AI-POWERED INTEGRATED BUSINESS PLANNING

Plan Smarter. Respond Faster. Perform Better.

Connect demand, supply, inventory, operations, and financial planning in one intelligent platform.

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Industry solutions

Planning built for your industry

Consumer Packaged Goods & Food and Beverage

Balance demand, production, inventory, and distribution across complex supply networks. Forecast demand, manage promotions, optimize replenishment, and connect operational plans with financial targets.

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Quick Service Restaurants & Foodservice

Right product. Right restaurant. Right time. Translate restaurant-level demand into accurate forecasts, automated replenishment, distribution planning, and improved product availability.

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Industrial Equipment & Aftermarket

Plan demand across installed equipment, dealers, parts, and service networks. Improve attachment and spare-parts forecasting with installed-base intelligence, take-rate models, and multi-echelon inventory optimization.

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THE CHALLENGE

Still planning your business across disconnected spreadsheets?

When demand, supply, inventory, and financial plans live in separate systems, teams spend more time reconciling numbers than making decisions.

Plan Optimus connects your data, people, and planning processes so your teams can spend less time preparing plans and more time improving business outcomes.

DISCONNECTED PLANNING

No single version of the plan

Multiple spreadsheets and inconsistent assumptions leave every team working from a different set of numbers.

EXCESS INVENTORY & STOCKOUTS

Capital tied up in the wrong products

Working capital sits in the wrong products while critical items remain unavailable.

SLOW DECISION-MAKING

Days, not hours, to plan

Planning cycles that take days instead of hours, with limited scenario visibility.

LIMITED FINANCIAL ALIGNMENT

Plans disconnected from profit

Operational decisions are made without a clear view of their budget and profitability impact.

OPTIMUS DIGITAL PLATFORM

AI-assisted planning, guided by agents

Optimus puts AI inside the planning workflow, so planners spend less time assembling data and more time deciding.

✦

AI-Assisted Planning

Ask questions in plain language across the planning data you’re authorized to see. Optimus finds the right data, explains what changed and why, and returns answers as tables, charts or documents.

Ask in plain language

Charts and documents

Governed and audited

➜

Guided Planning Agents

Agents walk planners through each planning cycle step by step, flag exceptions early and recommend the next best action for approval.

Step-by-step cycles

Early exception flags

Next best action

1 · Connected signals

Sales & POS

Promotions & events

Inventory

Costs & financials

↓ one shared data model

2 · Optimus AI layer

AI-assisted planning + guided planning agents

Demand

Supply

Distribution

S&OP

FP&A

Spend

↓ planner-approved

3 · Governed decisions & actions

Agents guide planners; planners approve, adjust or automate

How it works

From signal to action in one connected loop

Plan Optimus connects sales, operations, finance and performance, so every decision is informed, aligned and acted on.

Markets change faster than planning cycles. AI agents watch for change continuously and recommend the next move, while your people stay in control.

UNDERSTAND

Sense change early

Agents monitor demand, supply and financial signals continuously, flagging risk before it reaches the plan.

DECIDE

Recommend the next best move

Optimization-backed scenarios show the trade-offs, so plans are recalibrated without restarting the process.

ALIGN

One plan across functions

Sales, operations and finance work from the same numbers, priorities and responsibilities.

ACT

Governed execution

Approved decisions flow into action with accountability, audit trail and human oversight built in.

LEARN

Outcomes tracked against plan

Results are measured against commitments, and what is learned feeds the next decision.

One connected platform

From planning to performance

Demand Planning

The Demand Risk Agent

Continuously monitors market signals and external data to detect anomalies before they hit the forecast.

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Supply Planning

The Supply Disruption Agent

Detects supplier delays and bottlenecks and proposes optimized mitigation in real time.

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Distribution Planning

The Inventory Optimization Agent

Continuously balances service levels against working capital across every echelon.

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Financial Planning & Analysis

The Revenue Opportunity Agent

Surfaces high-margin product and market combinations the supply chain underserves today.

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Sales & Operations Planning

Agentic Scenario Review

Prepares what-if scenarios, such as material spikes or demand surges, before the meeting starts.

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Business Spend Management

The Procurement Spend Agent

Spots supplier price variances and consolidation opportunities as they happen.

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WHY PLAN OPTIMUS

Enterprise planning intelligence. Without enterprise complexity.

Built for mid-market organizations that need powerful planning capabilities without the complexity and cost of enterprise solutions.

Rapid deployment

Start realizing value in weeks, not years.

AI-assisted decisions

Ask questions, analyze scenarios, and uncover actionable insights.

Industry-specific solutions

Built around your operational planning challenges.

Connected planning

Align operational plans, workflows, and financial outcomes.

Familiar planning experience

Spreadsheet-style flexibility with enterprise controls.

Flexible adoption

Start with one business problem and expand as you grow.

Better planning. Measurable business impact.

Plan Optimus helps you:

Improve forecast accuracy

Control business spending

Optimize inventory investment

Align financial performance

Increase product availability

Accelerate planning cycles

Some of our current and previous customers

Make your business planning easier and seamless with the solution that works for you.

Request a demo to see how Plan Optimus supports connected, outcome-driven planning across operations and finance.

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