AI agents · Skills · Orchestration
Planning Intelligence

Better forecasts. Faster cycles. Fewer rebuilds.

Connect every plan — financial, workforce, demand, supply, long-range — into one agentic planning runtime grounded in your ERP, CRM, and data warehouse, with executive-ready commentary and mobile access for leaders.

Lead buyer:CFO · Head of FP&A · Head of S&OP

Modeled reference value

$1.4–4.3M / yr

Forecast accuracy, cycle time, and avoided rebuilds at a $1B revenue reference customer.

Tekplanit Research modeled this per-pillar value for a $1B-revenue reference scenario. Use the assumptions below as a starting point and run the calculator for your own numbers.

$1–3M
Forecast accuracy lift

0.1–0.3% revenue impact at $1B revenue from improved forecast accuracy across demand, financials, and supply.

$300K–$1M
Planning cycle compression

30–50% cycle compression on 5–10 FTE @ $200K loaded cost, freeing planners from manual data wrangling.

$100K–$300K / yr
Avoided implementation

Amortized avoidance of one major implementation engagement — no new EPM stand-up, no model rebuild.

Illustrative research model, not a guarantee. Realized value depends on customer inputs, scope, adoption, and execution.

What it does

Capabilities that ship today

Every capability links to the live in-product feature.

How it works

One agentic runtime. One knowledge graph.

Planning Intelligence runs on the same agentic runtime and knowledge graph as the rest of the platform. When supported ERP, CRM, HRIS, or data-warehouse sources are connected and their credentials and permissions are configured, plans can read approved live data and write back through governed workflows.

Multi-agent orchestration
“Plan Q3 across finance, supply chain & operations”
Orchestrator
routes · delegates · synthesizes
Specialist agents work in parallel
Financial Planning
Supply Chain
Workforce
Strategy
Planning Copilot
Analytics Assistant
One grounded answer, synthesized across every agent & system

Knowledge graph

Approved trial balance, product, entity, and master data feed the plan when their sources are connected and configured.

Agentic runtime

Forecasting, scenario, and commentary agents collaborate inside one model.

Exec on the go

Approve, comment, and review plans from the Tekplanit mobile app.

For your team

Built for the people closest to the work

CFO

Trustworthy numbers, faster close-to-plan, AI commentary, and explainable variance — on web and mobile.

Head of FP&A

Driver-based plans, LRP, and rolling forecasts without spreadsheet sprawl.

Head of S&OP

Demand, supply, and finance aligned on a single consensus plan with a live supply chain cockpit.

One platform · Five disciplines

Tekplanit is the agentic digital-transformation platform for understanding your technology estate, deciding what matters, funding a trusted roadmap, executing with control, and measuring outcomes.

The rest of the platform

Proof, security, and trust

See our security posture, compliance, and customer evidence.

Ready to put Planning Intelligence to work?

Book a 30-minute walkthrough with a Tekplanit specialist or talk to sales about a tailored rollout.

See planning intelligence on a 14-day free trial.

14 days free · No credit card required.

Starter trial covers 1 plan.