Elevate financial planning with AI-powered insights and conversation

Anaplan is excited to announce that Anaplan CoPlanner, our advanced generative AI assistant, is now available for finance teams to leverage within our Integrated Financial Planning (IFP) application — bringing unprecedented speed and enhanced capabilities directly to your fingertips. With CoPlanner, you can simplify financial planning through intuitive, natural-language interactions. 

For two decades, organizations worldwide have relied on Anaplan for financial planning. Launched in November 2024, our IFP application is purpose-built to connect across finance and streamline your planning, budgeting, and forecasting (PB&F) processes. The Anaplan IFP application delivers a secure, accurate, and real-time overview of your enterprise, empowering decision-makers to drive stronger outcomes. It combines best-in-class practices, intuitive dashboards, and robust reporting — all built on the industry's most agile planning platform. Benefit from immediate out-of-the-box deployment and guided setups for key finance use cases, such as revenue planning, operating expense (OpEx) planning, capital expenditure (CapEx) planning, and integrated financial statements, enabling effortless adaptability and scalability as your business evolves. 

In addition to this, finance leaders can now bypass the complexity of navigating data, multiple models, and dashboards when seeking answers. With CoPlanner, insights are just a question away. Whether it's identifying top-performing regions, matching key metrics, or counting specific variables, you receive clear, precise responses in real-time. Plus, CoPlanner keeps the conversation flowing by suggesting relevant follow-up questions, helping you refine your queries effortlessly. This intuitive experience not only saves time but also guides you toward deeper financial insights, empowering you to make smarter, faster decisions with confidence. 

With CoPlanner embedded directly in our IFP application, your planning experience evolves into effortless conversation. Elevate your role as a strategic finance leader and guide your organization toward greater efficiency and success. Embrace the future of finance with confidence, knowing powerful insights and clarity are just a question away. Your journey to smarter financial decisions starts here.