AI-POWERED PLANNING & REPORTING

The numbers stay deterministic. The work around them gets faster.

Anaplan's AI capabilities applied so that variance questions, scenario requests, and reporting asks are answered while they're still live.

Agent StudioOfficial Anaplan product CoModellerOfficial Anaplan product Clean model architectureBuilt right, or rebuilt right. AI on a broken model just fails faster. Connected, trusted dataThe foundation everything above depends on Agentic Enterprise Anaplan's direction of travel · where this is going OFFICIAL ANAPLAN AI, ON TOP OF A MODEL THAT WORKS Each layer needs the one below
AgentStudioOfficialAnaplanproduct CoModellerOfficialAnaplanproduct Clean model architectureBuilt right, or rebuilt right. AI ona broken model just fails faster. Connected, trusted dataThe foundation everything abovedepends on Agentic Enterprise Anaplan's direction of travel · where this is going OFFICIAL ANAPLAN AI, ON TOP OF A MODEL THAT WORKS Each layer needs the one below
We understand the requirement first, then build something bespoke around it

WHO THIS IS FOR

Designed for leaders responsible for operational and financial performance.

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CFO / Finance Director

Faster answers without giving up control of how the numbers are produced.

FP&A / Planning Leads

Spend less time building and checking, and more time answering what matters.

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Digital & Innovation Leads

AI applied where it holds up under a real planning cycle, not just in a demo.

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THE CURRENT CHALLENGE

The trust problem

AI in planning demonstrates beautifully and deploys badly. The gap isn't capability; it's that a real planning cycle has approvals, audit trails, and people who need to know why a number moved. Pilots that skip those questions don't survive contact with a close.

HOW WE DO IT

The model first. Then the AI.

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A FOUNDATION WORTH REASONING OVER

AI inherits whatever structure you give it.

Consistent hierarchies, documented logic, and data that arrives the same way every cycle are what separate a useful answer from a confident wrong one. Most of the value in AI-powered planning is created before any AI is switched on.

APPLIED WHERE THE HOURS ACTUALLY GO

Model building, commentary, and the questions nobody has time for.

Anaplan's AI capabilities work best on the unglamorous parts of the cycle: accelerating how models get built, drafting variance explanations, and answering the follow-up questions that used to eat the rest of the week.

PROVEN RESULTS

What the numbers say about AI in finance

CFO survey on AI in finance, 2026.

87%
Of CFOs at large companies say AI will be extremely or very important to finance operations in 2026
INTENT
14%
Have seen measurable ROI from it The 14% who've seen measurable ROI offer a playbook for everyone else - and it starts with infrastructure, not algorithms
RETURN
Infrastructure first
What separates the two groups The CFOs seeing real AI returns in FP&A share common characteristics. They invested in data infrastructure first—ensuring clean, connected data before deploying AI
THE DIFFERENCE

FAQ'S

Everything you need to know before getting started

Can't find what you're looking for? Talk to us.

Yes, your planning logic stays deterministic and auditable, so the same inputs produce the same results. AI works around that core logic, helping teams build models, create scenarios, draft commentary, and understand results faster. The calculations remain consistent, while AI supports the work around them.

Often, the biggest time savings are not where you might expect. Teams can spend hours building and maintaining models, writing variance commentary, and answering the same questions in different ways. We first look at where the time is actually going, then decide where AI can help. Sometimes, a simpler process change can make a bigger difference.

Because most pilots skip the parts that make a planning process real: approvals, audit trails, and someone accountable for the number. A use case that hasn't survived an actual cycle hasn't been tested. We build to that standard from the start rather than demonstrating first and hardening afterwards.

To an extent, yes. AI can only work with the structure and information it has. If hierarchies are inconsistent or model logic isn’t clear, the answers may not be reliable. The model doesn’t need to be perfect, but it does need a solid foundation. In many cases, getting that foundation right is where the work begins.

It depends on the capability, and things move quickly. We’ll be clear about what’s available today, what’s still in preview, and what’s been announced. We only recommend solutions based on capabilities you can actually use.

AI capabilities operate within the Anaplan platform under its existing security and governance model, so your planning data stays where it already sits. Where a specific capability has different data handling, that's a question worth asking before you enable it, and we'll raise it rather than wait to be asked.

Usually, reporting and commentary are the best places to start. They involve a lot of repetitive work; the output is easy to review, and the time saved is easier to measure. That makes it simpler to show the value before bringing AI into more complex areas like forecasting.

Not usually. AI capability applied to an existing model is a smaller piece of work than a platform programme, and it's often better attached to something already underway than run as its own initiative competing for attention.

You’ll work directly with our team. Every consultant is an EliteEPM employee, and the partner who scopes your project stays involved through go-live. This keeps the people who understand your project close to the work throughout.

WHY ELITE EPM

We don’t do bait-and-switch consulting

Continuity is the difference between a model that survives its first planning cycle and one that doesn't. We stay focused on Anaplan, build our own specialist team, and keep senior people close to the model from the first workshop through hypercare.

All in on one platform

Anaplan is our entire business, so the platform's roadmap is our roadmap. Our team is fully certified and building on Polaris today - and they understand how businesses plan, not just how to build in the tool

Seniority where it counts

Our partners stay hands-on after the contract is signed. They shape the design, challenge decisions that won't hold up, work the difficult problems, and carry accountability through go-live.

Built for direct collaboration

You get the experience needed for complex, multi-entity work without layers of account management or subcontracted delivery teams.

Let's start the conversation

Whether you're exploring how AI can support your planning process or looking to make better use of AI within your existing Anaplan environment, EliteEPM can help you identify where it can add real value.

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