The differentiator

The agent is only as smart as the language you give it.

Most “AI for planning” tools bolt a chat interface onto a spreadsheet. We did the harder thing — we built a metadata model that lets the agent actually reason about your business.

For decades, the gap between business planning and software has been bridged by spreadsheets. Excel is brilliant at flexibility — and terrible at scale. By the time a mid-sized company consolidates an annual plan, three teams have emailed eight versions of four sheets, the formulas have drifted, and the numbers are stale.

"AI for planning" tools usually try to fix this by adding a chat box. Ask in plain English, get a chart back. Useful demos. But the moment you ask anything specific to your business — your store hierarchy, your product taxonomy, your cost-center rollups, your shrinkage formula — the magic stops. The model doesn't know what those things mean in your world.

Metadata is what closes that gap.

Dimensions

Hierarchies that organize your data — Geography (Region → State → City → Store), Time (Year → Quarter → Month), Product (Category → Subcategory → SKU), Cost Center, Revenue Center. Define them once, reference them in every plan.

Measures

The numeric columns of your business — Revenue, Units Sold, Headcount, Margin %, Inventory Days, Variance. Each measure is either a user input or a formula computed from other measures.

Formulas

Computed measures with full dependency resolution. Margin % = Gross Margin / Revenue. Change the formula in one place; every plan that uses it recomputes. No more "which sheet has the right formula?"

Calendar as a dimension

Time is just another dimension — which means multiple fiscal years coexist, year-over-year formulas work via hierarchical offsets, and CSV imports use month codes instead of fragile column positions.

Plans share the substrate

When sales tags a row "West / Smartphones / Jul-FY27", supply chain's cover-days plan references the exact same calendar month and product subcategory. Shared dimensions mean shared truth — zero reconciliation.

And then — Delvn

Generic AI sees a generic spreadsheet. EasyPlan sees your business, because you described it in a vocabulary Delvn can reason over. That's why Delvn can suggest, critique, simulate, and explain — not just summarize.

Without metadata, you have Excel. With it, you have a planning engine.

That's the line we keep coming back to internally. Every feature in EasyPlan — Delvn, the connected plans, the formula cascades, the dashboards, the imports — sits on top of one metadata model. Define your business once, and the platform knows how every team's number relates to every other team's number.

That's also why onboarding is fast. Delvn reads your existing spreadsheets, infers what looks like a dimension, what looks like a measure, what looks like a formula — and proposes a model you can refine. Most teams are planning live within hours, not weeks.

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.

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