Anaplan intelligent role-based agents

Always-on agents.
Real-time insights.

Smarter planning starts with intelligent role-based AI agents — ready to answer questions, generate insights, and drive better decision-making
for your business.

Meet Anaplan’s network of AI agents


Meet Anaplan Finance Analyst   

Continuously monitor financial performance, automate month-end processes, quickly detect deviations, surface key business drivers, and proactively mitigate risk and invest in opportunity with Anaplan’s AI agent for financial planning and consolidation.

A man and woman at a desk review a computer screen. Next to them, an AI assistant interface suggests tasks like analyzing cost discrepancies, building scenarios, and refreshing P&L forecasts.

Meet Anaplan Sales Analyst   

Surface risks and opportunities, run scenarios, and orchestrate decisive action to outpace the market and the competition with Anaplan’s AI agent for revenue performance management. 

Two colleagues review a laptop together. The AI assistant compares Scenario A and Scenario B for reallocating sales reps, with suggested forecasts and a plan change workflow.

Meet Anaplan Supply Chain Analyst 

Be alerted to risks, run impact scenarios, and coordinate new plans with Anaplan’s AI agent for supply chain planning.

A man in a warehouse uses a tablet. The AI assistant displays a KPI Review Report and suggests actions like sharing with a manager, adding to an IBP meeting, and checking affected parts.

Meet Anaplan Workforce Analyst

Identify workforce risks, understand the impact of headcount decisions, and get answers in real-time with Anaplan’s AI agent for smarter workforce planning.

A man smiles while working on a laptop. The AI assistant shows 7 requisitions on hold and suggests actions including viewing hiring requisition analysis, turnover reports, and creating workflow tasks.

Build models from scratch in minutes  

Turn your high-level business needs into precise logic, models, and calculations you can validate and deploy in minutes. Extend and optimize your applications through natural language queries with Anaplan’s AI agent for precise, smarter model building.

Intelligent Role Based Agent CoModeler

FAQs

Tablet displaying Anaplan Production Planning dashboard on a brown leather surface. The screen shows key metrics including "On Time Fulfillment: 85.72%" and "Plant Capacity Utilization: 93.99%." A bar and line chart displays demand fulfillment data over time, with blue bars and red indicators highlighting gaps. Additional sections list "Scenario Constraints," "Scenario Outcomes," and revenue figures, showing baseline and scenario variations.

They are AI analysts embedded directly within Anaplan applications, trained on a decade of planning expertise from deploying millions of models. These role-based agents deliver accurate answers, surface insights, and drive tailored actions for finance, sales, supply chain, and workforce planning.

Chat with a conversational AI analyst using natural-language prompts. Type or speak your questions to quickly get answers and recommendations for next steps. 

Agents analyze patterns using Anaplan's best practices and expertise from deploying millions of planning models. They surface insights humans can’t easily see, highlight hidden drivers, send timely alerts, and trigger workflows so teams can make smarter, faster decisions.

  • Financial teams can use for budgeting, forecasting, consolidation, and financial data-driven research.

  • Sales leaders can monitor performance, run GTM scenario comparisons, and review recommendations for fast action. 

  • Supply chain planners can be alerted to disruption or at-risk scenarios, run impact simulations, and coordinate next steps.

  • Workforce planners can assess hiring risks, model staffing scenarios, and make real‑time decisions impacting business performance. 

  • Model builders can build, optimize, and extend Anaplan models at speed and scale. 

Anaplan applications provide prebuilt, out-of-the-box solutions that standardize and scale enterprise planning with proven best practices. CoModeler works alongside them to extend and customize models, rapidly prototype new scenarios, and adapt logic for unique business needs.

Anaplan applications provide prebuilt, out-of-the-box solutions that deliver best practices and accelerate time to value. CoModeler complements them by giving model builders the power to extend and customize models, prototype scenarios, refine formulas, and document logic — ensuring planning stays both standardized and adaptable.

Discover the AI that is Anaplan Intelligence.
Be the next.

Organizations around the world rely on Anaplan to build a modern, connected enterprise. Shouldn’t you?   

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Laptop displaying a bottom-up revenue forecasting dashboard. Features a scenario comparison chart, revenue targets, pricing breakdowns, and detailed financial metrics in a data table.