Planning & budgeting
Driver-based plans, budgets, rolling forecasts and scenarios.
Product · EPM — plan & close
Plan, consolidate and close on one live ledger.
Enterprise performance management on the same data as the ledger — planning, budgeting, consolidation, reconciliation and profitability with no exports and no drift. Oracle EPM / SAP BPC / NetSuite planning depth, without the second system.
6 modules in this suiteAI-native · run it by voice or chatOne system of record
Everything in EPM — plan & close
Full-suite depth — nothing left out.
Every module below runs on the same live system of record as the rest of your business — and every one can be operated by the BrioSync AI agent.
Plan & forecast
Workforce & capex planning
Headcount, compensation and capital planning tied to the GL.
Profitability & cost
Allocations, cost pools and margin by product, client or segment.
Enterprise data management
Govern chart-of-accounts, hierarchies and master data centrally.
Consolidate & close
Consolidation & close
Multi-entity consolidation, eliminations, ownership and currency translation.
Account reconciliation
Automated matching, reconciliations and close task management.
Narrative reporting
Board books and disclosures that pull live numbers and commentary.
Variance & analysis
Plan-vs-actual, driver analysis and drill-back to source journals.
✨ AI-native
Build a plan, run a scenario or draft the board narrative — by prompt.
No screens to hunt through, no consultants to book. The BrioSync agent runs EPM — plan & close across the whole system — propose → confirm → done, role-scoped and fully audited, by chat or voice.
“Forecast Q3 revenue at +8% growth” → scenario built
“Reconcile intercompany balances” → matches proposed
“Draft the board narrative for last month” → draft ready
Why on BrioSync
More than a module — part of one system.
The advantage isn’t just the features. It’s that they share one live record with every other suite — and an AI that runs and changes all of it.
No plan-vs-actual drift
Plans, forecasts and actuals live on one ledger — variance is always current.
Days, not weeks to close
Automated reconciliation and consolidation compress the close.
Explainable numbers
Every planned or consolidated figure drills back to source journals.
Self-serve scenarios
Model a scenario by describing it — no spreadsheets, no rebuild.
One system
Explore the rest of the suite.
EPM — plan & close is one of 12 suites — 100+ modules — all on the same AI-native platform.
See EPM — plan & close live.
Book a demo and we’ll show the whole business on one AI-native system — priced to the modules and team you need.