Define a rule once,every agent uses the same one.

Allocation rules, KPI formulas, journal automation — defined and managed in one place.
Change a rule, and analyses, reports, and forecasts pick it up instantly. No more arguing about whose definition is right.

Source of truth

Auto

Propagated everywhere

Audit

Fully traceable

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Rule library✦ Source: Management Rules agent

Auto-allocate IT costActive

WHENIT cost is posted

THENAllocate to BUs by headcount

Travel approval gateActive

WHENTravel > $1,000

THENRoute to BU head for approval

Contribution margin formulaDraft

WHENMonth-end close

THENRevenue − variable cost, auto-computed

OUTPUTApplies across every agent + period

— How it works

Define once. Apply everywhere.

Describe the rule in plain language

"Allocate IT cost across BUs by headcount" — one sentence. AI generates the formula and validation cases.

AI builds the formula + back-tests it

Replays the rule on last month's data so you can see the result before activating. Tweak or approve.

Applies across every agent + period

Used identically by analyses, reports, and forecasts. Every change is timestamped and reversible.

— Use cases

Most useful for these roles

Controller

Update one rule → every report refreshes

"Switch shared-cost allocation from revenue to headcount."

Analyses, budgets, performance, reports all recompute. A week of editing sheets → 5 minutes.

FP&A Manager

KPI library — every analyst speaks the same language

"Make our \"contribution margin\" definition the standard."

Formula, exception cases, and aggregation locked. No more cross-team arguments over KPI math.

CFO

Audit trail — who changed what, when

"Show every rule change in the last quarter."

Change history, approver, and prior formula all preserved with timestamps. Audit response, instantly.

— Works with

Common pairings

Govern your rules from one place.

5-minute live demo, or a 1:1 sales call.

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