Planful Analyst Assistant marks a new stage in the digital transformation of finance departments. Designed specifically for finance and performance teams, this intelligent assistant leverages OpenAI's artificial intelligence and Planful's patented calculation engine to deliver reliable, fast and fully explainable analyses.
A virtual partner dedicated to financial performance
With Planful Analyst Assistant, finance teams no longer waste time on manual, repetitive tasks. The tool automates data collection, comparison and interpretation, enabling CFOs and FP&A analysts to focus on what matters most: strategy and decision-making.
With instant, contextualised answers, the assistant identifies anomalies, reveals underlying drivers and provides actionable insights for every situation. This “explainable AI” approach ensures a complete understanding of the why behind every figure, strengthening confidence in the analyses produced.
Accelerated performance at every stage of the financial cycle
The Planful Analyst Assistant supports the entire financial management process:
Faster close: it highlights variances and their causes, facilitating reconciliations and reducing close times.
Analysis and reporting: it automates data storytelling and produces clear visualisations to better align teams.
Forecasting and planning: it optimises forecasting scenarios and accelerates budget preparation.
This integrated approach transforms the way companies use their data to gain agility and precision.
Security, compliance and transparency at the heart of the solution
Planful emphasises one key point: data security. The Planful Analyst Assistant is designed to demanding enterprise standards, with end-to-end encryption, internal governance and full compliance, particularly with the EU AI Act.
Customer data remains in its secure environment and is never used to train external models. This is an essential guarantee for organisations subject to strict regulatory requirements.
AI designed for finance, not to replace it
Rather than replacing people, Planful Analyst Assistant acts as a financial copilot. It answers common questions, relieves teams of a significant volume of operational analyses and enables them to act with greater strategic perspective.
“Planful AI Assistant becomes the single access point where teams can ask their questions and immediately obtain reliable answers about their financial data,” explains Kevin Washek, Director at Kimball Midwest.
With the Planful Analyst Assistant, Planful continues its mission: to make financial performance smoother, more connected and more proactive.
This innovation confirms Planful's position among EPM leaders and illustrates the convergence of explainable AI, intelligent automation and performance management.
source: planful.com
