Launch AI-first workflows for budget planning in minutes. Automate data collection, forecasting, and approvals so finance teams can plan accurately, adjust quickly, and align spending with strategy.
Kick off flows from ERP updates, forecast submissions, or department inputs
AI steps project revenue and expenses, summarize deltas, and flag risks
Automate data roll-ups, approvals, and revision tracking across departments
430+ connectors across accounting, payroll, CRM, and analytics platforms
Credentials stay encrypted.
Sensitive details never appear in logs due to data masking.
Run in our secure cloud or self-host for complete control.
Create Budgets That Stay Aligned and Up to Date
Budgeting is complex when data lives in silos and revisions pile up. Automating data aggregation, forecasting, and review cycles keeps your budgets accurate, transparent, and ready for real-time decision-making.
AI-powered forecasting and variance analysis
SOC 2 Type II cloud for secure financial planning
Trusted by 100,000+ users worldwide
Disconnected apps slow teams down and create errors.
Activepieces fixes that by giving you 400+ integrations in one platform.
Trigger workflows from financial systems and department submissions. AI consolidates inputs, applies assumptions, and generates rolling forecasts automatically.
Review and Approvals
Route budgets through finance, leadership, or department heads for review. Track every change and approval with version control and audit-ready logs.
Reporting and Adjustments
Generate reports comparing actuals vs. forecasts, highlight deviations, and suggest adjustments. Update dashboards automatically when assumptions change.
Automate your work without writing code!
Join 100,000+ users from Google, Roblox, ClickUp and more building secure, open source AI automations. Start automating your work in minutes with Activepieces.
