For consultants, finance specialists & accelerator teams
Build planning and analysis solutions around the way you work. Combine a reusable business model with your own AI skills. Demonstrate it, adapt it, and deliver it.
One business question
Week 6 · current terms
£34k
Week 6 · with deposit
£61k
| Assumption | Current | Proposed |
|---|---|---|
| Customer deposit | 0% | 30% |
| Supplier payment | 30 days | 30 days |
Ask about terms → check assumptions → compare scenarios → guide the decision.
You know the problem. Build the solution.
You bring the business knowledge and the ability to move an idea forward. Open EPM gives you an open foundation for turning it into something people can use.
For fractional CFOs, accountants and industry consultants. Turn your established model and advisory method into a solution you can adapt for each client.
An opportunity to build an ongoing advisory service.
For practice leaders and delivery teams. Prepare an industry model, demonstrate a realistic business case, and start a pilot before a larger platform commitment.
A tangible starting point for winning and delivering work.
For finance leads, model builders and internal sponsors. Start with one planning problem, make assumptions visible, and test the approach with your team.
A working model to inform the next investment decision.
Start with a decision that matters
Your client needs a clearer decision. Build a model and a guided way of working around that decision.
Illustrative solution ideas, not prebuilt templates. You define and validate the business logic for your application.
What makes the opportunity possible
Open EPM is a programmable multidimensional platform. You shape the model and your agent’s working method; the server governs how operations run.
You shape the intelligence
Use a compatible AI client. Add your questions, industry knowledge, checks and workflows to guide how it works with your business model.
Open EPM governs execution
Build dimensions, data, calculations and workflows. Browser and MCP operations use shared authorization, validation and execution contracts.
Discover and work with authorized application capabilities from your client.
Build guided workflows around your own way of solving the problem.
Give model objects names, descriptions and semantic context.
Help another person or agent understand the model you have built.
The server checks authority, validates operations and controls publication.
Keep the AI client’s flexibility grounded in inspectable rules and controls.
MIT-licensed source you can inspect, self-host, customize and extend.
Put your investment into the business solution, with no Open EPM licence fee.
From an idea to a client conversation
An existing spreadsheet, a recurring client question or an industry method can be the starting point.
Name the decision, the person who makes it and what a useful answer would look like.
Model the business logic. Add semantic context and your agent skills. Check the expected results.
Use a realistic example to explore assumptions with a prospect or your internal sponsor.
Fit the model to the business, validate it together and decide what deserves a wider rollout.
Your accelerator can become a reference implementation: explicit definitions, agreed calculations and expected results.
Before you start
The application source is MIT-licensed. There is no Open EPM software licence fee. Your hosting, chosen AI client, implementation and support have their own costs.
Yes. Combine your application model with skills and workflows in a compatible MCP client. You supply the business method and validate its results. The examples on this page are ideas for what you could build, not a catalogue of ready-made templates.
Business modeling knowledge is the useful starting point. A capable MCP client can assist with authoring and operation. Self-hosting and custom development still need technical support; you can work with a specialist or start by discussing a pilot.
Open EPM is in development pilot. Discuss your use case to explore access and a suitable first exercise, or inspect the documentation and public source. Pilot access is arranged individually.
Bring a problem you know how to solve
Tell us who you help, the decision you want to improve, and the model or method you already use. Start the conversation with one concrete use case.
For independent specialists, consulting practices and internal accelerator teams.