Experience the power of AI embedded in your planning
Better FP&A workflows start with a smarter tool
You need model-aware intelligence that helps your team synthesize change, forecast outcomes and take action inside planning workflows. Introduce agentic, workflow-aware AI planning to your finance team to help you move quickly and confidently.
Planning Analytics Agent
Empower smarter planning with AI-driven insights and action. Ask questions in natural language to uncover model-based insights grounded in TM1® logic, gain clear visibility into drivers and assumptions with explainable AI, and take action by triggering governed workflows, recommendations, and controlled updates within your planning processes.
AI forecasting
Improve the speed of your team’s forecasting with predictive capabilities embedded in planning workflows. Benefit from baseline statistical forecasting, on-demand forecasting and scenario updates, and explainable summaries and anomalies.
AI for smarter, accurate forecasting
Do what you excel at, but better, smarter and faster. Use Planning Analytics embedded AI to reduce the manual work of querying data, explaining logic, surfacing insights, and taking action within planning workflows.
Chat with your agent to ask questions that will help explain drivers, calculations and variances with Explain Cell and insights.
Gauge downstream impact of changes to assumptions, drivers or structures. Compare scenarios, versions and time periods to understand ripple effects. Detect anomalies and inconsistencies using AI-guided diagnostics.
Use IBM watsonx Orchestrate® to build and coordinate advanced, multi‑step planning workflows that integrate with Planning Analytics. Or bring your own models and tools to create custom agents.
IBM Planning Analytics AI capabilities
Planning Analytics integrates AI directly into the experience to help you understand performance, explain results, assess change and improve forecasts—within governed models.
An IBM-designed agentic experience, built on TM1 structures, delivers model-aware insights, diagnostics, forecasting and controlled actions.
Use AI-powered data exploration to ask questions, uncover insights and detect trends across planning data with guided, intuitive analysis.
Understand exactly what drives results with explainable calculations, variance analysis and clear visibility into model logic and drivers.
Generate AI-driven forecasts and evaluate downstream impacts of decisions across scenarios—supporting faster, smarter planning.
AI is grounded in TM1 structures and metadata, delivering context-aware, accurate insights aligned to your planning model.
Ensure outputs follow existing permissions, security policies and authentication standards—protecting data and maintaining trust.
Apply validation, guardrails and user-level controls to guide AI behavior and deliver reliable, consistent outcomes.
Extension and ecosystem
Custom watsonx Orchestrate agents
Custom‑managed agents built in watsonx Orchestrate can support multi‑step automation, human‑in‑the‑loop approvals, and deep integrations across enterprise systems, while remaining aligned with core planning workflows. These agents can be seamlessly integrated, enabling plans, forecasts and decisions to both trigger and consume agent‑driven actions across your enterprise.
Extensible AI via Model Context Protocol
Model Context Protocol (MCP) provides a standardized, governed interface that enables extensibility beyond the native Planning Analytics experience while keeping AI interactions aligned with calculation logic, permissions and controls.
Interactive demo
Explore related features
Boost your team’s speed and accuracy with AI demand forecasting—right inside IBM Planning Analytics.
Automate data collection, consolidation and analysis to get performance insights in real-time.
Keep Excel. Add TM1 power. Discover how PAfE delivers real‑time data, advanced analysis and seamless collaboration—right inside Excel.