Built for AI agents.
Not retrofitted with a chatbot.
NashOS is the FP&A platform designed around AI agents for finance from day one. 35+ agent tools cover ~99% of manual app actions. Every write is drafted, every action audit-trailed. The agentic alternative to Anaplan, Adaptive, and Excel.
What AI agents for finance actually do
Most AI for FP&A today is a chatbot bolted onto a planning tool built long before tool-using models existed. NashOS inverted the design: the agent is the primary interface, traditional grids are the fallback. 35+ tools across four categories.
Read
12 tools
Query fact tables, fetch trial balance, summarize a report, pull audit-log entries, list scenarios.
Plan
10 tools
Update drivers, write member formulas, create scenarios, manage entities and dimensions, schedule connectors.
Forecast
8 tools
Run 15 forecast algorithms, compare with R²/RMSE/MAE/MAPE, lock the winner, run what-if scenarios.
Decide
7 tools
Draft commits, ratify writes, export PDFs, push notifications, manage approvals, query the audit log.
What makes agentic AI in finance safe to run
An agent that can write to your financials needs to be safe by default. Every write surface is gated behind these four primitives.
Draft-before-commit
Every write produces a card. User clicks Post. Backend re-validates. Then commit happens.
Server-side auth on tools
Tool calls run with the user's permissions. LLM never gets credentials. RBAC enforced at the API layer.
Full audit trail
Every mutation logged: actor, timestamp, before/after JSON. Filterable. Forever.
Streaming + interruptible
Watch the agent run tools live via SSE. Cancel mid-task if it goes wrong.
Common questions
What is an agentic FP&A platform?▾
An agentic FP&A platform is built around AI agents for finance — software that can chain multiple tool calls, read and write financial data under the calling user's permissions, and carry a multi-step finance task through to a reviewable result — rather than a chatbot UI bolted onto a legacy planning tool. NashOS was built around agents from day one: 35+ tools cover ~99% of manual app actions, every write produces a draft for human review, and every action is audit-trailed.
How is this different from a chatbot in Anaplan or Adaptive?▾
The AI for FP&A in those tools arrived as a chatbot bolt-on after the fact — it answers questions, but the planning model underneath was never built for tool-using agents. NashOS reversed the design: every primitive (cube schema, RBAC, draft queue, audit trail) is designed for an agent to operate within safely. The agent can plan, forecast, draft writes, run scenarios, and commit changes — not just summarize what's already there.
Is the agent safe? What stops it from messing up my financial data?▾
Three safeguards. (1) Draft-before-commit: every chat-driven write produces a draft card the user must Post. The LLM never auto-mutates the database. (2) Server-side authentication: every tool call runs with the calling user's permissions; the LLM never gets credentials. (3) Audit trail: every mutation logged with actor, timestamp, and before/after JSON. You can prove what happened.
Which LLMs does NashOS use?▾
Claude Sonnet 4.6 by default; Gemini 2.5-flash supported as a fallback. Both are swappable via environment variable. Prompt caching keeps API costs low at typical usage.
What can agentic AI in finance actually do inside a planning model?▾
Read fact tables, draft entries, run 15 forecast algorithms, commit writes through the draft queue, export reports as CSV/Excel/PDF, manage scenarios and what-ifs, query the audit log, manage drivers and formulas, and answer plain-English questions about the cube. 35+ tools cover ~99% of manual app actions.
Can the agent handle multi-step tasks?▾
Yes. Example: 'Hire 3 engineers and show the runway impact' chains four tool calls — update HEADCOUNT_ENG, recompute SALARIES_ENG via member formula, run runway forecast, render the waterfall card. The user sees each step stream in real time and ratifies the final commit.
Watch the agent run live.
Open the demo, ask the agent a question, watch it chain six tool calls in real time.