IBM Planning Analytics AI features and pricing (October 2026)

IBM Planning Analytics is enterprise planning software built on the TM1 engine for budgeting, forecasting and scenario planning across finance and operations. It adds AI forecasting and an assistant that explains forecasts in plain language.

IBM Planning Analytics covers financial planning across profit and loss, balance sheet and cash flow, plus workforce, sales, supply chain, IT and sustainability planning. Users work in the web workspace or in Excel through Planning Analytics for Excel. It can run as fully managed SaaS on IBM Cloud, AWS or Azure, as a hybrid setup or on premises. Customers named on the product page include the UK Ministry of Defence and ICBC Argentina.

• Forecasts from actualsBuilt-in time series AI runs quick forecasts from actuals, detects trends and seasonality and works with existing models and tools. Planners get a statistical forecast in minutes instead of tuning models for days, and the results can flow into sales, financial and workforce plans.
• Corrects outliers automaticallyThe forecasting function detects outliers in historical data and corrects them automatically before the forecast is calculated. Finance teams get cleaner baselines without scrubbing one-off effects out of the data by hand.
• Explains a forecast in plain languageThe Planning Analytics assistant uses large language models to write a concise forecast summary that explains drivers, shifts and confidence ranges. Controllers can pass the explanation to management together with the numbers.

• Can run as SaaS on IBM Cloud, AWS or Azure, as a hybrid setup or fully on premises, which suits companies with strict hosting rules.
• Built on the TM1 in-memory engine with a dedicated Excel interface, Planning Analytics for Excel.
• Offers a free trial and purchase through Azure, AWS Marketplace or IBM Marketplace, where only the Essentials plan is sold.

IBM is headquartered in Armonk, New York, United States.

Decide early between SaaS, hybrid and on premises, since the SaaS plans apply only to the managed service. Check the cloud region with IBM and whether the AI assistant is available in your plan and region. Clarify how TM1 connects to your ERP, for example through the SAP connector listed in IBM documentation.

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