Meet Planful’s Analyst Assistant — your trusted AI-powered partner for finance, always ready for you.
Learn moreBuild your Planful expertise with in-app guidance that keeps you productive, streamlines every task, and unlocks more value with Help.
Help Assistant makes getting guidance effortless. From quick tasks to complex workflows, you get clear, structured instructions directly in your Planful instance—so you, and your teams stay productive, independent, and moving forward without disruption.
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. You onboard faster, stay in flow, and build lasting confidence without ever breaking stride.
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.
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.
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.
Join our webinar on Oct 15th to see how easy it is to streamline workflows, reduce risk, and build precision-driven budgets. Work smarter, finish strong, and step into next year already ahead.