Anaplan CoPlanner for Integrated Financial Planning
Transform your financial planning with Anaplan AI-powered insights, real-time scenario analysis, and integrated three-statement forecasting. Deploy in 8-10 weeks with best practices built in.
Anaplan Australia and New Zealand Implementation Partner
At Tridant, we focus on helping organisations navigate digital transformation. We work with mid-sized and large businesses across finance, supply chain, marketing, and workforce operations, helping them leverage the Anaplan Connected Planning platform to meet strategic objectives, improve decision-making, and strengthen their competitive position.
Finance leaders face unprecedented demands while managing limited resources and time.
1. More Demands - Business complexity, market volatility, and stakeholder expectations continue to increase exponentially.
2. Limited Time - Short windows for system upgrades, frequent ad-hoc requests, and fast-changing market conditions.
3. Scarce Resources - Finance teams are already overloaded and lack relevant capabilities and IT infrastructure to scale.
Tridant enables organisations to integrate their people, systems, and data, allowing them to test assumptions, evaluate different aspects of the business, and identify potential outcomes through evidence-based scenario analysis.
Deploy in 8-10 weeks with proven best-practice processes and pre-built models
Drive Efficiency & Accuracy
Leverage best-practice drivers and trends to reduce manual effort and improve forecast accuracy
Unified Financial View
Single version of planning truth across your entire business with integrated financial statements
Flexibility at the Core
Focus configuration efforts on highest value-add while maintaining extensibility for unique needs
Reduced Risk
Pre-built and best-practice-based to minimize adoption risk and technical debt
Scalability & Agility
Dynamic scenario planning across all financial domains with ease of maintenance and updates
Anaplan CoPlanner: AI-Powered Financial Insights
1. Ask Natural Language Questions
Get instant answers about your financial data using domain-specific language
2. Understand Your Insights
Trust the analysis with embedded explainability showing exactly how insights were derived
3. Take Immediate Action
Convert insights to action via embedded workflows and suggested follow-up questions
Data-Driven Excellence
What's Possible with Anaplan CoPlanner?
Conversational AI assistant designed for financial analysis.
Using a secure, enterprise-grade LLM, CoPlanner generates precise, relevant, and trusted insights to enhance decision-making based on your financial data.
As your organisation grows and priorities change, your Anaplan solution should evolve with you. Tridant’s solution experts can assess your existing Anaplan environment, identify opportunities for improvement, and help you adapt your solution to meet changing business requirements. Through ongoing optimisation and enhancement, we help you extend the value, performance, and longevity of your Anaplan investment.
How Does Our Anaplan CoPlanner Consulting Process Work?
1. Book a Discovery Session
Let's discuss your current problems, and what your ideal outcome looks like.
2. Strategy Development
With that understanding, we'll present our recommended solution, your expected outcomes and the project next steps.
3. Implement & Support
We get to work. We also provide internal training & support so your staff can manage the new processes moving forward.
Ready to Transform Your Financial Planning?
Accelerate insights to decision with Anaplan CoPlanner for Integrated Financial Planning. Book your 15 minute business discovery session with Tridant's expert Anaplan consultants.
