AI-first planning, without the rebuild.
Finicast is multi-dimensional planning software with AI at its core. Build connected plans with familiar, Excel-like formulas — or just ask Cast. Every AI change lands on a branch you review and merge, so you move faster without losing control.
- Cast & Planning Agents
- Excel-like formulas
- Branch & merge — even for AI
Revenue = Units[Time, Product] * Price[Time, Product]Ask Cast| Account | Q1 | Q2 | Q3 | Q4 | FY26 |
|---|---|---|---|---|---|
| Units | 12,400 | 13,900 | 15,100 | 16,800 | 58,200 |
| Price | $42.00 | $42.00 | $43.50 | $43.50 | — |
| Revenue | $520.8K | $583.8K | $657.0K | $730.8K | $2.49M |
| COGS | $182.3K | $204.3K | $229.9K | $255.8K | $872.3K |
| Gross margin | 65% | 65% | 65% | 65% | 65% |
Purpose-built for the teams that own the plan
Finicast AI
An AI that plans with you — and shows its work.
Ask Cast to build a model, change an assumption, or explain a variance in plain language. Let Planning Agents draft re-forecasts while you sleep. Every proposal arrives as a branch, grounded in your numbers and ready for you to review and merge.
Model a downside where EMEA demand drops 15% in H2. What does it do to full-year margin?
Why Finicast
Spreadsheets break. Legacy EPM takes forever. There's a third option.
Planning teams are stuck between spreadsheets that don't scale and enterprise systems that take quarters and an army of consultants to configure. Finicast gives you the rigor of a connected platform with the speed and familiarity of the tools you already use.
Spreadsheets
- No single source of truth
- Versions everywhere
- Breaks at scale
Legacy EPM
- Months to implement
- Proprietary scripting
- Consultant-dependent
Finicast
- Connected & governed
- Excel-like formulas
- Live in weeks
The platform
One platform for every plan in the business.
Finicast is a single, multi-dimensional planning environment. The same building blocks power finance, revenue, workforce, supply chain, and marketing plans — all connected, and all AI-assisted.
Multi-dimensional modeling
Model across time, product, region, entity, scenario — any dimension you plan by — in one connected workspace instead of stitched-together tabs.
Excel-like formulas
Write logic with the formula syntax your team already knows. No proprietary scripting language, no months of consultant-led configuration.
Snapshots
Capture any version of a plan as a named snapshot. Compare board-approved to current, or last close to this one, in a couple of clicks.
Branching & merging
Work on a scenario in isolation like a branch in git. When it's agreed, merge it into the plan — with a clear view of exactly what changed.
Multi-user collaboration
Plan together in real time, with roles, permissions, and a complete audit trail of who changed what and when.
Connected data
Bring in actuals and dimensions from the systems you already run on, and keep plan and actuals reconciled across every cycle.
Branching & merging
Version control for your planning models.
Engineers branch and merge code. Planners should be able to do the same with a plan. Spin up a scenario on a branch, model it without touching the live plan, and merge it in when leadership signs off — with a precise diff of every number that changed.
- Branch a scenarioCreate an isolated copy of the plan for a downside case, a reorg, or a what-if — no copied workbooks.
- Merge with a diffReview exactly what changed before it lands in the plan of record, then merge with one action.
- Snapshot any pointFreeze board-approved versions and compare against them at any time.
Excel-like formulas
If your team can write a formula, they can build in Finicast.
Finicast formulas read like the spreadsheet logic your team writes every day — only they operate across whole dimensions at once. Reference Time, Product, or any dimension by name, and the model recalculates everywhere instantly.
- Familiar functions and operators — no proprietary scripting language
- Write a rule once; it applies across every member of a dimension
- Transparent logic anyone on the team can read and audit
Solutions
A starting point for the way your team plans.
Begin from a model built for your function or industry, then shape it to your business. Every solution runs on the same platform, so plans stay connected.
By function
Financial planning & analysis
Replace the spreadsheet sprawl behind your annual plan. Build driver-based budgets and rolling forecasts that recalculate the moment an assumption changes — and reconcile to actuals without a manual rebuild.
Explore→Revenue & sales planning
Connect top-down targets to bottom-up capacity. Set quotas, model ramp and attrition, and translate pipeline into a revenue forecast leadership can trust.
Explore→Workforce planning
Plan people the way you plan numbers. Model headcount by role, department, and location, cost it fully loaded, and keep the hiring plan in step with the budget.
Explore→Supply chain & operations
Balance demand and supply across products, sites, and channels. Run S&OP cycles on connected data and see the financial impact of an operational decision immediately.
Explore→Marketing planning
Build a marketing plan that connects budget to pipeline contribution. Allocate spend across channels and campaigns, and re-forecast as performance comes in.
Explore→By industry
SaaS & technology
Plan the metrics your board cares about. Build subscription models that connect bookings, ARR, net revenue retention, and cash — and run scenarios without forking the workbook.
Explore→Financial services
Plan across entities, products, and books of business. Consolidate with intercompany logic, keep a full audit trail, and govern who can see and change what.
Explore→Retail & consumer
Plan at the grain retail demands. Build merchandise and demand plans by SKU, store, and channel, and connect them to margin and the financial plan.
Explore→Manufacturing
Plan production and cost together. Drive standard cost from the BOM, model capacity and utilization, and connect operational plans to margin and cash.
Explore→Professional services
Plan the work and the people who deliver it. Model project staffing, utilization, and rates, and connect resource plans to revenue and margin.
Explore→Trust & governance
Control and an audit trail, built into how you plan.
Planning the whole business means handling sensitive numbers. Finicast keeps access scoped and every change accountable — without slowing the team down.
Roles & permissions
Scope who can view, edit, and approve down to the dimension and member.
Complete audit trail
Every change is attributed and time-stamped, with snapshots you can return to.
Approvals on merge
Changes land in the plan of record only when they're reviewed and merged.
Single workspace
One governed environment replaces a sprawl of emailed spreadsheets.
See your plan, connected.
Bring one planning model to a 30-minute working session. We'll rebuild it in Finicast and show you snapshots, branching, and collaboration on your own numbers.