// AI Agents

A finance team that never sleeps.

Drivepoint AI agents work alongside your team — answering questions, drafting variance commentary, flagging anomalies, and rebuilding scenarios on demand. Grounded in your data, not generic models.

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Inside AI Agents.

01 — Ask anything

Your AI analyst, on demand.

Ask in plain English. “Why did Q3 contribution margin drop?” “What was Amazon CAC last week vs. trailing 8?” The agent queries your live model, shows the work, and links to the cells it used.

  • Natural-language Q&A across the model
  • Every answer cites its source cells
  • No SQL, no formula building
Why did Q3 contribution margin drop?
✨ Drivepoint AI

Contribution dropped 2.1 pts in Q3, mainly:

  • Amazon promo mix · −1.4 pts [REV.AMZN.Q3]
  • 3PL rate increase · −0.5 pts [OPEX.LOG.Q3]
  • Returns spike, OATS-12 · −0.2 pts [RTN.SKU12]
Revenue
draftUp $214K on Prime Day; underlying DTC flat WoW.
✓✎
Gross margin
draftDown 1.4 pts, driven by Amazon promo mix.
✓✎
Opex
acceptedHeld flat; agency fee reclassified to brand.
✓
Cash
draft$4.2M EOP; runway extends to Q3 FY27.
✓✎
02 — Variance commentary

First drafts, not blank pages.

Every month, the agent drafts the “what changed and why” for every line item — sales, GM, opex, cash. Edit, accept, send. The next month it remembers your tone and the framings your board cares about.

  • Drafts variance commentary line-by-line
  • Learns your house style and tone
  • You stay in control — accept or rewrite
03 — Always-on agents

Watching while you sleep.

Background agents monitor anomalies, threshold breaches, connector health and data quality 24/7. When something matters, you hear about it — with context, a suggested action, and a one-click handoff to a human.

  • Anomaly + threshold + data-quality monitors
  • Slack and email handoff with context
  • You configure the rules, in plain English
Anomaly
●
Watching · 14 metrics
Connectors
●
All 12 healthy
Threshold
●
Meta CPM +38%
Data quality
●
99.4% match
✨
Sent to #finance-alerts2 min ago · context attached
✨“Build me a recession case — flat DTC, −20% wholesale, hold opex.”
→ Generated · “Recession FY26”
DTC ordersflatauto
Wholesale revenue−20%auto
Opexholdauto
Implied EBITDA$48Kcomputed
Save scenarioTweak
04 — Scenario builder

“Build me the recession case.”

Describe a scenario in a sentence. The agent branches the model, sets the drivers, runs the math, and hands you back a clean side-by-side. Tweak it, save it, share it — or throw it away, no harm done.

  • Plain-language scenario generation
  • Branches a real, editable scenario
  • You review every assumption before it lands
// OUTCOMES

What changes when an AI analyst joins the team.

01

Get answers in seconds, not stand-ups.

Ask in plain English; the agent queries your live model, shows the work, and cites the cells. No more waiting two days for an analyst to “look into it.”

02

Variance commentary, drafted for you.

Every month the agent writes the first pass — line by line, in your tone. You edit and accept. Reporting goes from blank-page panic to twenty-minute review.

03

Anomalies caught before they hurt.

Watchdog agents monitor connectors, drivers and cash 24/7. The first sign of drift lands in Slack, not in next month’s board pack.

04

Scale your team without hiring.

One analyst on Drivepoint covers what three did on spreadsheets. The repetitive work goes to agents; your people focus on the calls only humans can make.

// THE PLATFORM

Explore the full platform.

Drivepoint is a single platform with four pillars. They share one model, one data layer and one set of permissions — so the work flows.

Data & Context

Every system you run on, wired into one live model.

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Modeling

Driver-based scenarios your whole team can use.

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Reporting

Board-ready reports, generated and distributed.

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