How it works
How Orthantic works
Define the planning model, load your data, plan together and review the results in one platform, with the AI agent and the AI Model Builder helping at each step.
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Define your business structure
Set up the dimensions your plan requires, such as products, customers, locations, cost centres, accounts and time. Every part of the plan then uses the same structure.
Orthantic sets this up with AI-assisted model building, for a faster time to value.
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Define business logic once
Business rules, such as revenue as units multiplied by price or workforce cost as salary plus benefits, are defined once and applied across the model.
The formula language uses familiar arithmetic, so reviewers can follow how any figure is calculated:
"Sales History"["Sales Value"] = "Sales History"["Quantity"] * "SKU Master"["Sales Price"]One rule, applied across the full planning model.
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Load your data
Load actuals, master data and history from files exported from your existing systems. Each cycle builds on that data rather than rebuilding it.
Connectors that load data directly from your source systems are coming soon.
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Plan collaboratively
Enter figures directly, paste from a spreadsheet or import a file. Planners across regions and countries update and review the plan in one shared model.
Planners can also describe a change to the AI agent and approve what it prepares.
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Analyse and explain
Dashboards show KPIs, variances and trends next to the plan. Ask the AI agent a question in natural language, such as why a cost is above budget, and it answers with the drivers, a table or a chart.
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Compare scenarios and decide
Compare scenarios side by side, test decisions against constraints and publish the approved version of the plan.
Orthantic records how everything connects
Every rule in the model is stored with the links between the data it reads and the data it produces, so Orthantic always knows what depends on what. When an assumption changes, every figure that depends on it is recalculated from the same shared rules.
Your plan refreshes with every change, in seconds*
Calculations run in an in-memory analytical engine optimised for large-scale analytics, with no batch processes. Test each hypothesis across scenarios and see its impact straight away.
* Depending on the complexity of the calculations and the size of the data.
Fifteen arrays in one financial planning model. Pick an assumption to see which parts of the plan depend on it.
See it applied to your data
Get in touch to arrange a demonstration and discuss how your planning process could run in Orthantic.