Planful's Remarkable AI Achievement in Analytics Sets New Standards for Finance Teams

Planful Inc. Wins AI Breakthrough Award



Date: June 26, 2025
Location: San Francisco

In a significant achievement for the realm of financial performance management, Planful Inc., a leader in cloud software, has been recognized with the prestigious AI Breakthrough Award for its pioneering efforts in implementing AI-driven analytics. The award highlights the company’s exceptional ability to integrate artificial intelligence into complex financial processes, enhancing productivity for teams worldwide.

As a frontrunner in financial performance management solutions, Planful was chosen from an impressive pool of over 5,000 global nominations, solidifying its status among elite innovators in the AI domain. The AI Breakthrough Awards celebrate the transformative power of AI and its ability to augment human capability across industries, with its focus on solutions that lead to tangible improvements in business efficiency.

Innovative AI Solutions
Planful’s success is largely attributed to its commitment to developing AI solutions that empower finance, accounting, and other essential teams. The platform facilitates smarter work practices and promotes enhanced confidence among its users. Steve Welsh, Planful’s Chief Product Officer, stated, "Planful AI is purpose-built for finance and accounting teams. It's deeply integrated into our platform, enterprise-secure, and already delivering tangible benefits to our clients."

Through its intuitive AI capabilities, Planful supports functionalities such as financial close management, forecasting, and reporting, allowing teams to work more efficiently while shifting focus towards strategic initiatives. "When AI empowers rather than replaces human skills, it enhances performance across the entire organization," added Welsh, underscoring the human-centric approach of Planful AI.

Launch of Persona-Based AI Assistants
At the recent Perform25 user conference, Planful introduced a suite of persona-based AI assistants crafted from deep domain expertise and insights gathered from their diverse clientele. These assistants aim to reduce the routine, monotonous tasks that often burden finance and accounting professionals. With newly announced features, Planful’s AI tools are designed to provide domain-specific insights and bolster decision-making processes within the CFO office.

The launch included several specialized AI assistants:
  • - Analyst: Provides variance insights, narrative generation, report analysis, and scenario development for financial analysts.
  • - Planner: Aids financial planners in forecasting and optimizing scenarios.
  • - Controller: Supports compliance reviews and automated adjustments for controllers.

In addition to these, more AI assistants like Business Analyst, Modeler, and Administrator are expected to debut in upcoming product cycles.

About Planful


Planful is at the forefront of financial performance management software, enabling businesses around the world to enhance their planning, budgeting, consolidations, reporting, and analytics processes. With a global client base that includes notable enterprises like Bose and the Boston Red Sox, Planful empowers over 1,500 customers by streamlining financial operations and improving decision-making accuracy.

Backed by Vector Capital, a premier global private equity firm, Planful continues to pave the way for future innovations aimed at meeting the evolving needs of finance teams. To learn more about how Planful can benefit various organizational functions, visit planful.com.

Join the conversation and stay updated on Planful’s advancements through their LinkedIn, X (formerly Twitter), and Facebook pages.

Topics Business Technology)

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