3PEAKS AI-Driven EPM

What it does

It covers the core EPM processes and adds an AI layer on top.

• Budgeting, forecasting and scenario planning
• Financial consolidation and management reporting
• AI-generated variance analysis and commentary
• Natural-language questions on actuals and plans

Your choice of AI model

Use Anthropic Claude or OpenAI models, or run open-source models privately inside your own data centre so sensitive financial data never leaves your network.

Implementation approach

We begin with a focused discovery of your finance process, reporting calendar, source systems and controls. The delivery then moves through design, configuration, data integration, user testing, training and a controlled go-live.

• Process and requirements workshop
• Solution blueprint and data mapping
• Build, testing and finance-user validation
• Go-live support and continuous improvement

How to decide if this is the right fit

The right choice depends on process complexity, deployment policy, current ERP, user experience, internal skills and total cost. 3PEAKS evaluates these factors against your real requirements before recommending a platform.

What a successful project delivers

Success is measured in a faster and more controlled finance cycle, not simply installed software. We define measurable outcomes before implementation and validate them with process owners during testing.

• Less spreadsheet collection and reconciliation
• Clear ownership, workflow and audit trail
• Faster reporting and scenario turnaround
• A scalable model finance can maintain

Frequently Asked Questions

Is my financial data sent to public AI services?

Only if you choose to. We can deploy private open-source models on your own infrastructure.

Can it work with our existing ERP?

Yes. We integrate with your ERP and other data sources as part of implementation.