Budgeting and Forecasting with AI
Transform planning from a manual annual cycle into a dynamic, data-driven process that adapts in real time.
Shape Your Digital Decision Making
This workshop gives leaders a clear understanding of how AI and automation can improve budgeting and forecasting accuracy, speed and decision making. You will learn how modern models use historical patterns, operational drivers and live data to produce forecasts that update continuously, highlight risks earlier and support more confident planning. The session focuses on practical application and shows what is achievable now in real organisations.
Future-Proof Your Role
What to Expect
- How AI models use historical data and business drivers to generate more accurate forecasts.
- How automation streamlines data collection, consolidation and scenario updates.
- The difference between static budgets, rolling forecasts and dynamic planning.
- How to identify key assumptions, drivers and variables that matter most.
- Practical examples of AI-enhanced forecasting across revenue, cost, headcount, project performance, demand and cash flow.
- How AI highlights emerging risks, variances and opportunities earlier than traditional methods.
- Guidance on how leaders can modernise planning without replacing existing systems.
Key Outcomes
- Clear understanding of how AI improves speed, accuracy and visibility in budgeting and forecasting.
- Ability to design a more dynamic planning process that responds to real-world changes.
- Greater confidence in evaluating and challenging assumptions.
- Insight into the types of models, data and governance structures required for AI-enabled planning.
- A practical roadmap for moving from manual budgeting to a modern, continuous approach.