AI Research Agent

Your AI Finance Partner for FP&A

Build budgets. Run forecasts. Analyze variances. Report to the board. All in one place.

For FP&A professionals, finance managers, and CFO teams

Or try one of these

Tell it what you need

It researches, writes, designs, and delivers. You focus on what matters.

Watch it work

From research to finished deliverables. No hand-holding required.

"Monthly close used to take a week. Now I finish variance analysis in 2 days."

FP&A Manager

"TabTabTab builds my board deck from the model. No more copy-paste errors."

Senior Financial Analyst

"Scenario planning used to be a special project. Now we run what-ifs on demand."

VP Finance

Built for financial planning rigor

From budgets to board decks, without the Excel grind.

Budget Modeling

Build dynamic budgets with driver-based assumptions and scenarios.

Variance Analysis

Automate budget vs actual comparisons with root cause explanations.

Cash Flow Forecasting

Model 13-week rolling forecasts with sensitivity analysis.

Board Reporting

Generate executive-ready financial packages and presentations.

Scenario Planning

Run what-if analyses across revenue, cost, and headcount drivers.

Turn planning into clarity

The core workflows FP&A teams repeat monthly, made fast.

Use case

Monthly Close

Accelerate close with automated reconciliations and variance summaries.

Use case

Rolling Forecasts

Update forecasts weekly with actuals and revised assumptions.

Use case

Headcount Planning

Model hiring plans with fully-loaded costs and runway impact.

Use case

Board Packages

Generate board-ready financials with commentary and KPI trends.

Simple Pricing

Start for free. Scale when you find value.

200 free credits on sign up

SAVE 20%

Free

$0

Test on one budget cycle.

  • Access to standard models
  • No credit card required
  • + 100 sign up bonus credits
  • 100 credits/mo renewed monthly

Pro

MOST POPULAR
$20/mo

Full FP&A workflow for small teams.

  • First month free
  • 1,500 credits/mo
  • Priority speed & support
  • Extended reasoning (Opus 4.5)
  • Premium data sources
  • Top-up available

Ultra

$200/mo

Enterprise finance with multi-entity consolidation.

  • 30,000 credits/mo
  • Everything in Pro
  • Massive credit allowance
  • Early access to new features
  • Volume prospecting

Build forecasts that drive confidence.

For FP&A professionals, finance managers, and CFO teams.