AI workspace for finance and FP&A teams.Spend Time on Decisions, Not Decks.
Docsbench AI agents work through your ledgers, plans, and business updates across every entity, and build the monthly packs, forecasts, budgets, board materials, and investment cases your calendar demands.
- Less time assembling
- Every figure traced to its source
- Reforecasts on request
Your Numbers and Their Context. One Workspace.
Bring GL exports from every entity, budget and forecast models, pipeline and headcount data, department updates, mappings, and past packs into one persistent knowledge base. Docsbench’s agents keep your definitions, last quarter’s explanations, and the latest forecast on hand, so each cycle starts from where the last one finished.
Put Every Entity on the Same Reporting Lines.
Map each entity’s chart of accounts to your management-reporting lines, and check ledger lines and invoices against your cost-center rules. Docsbench flags likely miscoding and keeps the original account and source document beside every proposed change. Review the uncertain items and consolidate on numbers you trust.
DE 4410Frachtkosten
Freight & DistributionMappedUK 6020Carriage outwards
Freight & DistributionMappedUS 5130Shipping supplies
?Needs review
Explain the Variance, Not Just the Number.
Compare actuals with budget, forecast, and prior year by division, product, or cost center. Docsbench breaks the movement into drivers using your method, places the department updates beside each one, and marks what still has no explanation instead of guessing a cause.
Consumer gross margin 1.8 pts below plan
Drivers by your margin method, September
- Mix-1.1 ptsSales by SKU export
- Promotion depth-0.5 ptsPromotions calendar
- Unexplained-0.2 ptsAsk division finance
Build the Model. Change It on Request.
Build driver-based forecasts, budgets, and investment models with working formulas and an assumptions log. When leadership changes an assumption, tell Docsbench which files to update. It revises the model, commentary, and slides, and shows exactly what moved.
A smaller April price increase lowers full-year revenue by $2.1M, mostly in Consumer.
FY revenue outlook $212.4M$210.3M
Ready for Every Date on the Finance Calendar.
Close, the quarterly reforecast, budget season, the board meeting, and the investment decisions in between each bring their own deadline and their own weeks of preparation. Choose a stage to see the work and what Docsbench hands back.
Show Leadership What the Rest of the Year Holds.
“Actualize the rolling forecast through September, and explain every change from last quarter’s outlook.”
“Update revenue from the latest pipeline export, and build base, upside, and downside cases with a risks and opportunities summary.”
“Rerun the outlook with the six open roles moved to Q1, and show the impact on EBITDA and cash by quarter.”
Turn reforecast requests around faster so the discussion is about the decision, not the model.
What changed since Q2
Pipeline up, freight still high.
Monthly revenue, actuals and Q4 cases
| Risks and opportunities | FY EBITDA |
|---|---|
| Northline contract signs in November | +$0.9M |
| Carrier surcharge holds through Q4 | −$0.4M |
| Two sales hires start in January | +$0.2M |
- Excel.xlsx
Forecast Workbook. Actuals plus driver-based forecast, scenarios, and an assumptions log with working formulas.
- PowerPoint.pptx
Outlook Deck. What changed since last quarter, the scenarios, and the risks and opportunities.
Editable Word documents. Excel workbooks. PowerPoint decks. Open the files, check every formula, and keep refining.
Keep Every Number Accountable.
Can we trace every figure?
Yes. Each figure links to its source export or document, formulas stay live in the workbooks, and totals are checked against the approved exports. Each proposed reclassification shows the original account and its supporting document.
Does Docsbench replace our ERP or planning system?
No. Bring exports from your ERP, planning tool, or BI reports, along with your existing models, mappings, and templates. Docsbench builds new work in your format and can edit the files you already use.
What happens when the numbers don’t explain themselves?
Docsbench separates calculated drivers from explanations found in your source material. Variances without supporting evidence are marked as open items for the business owner, not filled with an assumed cause.
Who owns the forecast and the budget?
You do. Finance sets the definitions, model logic, and assumptions, and approves what goes to leadership, the board, and lenders. Docsbench’s agents prepare and revise the work under your direction.
More Time for the Next Decision.
Spend less time consolidating data, building models, and reworking packs every time an assumption changes. Give your team more time to advise the business on what to do next.
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