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

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Planful AI Analyst Assistant Is Your Partner for Strategic Clarity

Analyst Assistant delivers trusted financial intelligence for today’s most complex challenges, providing instant, explainable insights that guide you with clarity, confidence, and precision.

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Planful AI Analyst Assistant Is Your Partner for Strategic Clarity

Meet Your Trusted AI Partner, Purpose-Built for Finance

Work Smarter, Not Harder

Built for Finance, Analyst eliminates manual work, giving you instant clarity to focus on driving strategic impact.

Instant Clarity, Deeper Insight

Instantly turn questions into clear answers, surfacing hidden drivers and actionable insights you can trust with Analyst.

Intelligence You Can Trust

Powered by OpenAI and Planful’s patented calculation engine, Analyst delivers trusted outputs with the context, logic, and ‘why’ behind them. 

Enterprise-Grade Standards

Analyst inherits enterprise-grade security, governance, and compliance—ensuring your data remains fully protected and never exposed.

Analyst Elevates Every Step of Your Financial Cycle

Revealing the “why” behind anomalies, Analyst helps you close with clarity and fewer delays. Narratives and visuals explain root causes, cutting out guesswork, manual digging, and bottlenecks. The result? Cleaner reconciliations and confidence in every number—so you close earlier, with less effort.

Once the books are closed, shifts are highlighted across accounts, entities, or periods—and the drivers behind them revealed. Analyst delivers clear analysis and surfaces insights hidden in plain sight, giving you the clarity to validate results with confidence. With cross-dimensional breakdowns and line-item detail, you can ensure every number is accurate before reporting.

When leadership needs answers, in real time— Analyst delivers. It turns ad-hoc questions into clear, visual responses—charts, summaries, and narratives—within seconds. Results are grounded in the data you already trust, with transparent explanations that reveal both the full story and the truth. The outcome: instant clarity, fewer reporting cycles, and teams that stay aligned.

Analyst enables real-time what-if modeling, scenario adjustments, and reforecasting. When anomalies or trends emerge, it not only highlights them—it recommends levers to improve performance while keeping you in control. With seamless options to save, share, and act on results in Planful, you can pivot quickly with precision and governance intact.

The Future of Finance Starts Here

Learn how Planful is leading the charge on thoughtful AI innovation and more.

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“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 Washek, Director,

Kimball Midwest

Secure by Design

Analyst Assistant combines OpenAI’s foundation with our patented financial calculation engine, keeping interactions governed, explainable, and secure within your environment. Data stays private and is not used to train external models. With end-to-end encryption, dimension-level controls, and global certifications, including the EU AI Act, Analyst delivers the transparency and protection Finance can trust.