Get an answer from the live model in plain language instead of building a report.
Instead of building a report to answer a one-off question, Finance can ask FP&A Genius — Datarails' AI assistant — in plain language and get an answer from the live model. This is useful for quick management questions between reporting cycles.
This guide shows you how to query the AI assistant, review the figures it surfaces, and refine your question with follow-ups.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Model a reforecast alongside the base budget and compare outcomes.
Open FP&A Genius from the Datarails workspace.
Type your question in plain language.
Review the answer and the figures it is drawn from.
Ask a follow-up to refine or break down the result.
Copy the answer into your notes or reporting if useful.
**Question typed into FP&A Genius:** *What was our total revenue last month versus budget, and which package contributed the most to the variance?* **Answer returned by FP&A Genius:** Total revenue last month was [actual figure] compared to a budget of [budget figure], resulting in a variance of [variance amount] ([percentage]). The [package name] package contributed [contribution amount] to the variance. **Follow-up question:** *Break down the [package name] variance by region.* **Refined answer:** [Region A] accounted for [amount] of the [package name] variance, while [Region B] contributed [amount]. [Region C] was on budget.
What was our total revenue last month versus budget, and which package contributed the most to the variance?
Turn the consolidated model into live dashboards that refresh with the data.
Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.