HELP

Help that stays with you in the flow of work

Q: How does an AI assistant help finance teams work more efficiently?

AI assistants close the gap between having a question and getting back to work. By bringing AI into financial planning and analysis, the Help Assistant handles the lookups, step-by-step walkthroughs, and task guidance that usually interrupt a finance team’s day, from exporting reports and building dashboards to configuring multi-currency consolidations.

Q: What kinds of questions can I ask the Planful AI Help Assistant?

You can ask anything about how to use Planful, like how to set up a template, run a consolidation, share a dashboard, or configure a scenario. The Help Assistant responds in plain language with clear, step-by-step instructions grounded in your specific workflow, so you get an answer that’s relevant to what you’re doing, not a generic documentation result.

Q: How does the Help Assistant help with onboarding new finance team members?

New users can ask questions and complete tasks from day one without waiting for training sessions or relying on a power user to walk them through it. The Help Assistant builds proficiency as your team works, so knowledge spreads across the team instead of sitting with a few people.

Q: Are the Planful AI Assistants secure for enterprise finance teams?

Yes. All Planful AI Assistants inherit Planful’s full enterprise security and governance controls. Every interaction stays within your environment, user permissions are respected, and your data never leaves the platform. The same governance standards that apply across Planful apply to every Help response.

Q: Can AI for financial planning replace product training and documentation?

It reduces the need to consult them mid-task. Instead of pausing work to search documentation or schedule training, your team gets in-context answers in plain language, right where they’re working. Help doesn’t replace deep learning, but it means your team doesn’t have to stop to find it.

Help is your built-in assistant, answering questions and walking you through tasks in context so you can keep moving without leaving the platform.

Built to keep your work moving

From quick exports to complex consolidations, the AI Help assistant provides your team with clear, structured support directly inside Planful.

Improve team productivity

Help walks new users through tasks step-by- step, building confidence as you go. You reach productivity faster, and the knowledge sticks.

Answers in every workflow

Ask a question in plain language, and get a clear, step-by-step answer without leaving your work or switching tabs.

Always available

Help provides consistent answers whenever needed, so progress doesn’t depend on external training and documentation.

Secure by default

Help inherits Planful's enterprise security and governance. Every answer stays within your environment, with data never leaving the platform.

“Every FP&A professional knows that there are times where we get slammed with questions. Planful AI Assistant takes many of those questions off our plate and truly becomes the one-stop-shop for our business partners to ask questions and quickly get answers about their business.”

Kevin WashekDirector, Kimball Midwest

Get answers when you need them

Help delivers instant, in context guidance so every user can ask anything in Planful, get answers, and work independently.

Build proficiency in Planful as you work

Work and learn at the same time. Whether automating a workflow, analyzing data, or completing a routine task, Help provides in-context guidance so users build proficiency without leaving the platform. For finance teams onboarding new members or rolling out new workflows, having a AI help assistant available at every step means productivity doesn’t wait for training to catch up.

Step-by-step support for any task

From simple to advanced, Help walks you through every task you need help with. Learn how to share dashboards, generate reports, integrate data, or configure complex scenarios like multi-currency statements and acquisitions. Instructions are surfaced right there without breaking your workflow.

Spread expertise across your team

When expertise sits with a few power users, everyone else waits. Planful’s AI assistants for financial planning give every team member the confidence and ability to explore advanced functionality. Knowledge spreads across and keeps the work moving, without depending on a small group to answer every question.

Work with confidence in every part of Planful

Help works across every part of Planful, so your team always has clear, in-context answers no matter how workflows grow or change. As the business scales and new capabilities get adopted, the answers are already there so no one gets left behind waiting for training to catch up.

Secure by DesignPlanner combines OpenAI’s foundation with Planful’s patented calculation engine, so every output stays governed, explainable, and contained within your environment. Your data is never used to train external models. End-to-end encryption, dimension-level access controls, and global certifications, including the EU AI Act, ensure your team can deploy AI with confidence.

Frequently asked questions

The Planful AI Help Assistant is an in-app assistant that answers questions, walks you through tasks, and gives you in-context guidance right inside Planful. It’s built into the product, so your team gets clear, step-by-step support without switching tabs, opening a ticket, or waiting on the one colleague who knows the answer.

How does an AI assistant help finance teams work more efficiently?

What kinds of questions can I ask the Planful AI Help Assistant?

How does the Help Assistant help with onboarding new finance team members?

Are the Planful AI Assistants secure for enterprise finance teams?

Can AI for financial planning replace product training and documentation?

Answers that keep your team moving