Early access · AI Workforce
Delegate your finance team's first piece of work.
We're opening AI Workforce, OnePlan's agent layer, to finance teams who want to build it with us. We review every application one by one.
You delegate.
The programme
What we want to build with you.
Working sessions with the team
We review with you which operational work can be delegated and where to start.
The first agents, on your data and your processes
We set up the first agents on your OnePlan model and the way you close, forecast or collect.
You set the autonomy and the limits
Each agent works at the level you choose, from L1 Observes to L5 Executes within your limits, with amounts, accounts and periods.
A direct line to product
What you tell us shapes what we build next.
The programme is still being built: this is how we intend to run it, with no commitments on timing or results.
Who it's for
Finance teams at SMEs and mid-market companies.
Finance directors, controllers and FP&A teams who want to delegate operational work without losing control of what gets approved and recorded.
The first five agents
Early accessClose Agent
Prepare the month-end reconciliation
Variance Agent
Explain the procurement variance
Cash Agent
Update the 13-week cash forecast
Collections Agent
Prepare overdue payment reminders
Compliance Agent
Review payment controls
The first five. The workforce grows: more agents can be added.

