Transforming Financial Analysis with AI: Pigment’s New Analyst Agent
November 04, 2025
Firms within the financial services market invest significant effort turning raw data into actionable insights. Pigment’s newly launched artificial intelligence (AI) Analyst Agent, automates these critical EPM processes at their source, freeing up time and resources for higher-value activities.
Pigment’s Analyst Agent fundamentally transforms how analysis is conducted within Pigment models. It operates as a continuously active financial analyst, capable of scanning datasets, identifying anomalies, and producing clear, data-driven explanations of business performance. Rather than manually constructing reports and dashboards, teams can define analytical objectives through Missions. The Agent then autonomously retrieves, analyzes, and delivers insights with full traceability and context.
The Mechanics of the Analyst Agent’s Mission Framework
Users define their analytical goals by submitting prompts, which the Analyst Agent then converts into structured Missions which guide its workflow. For instance, a prompt could be, “Explain the main variances between Actual and Budget for Q2 operating expenses.” The Agent then executes the end-to-end workflow, pulling the right data, running calculations, identifying root causes, and delivering results as narrative summaries complemented by visual dashboards.
Missions follows a clear structure that define the analytical process from start to finish:
- Introduction – outlines the business question or analytical goal
- Data Scope – specifies which metrics, dimensions, and versions to include
- Instructions – defines the analytical steps, such as calculating variances, looking for outliers, or generating summaries
- Output Format – describes how insights should be delivered (tables, graphs, KPIs)
- Assumptions – adds context that the agent may find helpful (time periods, currency type)
This framework enables standardization and automation of recurring financial processes, such as variance analysis, forecast validation, and profitability deep dives. Over time, organizations can even compile a repository of standardized Missions, thus continuously improving the quality, speed, and reliability of their insights.
Ensuring Consistency and Governance: The Supervisor Agent
Supporting the Analyst Agent is Pigment’s dedicated Supervisor Agent, which oversees task coordination, result validation, and delivery of outputs across key domains. Serving as a central governance mechanism, this control layer ensures strict alignment with modeling logic, data governance policies, and user permission frameworks. This guarantees that performance management insights remain consistent, that data integrity is maintained, and that compliance with relevant regulatory standards is upheld across the organization.
Unlocking your Financial Planning Potential
Pigment’s Analyst Agent establishes a new standard for EPM platforms by embedding AI directly within the modeling environment. It enables planners to rapidly test assumptions, adapt to market dynamics, and make decisions more easily through natural-language interaction.
Looking ahead, Pigment’s growing AI ecosystem, including innovations like the Modeler, Planner, and Consolidation Agents, fully transforms financial planning from static reporting to dynamic, integrated performance management. With deep EPM expertise and tailored support, our team is ready to help your organization unlock the full potential of these AI-powered innovations. Contact us to explore how we can support your financial planning transformation!