Use case #4 · Monthly and quarterly
Forecasts and board packs Board-ready the day the books close.
Rolling actuals into the forecast takes days before anyone can discuss it.
How Spaces helps
AI agents
Roll actuals into the forecast, flag what moved against plan, and draft the commentary and charts.
Your team
Department heads update assumptions. The CFO reviews the story before the board sees it.
Plan Actual and forecast
Start with use case #1
Reconcile last month, side by side with your team.
Pick one entity. Connect your ERP and payment portals. See how many lines the agents match before you change anything.