Self-service finance

Let budget owners answer their own questions — instantly

Precanto gives business teams real-time visibility into their forecasts and spend — so finance can stay focused on high-value tasks instead of getting pulled into every request.

Precanto self-service finance dashboard showing budget-owner Q&A and real-time budget-vs-actual variance by department for instant spend insights.

Every “quick question” costs finance hours

These aren’t complex questions — but they come up often, and answering them takes time away from high-value work.

Precanto gives budget owners the ability to explore their numbers directly — without relying on spreadsheet updates or finance bandwidth. That means faster decisions for the business, and more time for finance to focus on what matters most.

Precanto self-service finance inbox displaying frequent budget-owner requests—budget remaining, move ad spend, pause hires, license renewal—illustrating time-draining finance questions.

What Budget Owners Can Do

See current budget vs actuals by department or function

Ask questions in plain language and get answers instantly

Test “What if I delay this hire or shift this vendor spend?”

Prep for QBRs or reviews without a data pull

Make confident decisions with up-to-date forecasts

Waiting on finance to send updated reports
Emailing finance and hoping for a reply
Requesting a custom export or model view
Submitting a request and waiting for a scenario to be built
Relying on static spreadsheets that go stale quickly

Self-service doesn’t mean self-managed

Precanto gives budget owners controlled access to the answers they need — with the guardrails finance expects:

View-only access to department-level forecasts, spend, and scenarios

Ask Precanto translates plain-English questions into structured outputs

Constraints prevent data drift, misinterpretation, or unauthorized changes

Finance retains full governance, control, and visibility across the system

Empower the business. Protect your time.

With Precanto, finance teams can:

Chat interface showing recurring finance questions from department heads, routed into a system for centralized processing.

Reduce inbound requests without reducing support

Department-level budget variance table comparing baseline vs. predicted spend for engineering and marketing.

Stay focused on strategic analysis — not status checks

AI finance assistant displaying top budget variances for lab supplies, software, and consulting expenses with forecast vs. tracking comparison.

Give leaders the tools to explore their budgets responsibly

Precanto self-service finance metrics showing 286 budget-owner questions answered and 57 finance hours saved this week, proving a faster, leaner finance function.

Build a finance function that’s faster, leaner, and more trusted

Let business teams move fast — without dragging finance into the weeds.

See how Precanto enables self-serve finance without the risk.

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