Meet Planful’s Analyst Assistant — your trusted AI-powered partner for finance, always ready for you.

Planful AI, Redefining Financial Intelligence

Transforming Finance with purpose-built AI that delivers answers you can trust, instantly—saving hours you can reinvest to drive higher value strategy.

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Intelligence You Can Trust

Powered by Planful’s patented calculation engine and OpenAI’s natural language intelligence, you get clear, actionable insights—never a black box.

Efficiency Without Compromise

Remove friction from close-to-forecast workflows while preserving precision, controls, and auditability.

Foresight for Confidence

Spot anomalies, surface insights, and predict outcomes with confidence, so Finance can guide the business forward.

assistants

Embrace the Future of Finance With Planful's Assistants

Planful AI brings governed intelligence to every step of your financial cycle. With agentic assistants like Analyst and Help, you get instant, explainable answers—delivering impact today and paving the way for a dedicated team of assistants tomorrow.

analyst

Move from Data to Decisions Instantly with Analyst Assistant

Your In-App PartnerStay focused without leaving your screen. Ask questions in plain language and Analyst delivers role-aware answers instantly.
Deeper, Explainable InsightsReveal the “why” behind variances with narratives and visuals that inspire confidence in every number.
Confidence Across the CycleFrom close to reporting to forecasting, Analyst accelerates analysis and delivers decision-ready confidence at every stage.

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help

Gain Always-On Guidance With Help Assistant

Faster OnboardingHelp guides you with step-by-step instructions, boosting confidence and adoption while reducing time spent onboarding.
Answers for Every TaskFrom reports to exports, Help gives you quick answers to complete tasks in Planful without disruption.
Extend AdoptionScale expertise across your team by elevating proficiency, accelerating ROI, and increasing productivity with AI guidance.

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Introducing the Next Era of Assistants

Planful AI is evolving into a full suite of agentic assistants that are purpose-built for Finance and beyond. Each delivers tailored intelligence exactly where it’s needed, empowering your organization with trusted AI partners across every role and function.

Planner Assistant

Guide growth strategies with forecasts, scenarios, and assumptions modeled with agility and accuracy.

Modeler Assistant

Build and manage custom applications faster, with streamlined configuration and ongoing maintenance.

Controller Assistant

Automate eliminations, FX adjustments, and compliance tasks—keeping every close precise and audit-ready.

Admin Assistant

Simplify data loads, access controls, and configuration with built-in expertise to reduce complexity.

Business Assistant

Answer everyday operational questions—metrics, benchmarks, policies—extending AI support beyond Finance.

capabilities

Strengthen Your Financial Foundation with AI

Finance gains instant, explainable answers in context—empowering teams to focus on what matters most.

projections

Forecast with Accuracy and Agility

Generate intelligent forecasts with machine learning. Be empowered to eliminate bias, accelerate planning, and model with precision and clarity.

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signals

Detect Risks Before They Disrupt

Continuously scan your financial data to flag anomalies, outliers, and risks in real time—so you can validate numbers early and act before issues escalate.

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Secure by Design

Planful AI is built on our patented financial engine and enhanced with OpenAI, keeping interactions secure and role-based within your environment. Data stays private and is not used to train external models. With end-to-end encryption, dimension-level access controls, and global certifications, including the EU AI Act, Planful AI delivers enterprise-grade security Finance can trust.

FAQ

No. Your data is never used to train AI models. Your data remains securely isolated within your environment and is never shared externally.

End-to-end encryption (data at rest and in transit).
Dimension-level security (finance-specific access controls).
Strict data isolation (no sharing outside Planful).

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Yes. All AI interactions occur strictly within Planful’s secure, native environment, ensuring your data never leaves the platform.

Responses: Never stored (contains customer data).
Prompts/Questions: Logged for usage analytics and experience improvements.
Feedback: Stored when users provide explicit ratings or comments.

Planful developed Planful AI and its related algorithms and models in house specifically for Finance. Open AI supports language understanding, but all calculations, forecasting, and anomaly detection are powered by Planful’s proprietary models and calculation engine. The Detect and Forecast capabilities are proprietary. Planful AI Projections and Signals development are proprietary. This ensures calculations, forecasting, and anomaly detection are explainable, finance-grade, and governed by Planful’s platform.

AI that scales with you.
Empower yourself with Planful AI.