AI Agents, Tailored to Your Enterprise SOPs
Agents tailored to your enterprise SOPs — your chart of accounts, ERP schema, and reporting cadence. From rolling forecasts to board decks, automated and always current.
Three Agents. One Seamless Close.
Agents that connect to your ERP, follow your chart of accounts, and produce board-ready output — tailored to your enterprise SOPs and reporting cadence.
Your Model Rolls Forward Automatically
Your Forecasting Agent knows your chart of accounts, cost centers, and ERP schema. It pulls live actuals, extends projections, and rolls your entire model forward — tailored to your enterprise SOPs.
- Tailored to your company's chart of accounts and cost center hierarchy
- Pulls live actuals from NetSuite, QuickBooks, or your ERP
- Maintains full forecast version history with audit trail
Live Data from Every System, One Formula Away
Your Data Connection Agent bridges your financial model to 50+ data sources. Use formulas like =SJ.SALESFORCE() to pull live data into any cell — configured to your company's specific CRM, ERP, and billing schema.
- Configured to your company's Salesforce, NetSuite, and Stripe schemas
- Simple formula interface — no SQL or API knowledge required
- Scheduled refresh before every close and board meeting
=SJ.SALESFORCE("Revenue", "Q4")Board-Ready Charts That Never Go Stale
Your Board Reporting Agent keeps every chart and table synced with your source models. It follows your board's preferred format and refreshes everything before the meeting — tailored to your enterprise SOPs.
- Follows your board's preferred chart types, colors, and format
- Live-linked to source data — auto-refreshes before every meeting
- Version control for every update with full change log