AI that understands your numbers, because the system underneath is solid
AI controller for finance teams. Alex analyzes your financial data, explains variances, and prepares management reports — under your control.
Voorbeeldgesprek met Alex, Virtual Controller
Smartbooks bevat een AI business controller, Alex, die finance-vragen beantwoordt op basis van je geconsolideerde data. Voorbeelden van vragen die Alex direct kan beantwoorden:
- Vraag: How are we tracking YTD vs. budget?
- Antwoord van Alex: YTD revenue is €4.82M (+6.3% vs. budget). EBITDA lands at €612K (-2.1% vs. budget), strong Q2 months were offset by higher personnel costs.
- Vraag: What's the biggest variance this quarter?
- Antwoord van Alex: Marketing is €84K over budget (+18%), mainly due to a one-off campaign in June. Want me to break this down by entity?
- Vraag: Generate a board deck for the next meeting
- Antwoord van Alex: I'll generate an 8-slide deck with P&L overview, top-3 variances, cash position and forecast. Ready in ~30 seconds, want it in your brand template?
Trusted by finance teams
ChatGPT and Copilot can be smart about general knowledge, but they don't know your numbers. Alex is different. He works on the structured data foundation of Smartbooks: unambiguous definitions, controlled processes, validated consolidation. No hallucinations on loose Excel files, but analyses on numbers you already trust.
Ask Me Anything, your data in plain language
Ask questions the way you would ask a colleague, and get an answer instantly, 24/7. "How are we tracking YTD against budget?" "Which entity has the biggest deviation this quarter?" Alex finds the answer in your Smartbooks data and answers in plain language, with source attribution so you see exactly where the number comes from.
- Natural language questions on actuals, budget, forecast and history
- Access to all entities and dimensions in Smartbooks
- Source attribution per answer, you see where the number comes from
- Available outside office hours, without emailing a colleague
P&L Assistant, analysis, commentary and board deck
Have Alex analyze your income statement, write commentary and generate a board deck, in your house style. Alex writes it in language your board understands and exports the analysis directly into a presentation in your branding. Ready for the management meeting, you only fine-tune where needed.
- Automatic variance analysis against budget and prior year
- Commentary in business language, not AI-speak
- Export to a board deck with your house style and reporting structure
- Editable, Alex delivers the first version, you decide the final
EBITDA + 11% dankzij omzetgroei in Q3. Marketing-overschrijding gericht op nieuwe markten.
Smart Story, variances are found, you decide what happens
As soon as bookkeeping is done, Alex runs the analyses automatically and presents variances with severity scoring. Standard analyses run in parallel: Transaction, Budget, Trend and Ratio. Only variances above your thresholds land on your desk, with severity, so you know where to look first. Per variance you choose: booking error, explain, or ignore. You no longer go looking for what stands out, it stands out by itself.
- Four analyses automatically: Transaction, Budget, Trend, Ratio
- Thresholds you set, no noise from irrelevant differences
- Severity scoring per variance for prioritization
- Decision per variance recorded for audit trail
Under your control, you decide what Alex does
AI you can't explain to your board, you don't deploy. That's why Alex is in controlled mode by default. Per entity you decide whether Alex is active. You give context about your organization so analyses are relevant, sector, reporting structure, specific KPIs. And with custom prompts you steer Alex toward analyses that fit your way of working.
- Per-entity on/off, Alex works only where you want
- Your own context: sector, reporting structure, specific KPIs
- Custom prompts for recurring analyses
- Full audit trail, you see where each analysis came from
"AI only has value in finance if you can explain the outcome to your board. That's why we built Alex so you can always see where a number comes from and what the analysis did, not despite the control, but thanks to the control."
Connects directly with Exact Online, Exact Globe, Twinfield, AFAS and Odoo.
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