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AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI
  

Wednesday, April 01, 2026 1:00 PM - 2:00 PM Eastern Standard Time

Traditional forecasts fail because they rely solely on historical financial trends and disconnected data. While drilling into operations for early indicators is expensive and time-consuming, modern business demands real-time adaptation.

AI built from the ground up for financial intelligence—not just bolted on—is the catalyst for this transformation. Join us to see how an AI-native platform revolutionizes your financial processes, moving beyond manual consolidation and generic AI tools that lack enterprise security. We'll demonstrate how purpose-built AI empowers your team to move from endless email chains to automated, accountable workflows.

This session explores how AI-powered financial planning turns static models into dynamic, weekly re-forecasts, giving you the confidence to drive organizational performance and protect board credibility.

What You'll See:

  • The Financial Intelligence Layer: How an AI-native architecture provides the "why" behind numbers in real-time with explainable, board-ready models.
  • Predictive Forecasting & Connected Revenue: How to move beyond historical trends by natively connecting live CRM data to your financial plan for a single source of truth.
  • Anomaly Detection as an Automated Watchdog: How AI sifts through vast datasets to proactively identify revenue risks or hidden opportunities before they impact the bottom line.
  • AI Finance Assistant: A "Google for finance data" that allows anyone to find answers in plain language without compromising enterprise-grade security or compliance.

This webinar is eligible for 1 CPE credit.


Speakers

Clayton Ramnarine

Chief Revenue Officer

Una Software