Planful

Finance can’t act on numbers they can’t explain. Yet, too many AI tools are black boxes, offering answers without the “why” behind them. Less transparency = less confidence, slower decisions, and more questions. In our latest article, you'll discover: 💡 Why explainability is critical for AI adoption and trust 💡 The risks of unverifiable forecasts and locked-in assumptions 💡 Key transparency attributes to look for in AI solutions for Finance 💡 How explainable AI insights add confidence across the cycle Make sure your AI explains the “why” so every number is clear, actionable, and defensible. 👉 Learn more: https://lnkd.in/eNTB4K_Z

You need strategic clarity, not late nights fighting with spreadsheets. Analyst Assistant is your always-on finance partner, turning complex data into instant, explainable insights you can trust. 💡 Analyst Assistant empowers you to: 🔹 Focus on driving impact, not manual digging. 🔹 See beyond what changed to uncover the “why” across accounts, entities, and time periods. 🔹 Get clear, visual insights by simply asking in natural language. 🔹 Run what-if scenarios, reforecast in real time, and boost agility. 🔹 Keep your data private and protected with enterprise-grade security, governance, and compliance. Ready for fast, reliable insights that give you clarity, confidence, and precision? Explore what’s possible with Analyst Assistant: https://lnkd.in/eV_Xy56k

AI is boosting speed, accuracy, and confidence for Finance—and showing no signs of slowing down. But you need to show measurable value, overcome skepticism, and prove why now is the right time. We created a guide to help Finance navigate these tough conversations and keep AI adoption accelerating. Inside, you’ll discover: 🟣 How to make your business case for AI 🟣 Where AI creates the most impact for Finance 🟣 The risks from standing still while competitors innovate 🟣 Real-world success stories of AI in Finance Get your guide today: https://lnkd.in/er4mRqvd

How do the most successful finance teams move faster, think more strategically, and use tech more effectively? Find out what's working, what isn’t, and what separates top-performing teams from the rest as finance leaders unpack results from The Next Era of Finance: 2025 Global Survey. 💡 Join Rocket Software Director of FP&A, Luis Martinez Luna, and Planful CFO, Dan Fletcher, as they reveal: 🔹 Where outperformers are investing in the future to eliminate AI barriers 🔹 How to improve collaboration with HR for better workforce planning 🔹 Where automation is accelerating close and consolidation cycles Save your seat to hear key survey results and practical insights you can act on immediately: https://lnkd.in/e9ikfT2P

Streamline your financial close with confidence. 💪 Closing the books doesn’t have to be stressful or error-prone. Our Financial Close Checklist provides finance and accounting teams with a clear, step-by-step guide to minimize errors, save time, and streamline the close process. Dive in to learn how to: 🔹 Ensure accuracy in your close with a structured, repeatable workflow 🔹 Identify bottlenecks and streamline your monthly, quarterly, and annual close processes 🔹 Gain clarity on key data, reports, and insights before you start 🔹 Create efficiencies so you can focus on higher-level financial strategy Ready for your best close yet? Download your checklist today to get started: https://lnkd.in/eHnMuWBG

Everyone’s talking about AI, but few are delivering meaningful results. In this episode of Planful AI Labs, CTO Sanjay Vyas cuts through the noise to explore how large language models are evolving from language tools into enterprise-grade transformation engines—and why finance teams are perfectly positioned to lead this change. Learn why: ✅ Domain-specific data + robust calculation engines = real value ✅ A vendor-agnostic AI strategy is key to long-term agility ✅ It’s not about which model you choose—it’s what it can do for you Tune in to hear how to unlock meaningful outcomes with AI—regardless of the brand behind the model: https://lnkd.in/e8UjYBtr

When Finance gains real-time clarity and automation, businesses transform. Knox Company partnered with Bakerfield Solutions to implement Planful in under two months—transforming a “wild west” of spreadsheets into a streamlined, automated FP&A process. 💡 Now they can: ✅ Run integrated forecasts in minutes, not days ✅ Align workforce planning directly with financial forecasts ✅ Give executives real-time P&L visibility for faster, more confident decisions With Bakerfield’s expertise guiding the rollout, Knox replaced sluggish reporting with on-demand insights, eliminated manual merges, and finalized their 2025 plan after just one executive review meeting. ⭐ Read the full story: https://lnkd.in/e2AjNgU9

Resilience is the new competitive edge. 💡 New research from BARC reveals how finance and planning leaders are turning uncertainty into opportunity: 🔹 The top 6% are redefining agile planning 🔹 Nearly half are actively building resilience 🔹 AI and automation are turning plans into action Get a sneak peek at the key findings below—and download the full report to see how your team compares 👉 https://lnkd.in/esmUK2uz

“Every FP&A professional knows that there are times when we get slammed with questions. This is a ripe opportunity for Analyst Assistant to take a lot of those questions off our plate.” At Kimball Midwest, Director of FP&A Kevin Washek and his team are proving how AI can extend Finance’s impact. With our newly launched Analyst Assistant, teams can: 🔹 Instantly uncover the “why” behind variances 🔹 Ask plain-language questions to get explainable insights 🔹 Empower business partners to self-serve reporting and analysis 🔹 Free Finance from manual digging so they can focus on strategy 👉 Ready to explore more? Dive in here: https://lnkd.in/ef4VF5XV