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AI agents
for finance & controlling

Your new digital employees. They don’t just analyze – they take action.

Which AI agents can take the pressure off your controlling department?

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Report Assistant

Generates reports autonomously overnight.

The benefit for you: your analyses are ready in the morning—without any manual work.

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Data verifier

Cleans up master data in the ERP system.

Your benefit: 100% data quality without manually searching for errors.

Early warning agent

Monitors key figures around the clock.

How you benefit: Identifies trends immediately so you can take timely countermeasures.

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System linker

Automatically moves data between tools.

How you benefit: No more data shuffling—your systems work hand in hand.

Frequently Asked Questions (FAQ):

Here you will find answers to the most frequently asked questions about AI in controlling. If you need further information, please do not hesitate to contact us.

A classic bot works rigidly according to rules – like a train on rails. If something changes, it derails. An AI agent, on the other hand, is like an autonomous car: it understands context and learns from mistakes.

Absolutely. We work according to the “human-in-the-loop” principle. This means that the agent prepares everything, does the hard work, and delivers the results to you. However, the final decision and approval always remain with you. You are the pilot, and the agent is your first-class co-pilot.

Your data is stored securely with us. We use encrypted environments and ensure that all processes are carried out strictly in accordance with GDPR standards. The agent only works within the framework you specify – securely, discreetly, and transparently.

Quite the contrary. Our AI agents in controlling are team players. They integrate seamlessly into your existing world—whether you work with Excel, ERP systems, or IBM Planning Analytics. We don’t create a new construction site, but rather close the gaps between your tools.

We are not fans of projects that take months to complete. We can often get a first specialized agent (such as the data checker) up and running within a few weeks. We start small, prove the benefits, and then scale up together.

How can AI agents in controlling resolve your master data chaos in 48 hours?

1. Are you tired of the endless data jungle in your ERP?

Your ERP system is probably full of duplicates, outdated addresses, or incorrect assignments. Until now, cleaning up this data has been a mammoth task that has paralyzed your team for weeks. Manual corrections are not only extremely time-consuming, but also prone to new errors. This is exactly where AI agents in controlling come in, ending the era of tedious list-scrutinizing once and for all.

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2. Can your autonomous data checker simply take over the night shift?

As soon as you give the go-ahead, your new digital colleague scans thousands of data records in record time. It compares your master data with official sources, checks tax numbers, and detects logical errors that often escape the human eye. While you and your team sleep, the agent works in the background and prepares everything for clean reporting – without breaks, without coffee, and with the utmost concentration.

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3. Do you want to retain full control instead of trusting a “black box”?

The agent doesn’t just blindly make corrections in your system. You receive a clear list of all findings and specific suggestions for changes. Based on the “human-in-the-loop” principle, you decide with a single click which corrections will actually be implemented. This allows you to retain full control over your financial data, while the AI does 95% of the groundwork for you. You remain the director, and the agent is your precise tool.

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4. Are you ready for the perfect basis for your controlling?

The result after just 48 hours? A sparkling clean system that is ready for complex analyses and intelligent forecasting in IBM Planning Analytics. Clean master data is the indispensable foundation for any serious AI strategy. With your AI agent, you not only gain an enormous time advantage, but also the certainty that each of your strategic decisions is based on an absolutely reliable database.

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WHAT OUR CUSTOMERS SAY

Your contact partners

Our team is always available to answer your questions and discuss our solutions.

DO YOU HAVE ANY QUESTIONS OR COMMENTS?
GET IN TOUCH!

Energiemanagement Schulung

BI2run GmbH & Co. KG
Nord Carree 7
40477 Düsseldorf

Phone: +49 211 924 131 27
E-mail: mail@bi2run.de

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Philipp Krauleidies

Senior Sales Manager

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