Grant Variance Intelligence & Reforecasting
What this Digital Worker does:
This Grant Intelligence and Reforecasting Digital Worker transforms clinical trial grant management by continuously reconciling plan, actuals, and commitments across sites and vendors. It detects financial variances early, explains their drivers, refreshes forecasts, and initiates corrective actions, protecting margin and delivery cadence.
By automating reconciliation, forecasting, and payment orchestration, it replaces fragmented spreadsheet effort with a transparent, governed process that keeps trials funded, compliant, and on schedule.
Margin Protection: Variance detection and automatic change-order drafting surface leakage early, keeping work correctly priced and accruals clean for timely invoicing.
Faster Delivery: Prioritised payment releases and automated hold resolution reduce cash friction that slows enrollment, keeping site motivation and milestone delivery on track.
Controlled Close: Automated reconciliation and audit-ready lineage remove manual error, cut close time, and strengthen governance from plan through to payment.
The Problems This Digital Worker Solves
Late Variance Discovery
Finance and operations identify shifts in visit mix, pass-throughs, or FX too late, triggering rework, delays, and revenue leakage.
Manual Reforecasting
Static spreadsheets and siloed systems make re-forecasting slow, error-prone, and reactive rather than continuous.
Cash Flow Friction
Payment holds, mismatched data, and unclear prioritisation strain site relationships and stall enrollment momentum.
The Technical Make-Up
This Digital Worker is a multi-agentic system, with pioneering technology built in, and tailored specifically to your organization's guardrails, outcomes, and objectives.
The Multi-Agent Workflow:
Consolidates plan, actual, commitment, and FX data into a single reconciled view across site, country, and protocol elements.
Integrations:
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CTMS and EDC (read-only aggregates)
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ERP, AP-AR, and site-payment systems
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Vendor portals and grant/CO repositories
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Master data and FX reference sources
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Workflow and approval platforms
What It Replaces & Reduces:
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Spreadsheet reconciliations and VLOOKUP-driven variance tracking
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Manual change-order drafting and pricing updates
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Delayed variance discovery and reactive re-forecasting
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Payment bottlenecks and enrollment slowdowns
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Fragmented audit trails and disconnected reporting