Neotask connects your financial planning workflows to Pigment - querying metrics, pulling data, and triggering AI agent missions to automate your FP&A operations.
Financial data becomes instantly queryable - your agent retrieves Pigment metrics and application data on demand so business questions get answered without manual dashboard navigation
Agent missions run autonomously inside Pigment - your agent triggers Pigment's own AI agents to execute complex planning and forecasting tasks within your financial model
FP&A reporting happens on schedule - your agent pulls structured data from Pigment and delivers formatted summaries to stakeholders automatically
What You Can Do
The Pigment integration gives Neotask 5 financial planning actions.
get_applications - list your Pigment applications and their structure
get_ai_metrics - retrieve AI-powered metrics and aggregated KPIs from your Pigment models
get_metric_description - get detailed descriptions of specific metrics including calculation logic and data sources
query_data - query structured data from any Pigment application with filters and aggregation
trigger_agent_mission - launch Pigment's built-in AI agents to execute complex planning tasks within your financial model
Every action runs autonomously or requires your approval - you decide.
Try Asking
"Pull Q3 revenue actuals vs budget from our Pigment revenue model"
"What metrics does our headcount planning application track? Describe the headcount efficiency metric"
"Query monthly opex data by department for the last 6 months"
"Trigger a Pigment agent mission to reforecast Q4 based on the updated sales pipeline"
Pro Tips
Schedule monthly close reports: your agent queries Pigment for actuals, compares against budget, and delivers a variance summary before the leadership review
Use trigger_agent_mission to chain Neotask with Pigment's own AI - your agent kicks off a Pigment reforecast, waits for completion, and then distributes the results
Pair Pigment with your presentation tool integration so data automatically flows into executive slide decks after every planning cycle
Use approval gates before triggering agent missions that modify plan data - reforecasts and assumption changes should require human review
Multiple workspaces and capacity for larger teams.
Works Well With
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