Pricing
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PLAN AGENT

Last year's cycle was 6 weeks.This year, 6 days.

Enterprise budget built from natural language. Roll up BU submissions, run zero-based scenarios, freeze a baseline, and version every change.
Email-attached spreadsheets — gone.

6w → 6d
Budget cycle
Zero-base
Scenarios on demand
Versioned
Every change tracked
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FY2026 plan · enterprise✦ Version v3 · 11/30 freeze
Total plan
$365.0M
vs LY▲ +8.2%
  • COGS62%$226.3M
  • SG&A18%$65.7M
  • Marketing8%$29.2M
  • R&D7%$25.6M
  • Capex5%$18.2M
OUTPUTVersioning
— How it works

AI drafts. Owners adjust. System tracks.

01
AI seeds a baseline draft
Last year's actuals + drivers blended into a starting point. No one starts from a blank cell.
02
BU owners adjust in plain language
"Marketing +10%, hire 5 more" — formula and links handled by AI.
03
Versioning
Baseline locked, every later change saved as a version. Compare or restore in one click.
— Use cases

Most useful for these roles

CFO
Annual plan, without the spreadsheet email chain
"Show me the FY27 baseline draft."
Last year's actuals + drivers + macro context blended in 5 minutes. Cycle 6 weeks → 6 days.
FP&A
Driver-based budget = same model as forecast
"Touch a revenue driver — forecast moves with it."
Budget and forecast share drivers. No more keeping two models in sync.
BU Lead
Submit my piece without formula errors
"Show me only marketing + headcount for my BU."
Edit only your slice, formulas auto-handled. Zero broken-cell incidents.
— Works with

Common pairings

BU Budget
Auto-rollup BU budgets into enterprise
What-if Simulator
Adopt a scenario as the budget
Performance
Budget vs actual variance

Cut the budget cycle to single digits.

5-minute live demo, or a 1:1 sales call.

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