Why Orthantic

Planning models that fit your business, with agentic AI

Orthantic is designed for organisations whose planning has outgrown spreadsheets, and whose processes need more flexibility than a packaged application provides.

Agentic AI

AI that works inside the plan

Most AI tools work on data copied out of the planning system. In Orthantic, the AI agent works inside the planning model, on the same data, rules and dashboards as the planners.

It answers questions, explains results and prepares changes, and a person approves every change. AI-assisted model building reduces time to value. See Orthantic AI.

Flexibility

Flexibility beyond packaged applications

Packaged planning applications work well where a business process matches the application's design. Where requirements are more specific, extra spreadsheets are often needed to cover the gaps.

Orthantic models are built around your own dimensions, rules and calendar, so specific requirements are handled inside the platform.

Ownership

Business ownership without custom code

Custom-built planning solutions can match a process closely, but each new channel, rule or process usually needs a development cycle.

In Orthantic, business logic is written in a readable formula language, so changes are made directly in the model, without a development cycle.

Purpose-built

Purpose-built models that adapt to change

Dimensions, hierarchies, calendars and business rules are set up around your planning process. New requirements become model changes, without waiting for a vendor roadmap or a software release.

Example: a new distributor tier with its own rebate, agreed mid-year

The change is made directly in the model:

# Distributor tier added in July, with its own rate table "Revenue Plan"["Net Revenue"] = "Revenue Plan"["Gross Revenue"] - "Rebate Terms"["Rate"] * "Revenue Plan"["Gross Revenue"]

Every figure in the model that depends on it is recalculated from that point, and the rule stays visible for review and audit.

Comparing planning approaches

How spreadsheets, packaged planning applications, custom-built solutions and Orthantic compare for a recurring planning process.

Comparison of spreadsheets, packaged planning applications, custom-built solutions and Orthantic
Spreadsheets Packaged planning application Custom-built solution Orthantic
AI for analysis and planning Separate AI tools, working on copied data Varies by vendor and edition Built separately, if at all Built in: questions, root cause and changes with approval
Building and extending models By hand, by the file owner Often by implementation partners By developers By Orthantic, AI-assisted, with no custom code
Time to a first working model Hours, for a simple model Months Months Weeks
Fit to your planning process High at first, harder to maintain as it grows Good where the process matches the standard design High at implementation High, and kept up to date as needs change
A new requirement mid-year New tabs and file copies A change request to the vendor A development cycle A model change, without a development cycle
Forecasting and optimisation Separate tools or add-ins Varies by vendor and module Built and maintained separately Included, with results written back to the plan
Transparency of calculations Cell-by-cell review Often limited Code review A readable formula for every rule
Collaboration Copies merged by hand Shared application Shared application One shared model with role-based access
Audit trail File versions only Usually available Depends on the build Every value, by rule or by user, and every AI change
Knowledge retention Depends on the model author Kept in the application Depends on documentation Kept in the model: each rule documents itself

✓ strong fit   ◐ partial fit   — not a strength. Packaged applications vary by vendor. Time to a first working model assumes a single planning process; see how it works.

One platform, multiple planning models

Each process is modelled at its own level of detail, in a model of its own.

Finance, Sales, Workforce and Operations plan at different levels of detail, and each process needs a model designed around it. Orthantic provides one model per planning process, with the detail that process needs.

Each model is shared by everyone who plans that process, across regions and countries, with role-based access to what each person sees and edits. A new process gets a model of its own, at the detail it needs.

See it applied to your planning process

Get in touch to arrange a demonstration and discuss how your planning process could run in Orthantic.