What is governance in financial planning?

It is the set of decision rights, review gates and records that show who proposed, reviewed and approved each budget or forecast figure, and what evidence they relied on.

Can AI approve a forecast?

It shouldn't. Automation can calculate figures, prepare owner requests and keep the record, but a named person should approve each released version.

How does Octopus AI keep a human in the loop?

Requests to owners are sent only after a named person signs off, replies are logged, calculations are deterministic and language models draft only commentary for review.

Does an audit trail make our planning process compliant?

No. A complete trail supports internal controls and makes review faster, but compliance depends on your controls, policies and their operation.

What should happen when a department owner doesn't reply?

The missing reply should be escalated to a named contact, and someone should decide and record what figure to use, rather than rolling last cycle's number forward silently.

Governance and Human Review in Financial Planning: Who Decides, Who Checks, What Gets Recorded

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