Planful Inc., a pioneer in financial performance management cloud software, has announced the general availability of Planful AI Analyst Assistant, an agentic AI tool designed to streamline finance team workflows. Unveiled at the Perform25 user conference, this assistant empowers finance professionals to shift from manual data analysis to strategic decision-making, delivering instant, explainable insights. The finance card above shows Planful’s private status, with no public stock data available.
Planful AI Analyst Assistant integrates directly into the Planful platform, leveraging OpenAI and Planful’s calculation engine to provide accurate, role-specific insights grounded in financial structures like fiscal calendars and charts of accounts. Steve Welsh, Chief Product Officer at Planful, stated, “With the launch of our Analyst Assistant, we’re delivering on the promise of AI for finance: practical, explainable, and built on trust. Finance professionals cannot afford to spend hours digging through data; they need fast, reliable answers.” Early adopters, including West Coast University, reported a 70% reduction in manual analysis time and near-perfect prompt accuracy.
Brian George, Director of Corporate Finance at West Coast University, shared, “With Analyst Assistant, I don’t have to dig through reports or build complex queries to get answers. I just ask a question and the insights appear instantly. It’s been a game-changer for how quickly I can access the information I need.”
Analyst Assistant is the first in a series of planned AI tools, with upcoming releases to include:
These tools aim to further enhance Planful’s platform, which serves over 1,500 customers across 100+ countries, including Bose and Five Guys, in the $7.5 billion financial performance management market.
Planful AI Analyst Assistant addresses the growing demand for AI-driven efficiency in finance, where manual processes often hinder strategic focus. By automating complex analyses and ensuring compliance through secure, transparent operations, Planful empowers finance teams to drive business outcomes. The assistant’s conversational interface and integration with existing workflows make it accessible to users without technical expertise, aligning with industry trends toward agentic AI adoption.
For more details, visit planful.com/ai.
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm.
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