The AI agents already inside your Planning Analytics
Kevin Jessop from IBM shows the AI tools already built into IBM Planning Analytics, live, on real data. No slides pretending to be a demo.
AI keeps coming up in every finance conversation. This is what it actually does.
Everyone says AI is about to change how finance teams plan. Come and watch it happen instead of hearing about it again.
This is not another look at watsonx Orchestrate, it’s Kevin Jessop, IBM’s ANZ expert for Planning Analytics, walking you through the Planning Analytics AI Agent add-on live, on real numbers, explaining how one cell was worked out in plain words, catching odd numbers before they cause a problem, and checking plan against actuals without a single manual step.
What you’ll see
We start with how IBM thinks about AI in finance, then move into the agents themselves: PA Agent, Explain Cell, Data Explorer, Impact Analysis, Outlier Detection, Chart Insight, Forecast Summary and Variance Analysis, all part of the Planning Analytics AI Agent add-on. This isn’t a session about watsonx Orchestrate itself, it’s about what these agents can do inside the planning tool you already use. Then Kevin runs a live demo covering AI forecasting, chart insights, explain cell, spotting odd numbers, data explorer and checking plan against actuals, so you can watch exactly how each one behaves instead of taking our word for it.
Who this is for
Built for CFOs, finance leaders and planning teams already using IBM Planning Analytics, or thinking about it, who want to see what AI really does inside the platform they already know.
From architecture to real-time execution
The 60-minute briefing runs in three phases, ending with a live system walk-through and open Q&A.
Architecture & TM1 Engine
The 8 Native AI Agents
Live Production Execution
PA Agent
Query multidimensional cubes in plain English and get structured calculations back, without writing MDX.
Explain Cell
Inspect the TM1 rules, feeders, and feeder lines sitting behind any single consolidated cell value.
Data Explorer
Build dimension subsets, hierarchy rollups, and ad-hoc slice reports from plain English prompts.
Impact Analysis
Trace how a driver change ripples across connected profit and loss cubes, balance sheets, and cash flow models.
Outlier Detection
Surface statistical anomalies and irregular ledger postings across cost centres before close is finished.
Chart Insight
Generate variance commentary and trend summaries right alongside your planning dashboards.
Forecast Summary
Review machine learning forecast distributions, seasonal adjustments, and baseline confidence intervals.
Variance Analysis
Run multi-tier bridge analyses that isolate price, volume, FX, and mix across business units.
Watch native AI operate on real multidimensional data
Live execution inside Planning Analytics Workspace. Kevin runs each agent on enterprise models so you can see the governance, the calculation speed, and the audit trail.
Technical authority with practical implementation depth
IBM’s Planning Analytics specialist for ANZ, joined by Octane’s founder.
Kevin Jessop
Kevin is IBM’s ANZ expert for Planning Analytics, and has presented IBM’s own demonstrations of its Planning Analytics AI tools. He runs the live demo start to finish, so bring your questions.
Amendra Pratap
Amendra founded Octane in 2016 and has been recognised as an IBM Champion every year since 2020. With over 20 years leading enterprise finance transformations at organisations including Macquarie Group, Vodafone, and Canon, he joins Kevin to co-host and share practical advice on deploying AI inside Planning Analytics.
Free registration. One focused hour.
Register for the live link, the technical Q&A, and the session recording afterwards.
- Live stream link and on-demand video access after the session
- Submit your model and AI questions ahead of time
- No vendor lock-in. Unsubscribe at any time