unMess AI Agents for Financial Planning Howto
unMess provides AI agents to automate financial planning, cost tracking, and unit-level analytics for startups and businesses.
View MoreHow to Use unMess AI Agents for Financial Planning
Sign up and connect data sources: Sign up for unMess and connect your accounting software or bank account(s). This takes about 2 minutes.
Define segments: Define user segments based on factors like customer demographics, pricing plans, products, projects, etc. This takes about 3 minutes.
Start analyzing: Begin analyzing your financial data using natural language queries. You can analyze at both the organizational level and segment level.
Set up AI agents: Configure AI agents to automatically gather data, map costs to segments, create reports, and set up automations.
Invite team members: Invite your team to collaborate on your unMess workspace, with role-based access controls.
Generate reports: Use the AI to generate cost and profitability reports for different segments and stakeholders.
Integrate additional tools: Connect other business tools using the 400+ available integrations to expand your data sources and analysis capabilities.
Optimize and refine: Continuously refine your segments, reports, and analyses to improve financial planning and decision-making.
unMess AI Agents for Financial Planning FAQs
unMess AI agents are artificial intelligence tools that help with financial planning and unit-level financial analytics for businesses. They can gather data, map costs to segments, create reports, and set up automations to assist with financial analysis and planning.
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