What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly access budget data, financial forecasts, and performance metrics when making strategic business decisions.
Example
"Get the current budget variance for the Marketing department in Q4."
Memory Recall
Retrieve historical financial data and planning scenarios to inform current budgeting and forecasting activities.
Example
"Show me the actual vs. planned revenue trends from the last three quarters."
Instant Reaction
Automatically alert stakeholders when budget thresholds are exceeded or financial targets are met.
Example
"Notify the CFO when any department exceeds 95% of their quarterly budget."
Autonomous Routine
Schedule automated budget reviews, financial reporting, and variance analysis on a regular basis.
Example
"Generate monthly budget variance reports for all department heads every first Monday."
Agent-Initiated Action
Agent automatically updates forecasts, creates budget alerts, and generates financial insights based on actual performance data.
Example
"Adjust revenue forecasts when sales data shows significant variance from planned targets."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
QuickBooks
Accounting integration
Salesforce
Sales data synchronization
Microsoft Excel
Financial reporting
Try It with Your Agent
Example Prompt:
Generate a budget variance report for Q4, highlighting departments that are over budget and provide recommendations for cost optimization.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Adaptive Insights in Fastn UCL: Navigate to the Connectors section and select Adaptive Insights, then click Connect.
2
Authenticate using your Adaptive Insights credentials to authorize access to financial planning data.
3
Enable the actions “get_forecast” and “update_budget” to manage financial plans.
4
Use the AI Agent to retrieve forecast models or update budgets by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
