Board AI features, pricing and GDPR (October 2026)

Board is an enterprise planning platform for financial planning, close, consolidation, supply chain and retail planning. Its AI agents support planners and controllers with narratives, cash forecasts and checks during the close.

Board combines planning, budgeting and forecasting, long-term and capital planning, financial close, consolidation and reporting with supply chain and merchandise planning. It was founded in 1994 and says more than 2,000 organizations use it. Board lists headquarters in Chiasso, Switzerland, and Boston, and hosts Board Cloud on Microsoft Azure. Prices are quoted per solution. Five AI agents cover FP&A, controlling, merchandising, supply chain and model architecture, and Board Foresight and Board Signals add market intelligence and change detection.

• Guides planning and writes narrativesThe FP&A Agent works inside the planning model, gives planners contextual recommendations and generates executive narratives that explain assumptions, risks and financial outcomes. Finance teams spend less time drafting commentary for management packs and more time on the discussion itself.
• Forecasts cash and liquidityThe FP&A Agent forecasts future cash positions, flags emerging liquidity risks and evaluates funding and working capital scenarios. Treasury and FP&A get an early view of cash gaps without a separate spreadsheet model.
• Checks data during the closeThe Controller Agent validates data throughout close and consolidation, identifies reconciliation exceptions and mapping inconsistencies and resolves intercompany mismatches. Controllers find errors earlier and spend less time chasing differences between entities before the deadline.
• Adds machine learning forecastsBEAM, Board Enterprise Analytics Modeling, adds AI and machine learning driven forecasts to Board plans and is offered as a separate item. Planners get a statistical view to compare with their own driver-based plans.

• Covers FP&A, financial close and consolidation in one platform, with separate AI agents for planners and for controllers.
• Lists ISO/IEC 27001, 27017, 27018 and ISO 9001 certificates plus SOC 1 Type II, SOC 2 Type II and SOC 3, with SOC reports available on request.
• Also covers supply chain and merchandise planning, which suits retailers and manufacturers that plan finance and operations together.

Board lists two headquarters: Board International SA in Chiasso, Switzerland, and Board Americas in Boston.

Board quotes each solution separately, so clarify which agents, BEAM and connectors such as the SAP connector are in scope. Request the SOC 1 Type II report if you use Board for close and consolidation, since auditors rely on it. Ask which Azure region will host your data, because the compliance page names Azure but no region.

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