Financial Planning & Analysis

Financial clarity in seconds.

Natural language P&L analysis, margin optimization, and cost-to-serve modeling — powered by your actual ERP data.

Finance teams deserve better than pivot tables

Gross margin calculations require manual joins across 5+ ERP tables

Cost-to-serve analysis is a quarterly project when it should be a daily question

Currency conversions are done in separate spreadsheets with stale FX rates

Customer profitability is unknown — high revenue does not always mean high margin

Working capital tied up in inventory is invisible until the quarterly review

Budget variance reports take days to compile and are outdated by the time they arrive

Capabilities

What you can do

💹

Gross Margin Analysis

Revenue minus COGS at any granularity — by product, customer, region, plant, or time period. Automatic currency conversion for cross-regional comparisons.

👤

Customer Profitability

Rank customers by contribution margin, not just revenue. Factor in production costs, transportation, warehousing, and payment terms for true cost-to-serve.

🏗️

Cost-to-Serve

Total landed cost from raw material through delivery. Break down by cost component: material, labor, overhead, inbound freight, outbound freight, handling.

💰

Working Capital

Inventory carrying costs including holding, warehousing, obsolescence, and insurance. See working capital impact by location and product family.

💱

Multi-Currency P&L

Automatic conversion using historical FX rates. Analyze revenue and costs in local currencies, then consolidate to USD for enterprise view.

📋

Variance Analysis

Compare actual vs budget vs forecast. Identify drivers of variance — was it volume, price, mix, or cost? Waterfall charts break down the story.

How It Works

Three steps to insight

01

Connect Your Data

Upload CSV, Excel, or connect to your ERP. Aantic AI automatically understands your star schema — dimensions, bridges, and fact tables.

02

Ask in Natural Language

Skip the dashboards. Ask: "What's our gross margin by region?" or "Run a Monte Carlo simulation on next quarter's revenue."

03

Get Actionable Insights

Receive data tables, charts, forecasts, and risk analyses — with the Python code behind every answer. Export to Excel with one click.

Try Asking

Questions you can ask today

Margin

What is the gross margin for a product by region?

Customer

Rank customers by contribution margin — who is most profitable?

CTS

Calculate cost-to-serve for Americas vs EMEA vs APJ

Capital

What is our inventory carrying cost at each DC?

Scenario

If material costs increase 15%, what happens to margins?

P&L

Show P&L by product family, converted to USD

Margin

Which products have margins below 20%?

CTS

Total landed cost for a product from Beijing to Rotterdam?

Report

Create an Excel report with margin analysis by region

Capital

How much working capital is tied up in APJ inventory?

Compatible Data

Works with your existing data

Cost Master
Price Master
Transportation Costs
Inventory Holding
FX Rates
Order History
ERP Star Schema
CSV / Excel
SAP FICO
General Ledger

Ready to start?

No setup required. Upload your data and start asking questions.

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