Jain Consulting Group helps organizations modernize finance through finance transformation, FP&A modernization, AI-powered automation, and custom business applications.

We partner with startups, high-growth companies, small and mid-sized businesses, and enterprise organizations to streamline reporting, improve forecasting, automate workflows, and deliver data-driven insights that enable better business decisions.

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Services

Modernizing Finance Through AI.

Explore our services spanning finance transformation, FP&A modernization, AI enablement, executive reporting, and custom AI solutions that help organizations operate more efficiently and make better decisions.

Demos

View our Interactive Demos here.

Our demos showcase finance functions commonly present in small, midsize, and high-growth companies across industries including technology, financial services, real estate, apparel, manufacturing, healthcare, electronics, and more.

Business Challenge

Finance teams often spend days exporting data from multiple ERP and BI systems (Oracle, SAP, Power BI etc).

They then manually set up formulas, prepare variance analyses, follow up with business partners, and assemble lengthy executive reporting packages.

This slows decision-making and limits the time finance can spend on strategic analysis.

Solution

This AI powered application automatically gathers data from different sources and automates variance calculations.

It drafts executive commentary, streamlines stakeholder follow-ups, and generates executive-ready reporting.

This allows finance teams to focus on business insights rather than manual reporting.

Key Capabilities
  • Automated data refresh from multiple systems
  • Automated variance analysis
  • One-click stakeholder follow-up
  • AI-Powered Executive Dashboards
  • Quarterly performance insights
  • AI-powered business, industry, and macroeconomic insights
  • PowerPoint-ready executive reporting

Disclaimer: This demo uses a fictitious company, fictitious names, and fictitious numbers for demonstration purposes only.

Quarterly sales variance analysis demo with sales highlights, forecast versus actual sales, and actual sales by business unit
Quarterly sales variance analysis demo table showing forecast versus actual sales by business segment
Quarterly sales variance analysis demo AI insights panel explaining mobile device sales variance drivers
Quarterly sales variance analysis demo stakeholder follow-up email draft in Microsoft Outlook

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Business Challenge

Finance teams often begin the annual planning process by copying the current full-year forecast into Excel, updating planning assumptions, and manually rebuilding the budget across multiple P&L categories and departments.

As assumptions change, spreadsheets, formulas, and versions quickly become difficult to manage, making it harder to evaluate different planning scenarios and deliver an accurate Annual Operating Plan on time.

Solution

This AI-powered annual budget planning application automatically generates a starting Annual Operating Plan using the current year's full-year forecast, then allows finance teams to model revenue growth or decline, margin improvements, operating expense assumptions, tax rates, product mix, geographic mix, and macroeconomic scenarios in real time.

Finance teams and executive leadership can immediately understand the financial impact of different planning assumptions and macroeconomic scenarios, compare multiple fiscal years side-by-side, and focus on strategic decision-making instead of spreadsheet management, manual consolidation, and version control.

Key Capabilities
  • Automatically generates an initial Annual Operating Plan using the current year's full-year forecast
  • Configure revenue growth, gross margin, operating expense, and tax planning assumptions
  • Plan operating expenses as a % of Revenue or Gross Profit
  • Model product mix and geographic revenue assumptions
  • Simulate macroeconomic scenarios such as inflation, tariffs, recession etc.
  • Instantly project the consolidated P&L impact of planning assumptions
  • Compare Prior-Year Actuals, Current Forecast, and Annual Operating Plan side-by-side
  • AI-generated executive insights highlighting key financial changes, trends, and planning risks
  • Interactive drill-downs by Product Segment and Geographic Region
  • Modern, intuitive user experience with contextual financial metrics and hover-over insights

Disclaimer: This demo uses a fictitious company, fictitious names, and fictitious numbers for demonstration purposes only.

