USE CASES
Annual Financial Planning Decision Flow (ViewpointAI + Clarity)
Our goal: Enable structured, data-driven, and collaborative annual financial planning by combining human judgment with AI-powered insights.
1. Decision Criteria (Define Financial Planning Goals)
Purpose: Establish the objectives for the financial plan.
Human Input: Define key criteria such as:
Revenue targets and growth objectives
Expense management and cost optimization
Capital allocation and investment priorities
Cash flow and liquidity management
Risk tolerance and contingency planning
Clarity’s Role: Suggests additional criteria based on historical performance, industry benchmarks, and market trends.
Output: Weighted decision criteria (“viewpoints”) forming the baseline for financial planning decisions.
2. Data Capture (Build the Financial Data Room)
Purpose: Collect all relevant financial and operational data.
Human Input: Historical financial statements, budgets, forecasts, departmental inputs, and market intelligence.
Clarity’s Role: Extracts and standardizes data from multiple sources, identifies inconsistencies or gaps, and enriches the data with trends, KPIs, and external benchmarks.
Output: Centralized, AI-enhanced financial data room ready for planning analysis.
3. Decision Making (Evaluate & Prioritize Financial Options)
Purpose: Assess financial options and trade-offs against defined criteria.
Human Input: Consider strategic priorities, departmental needs, and risk implications.
Clarity’s Role: Scores and ranks options, highlights trade-offs, simulates scenarios (e.g., “best-case vs. worst-case”), and projects impacts on cash flow, profitability, and portfolio allocation.
Output: Ranked financial plan with transparent reasoning for each recommended allocation or decision.
4. Decision Reporting (Transparency & Verification)
Purpose: Document the rationale and approval of the financial plan.
Human Input: Approve the finalized financial plan and provide contextual notes for leadership and stakeholders.
Clarity’s Role: Automatically generates a report showing criteria applied, weighted scores, scenario analyses, assumptions, and supporting data.
Output: Transparent, auditable report suitable for executive review, board reporting, and internal accountability.
Core Capabilities Throughout
Human: Strategic insight, judgment, organizational context, leadership priorities
AI (Clarity): Data extraction, scoring, ranking, scenario modeling, trend analysis
Collaboration: Departments, finance teams, and leadership can review criteria, discuss options, and provide input
Analysis: Identify patterns, risks, and opportunities across financial planning areas
Reporting: Automated documentation ensures transparency, accountability, and traceability
Clarity’s role: Guides the annual financial planning process from criteria definition to final reporting — analyzing options, modeling scenarios, and generating transparent, auditable reports — while humans make the final financial decisions.
Let’s Build Smarter, Faster Decisions Together
Join the next wave of AI-powered diligence.
We’ll set you up with white-glove onboarding and a pilot that speaks for itself.
Looking to Invest?
Centralized, auditable space for all deal materials.