Drive AI overview
View how Drive AI builds financial models from ERP data, explains formulas, runs scenarios and creates board reports.
How Drive AI works in Drivetrain
Everything builds on your connected ERP data. From there, Drive AI builds the model, explains how it works, tests scenarios and turns the results into reports for leadership.
Build and extend a financial model from ERP data
- Ask Drive AI for a model in a single prompt, for example a three-statement model for a SaaS business.
- Drive AI reads the connected ERP data and chart of accounts, asks a few clarifying questions and lays out its plan as it builds.
- Historical actuals from the ERP flow into the model automatically.
- Extend the model later by asking for it, for example a depreciation schedule linked to the balance sheet, and every downstream calculation stays connected.
Trace how any number was calculated
- Ask Drive AI how a number was calculated, instead of tracing formulas across sheets.
- See the inputs, the intermediate calculations and how the final value was derived.
Explain and write formulas in plain English
- Get a plain-English explanation of a formula someone else wrote, with the metrics and assumptions it references highlighted.
- Describe the calculation you want in plain English, and Drive AI writes a valid Drivetrain formula that is ready to use.
Create and compare scenarios from a question
- Ask a what-if question, for example what happens if sales hiring is frozen for the rest of the year, and Drive AI creates a new scenario.
- Compare the scenario side by side with the base plan, including its downstream impact on metrics such as quota capacity, new ARR and revenue.
- The scenario stays connected to the underlying financial model, so it remains internally consistent.
Schedule recurring analysis with agents
- Describe the analysis once, for example a weekly budget vs. actuals summary, and choose how often it runs.
- Drive AI runs it on schedule and sends the results to the team's inbox, so everyone starts from the same analysis.
- Ask follow-up questions about any run, or turn it into a shareable report, without starting over.
Find the levers behind a growth target
- Ask a strategic question, for example what it would take to double revenue over the next two years.
- Drive AI reviews the existing financial model, identifies the key growth levers and trade-offs, and builds the supporting analysis from your own data.
Turn analysis into an on-brand board report
- Save a custom command that formats any report or board in your company's brand colors and design system.
- Use the command with a prompt, and Drive AI builds a board-ready report that follows your layouts, messaging and reporting standards.
- The report stays connected to the live financial model, so the numbers stay current.
How Drivetrain simplifies FP&A with AI
Build and update financial models by asking in plain English, instead of rebuilding spreadsheets by hand.
Understand how any number or formula is calculated, even in a model someone else built.
Create on-brand board reports from the live model, instead of pasting screenshots into slides.
FAQs
Can Drivetrain build a financial model from our ERP data?
Yes. Drive AI reads the connected ERP data and chart of accounts, asks a few clarifying questions and builds a connected model from a single prompt, for example an income statement, balance sheet and cash flow statement with the planning assumptions behind them. Historical actuals from the ERP are included automatically.
Can Drivetrain explain a formula that someone else wrote?
Yes. Drive AI explains the formula in plain English and highlights the metrics and assumptions it references. It can also show how any number in the model was calculated, from the inputs to the final value.
If I explain in plain English what I need, will Drivetrain create the formula for me?
Yes. Describe the calculation in plain English, and Drive AI generates a valid Drivetrain formula that is ready to use.
Can Drivetrain run the same analysis on a schedule?
Yes. A Drive AI agent is a prompt that runs on the schedule you choose, such as every Monday morning, and sends the results to the team's inbox. You can ask follow-up questions about any run or turn it into a shareable report.
Can Drivetrain create board reports in our company's branding?
Yes. You can save a custom command that formats reports and boards in your company's brand colors and design system, then use it with a prompt. The report stays connected to the live financial model.
Is Drive AI's analysis based on our own data?
Yes. Drive AI works from your connected data and your existing financial model, and scenarios stay connected to that model.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
