NexusAI
Documentation

NexusAI operating guide.

A practical map from account setup to validated reporting, source traces, FP&A, AI assistance, and administration.

Getting started

  • Create an account with email and password.
  • Name the workspace and choose what to report first.
  • Learn with the fictional sample or upload a supported file.

Data

  • Excel / CSV imports
  • Field mapping
  • Validation before reporting
  • Exceptions remain visible until resolved or intentionally excluded

Reporting

  • Executive dashboard and KPIs
  • Analytics and period comparisons
  • Open source traces to calculation, validated record, source row, and file reference
  • Exports depend on plan and reporting surface

FP&A

  • Budget and actual views
  • Variance analysis
  • Forecast and scenario workspaces

NexusAI

  • AI Advisor uses bounded source-backed evidence
  • AI is read-only in the current Advisor path
  • AI output is assistance, not an approval or silent rewrite of validated data

Administration

  • Users and permissions
  • Plan and billing settings
  • Security and AI-data documentation
  • Account/data requests through Settings or support

See NexusAI with fictional data first.

Evaluate validation and source traceability without uploading company information.

Try sample workspace Start free