Annual Operating Plan monthly view showing consolidated profit and loss categories from revenue through net income
Annual Operating Plan quarterly view showing profit and loss totals for each quarter
Annual Operating Plan comparison showing profit and loss results side-by-side for 2025, 2026, and 2027
Annual budget planning assumptions for revenue growth, product mix, and geographic region mix
Annual budget planning assumptions for operating expenses and operating expense mix
Annual budget planning assumptions for projected tax rate and tax provision mix
Macroeconomic scenario planner showing revenue, cost of revenue, and operating expense impacts
AI-generated annual budget planning insights highlighting financial changes, trends, and macroeconomic impacts
Annual Operating Plan quarterly drill-down showing revenue by product segment
Annual Operating Plan quarterly drill-down showing operating expense categories

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Business Challenge

Finance/FP&A teams often spend significant time during the month-end close manually extracting large datasets from ERP systems such as Oracle and SAP, then analyzing the data in Excel using formulas, pivot tables, and multiple report versions.

Teams must review hundreds of general ledger accounts, investigate material variances and month-over-month trends, identify missing or recurring entries, and determine the adjustments required to produce accurate financial results.

Once adjustments are identified, finance teams must also prepare detailed supporting documentation, coordinate reviews and approvals, post entries, and rerun reports to validate the updated results. These manual and repetitive activities create version-control challenges, increase the risk of missed entries or errors, delay the close, and leave less time for meaningful analysis and business insights.

Solution

The Month-End Close AI Assistant connects to finance systems such as Oracle, SAP, Power BI, and procurement platforms to automatically retrieve, organize, and analyze close-related data. It removes much of the manual spreadsheet work by preparing structured analyses and highlighting material variances across general ledger accounts, allowing finance teams to focus immediately on the areas requiring review.

The AI Assistant evaluates account activity and month-over-month trends to identify potential missing accruals, recurring entries, and other adjustments. It can prepare supporting documentation and generate proposed journal entries with the appropriate general ledger accounts and debit and credit amounts for review before posting.

As adjustments are completed, teams can refresh reports with one click to see their impact, validate current-month results against historical trends, and review a consolidated record of entries completed during the period. This helps accelerate the close, strengthen financial controls, reduce errors, and give finance teams a clearer view of finalized results.

Key Capabilities
  • Can integrate with Oracle, SAP, and other finance ERP systems
  • Automated extraction and organization of month-end financial data
  • Automated general ledger variance analysis
  • Identification and prioritization of material account variances
  • AI-assisted detection of missing accruals and recurring entries
  • Month-over-month and trailing three-month trend analysis
  • Automated preparation of journal-entry supporting documentation
  • One-click generation of proposed journal entries with debit and credit amounts
  • Real-time, one-click report refreshes following close adjustments
  • Consolidated reporting of completed entries, remaining exceptions, and post-close results

Disclaimer: This demo uses a fictitious company, fictitious names, and fictitious numbers for demonstration purposes only.

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Business Challenge

Finance teams frequently receive requests from leadership to explain how the full-year forecast has changed and what is driving those changes.

Understanding exactly what changed between two forecast snapshots often requires exporting large datasets, manually comparing spreadsheets, building pivot tables, recreating formulas, and coordinating with business partners to identify the underlying drivers.

This process is time-consuming, delays executive decision-making, and reduces the time finance teams can spend delivering strategic insights and value-added analysis.

Solution

This AI-powered forecasting application connects directly to your BI platform and allows users to compare any two forecast snapshots from across the fiscal year in seconds.

The application automatically identifies changes across P&L categories such as COGS, SG&A, R&D etc. calculates variances, highlights the overall change in the full-year forecast, and generates executive-ready commentary and stakeholder follow-up drafts with a single click.

Decision-makers can immediately understand how the forecast has evolved, accelerate executive discussions, and spend less time gathering data and preparing reports.

Key Capabilities
  • Connects to your BI platform or forecast data source
  • Compare any two forecast snapshots
  • Automated variance analysis by P&L category
  • AI-generated executive commentary
  • One-click stakeholder follow-up drafts
  • Drill-down into key forecast drivers
  • Executive-ready reporting
  • Instant forecast insights in seconds

Disclaimer: This demo uses a fictitious company, fictitious names, and fictitious numbers for demonstration purposes only.

Forecast snapshot comparison demo showing Novara Therapeutics full-year forecast table and forecast roll-up chart
Forecast snapshot comparison demo summary table comparing Aug 5 and Sep 2 forecast snapshots with AI analytics
Forecast snapshot comparison demo drill-down view showing R&D forecast drivers and variance details
Forecast snapshot comparison demo stakeholder follow-up email draft

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Business Challenge

Many investment organizations, family offices, corporate treasury teams, and finance leaders manage diversified portfolios across multiple asset classes.

