AI Forecast Assumption Reviewer

WHAT IT DOES

The AI Forecast Assumption Reviewer takes your forecast assumptions and historical data—and instantly returns a structured, actionable review. The output is organised into four clear sections: 3 key assumptions with their risk level (low, medium, or high), 2 opportunities to improve forecast accuracy, 2 potential risks to the forecast, and 3 recommended adjustments to strengthen your forecast. This removes hours of manual analysis and helps your finance team identify which assumptions are most likely to be wrong, where you can improve accuracy, and what adjustments will make your forecast more reliable.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your forecast assumptions and historical data. Press the "Review assumptions" button. Within seconds, the agent returns your structured review. Copy it, share it with your finance team, or use it to refine your forecast.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your forecast details or the generated review. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one forecast assumption review from your data). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can review forecasts without losing context.

PLEASE NOTE

AI-generated reviews are probabilistic, not factual guarantees. The agent may mis-assess risk levels, miss important assumptions, or suggest adjustments that don't fit your business context. Always verify any review against your actual data, market conditions, and industry benchmarks before acting. This tool is general financial guidance only—not professional accounting, legal, or tax advice. In regulated sectors, treat this as a starting point only—not as a verified forecast review. The final responsibility for accuracy, interpretation, and forecast decisions lies with you and your finance team.