Analyst Assistant: Your Guide to an AI-Powered Budgeting Season

Budgeting season is here. If you’re juggling speed, accuracy, and collaboration, this session will show how Planful Analyst Assistant helps you start with credible numbers, surface what matters, and answer tough questions in the moment.

 

💡 What We’ll Cover:

• How Analyst Assistant can deliver instant answers, insights, and narratives in plain English
• An under-the-hood look at Planful Predict and how you can seed plans from your own history and scenarios
• When to use Planful Signals to detect anomalies and highlight the numbers that matter

 

🗒️ What to Expect:

• Expert tips for applying AI to your current budgeting workflows
• On-the-spot answers: Handle “what changed?” and “what if?” in real time during executive reviews
• Finance-owned control: Keep auditability and governance while enabling non-finance users

 

📣 Speakers:

• Cameron Moreau, Director of Lifecycle Marketing, Planful
• Matt Sledge, Finance-to-Product Leader, Planful
• Amrita Johal, Senior Solutions Consultant, Planful
• Ram Narayanan, AI Product Lead, Planful

 

Join us to gain practical, finance-ready AI tools that make budgeting faster, smarter, and more collaborative this season.