Model the drivers
Build revenue, cost, headcount, working capital, and financing assumptions around how the business operates.
PlanAI for Financial Planning & FP&A
Connected financial models that move with your business.
Build connected forecasts, pressure-test assumptions, and see how strategic choices flow through cash, profitability, and funding needs.
Solutions by Function
See the model respond as assumptions change.
A short walkthrough of revenue planning, linked statements, scenario comparison, and funding readiness.
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Featured
Three-statement model
A short walkthrough of revenue planning, linked statements, scenario comparison, and funding readiness.
Guided
Planning workflows
Visible
Formulas & assumptions
5-Year
Dynamic statements linking
Contextual
Benchmark guidance
Connected financial logic
A financial model that moves with your business.
Move from operating drivers to reviewable financial statements without losing the assumptions behind the numbers. PlanAI makes the model easier to explain, compare, and update.
Connect the statements
Link profit and loss, cash flow, and balance sheet views into one consistent forward-looking model.
Compare scenarios
Test changes in price, volume, hiring, spend, and financing side by side before committing.
A simpler workflow
Move from question to decision in one workspace.
- 01
Define the operating assumptions
Capture the drivers that matter, from pricing and volume to hiring, expenses, timing, and funding.
- 02
Build the connected forecast
Translate those drivers into monthly projections and linked three-statement financial views.
- 03
Test and communicate
Compare cases, identify pressure points, and prepare a clear financial story for stakeholders.
Built for useful output
Work your team can review, use, and share.
Revenue and unit economics model
Monthly operating forecast
Profit and loss statement
Cash flow and runway view
Balance sheet projection
Scenario and variance analysis
Financial Integrity
Review the relationships across each statement.
PlanAI pairs strategic workflows with integrated three-statement financial modeling. Scenarios use linked statements, visible formulas, and transparent drivers that teams can review.
Linked statement logic: Changes to revenue, expense, and cash assumptions flow through connected schedules.
Reviewable exports: Prepare formats for discussion with lenders, investors, advisors, and boards.
Encrypted security: Server-side credential isolation and AES-256 token encryption.