Agentic
Financial Planning

With Qlik MCP and data+ MCP Writeback, classic business intelligence becomes a true planning and steering platform. AI agents analyze live data, detect risks, and write planning values straight back. No Excel. No system breaks.

data+ Agentic Finance Planning — AI-powered financial planning with Qlik MCP writeback

Analysis alone
is not enough

Many companies work with fragmented processes, Excel forecasts, and manual coordination — while markets react ever faster.

Fragmented, manual, too slow

Volatile costs, geopolitical risks, and market shifts need to flow into forecasts faster. Classic BI delivers analysis — real planning needs process integration and secure writeback.

80 %
manual planning steps
5 ×
faster market changes

Planning directly on live data

The AI agent reads live data via MCP directly from Qlik and creates forecasts based on real company data.

Transparency & security

Every action remains traceable and audit-proof documented — faulty values are flagged automatically.

AI plans,
you decide

With Qlik MCP and data+ MCP Writeback, financial planning is automated and intelligently supported directly in Qlik.

Forecasts emerge in dialogue

The agent analyzes plan variances, creates forecasts, and adjusts scenarios dynamically. Changes are written back directly — no copy-paste, exports, or extra workflow tools.

100 %
transparent AI decisions
100 %
in real time

Not just analysis.
But action.

Fewer tools, less complexity, faster decisions.

Minutes
for forecasts instead of days of coordination
100 %
audit-proof documented

Forecasts and scenarios emerge within minutes instead of lengthy coordination processes across multiple systems. Companies benefit from higher data quality, faster decisions, and an integrated planning platform built on their existing Qlik investments.

Discover more

Sounds good?

https://leitart.de/#kontakt

Whether a standardized process or an individual challenge — our team adapts quickly to new situations. Initial conversation, no obligation.

Integration
Analytics
Action
Achim Gnadt

Contact person

Achim Gnadt
Phone +49 170 5442045
achim.gnadt@leitart.de

Sebastian Nädtke

Contact person

Sebastian Nädtke
Phone +49 162 1070069
sebastian.naedtke@leitart.de