- Generate audit-ready outputs
Enterprise-Grade AI for
Financial Forecasting
Lyzr provides a secure, auditable platform for FP&A automation, enabling finance teams to build driver-based forecasts and execute complex scenario planning with unprecedented speed.
01
FP&A Automation
- Drastically reduce manual data work and standardize your forecasting workflows.
02
Scenario Planning
- Execute rapid what-if analysis based on clear, documented assumptions and drivers.
03
Unified Data Engine
- Connect signals from ERP and CRM systems, eliminating spreadsheet versioning issues.
04
Explainable AI
- Understand the 'why' behind the numbers with traceable variance drivers.
Automate Core Financial
Workflows
Power your most critical finance functions, from continuous rolling forecasts and cash flow management to accurate revenue forecasting and automated variance analysis.
Rolling Forecasts
Achieve faster monthly refresh cycles with automated driver updates and analysis.
Cash Flow Analysis
Integrate pipeline, subscription, and demand signals for enhanced forecast accuracy.
Revenue Forecasting
Integrate pipeline, subscription, and demand signals for enhanced forecast accuracy.
Move beyond the limitations of manual spreadsheets and late data. Adopt enterprise-grade Generative AI with full control and trust.
Drive Measurable Business
Outcomes, Not Just Reports
- Reduce FP&A Cycle Times
Move from slow monthly processes to rapid, on-demand weekly or daily updates.
- Enhance Forecast Accuracy
Leverage driver-based models and continuous anomaly detection to improve confidence.
- Achieve Executive Alignment
Deliver clear scenario narratives and decision-ready outputs for leadership.
- Gain Proactive Risk Insights
Get early warnings on cash, revenue, or critical cost deviations.
A Purpose-Built Platform for
Finance Teams
Our architecture enables seamless finance data integration and driver-based forecasting, delivering explainable AI outputs your team can trust and verify.
Data Integration
Utilize pre-built ERP and CRM connectors for unified finance data integration.
AI Model Generation
Deploy generative AI forecasting models within secure, finance-specific guardrails.
Driver-Based Controls
Maintain full control over your driver-based forecasting and scenario planning.
Automated Variance Analysis
Go from numbers to narrative with automated variance analysis and explainable outputs.
Governance & Security
Ensure audit-ready forecasting with enterprise-grade privacy and model controls.
Generative AI in Financial
Forecasting: A Comparison
Lyzr provides a "Bank-in-a-Box" AI framework, ensuring your generative AI banking security matches your most stringent internal standards through total isolation.
Feature
Manual Spreadsheets
Legacy FP&A Tools
Lyzr
Rolling Forecasts
Highly manual
Rigid, template-based
Fully automated, continuous
Driver-based Scenarios
Error-prone manual links
Limited driver options
Dynamic multi-driver engine
ERP/CRM Integration
Manual data exports
Brittle integrations
Seamless, real-time sync
Explainability
No explanation, just data
Basic variance numbers
Automated narrative generation
Governance
No version control
Limited workflow
Granular user-level controls
Audit-Ready Outputs
Difficult to trace
Requires validation
Fully traceable and auditable
Static, delayed
Static, delayed
Basic modeling
Predictive, with risk signals
Anomaly Detection
Manual review
Rule-based only
AI-powered detection & alerts
Why Choose Lyzr For AI
Financial Forecasting?
Finance-Grade AI
Operate with guardrails built for financial governance and model controls.
Rapid Time-to-Value
Implement and iterate quickly, empowering your FP&A team without IT dependency.
Plays Well With Others
Lyzr integrates with your existing ERP, CRM, and data warehouse infrastructure.
Built for Trust
Our platform meets enterprise security needs with data privacy and auditability.
Built Specifically for
Financial Institutions
Join a growing ecosystem of consulting and technology partners
We replaced our maze of spreadsheets with Lyzr and the impact was immediate. Our rolling forecasts are now truly continuous, what-if scenarios take minutes instead of days, and I have far greater confidence in the numbers we present to the board. It's a strategic shift for our FP&A function.
CFO
Fintech SaaS Unicorn
Zero
Data Exfiltration Incidents
Deploy Governed Generative AI
in Four Steps
- Step -Â 1
Define Goals
We map your forecast KPIs, data sources, and ownership.
- Step -Â 2
Connect Systems
Integrate with your ERP, CRM, and GL to map accounts and key drivers.
- Step -Â 3
Configure Agents
Set up your forecast models, scenario guardrails, and approval workflows.
- Step -Â 4
Launch & Iterate
Run parallel forecast cycles, refining drivers for continuous improvement.
Frequently asked questions
It's an advanced AI that automates financial modeling, planning, and analysis. Instead of just analyzing past data, it generates realistic forecasts, scenarios, and narratives. For FP&A, this means faster, more accurate rolling forecasts, dynamic scenario planning, and automated variance analysis, all within a governed framework.
Accuracy is improved by analyzing more data and drivers than humanly possible. Lyzr avoids black-box risk by providing explainable AI, making every assumption, driver, and data source traceable. You always maintain control and can audit the entire process.
Lyzr is designed for flexibility. Our platform includes pre-built connectors for major ERP, CRM, and general ledger systems. The goal is to create a unified data source for forecasting without requiring a massive data engineering project from your team.
GenAI transforms rolling forecasts from a painful, manual monthly task into a continuous, automated process. It allows you to update forecasts instantly as new data arrives, giving you a real-time view of business performance and improving organizational agility.
Ensure audit-ready forecasting with enterprise-grade privacy and model controls.
Yes, but only with an enterprise-grade platform. Lyzr is built with model governance, data privacy, and auditability at its core. Unlike open AI tools, our system operates within your security perimeter, ensuring your sensitive financial data remains fully protected and compliant.
Our AI agents analyze historical cash movements, current receivables, payables, and external signals to generate predictive cash flow forecasts. The system automatically flags potential shortfalls or liquidity risks, providing early warnings so you can take proactive measures.
The AI compares actuals to forecasts and automatically identifies the key drivers of any variance. It then generates clear, plain-language explanations. Because every insight is traceable back to the source data, finance leaders can trust and defend the narrative.
Our goal is rapid time-to-value. A typical implementation takes weeks, not months. We primarily need engagement from your FP&A team to define goals and drivers. Our team handles the technical integration, minimizing the burden on your internal IT resources.
ROI is measured in three key areas: efficiency gains from automating manual FP&A tasks, improved business outcomes from higher forecast accuracy, and strategic value from faster, more insightful scenario planning. We can help you build a business case for your specific needs.
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