Use Case

Finance. Run Playbooks.

Your dashboards tell you what happened. Playbooks tell you why it happened and what to do next. Connect your financial systems, ask a question, and get ranked, actionable intelligence in minutes.

Financial KPI Anomaly Playbook
Edit
KPI Deviation Summary

DSO: 58 days

14-day deviation from the 44-day baseline. Three enterprise accounts holding $1.4M in overdue invoices, all in the same vertical.

Cash Conversion: 71%

Operating cash conversion dropped from 89% 3-month average. Driven by APAC inventory build-up not yet converted to revenue.

Gross Margin: 42.3%

Down 3.2pp QoQ. Four product lines now sit below the 43% target threshold. Decline accelerating, 1.1pp in the last six weeks.

Tail Spend: $3.7M

14% of total non-payroll spend outside contract governance. Fragmented across 340 vendors at 22-35% price premium.

Variable Rate Exposure: $24M

Fixed-rate coverage at only 43% of total debt, below the 60-70% target. Revolving facility drawn to 78% of capacity.

COGS Ratio: 0.68

Western region supplier cost ratio against a 0.54 benchmark. Widest gap in six quarters with no offsetting price actions since Q3.

KPI Deviation from Baseline
DSO (days)
58d
Cash conversion
71%
COGS ratio
0.68
Rev per FTE
$142K
Recommended Actions
1Engage 3 overdue enterprise accounts at CFO level this week to recover $1.4M in collections
2Execute price adjustment on 3 product lines below margin threshold before end of month
3Mandate purchase order requirements for transactions above $500 to capture 74% of tail spend
The Challenge

Finance teams are drowning in dashboards

You have more data than ever and less clarity than ever. Reports tell you revenue is down. They don't tell you which customers, which products, or which cost drivers are responsible. By the time your team finds the answer, the window to act has closed.

  • The reporting trap

    Your team spends 70% of its time building and maintaining reports. The other 30% is spent explaining them. There's no time left for decisions.

  • The dashboard gap

    Dashboards show what happened. They can't tell you why it happened, what's driving it, or what to do about it. That analysis still happens in spreadsheets.

  • The speed problem

    By the time finance surfaces an insight, the business has already moved on. Monthly cycles can't keep up with weekly decisions.

The Shift

From dashboards to decisions

Playbooks don't replace your dashboards. They read them, reason across them, and tell you what matters. Every Playbook is a structured, ranked analysis that starts with your question and ends with a recommended action.

Financial Signal Playbook | Q1 2026
Prompt
Executive Summary
DSO has extended to 58 days, a 14-day deviation from the 44-day baseline. Operating cash conversion dropped to 71% vs 89% 3-month average. Gross margin at 42.3%, down 3.2pp QoQ. 6 KPI deviations flagged requiring review this month.
Narrative
Signal Overview
Cash conversion is deteriorating and margin compression is accelerating. Four product lines sit below the 43% target threshold. Together these represent a $2.1M cash flow shortfall vs plan.
KPI Health
Recommended Actions
1Review 6 KPI deviations flagged this month for immediate triage
2Investigate DSO extension driven by 3 enterprise accounts holding $1.4M overdue
3Monitor margin compression in 4 product lines below 43% threshold

Know What

See the numbers. Playbooks pull data from your ERP, GL, and planning tools and present a clear picture of what's happening.

Playbook Coverage

Built for the problems finance actually has

eyko ships with over 40 finance Playbook Ideas across six domains. Each one is a pre-built starting point. Connect your data, pick an Idea, and get a ranked Playbook in seconds.

Forecasting + Planning

Revenue Forecasting. Cash Flow Prediction. Working Capital Forecasting. Gross Margin Forecasting. Budget Variance Prediction. Departmental Spend Prediction. Debt Service Forecasting. Tax Liability Forecasting. CapEx Return Prediction. Backlog Revenue Prediction. Revenue Recognition Forecasting. Accrual Accuracy Forecasting.

