Our summary. AI in a financial planning platform that builds baseline forecasts with machine learning and answers questions about plan data. The maker says AI-tool access through its connector is read-only.

The record: Planful

Fields every product record carries, in the same order. Words in quotation marks are the maker's; everything else is ours.

Field	Entry
What the AI does	Machine learning builds your baseline automatically.¹ Every answer shows exactly how it’s calculated and ties directly back to your data through our patented calculation engine.¹
Use cases (our reading)	Forecasting, Variance analysis
Data and systems it names	Projections builds baselines from your historical performance²
Not stated on the pages read: human review.
Model or data handling	Every query inherits your dimension security and role-based access. Read-only by design, so your numbers are never exposed or changed.¹
Public company	Planful is not in the SEC's company ticker file as read on 31 October 2026.³

Source: pages on planful.com, read 31 October 2026; the SEC's company ticker file; notes 1 to 3.

Notes

Planful, Purpose-Built AI for Financial Planning and Intelligence | Planful. planful.com/ai/. Read 31 October 2026.
Planful, Build Accurate Forecasts with Planful AI Projections. planful.com/ai/projections/. Read 31 October 2026.
SEC EDGAR, Company tickers file. www.sec.gov/files/company_tickers.json. Read 31 October 2026.

Systems it names, indexed: Claude. Human review across all records. All products, A to Z. Methodology.