AI Analytics for Finance and Operations

Sapien's agents find the profit buried in your SAPSAP

Leveraged daily by
Cooper StandardBlink ChargingCarlex&pizzaOdekoRESRG Automotive
Variance Analysis
Gross Margin
Management Reports
Inventory Allocation
Pricing Optimization
Variable Contribution Margin
Operational Drivers
Driver-Based Forecasts
10-Q Reporting
Anomaly Detection
Budgets vs Actuals
Scrap/Yield Monitoring
and many more
Variance Analysis
Gross Margin
Management Reports
Inventory Allocation
Pricing Optimization
Variable Contribution Margin
Operational Drivers
Driver-Based Forecasts
10-Q Reporting
Anomaly Detection
Budgets vs Actuals
Scrap/Yield Monitoring
and many more

Why teams switch

Analysis you can trust, set up the way your business actually works.

Sapien connects directly to your ERP and operational data, learns how your company runs, and gives your team fast answers you can understand, verify, and act on.

Demo Company

Company Context Model

Finance

General Ledger
Budget Files

Operations

Work Orders
Machine Perf.

Sales

CRM Pipeline
Revenue Data

Procurement

Purchase Orders
Vendor Spend
Sapien maps your org structure to your data, so every analysis starts with full context

A system that knows you and your business

Every formula, definition, and exception your team carries in its head. Sapien learns it once and applies it every time, so you do not rebuild context from scratch on every question.

Modules/Monthly P&L Report

Available Modules

Monthly P&L Report

Revenue, margin and EBITDA by site

Run

Cost Driver Analysis

Material, labor and overhead breakdown

Variance Report

Budget vs actuals with driver attribution

Analysis in minutes

When leadership wants contribution margin instead of gross margin, or by SKU instead of product family, Sapien recalculates in minutes instead of kicking off another reporting cycle.

Analyses/Site 4 Profit Drivers
Break down the drivers of profit change for site 4, go into detail and compare to other sites...

Site 4 is the only large site growing profit, with GP up $739.94K (10.91%) H1 2024 to H1 2025.

Site 4 Gross Profit Walk: H1 2024 → H1 2025

6.78MH1 2024Gross Profit1.09MNet PriceDelta0.52MVolumeEffect0.015MContractPricing(0.51M)MaterialCost(0.38M)OverheadCost7.52MH1 2025Gross Profit
Dive Deeper
Ask a follow-up question...Ask

See where every number came from

Open any answer to see the source transactions, logic, and driver breakdown behind it, so finance can verify every number before acting on it.

Dashboard

2024 Budget vs Actual Costs Monthly

0M20M40M60M80MJanFebMarAprMayJunJulAugSepOctNovDec

2024 Total Budgeted Spend

0.00M

Across all five sites

Actual Costs Exceeded Budget by 23%

The entire variance is driven by $207K in price mix, with volume contributing essentially zero.

Budget vs Actual Cost Variance by Site

Total budget of 89.63M rolls up to total actual of 110.05M across sites.

89.63MTotal Budget10.62MSite 5 Var4.72MSite 2 Var3.73MSite 3 Var1.21MSite 4 Var135KSite 1 Var110.05MTotal Actual

Hover + click Add item to create a monitoring table.

Keeps watch on the business for you

Sapien flags margin compression, cost overruns, and unusual patterns as they emerge, not after someone spends a week building the report.

Integrations & Security

Works wherever your data lives.

Sapien works across SAP, NetSuite, Snowflake, BigQuery, Excel, and even 20-year-old on-prem ERPs. You do not need to move everything into a new warehouse first.

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Built with security and trust at our core. Trusted by Fortune 500s.

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Learn more about our security

Finance teams drive real impact with Sapien.

$12M

Error caught

SKU- and plant-level variance analysis

It does more than save us time. It enables us to get more granular with the data and better understand the drivers of better profitability for our business.

Alex Cohn

Alex Cohn

Sr. Director of Corporate Finance & Accounting, Carlex

30+ hrs

Saved per week

Self-service analytics across every location

We skipped a rung on the tech growth curve. Sapien has clearly helped us take a very different look at how we evaluate the business.

Doug Poppen

Doug Poppen

SVP of Strategy and Analytics, &pizza

Sapien vs LLMs

ChatGPT does not know your business.
Sapien does.

ChatGPT, Claude, and Gemini can answer questions about a file you upload. They do not stay connected to your ERP or warehouse, they do not remember your business rules, and they cannot show where every number came from. Sapien does all three.

General-purpose LLMs

ChatGPT, Claude, and Gemini

ChatGPTClaudeGemini
Buying FactorLLMsSapien

Connected to live ERP and warehouse data

Root-cause analysis, not just summaries

Traceable to source transactions

Persistent business context over time

Recurring analysis without reprompting

Natural language questions

Request a Demo

See What Sapien Can Do
for Your Team

The role of CFOs has changed over the years, and now puts the entire CFO stack at an inflection point that’s ripe for disruption. In our view, Sapien is productizing the cutting edge of AI research for CFOs, with the opportunity to truly revolutionize how finance teams operate.

Ken Chenault

Ken Chenault

Former Chairman and CEO, American Express

FAQ

Frequently asked questions