Integrated Financial Planning application

Accelerate time to value with Anaplan Integrated Financial Planning

A purpose-built application with AI at the core to streamline and modernize your financial planning, budgeting, and forecasting (PB&F) processes.

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An intuitive, out-of-the-box AI-driven approach to integrated financial planning

Anaplan applications accelerate time to value with ready-to-deploy configurations, seamless integrations, and best practices. The Integrated Financial Planning application connects to systems of record through an extendable architecture and enables foundational FP&A use cases for planning, budgeting, and forecasting for revenue, operating expenses, capital expenses, integrated financial statements, and more — supporting confident decision-making and ongoing financial health monitoring.

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Integrated Financial Planning application dashboard showing a Revenue and COGS summary with tables and charts for revenue and cost of goods sold by department, product family, and account, including monthly and fiscal year totals and bar charts comparing sales categories such as direct sales, inside sales, professional services, and manufacturing.

Meet your Anaplan Finance Analyst

Anaplan Finance Analyst is your AI agent for smarter enterprise financial planning and consolidation. Ask questions and get real-time insights to augment month-end processes, uncover risks and opportunities, and explore complex “what-if” scenarios with transparency and control. Trained on deep financial expertise, and millions of models, Finance Analyst helps teams deliver information faster, improve forecast accuracy, and drive confident decision-making that fuels your business.

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Key benefits

Process efficiency

Streamline financial planning across your enterprise, from corporate to business units, with out-of-the-box process standards, immediate access to performance metrics, and seamless scenario creation and analysis.

Unified view

Gain a single source of truth for financial planning across the income statement, balance sheet, and cash flow statement for complete visibility into your current financial health and projected performance.

Actionable AI-driven insights

Leverage Anaplan Finance Analyst to analyze vast amounts of financial data, provide valuable insights, and execute actional steps to enhance your forecasts and decisions using natural language queries.

Finance-owned

Empower your finance team to conquer increased demands on their limited time with a ready-to-deploy application that is easily configured to your business, extendable for unique needs, and designed to evolve with the latest innovations.

Streamlined data integration

Leverage Anaplan Data Orchestrator for high-performance, native integration with ERPs and other systems, and a seamless connection to additional Anaplan applications, to create a reliable and fully integrated planning ecosystem.

Enhanced reporting

Enrich your financial output, presentations, and perform robust ad hoc analysis and reporting with advanced content orchestration optimized for Microsoft Office and streamlined for access across all data sources.