PLANFUL AI

AI that knows your business

Q: How does Planful protect sensitive data during AI interactions?

Planful maintains multi-layered security: end-to-end encryption (data at rest and in transit) dimension-level security (finance-specific access controls) strict data isolation (no sharing outside Planful) View certifications →

Q: Can we opt out of sharing internal data with external AI services?

Yes. All AI interactions occur within Planful’s secure, native environment. Your financial data never leaves the platform.

Q: Are AI prompts and responses stored or logged?

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.

Q: Who built the algorithms and models used by Planful AI?

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.

Planful AI for financial planning is built for how finance works. Trained on your data and tuned to your role, it improves with every interaction. From analysis to forecasting, assistants turn questions into decisions without breaking your flow.

Planful AI is embedded across the Planful platform, compressing months of manual work into moments for every role in finance.

Productivity

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

Transparency

Every answer shows exactly how it’s calculated and ties directly back to your data through our patented calculation engine. You always know what’s driving the numbers.

Resilience

Whether your team is two people or 20, Planful AI enables everyone to analyze, plan, and respond with the same clarity and confidence.

Discover why teams like yours choose Planful

Where AI for financial planning meets teams

PLANNER

Planning that adapts in context

Describe what you want to plan, and Planner builds it from your existing accounts, assumptions, and entity structure, so the model starts informed instead of blank. Ask it to predict a specific line, like net sales for a product line over the next few months, and it generates the forecast for you to review. As actuals come in, Signals watches the plan and flags when a trend is moving off pattern, before it shows up in a variance report.

SKILLS:

Plan and budget by describing what you want, in plain language

Validate assumptions against your existing accounts and entity structure

Predict a specific account or line and see the forecast instantly

Explore scenarios and build rolling forecasts

Get flagged automatically when a trend moves off its expected pattern

Explore Planner

ANALYST

Turn questions into understanding

Ask a question like “what’s driving the increase in OpEx,” and Analyst pulls the account-level detail behind the number instead of stopping at the summary. It flags whether a variance is a one-time event or a repeating pattern, and writes the explanation in plain language, so you’re ready to take that story to leadership.

SKILLS:

Ask a question in plain language and get a written analysis back

Pull the account-level detail driving a variance

Distinguish a one-time variance from a repeating pattern

Explore Analyst

HELP

Help that keeps work moving

Ask for a report, a dashboard, or a setting by name, and Help finds it and opens it directly. It also answers how-to questions straight from Planful’s support documentation and knowledge base, and it already knows how your instance is configured, so the answer matches what you’re actually looking at.

SKILLS:

Find and open reports, dashboards, and settings

Answer how-to questions from support documentation

Search the knowledge base for setup and configuration guidance

Explore Help

MCP

Bring your own AI to your data

Ask questions in Claude and get answers built on your Planful data, with ChatGPT, Copilot, and Gemini coming next. Every query inherits your dimension security and role-based access. Read-only by design, so your numbers are never exposed or changed.

SKILLS:

Search Planful reports

Analyze data across sources

Enforces your permissions

Explore the Planful MCP Server

Why customers love Planful AI

Hear directly from the teams closing faster and planning smarter with Planful AI

Strengthen your financial foundation with AI

PROJECTIONS

Start with accuracy, improve continuously

Machine learning builds your baseline automatically. ALGO mode selects the best-fit model for your data, so you start with an accurate forecast that improves over time.

Explore Projections

SIGNALS

Catch changes early and act on them

Signals continuously scans your data to flag anomalies and explains what caused them, so your team knows where to look and what to do before an issue impacts the business.

Explore Signals