Plan

Plan

Budgeting, forecasting and scenario planning for finance teams who have to defend the numbers.

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Plan

How to Build a Revenue Projection Model Boards Trust

Build a revenue projection model boards trust. Use pipeline data, stage-specific conversion rates, and the revenue velocity formula to forecast within 5% of plan.

Jun 2026 8 min read
Plan

How AI Agents Actually Build a 3-Way Budget (Without the Spreadsheet Nonsense)

AI agents build a live 3-way budget where every assumption flows through P&L, balance sheet and cash flow. No circular references. No broken formulas.

Apr 2026 9 min read
Plan

AI Budget Workflow: Review and Approve vs Build from Scratch

See how an AI budget workflow shifts finance controllers from building budgets from scratch to reviewing agent-generated drafts with full audit trails.

Apr 2026 7 min read
Plan

How the FC Role Evolves When AI Agents Do the Grunt Work

The FC role is shifting from builder to reviewer as AI agents handle reconciliation, budgeting, and reporting. Learn what this transition means and how to navigate it.

Apr 2026 7 min read
Plan

How to Build Investor-Grade Projections With Documented Assumptions

Learn how to build investor-grade projections with documented assumptions, scenario analysis, and live accounting data that withstand investor and board scrutiny.

Mar 2026 7 min read
Plan

Cell-Level Justifications: How FCs Build AI Budget Trust

Cell-level justifications attach plain-language reasoning to every AI-generated budget number. Learn how Finance Controllers use them to build trust, satisfy auditors, and shift from budget builder to reviewer.

Mar 2026 8 min read
Plan

AI Budget Agent: What If You Reviewed the Reasoning Instead of Building from Scratch?

AI budget agents build complete budgets with documented assumptions from your accounting data. FCs review the reasoning instead of building from scratch.

Mar 2026 8 min read
Plan

AI Agents in Financial Planning: What They Actually Do

What AI agents in financial planning actually do from budgeting to variance analysis and why trust and data pipelines matter most.

Mar 2026 8 min read

See Planir with your own data

Bring your live accounting data. Leave with a budget, a forecast, and the financial section of your next board pack.

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