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

help

Always-On Guidance With Planful AI Help Assistant

Build your Planful expertise with in-app guidance that keeps you productive, streamlines every task, and unlocks more value with Help.

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Always-On Guidance With Planful AI Help Assistant

AI Assistance That’s Purpose-Built for Planful Users

Help Assistant makes getting guidance effortless. From quick tasks to complex workflows, you get clear, structured instructions directly in your Planful instance.
With AI assistance you, and your teams stay productive, independent, and moving forward without disruption.

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Faster OnboardingStep-by-step guidance delivered inside Planful helps your team ramp rapidly, build confidence, and translate onboarding into lasting adoption.
Answers for Every TaskAsk questions in plain language and get guidance—whether you’re building reports, exporting data, or setting up advanced workflows.
Always-On GuidanceYour built-in assistant is ready whenever you are—providing clear instructions and structured answers that evolve with your needs over time.
Enterprise-Grade StandardsHelp Assistant inherits Planful’s enterprise-grade security, compliance, and governance, so every answer stays secure in your environment.

“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

Learn Planful Without Interruptions

Unlock answers as you work. With Help, you can ask how-to questions on the spot, whether it’s automating workflows, analyzing data, or completing routine tasks. With AI assistants for financial planning you onboard faster, stay in flow, and build lasting confidence without ever breaking stride.

Instant Support for Any Task in Planful

From simple exports to advanced consolidations, Help walks you through every task. Learn how to share dashboards, generate reports, integrate data, or configure complex scenarios like multi-currency statements or acquisitions, all without waiting on support.

Scale Planful’s Value Across Your Team

Extend expertise across your business. Help empowers new users to explore advanced functionality, build independence, and accelerate their impact, so adoption spreads naturally and ROI grows with every team onboarded.

Elevate Performance

Work with greater confidence and clarity. Help accelerates adoption, maximizes ROI, and keeps your team focused on meaningful outcomes. Every interaction is secure—your data is never shared and always remains protected within your environment.

Planful AI Help Assistant FAQs

Planful AI Help Assistant is an in-app AI assistant that provides step-by-step guidance directly within Planful. It helps finance teams complete tasks faster, answer questions instantly, and build confidence without relying on external support.

AI assistants for financial planning reduce time spent searching for answers by delivering clear, contextual guidance at the moment of need. This allows teams to stay in flow, complete workflows faster, and focus on higher-value analysis and decision-making.

You can ask the Help Assistant questions about reporting, data exports, dashboards, workflows, consolidations, and advanced scenarios like multi-currency or acquisitions. The AI assistant responds in plain language with structured, easy-to-follow instructions.

Yes. Planful AI Help Assistant follows Planful’s enterprise-grade security, compliance, and governance standards. All guidance remains within your environment, ensuring your data is protected while using Help at scale.

The Help Assistant accelerates onboarding by providing always-on, in-product guidance for new and existing users. By making expertise instantly accessible, AI assistants for financial planning help teams become independent faster and drive long-term adoption.