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

Planful AI, Redefining Financial Performance

Purpose-built AI for financial planning that delivers answers you can trust, instantly saving hours you can reinvest to drive higher value strategy.

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Productivity

Your assistants surface what matters, run analysis, and flag issues automatically, so your team spends less time searching and more time deciding.

Transparency

Every answer shows how it was built, linking directly to your data through our patented calculation engine, so your numbers, drivers, and trends are never a black box.

Resilience

Whether your team is two people or twenty, Planful AI enables everyone to analyze, plan, and respond with the same clarity and confidence across the team.

assistants

Embrace the Future of AI for Financial Planning 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 financial close to reporting to forecasting, Analyst accelerates financial data analysis and delivers decision-ready confidence at every stage.

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planner

Turn forecasts into decisions with Planner Assistant

Your planning engine.Generate explainable projections based on your historical data and seasonality. Planner brings baseline and context together, so your team can move from forecasting to deciding what to do next.
Model scenarios on demand.Ask “what if” questions and generate scenario-level projections instantly, with the drivers and trends behind every outcome.
Forecasts you can defend.Every projection includes the logic behind it, summarizing trend trajectory, seasonality patterns, and key drivers that helps you understand where each output came from.

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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 in financial planning guidance.

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Introducing the Next Era of Agentic Assistants for Financial Planning

Planful AI is evolving into a full suite of agentic assistants that are purpose-built for financial performance management, 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, scenario planning, 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 financial 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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AI for Finance - 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.

AI for Financial Planning FAQs

No. Your data is never used to train AI models. It stays 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 within Planful's secure, native environment. Your financial data never leaves the platform.

Responses: never stored (they contain customer data).
Prompts/questions: logged within Planful for usage analytics and experience improvements.
Feedback: stored by Planful when users provide explicit ratings or comments.

Planful built Planful AI and its algorithms in-house, specifically for finance. OpenAI supports language understanding, but all calculations, forecasting, predictions, and anomaly detection run on Planful’s proprietary models. Projections and Signals are fully proprietary. Every output is explainable, finance-grade, and governed by Planful’s platform.

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