Dive into AI for all Financial Planning.
Give EasyPlan your spreadsheets. Delvn, our planning agent, reads them and sets up your plan in hours. Then you stop scrolling 1000-row sheets and start talking to your data.
Three promises
A planning platform that respects your time, your data, and your team.
Onboard in hours, not months
Give EasyPlan your existing spreadsheets. Delvn — our planning agent — reads them, infers your dimensions, hierarchies, measures and formulas, and hands you a working plan. No multi-week implementation. No consultants. No template lock-in.
Talk to your plan
Stop hunting through 1000-row sheets to find the cell to change. Tell Delvn: "Bump Q3 menswear by 8% and rebalance supply cover to keep margin above 22%." It edits, recalculates, and explains every move.
Metadata is the language
Dimensions, measures, formulas — the vocabulary of your business, defined once. Shared across every team's plan. Delvn reasons because you gave it the language. Not a generic template.
From spreadsheet era → to agentic era
You know exactly what's broken. We built EasyPlan to fix it.
- Three teams, three spreadsheets, six weeks of consolidation
- Numbers stale before the plan is approved
- Scrolling through 1000-row sheets to find one cell
- Email handoffs, version conflicts, copy-paste reconciliation
- Person-hours bleeding into reformatting and rework
- One platform, every team in parallel, plan ready in days
- Live dashboards — your CEO sees current numbers
- Ask the agent to change anything; it edits and explains
- Shared dimensions and measures — zero reconciliation
- Your team focuses on the business, not on the spreadsheet
Why metadata changes everything
The agent is only as smart as the language you give it.
Generic AI sees a generic spreadsheet. EasyPlan sees your business — because you describe it in dimensions, measures, hierarchies and formulas. That metadata is the substrate the agent reasons over.
When sales tags a row “West / Smartphones / Jul-FY27”, supply chain's plan references the exact same calendar month and product. Change a formula in one place — every plan that uses it recomputes. Shared dimensions mean shared truth.
Read the full storyInside EasyPlan
A planning platform that feels familiar — and an agent that does the heavy lifting.
Ready to go from spreadsheets to agentic planning?
Trial spots are limited at launch. Tell us about your business — we'll reach out when the trial is ready.