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Platform preview · Explore the ASAMIA vision
financial-planning-analyst · AI-generated fictional SAM portrait
Meet your Financial Planning Analyst SAM

Prepare budgets, variance notes and decision scenarios.

Configure this SAM around your business procedures, approved knowledge and connected tools. Start with a focused workflow and expand its responsibilities as the results justify it.

Design this SAMProposed capabilities

How this SAM helps

Read approved figures → compare budget variance → model scenarios → brief finance owner

Knowledge it needs

Add the procedures, examples and exceptions relevant to this role. Assign an owner to keep that guidance current.

You set the authority

Qualified reviewers approve financial advice, budgets and forecasts

Track the result

Variance explanation coverage

Channels and tools this SAM can use

Reach this SAM — and let it reach your customers and team — through the channels you switch on. Access is scoped to the role and the actions you authorise.

  • ASAMIA web chatText and attachments
  • ASAMIA role inboxAgent email identity
  • ASAMIA emailSending and inbound routing
  • ASAMIA customer portalAuthenticated customer conversations
  • SlackWorkspace messaging
  • Microsoft Teams chatWorkspace messaging
  • Zoom meetingsMeeting participation
  • Microsoft Teams meetingsMeeting participation
  • Google MeetMeeting participation
  • Slack HuddlesMeeting audio
  • ASAMIA browser avatarInteractive video presentation
  • GmailAuthorised mailbox workflow
  • Microsoft Outlook / ExchangeAuthorised mailbox workflow
  • IMAP / SMTP mailCompatible mailbox connection
Try a sample scenario

Build the team your business needs next.

Bring one process or your wider operating plan. We’ll help you map the roles, connections and controls for an ASAMIA deployment.

Meet SAM · Super Agent Model
Book a tailored demo