Monitoring portfolio allocation, identifying concentration risk, evaluating potential market scenarios, and determining when portfolios should be rebalanced often requires pulling data from multiple systems, manually updating spreadsheets, and performing complex calculations before informed investment decisions can be made.

This process can be time-consuming, difficult to visualize, and slows the ability to respond to changing market conditions.

Solution

This AI-powered portfolio analytics application provides a centralized view of multi-asset investments, allowing users to monitor portfolio allocation, assess risk exposure, model different macroeconomic scenarios, and receive AI-generated portfolio rebalancing recommendations.

The application supports trade management across multiple asset classes including equities, fixed income, real estate and others, automatically reconciles portfolio values, calculates advanced portfolio metrics, and translates complex investment data into actionable insights through a clean, executive-ready portfolio dashboard.

Key Capabilities
  • Multi-Asset Portfolio Dashboard
  • Connects to Your Portfolio Transaction Data
  • Asset Allocation Tracking & Visualization
  • Real-Time Stock Price Fetching
  • Portfolio Performance Analytics
  • Executive Portfolio Highlights & Insights
  • Interactive Charts & Dashboards
  • Portfolio Risk Assessment
  • Macroeconomic Scenario Simulator
  • Portfolio Rebalancing AI Insights

Disclaimer: This demo uses fictitious portfolio data, holdings, transactions, names, and values for demonstration purposes only. It does not constitute investment advice.

Portfolio allocation dashboard showing target and current allocations across multiple asset classes with a portfolio value chart
Active portfolio positions dashboard showing sector totals, top holdings, trade controls, and cash balance
Portfolio equity investments table showing holdings, quantities, prices, market values, and profit and loss metrics
Real estate investments table showing properties, ownership, estimated values, net operating income, and market values
Portfolio transaction activity table showing trades across multiple asset classes and reconciled cash balance
AI-generated portfolio highlights summarizing allocation deviations, cash position, trading activity, and largest holdings
Portfolio risk assessment dashboard showing volatility, value at risk, drawdown, beta, liquidity, and AI insights
Macroeconomic scenario simulator showing the hypothetical impact of a global equity market crash by asset class
AI portfolio rebalancing analysis showing target and current allocations, recommendations, and investment insights
Executive portfolio summary showing assets, liabilities, net portfolio value, and profit and loss by asset class
Portfolio summary detail showing asset-class profit and loss, total assets, liabilities, net portfolio value, and reconciliation status

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About Jain Consulting Group

Finance expertise meets AI execution.

Jain Consulting Group helps organizations modernize finance through finance transformation, FP&A modernization, AI-powered automation, and custom business applications.

We partner with startups, high-growth companies, small and mid-sized businesses, and enterprise organizations to streamline reporting, improve forecasting, automate workflows, and deliver data-driven insights that enable better business decisions.

Founded by Shub Jain, Jain Consulting Group combines more than 10 years of enterprise FP&A experience with hands-on AI application development and entrepreneurial business leadership.

After leading budgeting, forecasting, executive reporting, investment analysis, and finance transformation initiatives for technology organizations managing budgets of up to $100M+, Shub expanded into building AI-powered business applications that automate workflows, improve decision-making, and increase operational efficiency in domains such as FP&A, Investment & Portfolio Management, Healthcare and others.

Today, Jain Consulting Group bridges the gap between finance and technology. Rather than simply delivering recommendations, we work alongside clients to design practical solutions, build custom AI applications, modernize finance processes, and implement intelligent automation that creates measurable business value.

Our mission is simple: help organizations spend less time on manual processes and more time making better business decisions.

Whether serving as a strategic advisor, fractional finance leader, or AI implementation partner, our focus is always the same: delivering practical solutions that improve efficiency, strengthen decision-making, and enable long-term growth.

Shub Jain, founder of Jain Consulting Group
Shub Jain Founder, Jain Consulting Group

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Let's build smarter finance systems.

Reach out through LinkedIn to introduce yourself, share what you are building, and explore where finance transformation or AI can create meaningful business impact.

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