Our summary. Planning software with role-based AI agents for FP&A, the controller's close work and other planning teams. The maker says customers can bring their own models through APIs and connectors.

The record: Board

Fields every product record carries, in the same order. Words in quotation marks are the maker's; everything else is ours.

Field	Entry
What the AI does	Board Agents are persona-based and trained on high-impact use cases to help your teams continuously plan and forecast more confidently.¹
Use cases (our reading)	Forecasting, Variance analysis, Close automation
Data and systems it names	built-in connectors like Azure ML Studio, Databricks, R, and Snowflake.¹
Not stated on the pages read: human review.
Model or data handling	enables a “bring-your-own-model” approach through REST APIs and built-in connectors like Azure ML Studio, Databricks, R, and Snowflake.¹
Public company	Board is not in the SEC's company ticker file as read on 29 October 2026.²

Source: pages on board.com, read 29 October 2026; the SEC's company ticker file; notes 1 to 2.

Notes

Board, Board AI: Where continuous planning becomes agentic. www.board.com/ai. Read 29 October 2026.
SEC EDGAR, Company tickers file. www.sec.gov/files/company_tickers.json. Read 29 October 2026.

Systems it names, indexed: Snowflake. Human review across all records. All products, A to Z. Methodology.