Risk + Anomaly Detection

Financial Risk Scoring. Margin Erosion Detection. Revenue Leakage Detection. Expense Anomaly Detection. Financial KPI Anomaly Detection. Fraud Detection. Receivables Risk Prediction. Intercompany Reconciliation Anomalies.

Cost + Profitability

Cost Optimization Modeling. Profitability Driver Analysis. Inflation Margin Sensitivity. Rate Sensitivity Modeling. Currency Exposure Prediction.

Operations + Process

Financial Close Prediction. Audit Readiness Prediction. Accounts Payable Exception Prediction. Data Quality Scoring. Contract Compliance Monitoring.

Payments + Working Capital

Vendor Payment Optimization. Payment Timing Optimization. Tail Spend Detection. Procurement ROI Prediction.

Scenario + Strategy

Scenario Planning. Transfer Pricing Optimization. Regulatory Compliance Scoring. Sustainability ROI Modeling. Carbon Emissions Estimation. ESG Metrics Consolidation.

How It Works

From question to action in minutes

01

Connect your data

Upload a spreadsheet or connect to your ERP, GL, or planning system. eyko profiles your data automatically.

02

Pick an Idea

Browse 40+ finance Ideas or type your own question. eyko matches your data to the right analysis.

03

Get a Playbook

In seconds, you get a ranked, evidence-backed Playbook with root causes, risk scores, and recommended actions.

eyko Skills

Intelligence that understands your finance function

eyko Skills load structured knowledge about your industry, your role, your competitors, and your financial definitions directly into the platform. Playbooks reflect your context, not generic assumptions.

  • Industry

    Domain knowledge for your specific sector and competitive landscape

    ManufacturingFinancial ServicesHealthcareRetail+ Add Your Own

  • Persona

    Analysis framed for a specific leadership perspective and decision level

    CFOControllerVP FinanceFP&A Director+ Add Your Own

  • Company

    Context about your organization, business units, and strategic priorities

    Your OrgBusiness UnitRegion+ Add Your Own

  • Subject

    Deep functional expertise in a specific business discipline

    General LedgerTreasuryTaxProcurement+ Add Your Own

  • Application

    Goal-oriented skills tuned for specific business outcomes

    Margin OptimizationCash ManagementRisk MitigationClose Acceleration+ Add Your Own

Without context, AI produces answers. With context, AI produces decisions aligned to your financial objectives.

Built for ERP-Connected Finance Teams

What finance leaders are saying

Finance teams using eyko cut report preparation and root-cause analysis from days to minutes.

Pre-built finance Playbook Ideas
40+
From question to ranked Playbook
Minutes
Finance domains out of the box
6

Built on decades of ERP integration expertise. eyko connects to JDE, SAP, Oracle, NetSuite, and your entire financial stack.

eyko Ideas

Over 40 finance Ideas built in

You don't have to start from scratch. Every Idea is a pre-built Playbook starting point. Pick one, connect your data, and get a ranked Playbook in seconds.

  • Revenue Forecasting

    Predict future revenue with confidence intervals using multi-variable models.

  • Cash Flow Prediction

    Forecast cash positions factoring in rate changes, customer payment risk, and inflation-driven cost shifts.

  • Working Capital Forecasting

    Forecast working capital needs and optimize the cash conversion cycle.

  • Gross Margin Forecasting

    Forecast product-level margins and detect trends before quarterly close.

  • Budget Variance Prediction

    Predict which budget lines are likely to over or under-spend.

  • Departmental Spend Prediction

    Forecast spending by department and detect budget overruns early.

  • Debt Service Forecasting

    Predict ability to meet debt obligations under different revenue scenarios.

  • Tax Liability Forecasting

    Predict tax obligations based on evolving revenue and expense patterns.

  • CapEx Return Prediction

    Forecast the return on capital investments using predictive financial models.

  • Backlog Revenue Prediction

    Predict when open order backlog will convert to recognized revenue based on production and delivery patterns.

  • Revenue Recognition Forecasting

    Predict revenue recognition timing across complex contract structures.

  • Accrual Accuracy Forecasting

    Predict accrual accuracy to reduce period-end adjustments and restatement risk.

Explore All Ideas

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