Smarter EPM With AI: How Lineos Helps You Work Faster, Cleaner, and Smarter

Enterprise Performance Management (EPM) is the backbone of smarter business decisions—it brings structure to planning, budgeting, reporting, and analysis. But when handled manually, it can quickly become a grind: endless spreadsheets, complex data mapping, and reports that swallow valuable time. The work is essential, yet the process often slows teams down, leaving less room for the insights leaders actually need.

That’s where Lineos from insightsoftware steps in. With AI built for EPM, Lineos automates the heavy lifting—whether that’s spotting anomalies, mapping data, or generating audit-ready narratives—so you can move past the grunt work and focus on strategy. Instead of wrestling with reporting cycles, you prompt AI directly in Lineos, get clean results in seconds, and put your time toward decisions that truly drive performance.

What EPM Actually Does (and Why It Matters)

At its core, EPM is about helping your business plan, analyze, and report on performance. Think of it as the nervous system of your financial operations:

• Planning & Budgeting – Creating forecasts that guide decision-making.
• Financial Close & Consolidation – Making sure numbers are accurate and compliant.
• Reporting & Analysis – Turning raw data into narratives stakeholders can understand.
• Data Integration & Quality – Making sure you’re not working with broken or misaligned data.

In short: without EPM, your finance team drowns in manual processes. With it, you streamline workflows, cut errors, and sharpen decision-making. Now add AI into the mix, and you move from “streamlined” to “supercharged.”

Lineos + AI: Prompts That Work for You

Lineos is built to help you work with AI the right way—using prompts designed specifically for finance and performance management. You don’t have to be a data scientist or write code. You just ask in plain English, and Lineos translates that into action.

Here’s how it plays out.

1. Spotting Patterns in Your Data

Manual way: You pull data into Excel, run pivots, slice, dice, reformat, and maybe find trends—if you’ve got hours to spare.

With Lineos: You just ask, “Show me revenue trends by region over the last three quarters and flag anomalies.” In seconds, AI highlights the outliers, points to potential risks, and even suggests next steps.

That’s hours of manual work compressed into minutes.

2. Data Mapping Made Easy

Manual way: Mapping source data into the right reporting structure involves complex rules, lots of cut-and-paste, and a ton of validation. It’s repetitive, tedious, and error-prone.

With Lineos: You ask, “Map these source accounts to our global reporting structure and highlight conflicts.” The AI does the mapping, flags any discrepancies, and even proposes fixes.

Suddenly, what used to take days happens in a fraction of the time.

3. Data Ingestion & Anomaly Detection

Manual way: Uploading files, reconciling mismatches, running exception reports—again and again.

With Lineos: You ask, “Ingest this data feed and show me anomalies compared to last quarter.” The AI automatically imports, cleans, and surfaces irregularities, so you can spend time solving problems—not finding them.

4. Audit Readiness on Demand

Manual way: Pulling together compliance documentation is a scavenger hunt across multiple systems.

With Lineos: You ask, “Generate an audit-ready package for Q3 financials.” The AI assembles the documentation, references the right sources, and ensures consistency across your reports.

5. Automated Narrative Reporting

Manual way: Hours spent drafting management commentary, writing the same explanations quarter after quarter.

With Lineos: You ask, “Draft a narrative summary of revenue drivers and cost variances this quarter.” The AI produces a polished draft, saving you from writer’s block while keeping the finance story aligned with the data.

Manual vs. Lineos: The Time Difference

Here’s the reality: finance teams can lose up to 40% of their reporting cycle to manual processes—data prep, mapping, reconciliations, documentation. Lineos slashes that down to a fraction.

If you’re spending 20 hours pulling together a monthly report package, Lineos can cut that to 5. Over a year, that’s 180 hours back in your pocket—time you could spend on strategy, forecasting, or just leaving the office on time.

Why Prompts Matter

Here’s the secret: AI is only as smart as the prompts you give it. Lineos helps you frame prompts in a way that works for finance, so instead of generic “chat with AI,” you’re getting real, actionable results tailored to your workflows.

Examples of smart prompts in Lineos:

• “Summarize key risk factors in this budget scenario.”
• “Highlight accounts with the largest variance from plan.”
• “Translate this financial report into executive-ready language.”

That’s the difference between a generic AI assistant and one that truly understands EPM.

The Future of EPM Is Here

EPM has always been about making better decisions with better data. But the manual way is slow, draining, and frankly unsustainable in today’s fast-moving markets.

Lineos with AI flips the script:

• You spend less time wrestling with data.
• You get insights faster.
• You tell a stronger financial story to stakeholders.

And the best part? You don’t need to be an AI expert. You just need to know what you want, type it in plain English, and let Lineos do the heavy lifting.

Final Word

Enterprise Performance Management is evolving. You no longer have to choose between accuracy and speed—or between control and agility. With Lineos, you get both, powered by AI that’s designed for finance.

The choice is simple: keep doing it manually, or let AI in Lineos give you back the time, clarity, and confidence your business deserves. Learn more here.

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