Your EPM platform already has the answer. AI is how you reach it.

Ask in Excel. Gain insights from your EPM model.

Ask anywhere. Answer from your EPM platform.

Finance teams want answers in the tools they already use with answers from OneStream, Board, or Oracle Cloud EPM where the calculations, business logic, security and governance behind every number already exist.

Taysols helps organisations unlock AI access to their EPM platform without compromising control. By establishing the right metadata, security and governance foundations, we enable AI tools to retrieve trusted answers from governed financial data.

The result is simple: users can ask questions in Excel, Teams, Copilot, Claude or ChatGPT and answers are computed by their EPM model. Security is inherited, business logic remains intact, and answers accurate, auditable and decision-making ready.

Download AI Readiness Checklist

From EPM data to decisions, without leaving your workflow

Excel

During the close process, a group accountant wants to know which entities are yet to submit and what the impact on eliminations could be if they submit the same figures as last month. The answer comes straight from the EPM model and appears in the worksheet they’re already working in.

In Teams or Copilot

An FP&A analyst using Microsoft Teams can ask a question and the answer is calculated by the EPM model and returned according to the analyst’s existing permissions. Users can only view data they are authorised to access.

In Claude or ChatGPT

A CFO preparing a board pack asks why divisional EBITDA is behind plan and then drills into the contracts driving the variance. Financial performance comes from the EPM model, while supporting operational detail comes from connected business data, all within the same conversation.

Four foundations for governed AI access to your EPM solution

Is our metadata ready for AI?
AI doesn’t just read numbers. It interprets dimensions, hierarchies, member names and descriptions to understand business context. Well-structured metadata leads to more accurate and trustworthy answers.

Will answers respect existing permissions?
Users should only see the data they are already authorised to access. The most effective approach is to inherit security directly from the EPM platform rather than creating new access controls.

Should we start with read-only access?
Most organisations begin by allowing AI to retrieve and explain information. Write-back scenarios can follow later with defined approval workflows and a complete audit trail.

What is our single source of truth?
The EPM model should remain the authority for calculations and business metrics. AI should retrieve, explain and summarise results, not create alternative versions of key financial measures.

For the full checklist and more questions relating to blending in data lake sources, fill in the form below for the Readiness Checklist.

Download the Readiness Checklist

Download the governed AI Readiness Checklist

Secure AI access to your EPM platform

At Taysols, we’re specialists in EPM platform implementation — ensuring your organisation gets maximum value from its investment. We make sure the data foundation is clean, the access controls are correct, and the insights your AI tools produce can be trusted. Our partners have already enabled the industry standard AI integration layer that allows AI tools to safely access enterprise systems:.

OneStream.

The Finance Agentic Layer lets any AI tool your team uses to securely query OneStream data. It maintains existing permissions, and applies OneStream’s financial logic to every answer.

Learn more about OneStream

Board

Board’s platform combines financial and operational data in a single governed model, helping users move from what happened to why it happened with trusted, explainable answers.

Learn more about Board

Oracle

Oracle Fusion Applications (release 26A) includes a governed connection point so AI tools can access trusted data through Oracle’s existing security model, not a separate or weaker one.

Learn more about Oracle

Decision intelligence in finance: Key questions answered

Where do users ask questions?

Questions can be asked in the tools people already use, including Excel, Teams, Copilot, Claude and ChatGPT. Users stay in their existing workflow while answers are returned in the same interface.

How does AI access the EPM model?

A governed access layer connects AI tools to their existing EPM platform – including OneStream, Board, or Oracle Cloud EPM. It exposes approved dimensions, hierarchies, calculations and business logic while enforcing existing permissions and audit requirements.

How is security maintained?

Answers inherit the same access controls already configured in their EPM platform including OneStream, Board, or Oracle Cloud EPM. Users only see data they are authorised to access, regardless of which AI tool they use.

Can other business data be included?

Yes. The same access layer can connect to data lakes, warehouses, CRM platforms and operational systems, allowing financial and operational context to be combined in a single answer.

Users can ask questions in the tools they prefer while receiving answers computed by the OneStream, Board, or Oracle Cloud EPM without bypassing governance, security or audit controls.