Finance blueprint
Model, assumptions, input inventory, cadence and control map.
Implementation / Olbrain + your enterprise
Build your first FP&A system on Olbrain Agent OS.
An implementation led by Olbrain forward-deployed engineers (FDEs), shaped around your financial model, data, controls and review process. Define the scope together before build begins.
Discuss your FP&A scope ↗01 / Delivery
Agree the delivery package.
Implemented workflow
Agreed input-to-P&L, presentation, questions and review flow.
Validation evidence
Test cases, reconciliations, issues and business sign-off record.
Deployment handover
Operating roles, access, support and change process agreed.
Deliverables and boundaries are finalized during scoping. The same model, inputs and tests anchor acceptance.
02 / Responsibilities
A shared implementation.
Clear ownership.
Finance
Provide and approve the planning model, definitions, source assumptions, reconciliation expectations and review steps. Accept business outputs.
IT
Confirm architecture, access, environments, data handling, enterprise integration dependencies and required security or procurement reviews.
Olbrain FDEs
Implement the agreed system on Agent OS, work through integration requirements, support validation and prepare the scoped handover.
Shared decisions: Scope, acceptance criteria, change control, commercial terms, operating responsibilities and the expansion decision require explicit agreement. The enterprise retains accountability for its agents and their actions. Decisions requiring human judgment or authorization remain with your people.
03 / Delivery journey
From context to approved scope.
Finance + IT + Olbrain
Map finance, inputs and controls
Map the planning model, source data, cadence, owners, approvals and constraints.
Joint agreement
Agree scope, acceptance and pricing
Define outputs, success checks, responsibilities, dependencies and commercial structure.
Olbrain FDEs + your IT team
Build and integrate the system
Implement on Agent OS. Begin with approved data access; integrations depend on agreed scope.
Your reviewers + Olbrain
Validate with finance and IT
Reconcile agreed outputs, test scenarios, review access and confirm sign-off criteria.
Joint rollout and ownership
Deploy the approved scope
Agree operating responsibilities, review cadence, support and the next expansion decision.
04 / Acceptance
Define acceptance before implementation.
Model + outputs
Agree definitions, formulas, source versions and reconciliation rules.
Workflow + review
Agree scenario checks, output format, approvals and exception handling.
Technical + handover
Agree access checks, operating responsibilities and deployment sign-off.
No blanket forecast-accuracy guarantee. Agree test cases, reconciliation tolerances and review responsibilities for the specific system.
05 / Commercial structure
A scoped implementation.
Recurring platform usage.
Implementation scope
Build, integration, validation and handover, priced against the agreed scope.
Recurring platform usage
Usage basis, included support and ongoing responsibilities made explicit in the proposal.
No public price quote, minimum term or delivery timeline is assumed. Before accepting a proposal, agree actual fees, usage basis, included and excluded support, third-party costs, renewal and termination terms, the change-request basis and customer dependencies.
06 / Dependencies
Resolve rollout dependencies early.
Data readiness
Manual collection may be the starting point. Agree owners, versions and quality checks.
Enterprise integration
Files and connections are agreed during scoping. Each integration requires access, validation and acceptance.
Security + procurement
Review evidence and open questions before commitments or production approval.
07 / Questions for scoping
Security and procurement.
Start with the questions.
Confirm evidence and applicable terms during scoping.
- Where does data run and reside?
- What access controls and identity integration are supported?
- How are retention, deletion and audit records handled?
- What deployment options and support terms are available?
- Which legal terms, subprocessors, usage basis and service commitments apply?
- Who owns escalation?
Your first deployment
See how your FP&A
system could work.
Walk through an illustrative enterprise workflow, then discuss your models, review process and rollout dependencies.
Book an FP&A demo ↗