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Software vendor

Board International

Board International, a planning software vendor with agents for FP&A, close and consolidation on its Board Agentic Planning Platform.

1 offering in the directory Last verified

Function

Ownership
Not stated

Not stated in the sources read; not an SEC filer under that name.

Headquarters
Not stated
SEC reporting
No
SourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
Audit firm
No
Website
board.com
SourceBoard home page
Subprocessor list
Not stated
Contract terms
Not stated

Offering · Software

Board Agentic Planning Platform

Directory recordLast verified Compare with othersBuild questions for this vendor

Board describes an agentic planning platform that brings business context, continuous planning and governed agentic AI together, with AI that recommends and acts under human oversight. SourceBoard home page

Its persona-based agents include an FP&A Agent for planning, modeling and financial statement analysis, a Controller Agent for the financial close, consolidation and reporting process that surfaces reconciliation exceptions, and an Architect Agent that builds and changes Board solutions through versioned updates. SourceBoard AI: Where continuous planning becomes agentic

Board says agents inherit users' access rights and operate within policy-driven guardrails that set their actions and when human approval is required. SourceBoard AI: Where continuous planning becomes agentic

Where it fits

CoE analysis Integrated planning that spans FP&A and the close, for organizations that want planning and consolidation agents on one platform.

Board's own pages assign reconciliation work to different agents. SourceBoard AI: Where continuous planning becomes agentic

CoE analysis Buyers should map each agent's actions before enabling them.

What it does

Offering type
Software
SourceBoard home page
Workflow areas
  • Planning and FP&A
  • Close
  • Reconciliation
  • Consolidation
SourceBoard AI: Where continuous planning becomes agentic
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • Agents and automated actions
SourceBoard AI: Where continuous planning becomes agentic
Suggests or acts
Suggests and acts
SourcesBoard AI: Where continuous planning becomes agenticBoard home page
Availability
Not stated

Agents are presented as current; no GA, preview or edition labels.

Models named
Not stated

Control

Who controls it
  • Vendor
  • Individual user

Agents inherit the user's role-based access; policy-driven guardrails define agent actions and when human approval is required, but who sets the guardrails is not stated.

SourceBoard AI: Where continuous planning becomes agentic

Commercial

Pricing model
Quote only
SourceBoard pricing
Public price
Not stated

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 10
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 1
  • Known limitations None read
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. FP&A Agent

    Automates planning, modeling and financial statement analysis; continuously evaluates plans, forecasts and actuals to surface insights and recommendations.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Suggests and acts
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourcesBoard AI: Where continuous planning becomes agenticBoard FP&A Agent

  2. Controller Agent

    Reviews close data, streamlines reconciliations by surfacing only true exceptions, and learns from history to recommend mappings.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceBoard AI: Where continuous planning becomes agentic

  3. Architect Agent

    Turns documents, spreadsheets, processes and data into Board solutions and evolves reports, workflows and business logic through governed, versioned updates.

    Kind
    Agents and automated actions
    Suggests or acts
    Acts
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceBoard AI: Where continuous planning becomes agentic

  4. Agent guardrails and external signals

    Agents inherit role-based access; policy-driven guardrails define their actions and when human approval is required; internal metrics are combined with more than 5 million external data sets.

    Kind
    Built into the platform
    Suggests or acts
    Suggests and acts
    Who controls it
    Individual user
    Availability
    Not stated

    Control: Guardrail owner not stated.

    SourceBoard AI: Where continuous planning becomes agentic

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Which agent handles reconciliations

Statement A

The agent descriptions assign reconciliations to the Controller Agent, which streamlines reconciliations by surfacing only true exceptions.

board.com/ai
Controller Agent

Statement B

The FAQ says the Board FP&A Agent automates reconciliations and accelerates close cycles.

board.com/ai
FAQ Will AI agents replace workforces?

Which agent performs reconciliation work, and whether it automates or surfaces exceptions, is stated differently.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

  • For each Board agent we would enable, which actions can it take without human approval, and who in our organization sets the guardrails?
  • Which agent performs reconciliation work, and does it surface exceptions or clear them?
  • Which LLM provider sits behind Board Agents, where is our data processed, and is the no-training commitment in our contract?
  • Can we obtain the Forrester study behind the 335% ROI figure, including who commissioned it and its population?
  • What does Board's audit log record for agent actions, and can we export it?

From the diligence question set

  1. DQ-05 Which AI features are switched on by default, which does an administrator have to enable, and can each be switched off on its own?
  2. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
  3. DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
  4. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
  5. DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
  6. DQ-18 Can a feature reach data or take actions beyond the permissions of the user it works for, and how is it protected against instructions hidden in the documents or data it reads?
  7. DQ-27 For reconciliation and matching: what rules and tolerances govern automatic matches, can a match be undone, and how are unmatched and partly matched items shown?

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