Organize the source
Keep research, models, notes, plans, and pitch materials together in a structured company workspace.
PlanAI for Enterprise Collaboration & Sprints
One connected workspace from planning through follow-through.
Bring decisions, documents, analysis, and next actions together so the team can move without losing the context behind the work.
Solutions by Function
A shared workspace from planning through follow-through.
See how PlanAI organizes source material, decisions, final artifacts, and the work that follows.
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Featured
Shared task grid
See how PlanAI organizes source material, decisions, final artifacts, and the work that follows.
Guided
Planning workflows
Visible
Formulas & assumptions
5-Year
Dynamic statements linking
Contextual
Benchmark guidance
Collaborate with clarity
The plan stays useful after the meeting ends.
PlanAI keeps strategy and finance work organized around the business, giving teams a shared place to review what changed, why it changed, and what happens next.
Preserve the decision
Capture assumptions, rationale, and review notes so collaborators can understand the thinking behind the output.
Move work forward
Turn planning outcomes into tasks, deliverables, presentations, and shareable documents without re-keying context.
A simpler workflow
Move from question to decision in one workspace.
- 01
Gather the working set
Bring notes, files, research, assumptions, and prior outputs into the company workspace.
- 02
Review in context
Keep comments and changes close to the strategy and financial work they affect.
- 03
Share the right artifact
Prepare a plan, model, brief, or presentation for the next advisor, lender, investor, or team discussion.
Built for useful output
Work your team can review, use, and share.
Shared company workspace
Organized planning files
Reviewable assumptions
Decision notes and follow-ups
Versioned planning outputs
Export and presentation workflows
Financial Integrity
Review the relationships across each statement.
PlanAI pairs strategic workflows with integrated three-statement financial modeling. Scenarios use linked statements, visible formulas, and transparent drivers that teams can review.
Linked statement logic: Changes to revenue, expense, and cash assumptions flow through connected schedules.
Reviewable exports: Prepare formats for discussion with lenders, investors, advisors, and boards.
Encrypted security: Server-side credential isolation and AES-256 token encryption.