Finance

Elevate financial planning with Aera skills that automate forecasting and planning, optimize budgets, provide real-time financial insights, and much more.

Integrated Business Planning

Align strategic, financial, and operational plans to drive consensus, improve forecasts, and enhance performance.

Understands

Evaluates strategic goals, financial targets, demand forecasts, supply capacity, and inventory positions.

Recommends

Provides integrated plan scenarios with trade-off analysis across revenue, cost, cash, and service-level objectives.

Acts

Automatically consolidates cross-functional plans, highlights misalignments, and generates executive decision packages.

Learns

Continuously improves planning integration by learning from outcomes to enhance plan accuracy, reduce strategic–operational gaps, and improve cross-functional alignment and decision quality.

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Financial Supply Planning

Synchronize supply chain decisions with financial targets to optimize working capital and operational costs.

Understands

Analyzes supply chain spend, working-capital requirements, cash-flow impacts, and operational constraints across the network.

Recommends

Provides cost-optimized supply plans with trade-offs between inventory investment, service levels, and operational efficiency.

Acts

Automatically adjusts procurement timing, production schedules, and inventory positions to meet financial objectives.

Learns

Continuously improves financial–operational alignment by learning from outcomes to optimize working capital and cash-conversion cycles, reduce inefficiencies, and improve profitability.

Cash & Liquidity Forecasting

Continuously sense cash movements and operational signals to generate adaptive liquidity forecasts and protect cash.

Understands

Monitors cash flows, receivables, payables, working-capital trends, and operational events impacting liquidity.

Recommends

Provides dynamic cash forecasts with risk alerts and suggested actions to optimize liquidity positions.

Acts

Automatically updates cash projections, triggers collection or payment actions, and alerts teams to liquidity shortfalls.

Learns

Continuously improves cash forecasting by learning from outcomes to improve liquidity-forecast accuracy, reduce cash-flow volatility, and enhance payment timing and collection effectiveness.

Profit and Loss Planning and Forecasting

Generate adaptive P&L forecasts that connect operational reality with financial outcomes in real time.

Understands

Integrates sales performance, demand patterns, cost structures, and market dynamics to build a comprehensive financial baseline.

Recommends

Provides rolling P&L forecasts with profitability insights by customer, category, and SKU, highlighting margin risks and revenue opportunities.

Acts

Automatically recalibrates financial projections, triggers variance investigations, and alerts stakeholders to material P&L deviations.

Learns

Continuously improves forecasting accuracy by learning from outcomes to improve revenue and margin predictability, accelerate planning cycles, and enable proactive profitability management.

Tariff Risk Mitigation

Monitor trade policies and tariffs to identify risks and recommend sourcing or routing adjustments.

Understands

Tracks trade policies, tariff regulations, sourcing patterns, and shipping routes to assess exposure and compliance risks.

Recommends

Suggests sourcing alternatives, routing changes, and cost-mitigation strategies to protect margins and supply continuity.

Acts

Automatically runs scenario analyses, triggers sourcing reviews, and initiates procurement or logistics adjustments.

Learns

Continuously improves risk mitigation by learning from outcomes to reduce tariff-related margin erosion and improve supply chain resilience to trade disruptions, all while maintaining compliance.

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Budget Planning

Continuously sense performance, demand shifts, and cost drivers to recalibrate budgets and guide decisions.

Understands

Monitors actual spend, revenue performance, demand changes, and cost variances across departments and cost centers.

Recommends

Identifies budget gaps, reallocation opportunities, and optimal spending adjustments supported by scenario-based budget outlooks.

Acts

Automatically recalibrates budgets, triggers approval workflows, and alerts stakeholders to material variances.

Learns

Continuously improves budget accuracy by learning from outcomes to enhance forecast precision, reduce budget cycles and planning iterations, and improve resource allocation.

Long Range Planning

Analyze macro trends, portfolio performance, and resource dynamics to generate evolving long-range scenarios.

Understands

Evaluates market trends, strategic initiatives, portfolio performance, and resource capabilities across multi-year horizons.

Recommends

Provides scenario-based long-range plans with strategic options and investment priorities aligned to business objectives.

Acts

Automatically updates strategic scenarios, triggers portfolio reviews, and initiates resource planning cycles.

Learns

Continuously improves strategic planning by learning from outcomes to improve long-term forecast accuracy, reduce strategic blind spots, and enhance investment decisions.

Zero Based Budgeting

Analyze cost patterns, activity requirements, and value contribution to recalibrate budgets from the ground up.

Understands

Analyzes cost structures, activity drivers, value-creation metrics, and resource utilization across all budget categories.

Recommends

Identifies cost-optimization opportunities and value-driven spending allocations, incorporating scenario-based budget baselines.

Acts

Automatically builds zero-based budget models, flags low-value spend, and triggers justification workflows.

Learns

Continuously improves cost optimization by learning from outcomes to maximize savings, reduce wasteful spending and low-value activities, and improve cost transparency.

Product & Customer Profitability

Continuously sense cost, configuration, labor, and FX signals to protect margins and optimize profitability.

Understands

Continuously monitors cost structures, pricing, configurations, labor trends, customer behavior, and FX impacts affecting margins.

Recommends

Surfaces margin risks and opportunities with scenario-driven profitability outcomes and recommended pricing, mix, or cost actions.

Acts

Automatically updates profitability models, triggers pricing or configuration adjustments, and alerts teams to margin thresholds at risk.

Learns

Learns from outcomes to improve margin forecasts, refine recommendations, and reduce unprofitable transactions over time.

Explore Other Business Functions

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Supply Chain

Optimize end-to-end supply chain operations with Aera Skills that sense demand shifts, balance inventory, orchestrate logistics, and much more.

Procurement

Transform procurement operations with Aera skills that automate sourcing decisions, optimize supplier performance, ensure compliance, and much more.

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Sales & Marketing

Accelerate revenue growth with Aera skills that refine pricing strategies, align sales execution, optimize demand generation, and much more.

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Resources

What is Decision Intelligence

This guide introduces decision intelligence — what it does, why it’s different, and where it delivers value across the enterprise.

IDC Marketscape for Decision Intelligence Platforms

Aera Technology has been named a Leader in the IDC MarketScape for Decision Intelligence Platforms 2024.

Aera Technology Customers

Leaders at some of the world’s biggest and fastest-growing companies trust Aera to digitize and automate thousands of decisions every day.

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