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PLANFUL AI HELP

Achieve More With Planful AI Help

Accelerate your Planful expertise, find answers, complete tasks, and do more with your Planful AI assistant.

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Achieve More With Planful AI Help

Finally, AI Assistance Built Specifically for Financial Performance Management

Finding help is always fast and easy using Planful AI. If you’re new to Planful, it’s your helpful assistant ready to answer all your product learning and questions. Receive step-by-step instructions and training resources It’s your trusted colleague that saves you time, avoids delays, and keeps you moving. Whatever you need, just ask.

See How Planful AI Works

[Planful AI], to me, is like having an intelligent assistant at your side that is well-versed in domain-specific knowledge or finance. Now we can have more of an operational discussion of why and really focus on the drivers versus the numbers themselves.

Luis Martinez LunaDirector, FP&A - Rocket Software

How Planful AI Empowers You

Your In-App AssistantStay focused and efficient without leaving your screen. Planful AI provides instant answers to your questions in natural language helping you resolve questions instantly.
Help, When and Where You Need ItGet answers to your common questions with a built-in assistant. With starter questions for common scenarios, Planful AI makes it easy to discover what’s possible and take action quickly
Clear, Understandable AnswersPlanful AI delivers structured, easy-to-understand responses in natural language, helping you navigate your financial processes with confidence. It’s always learning and improving, evolving alongside your needs to provide ongoing relevance and support.

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Quickly Learn How To Use Planful Without Interruptions

Feel free to ask Planful AI Help anything to improve your understanding of Planful and how to accomplish tasks, automate workflows, analyze data, and more. You get onboarded faster and build confidence quickly and efficiently.

Get Help for Anything in Planful

Rely on Planful AI Help to learn how to export data, share dashboards, generate reports, and do more complex tasks like integrate data from other systems, set up Budget Manager Experience, and consolidate month-end statements across currencies, mergers, and acquisitions. You get faster access to more Planful capabilities with less reliance on support and more productivity for everyone.

Push the Power of Planful to More People

Let Planful AI Help speed the digital transformation by guiding new users through advanced functionality, empowering teams to achieve more independence, and enhancing the value delivered by Planful. You get a built-in assistant, helper, and guide to enhance productivity and speed as you reach for peak financial performance.

Elevate Financial Performance Management With Planful AI

Plan with accuracy and speed when you have Planful AI at your side, ready to assist. Planful AI Help speeds adoption, increases ROI, and keeps teams focused on what matters most. Your data is never used for AI training or machine learning purpose, and is always secure.

AI that works for you. Empower yourself with Planful AI.

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How much time will you save?
How will your finance team evolve?
Where will technology support you?

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