What happens when the actuals are incomplete?

It reports which lines it could not read and which actuals have not landed, rather than treating a gap as underspend, and anything outside a written threshold is held for a named person.

Is this exception routing, or job plan-versus-actual?

Neither. Routing exceptions across systems has its own page, and so does plan-versus-actual on jobs and projects. This page compares an actual against a budget line you set in advance, routes the breach to the owner of that line, and reallocates nothing.

Budget variance monitoring and alerts

A budget line goes over before anyone looks at it

Today

The alert goes to everybody and nobody

A budget line goes over before anyone looks at it.
The alert arrives without the story of what moved.
The line's owner is unclear, so the alert goes to everybody and nobody.
And the actuals that had not landed yet get read as if the line were fine.

With agents

A breach routed to the named owner of that line, carrying what the record says moved it

A breach reaches the person who owns that line.
The owner reads a cause rather than a number.
A late actual is visible as late.

How an agent runs it

The comparison runs against the lines you set, on the cadence you set, and the named owner of a line receives a case rather than a notification.

Reads

Takes the budget lines you set and the actuals from the sources you authorize, on the cadence you set.

Measures

Compares each line against the thresholds you wrote down, and against only those.

Names

States the line, the direction and the size of the gap in your own terms, with each figure traced back to the rows behind it.

Attaches

Adds what the record says moved the line, so the owner reads a case rather than an alert.

Marks

Says which lines it could not read and which actuals have not landed yet, so a quiet line does not read as a healthy one.

Human gate

Routes each breach to the budget owner named for that line for the decision. It reallocates nothing, freezes nothing, commits nothing and approves no spending. The budget and the thresholds are yours, so the comparison can be run by hand at any point without the agent.

Keeps

Holds the breach open until that named owner closes it, with what they decided recorded against the line.

Results

What changes when the line has an owner

The breach reaches the line's owner

The owner is a field on the budget line, so routing is settled before the breach happens.

A cause rather than a number

What the record says moved the line travels with the gap.

A late actual reads as late

What has not landed is reported rather than treated as underspend.

Where this fits

Workflow / Automate a Workflow

The Workflow tier, Tier 1, through the Automate a Workflow door: one process end to end, from the budget line you set to the decision the line owner makes. A workflow proves it, a role scales it, a department transforms it, and an agent-run finance back office is the direction rather than a promised state. How It Works describes the gates and the thresholds.

Tier 1 / Prove

How It Works

Questions, answered

No. It names the gap and its apparent cause and routes the decision to the named owner, and that decision is gated. The budget and the thresholds are yours, so the comparison can be run by hand at any point without the agent.

AI Opportunity Audit

Bring the budget line that went over last quarter, and see what a written threshold would have surfaced

Bring the budget line that went over last quarter and the name of the person who owns it, and see what a written threshold on that line would have surfaced.

Book an audit