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Software vendor

Anaplan

Anaplan, a planning software vendor taken private by Thoma Bravo funds in 2022, with AI assistants, agents and machine learning forecasting.

1 offering in the directory Last verified

Function

Ownership
Private equity

As of June 22, 2022, the date of the latest primary source read: taken private that day, when Anaplan became a wholly owned subsidiary of an entity controlled by funds affiliated with Thoma Bravo (Form 8-K). Ownership after that date was not checked in a later primary source.

SourceAnaplan, Inc., Current Report on Form 8-K filed June 22, 2022 (completion of merger)
Headquarters
United States
SourceAnaplan contact page (reached by redirect from anaplan.com/pricing/)
SEC reporting
No
SourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
Audit firm
No
Website
anaplan.com
SourceAnaplan AI solutions (Anaplan Intelligence)
Subprocessor list
Not stated
Contract terms
Not stated

Offering · Software

Anaplan platform and Anaplan Intelligence for financial planning

Directory recordLast verified Compare with othersBuild questions for this vendor

Anaplan describes a planning platform with predictive, generative and agentic AI, combining a calculation engine, embedded forecasting and optimization, and role-based agents that work in natural language. SourceAnaplan AI solutions (Anaplan Intelligence)

Its Integrated Financial Planning application covers budgeting and forecasting for revenue, operating and capital expenses and integrated financial statements. SourceIntegrated Financial Planning application

Anaplan Analyst, a generative AI assistant, can write data back to the live model within the user's privileges, and the AI Gateway gives external assistants access to Anaplan data through MCP that is read-only at first. SourcesAnaplan AnalystAnaplan AI Gateway

Forecaster, a machine learning time series tool, is obtained through Anaplan's customer success team. SourceForecaster (Anapedia)

Where it fits

CoE analysis Enterprise planning and FP&A modeling, where the AI question is less whether to use it than which features may write to plans and who enables them.

Anaplan presents Finance Analyst as a current AI agent, while its Analyst page describes Anaplan Analyst as the evolution and unification of its previous role-based analysts without saying whether Finance Analyst is one of them. SourcesIntegrated Financial Planning applicationAnaplan Analyst

CoE analysis Buyers should confirm which product they are licensing.

What it does

Offering type
Software
SourcesAnaplan AI solutions (Anaplan Intelligence)Integrated Financial Planning application
Workflow areas
  • Planning and FP&A
  • Consolidation
SourcesIntegrated Financial Planning applicationAnaplan AI solutions (Anaplan Intelligence)
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • Agents and automated actions
  • Established machine learning and rules
  • General-purpose assistant
SourcesAnaplan AI solutions (Anaplan Intelligence)Anaplan AnalystForecaster (Anapedia)Anaplan AI Gateway
Suggests or acts
Suggests and acts
SourcesAnaplan AnalystAnaplan AI solutions (Anaplan Intelligence)Anaplan AI Gateway
Availability
Not stated

The pages read present the features as current but carry no general-availability, preview or edition labels; Forecaster comes in two tiers and is obtained through Anaplan's Customer Success Business Partner. Anaplan's documentation site (help.anaplan.com) could not be reached on 2026-10-12.

Models named
Not stated

Control

Who controls it
  • Vendor
  • Individual user

Customer administrators enable Anaplan Analyst through Agent Studio (the role is not named); users act within their own privileges; Anaplan builds and changes the features.

SourceAnaplan Analyst

Commercial

Pricing model
Not stated
Public price
Not stated

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 13
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 1
  • Known limitations None read
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. Anaplan Analyst

    A generative AI planning assistant built into the platform that answers planning questions in natural language, shows source data, and can write data from its interface back to the live model, based on the user's privileges.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Suggests and acts
    Who controls it
    Individual user
    Availability
    Not stated

    Control: Enabled by customer administrators in Agent Studio (role not named); write-back follows the user's privileges.

    SourceAnaplan Analyst

  2. Anaplan Finance Analyst

    An AI agent for financial planning and consolidation that evaluates variances, interrogates forecasts, surfaces cost drivers and recommends savings opportunities.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated on the pages read.

    SourcesAnaplan AI solutions (Anaplan Intelligence)Integrated Financial Planning applicationAnaplan Analyst

  3. Anaplan CoModeler

    An AI agent that auto-generates model structures, refines formulas, applies best practices, deploys models and maintains documentation.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Acts
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated on the page read.

    SourceAnaplan AI solutions (Anaplan Intelligence)

  4. Anaplan Forecaster

    A machine learning time series forecasting tool; for finance a forecast item might be a budget line such as a spend category or cost center.

    Kind
    Established machine learning and rules
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceForecaster (Anapedia)

  5. Anaplan AI Gateway

    Connects external LLMs, assistants and agents to Anaplan data through a governed MCP interface, applying existing permissions, logging timestamped tool calls and rate limiting use. Anaplan names Claude, Gemini and Microsoft Copilot as examples of assistants that can connect.

    Kind
    General-purpose assistant
    Suggests or acts
    Suggests
    Who controls it
    Individual user
    Availability
    Not stated

    Control: Existing Anaplan permissions apply to each request; who configures the gateway is not stated.

    Scope: Claude (Anthropic) is an outside assistant that connects to the product; it is not the vendor's own model.

    SourceAnaplan AI Gateway

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Status of Finance Analyst relative to the unified Anaplan Analyst (unclear)

Statement A

The AI solutions page and the Integrated Financial Planning page present Anaplan Finance Analyst as a current AI agent for financial planning and consolidation.

anaplan.com/applications/integrated-financial-planning-app/
Anaplan Finance Analyst section

Statement B

The Anaplan Analyst page says Analyst is the evolution and unification of Anaplan's previous role-based analysts.

anaplan.com/platform/anaplan-analyst/
FAQ How is Anaplan Analyst different from the role-based analysts…?

The two pages do not contradict each other; they leave unclear whether Finance Analyst remains a separate offering or is now delivered as Anaplan Analyst.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

  • Which Anaplan AI features are in the edition we license, which require a separate tier or agreement (as Forecaster does), and which are enabled by default?
  • When Anaplan Analyst writes data back to a live model, how is the change recorded, can it be reviewed before it takes effect, and which roles can use write-back?
  • Is Anaplan Finance Analyst still a separate product, or is it now delivered through Anaplan Analyst, and does that change our entitlements?
  • Which model providers process our data for Analyst and CoModeler, and does the commitment that customer data is not used to train foundational models appear in our contract?
  • What does the AI Gateway log for each external request, and how will Anaplan notify us before it extends gateway access beyond read-only?

From the diligence question set

  1. DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
  2. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
  3. DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
  4. DQ-09 Is each output generative or deterministic, what does any confidence score mean, and can a past output be reproduced and explained?
  5. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
  6. DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
  7. DQ-18 Can a feature reach data or take actions beyond the permissions of the user it works for, and how is it protected against instructions hidden in the documents or data it reads?
  8. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?

Build questions for this vendor