Anaplan logo
§ Agent · Anaplan

The Anaplan data agent that acts the way you would.

It keeps an eye on your Anaplan planning data alongside your actuals and your books, on a schedule you set or whenever fresh data lands. When something needs attention, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #finance-alerts
⚠️ Q3 headcount forecast drifting from actuals: $218K gap in payroll spend

Your Anaplan headcount model projects 142 FTEs for July, but your HRIS and payroll show 131 active. The $218K variance traces to 9 backfills budgeted in the model that haven't started yet and 2 unplanned terminations last week. Your board deck still shows the original plan.

Review & approve Dismiss
Anaplan Model Export Files · reconciled to payroll + HRIS + QuickBooks · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

Plan vs. ActualsACROSS YOUR SOURCES

Tie your Anaplan forecast to what actually happened

It reconciles the budgets and forecasts in your Anaplan model exports against your actuals from accounting, payroll, and your CRM. When a line item drifts past the threshold you set, it flags the variance, traces the driver, and surfaces it before the board deck goes out with a stale plan.

Model Export FilesModels
Model Drift

Catch when a planning model stops matching reality

When the assumptions baked into a model quietly age out, the forecast keeps running on numbers that no longer hold. It watches the gap between each model's projections and the actuals flowing in from your systems, and tells you which assumptions broke and by how much, so you re-plan before the quarter closes on a fiction.

ModelsModel Export Files
Export Health

Know when a model export fails or goes stale

It watches your configured Anaplan exports across workspaces and models. When an export stops producing fresh files, delivers a truncated dataset, or a workspace goes inactive, it flags the gap before downstream reporting silently runs on old data.

Model Export FilesWorkspacesModels
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Anaplan object, modeled and query-ready the moment you connect.

Workspaces
operationsgeneral_data_storage
Models
operationsrevenue_finance
Model Export Files
revenue_financeoperationssales

It runs on your real Anaplan tenant (stale exports, draft models, overlapping workspaces, and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Anaplan, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Anaplan data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those improve the forecast inside Anaplan. This watches continuously across Anaplan plus your actuals, books, and bank, and tells you the moment the plan and reality diverge, so you find out before the board deck goes out, not after.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.