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AI-enabled EPM/CPM
Accordion Intelligence

AI-enabled EPM/CPM

A lack of accurate and real-time financial insights creates massive budgeting and reporting challenges. And if your monthly budgeting process is manual, it can be debilitating for a finance function’s bandwidth.

We optimize your processes and decision-making with data-driven strategies and AI-powered analytics and predictive modeling.
UPLEVEL YOUR PROCESS WITH AI

Increase accuracy, improve insights, and reduce manual budgeting and reporting work.

HOW ACCORDION 
INTELLIGENCE DRIVES VALUE:
Get accurate, real-time financial insights.
Get AI-enabled, precise, and timely financial data to help you make informed decisions quickly and effectively.
Reduce manual effort.
Automate repetitive budgeting and reporting tasks with AI tools to decrease manual work, enhance productivity, and drive efficiency.
Optimize decision-making processes.
Refine decision-making processes with AI-powered analytics. Strategize effectively and respond to changing market conditions.
Utilize predictive modeling.
Forecast future trends with advanced predictive analysis tools, allowing for proactive planning and risk management.
Drive strategic growth.
Use AI capabilities to create data-driven strategies that drive sustainable business growth and competitive advantage in the market.

AI-enabled EPM/CPM use cases:

Improve budgeting speed and accuracy with predictive forecasting.
Intelligent automated insights, report generation, and financial commentary.
Agentic automation for more efficient workflows and proactive anomaly detection.
Improve systems integrations with Intelligent data cleanup, smart mapping, and automated exception-handling.

Our technology partners

Onestream
Oracle EPM Cloud
Pigment

AI for value creation.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.

Meet a few
of our experts.

Justin D'Onofrio
Justin D'Onofrio
Managing Director, Performance Management Team Lead

Justin is a Managing Director and Planning Solutions Team Lead within Accordion’s CFO Tech Practice. He has more than 15 years of experience leading the deployment of forecasting and analytic solutions for companies ranging from PE-backed to Fortune 1000.

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Joe Stasi
Joe Stasi
Managing Director, Performance Management Team Lead

Joe is a Managing Director, Consolidations Team Lead in Accordion’s CFO Tech practice, bringing with him over 20 years of corporate close process experience. Before joining Accordion, Joe was a co-founder of Platform Specialists (acquired by Accordion in 2022), a boutique consultancy focused on delivering client solutions for...

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Andrew Fahy
Andrew Fahy
Managing Director

Andrew is a Managing Director with over 10 years of finance and consulting experience. Bringing a strong financial background to CPM consulting, he has experience leading large-scale projects for global organizations across consolidations, forecasting & planning, data integration, and analytics. This breadth of experience helps Andrew understand how the various finance functions can fit and work together across a company’s CPM...

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Take the next step on your AI journey today.

You can get started with specific AI use cases right now. Let's build together.