Tell it what you need.
It knows how to do the rest.
ClearBox FPA's Agentic AI covers your entire planning workflow — from building a forecast to designing board reports to managing your weekly cash position. Page-context understanding, 170+ tools, one conversation.
- Build and iterate on a full 3-statement forecast
- Design custom financial reports and board decks
- Manage AR/AP and track your weekly cash position
- Run what-if scenarios with revenue and headcount levers
It does the heavy lifting, you remain in control
"Restructure my revenue model to be driver-based"
It sets up a customer count or units driver, rewires your revenue assumptions through derived formulas, and links COGS to the same driver.
"Build a board report"
Creates a multi-page report with statements, charts and written narrative.
"What if we add 3 sales associates?
Creates a scenario with the right levers dialed in.
"Track gross margin and CAC against targets"
Sets up KPI tracking from the library or from scratch, sets your targets, and wires them to the forecast.
"Break the forecast down by department"
Creates a Department dimension, sets up the values, and splits your assumptions so you can see P&L by team.
"What’s our cash runway?"
Reads your current cash position, pulls the headcount cost from the forecast, and projects the impact on your runway week by week.
"Model each product line with its own margin"
Sets up a Product/Service schedule per SKU with units, price, and COGS — all flowing into the P&L.
Context-aware. Purpose-built.
ClearBox Intelligence understands the context depending on what you're doing. Each mode has deep access to its domain.
Ask questions about your forecast, request changes, or dig into what's driving a number. Full read and write access to the live model.
Builds a complete forecast from scratch. Analyzes your historicals, drafts a strategy, waits for your approval, then executes.
Designs custom financial reports — board decks, investor updates, operational dashboards. Adds charts, narratives, and KPI widgets.
Works inside your weekly cash forecast. Maps general ledger accounts, manages AR and AP, tracks upcoming obligations, and answers questions about your cash position.
Every action is a suggestion you approve.
ClearBox Intelligence never edits your model directly. It queues every change for your review — and you see the financial impact before committing.
AI proposes a change
Every action — creating an assumption, adding an employee, editing a cash item — is submitted as a suggestion with a plain-English description of what it's doing and why.
You preview the impact
Before accepting, see the before-and-after effect on revenue, expenses, profit, and cash across any period. You know exactly what you're approving.
You decide
Accept one, accept all, or reject anything. The model only changes when you say so. Every accepted change is logged with a full audit trail.
Agentic AI that works inside the model, not alongside it.
ClearBox Intelligence lives in the same workspace as your forecast, reports, and cash planning. It can see what you're looking at and act on it directly.
No copy-pasting numbers into a chat window. No context switching.
- Open the AI panel while reviewing any statement or report
- Ask questions about the numbers you're looking at right now
- Changes apply to the live model, not a separate copy
Start a conversation with your forecast.
14-day free trial. No credit card required. ClearBox Intelligence is included in every subscription.