Financial Plan Stress Test
Dovetail by Pivotal Edge AI · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
Financial Plan Stress Test is an agent for Microsoft 365 Copilot that pressure-tests budgets, forecasts, business cases and financial datasets before it’s too late.
It anticipates the questions an expert reviewer would ask, so you have the answers ready before anyone asks them.
Show the rest of the publisher’s description (26 more lines)
It surfaces the assumptions, costs and gaps a board would challenge, and produces a structured, evidence-anchored risk review grounded in the real figures from your models and datasets.
Your financial documents are never stored outside of your Microsoft tenant.
Main features
- Point it at your file: Upload a spreadsheet or share a link from SharePoint, and the agent reads your plan, forecast, business case or dataset as it stands.
- Maps the whole thing: Runs a single, comprehensive pass over every tab and section, so nothing is skipped before it reaches a verdict.
- Reads the figures: Challenges growth rates, cost estimates, missing scenarios and best-case reliance, and checks figures that should tie across tabs, flagging breaks with values and locations.
- Identifies what matters: Surfaces the key assumptions your outcome depends on, ranks top risks, and provides evidence from your own input.
- Flags what holds up: Calls out what is solid and well-evidenced, so you know what you can stand behind.
- Readies you for the questions: Anticipates what a board, backer or finance lead would ask, so you walk in prepared.
Problems it solves
- You find out where your numbers are weak before anyone else does. A fast, honest second opinion grounded in your own figures, not invented benchmarks.
- You walk into any review with the answers already prepared. The hard questions are mapped before they are asked.
- It spots where the numbers do not line up, fast. Compares budgets and forecasts across divisions, departments or tabs and flags inconsistencies.
Target audience
Founders, finance leaders, and product or commercial teams who need a fast, structured challenge to a financial plan, whether they built it, inherited it, or need to defend it.
Limitations / account dependency
- An active Financial Plan Stress Test account is required (one-time sign-up before automated review is enabled).
- Requires a Microsoft 365 work or school account and uses Microsoft Entra ID single sign-on (SSO).
- This tool provides analytical assistance only and is not financial, investment or accounting advice.
- Your financial documents are never stored.
Sign up / get started / help
- Sign up / request access: You can create your account directly inside the agent during first-time setup.
- Help / usage guide: View support guide
- Contact us: Support@dovetail.team
Supported languages
- All languages supported by Microsoft 365 Copilot.
Preview
4 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.