Intelligent and automated merchandise financial planning software

Develop intelligent, forecast-driven retail financial plans and manage Open-to-Buy budgets efficiently.

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PlanSmart Advantage

PlanSmart, an AI/ML-powered merchandise financial planning tool, uses long-range forecasts to generate optimized plans based on key constraints and strategic objectives at multiple levels of the product hierarchy.

Merchandise Financial Planning

Easy Comparison

Comparisons with OP, LY, and other plans to gauge the variance and plan as per the Go-To-Market strategy.

Boost Productivity

Move from static spreadsheets to scenario modeling, budgeting, forecasting, and retail financial planning with a solution that leverages unlimited data and AI.

Optimized Plans

Generate Optimized plans based on key constraints and strategic objectives (Target GM, EOP/BOP, ST, Choice Counts, etc.)

PlanSmart Features

We maximize the potential of our users by automating repetitive calculations, leveraging machine learning to identify patterns.

Scenario Planning

Create multiple what-if scenarios and leverage easy comparison of plans to finalize the best plan.

Pre-Season & In-season planning

Plan well in advance of a season and also plan within the season with a robust in-season planning module that gets auto-updated based on most recent re-forecasted data.

Master Plan

Have a single source of truth across organisation to increase transparency and accuracy.

Planning Flexibility

Planning flexibility across channels, regions, and product hierarchy improves the quality and efficiency of planning.

Top-down & Bottom-up plans

Flexibility to build plans at higher levels of the product hierarchy and trickle them down or aggregate plans from the most granular levels.


Take snapshots of the masterplan for future reference and comparison.

PlanSmart implements quickly for prompt, lasting results


Intake current plans, inventory, orders, external demand drivers to create an AI/ML based long range demand forecast.


Leveraging AI driven demand forecasts, generate merchandising financial plans at multiple levels of product hierarchy to obtain strategic objectives.


Carefully monitor sales relative to plan, and actively adjust using ML modeling and overlays. Manage open-to-buy budgets efficiently.


Typical deployment is category by category, including training on new toolsets and processes.

IA’s smart AI-powered predictive analytics benefitting retailers in


Increase in GM


Improved forecasting


Increase in planner


Reduction in

See PlanSmart in action

Explore how our clients drive their merchandise financial planning and open-to-buy budgets to achieve margin growth and inventory investment goals.

Merchandise Financial Planning

Here's why our clients trust us

With PlanSmart we were able to achieve our financial targets by strategically developing merchandise financial plans.

Chief Merchandising Officer for an apparel company

PlanSmart made it very easy for us to plan, track, and manage financial forecasts and develop merchandise financial plans all in one place with just a few clicks.

VP Planning for a Footwear retailer

PlanSmart allowed us to determine the opportunities that exist at a macro level and helped us to align our plans with growth and margin targets.

Director Merchandising & Planning for an apparel retailer

The implementation of PlanSmart helped us to proactively monitor any deviations from the budget target and has significantly contributed to the improvement of our margins.

Head of Buying for a Global fashion brand

Industries that can benefit from PlanSmart

With effective retail merchandise financial planning software get 360-degree visibility, support digital transformation, and act as a catalyst for data-driven decision-making to drive improved performance across the business.


Empowering retailers to quickly analyze, optimize and reimagine complex decisions for merchandising.


Achieve efficiency and resilience by identifying merchandise risks and opportunities.


Identify rapidly changing customer demands and unprecedented uncertainties for faster growth and customer satisfaction.


Get detailed information on the latest trends in the market, technology, and how your peers are solving their biggest financial planning challenges IA’s advanced merchandise planning solutions.

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Related Solutions

Benefit from our end to end solutions at the outset, or add more as you see the difference we make.

Get ground-breaking growth with powerful merchandise financial planning software

Is your business struggling to meet top-down targets with bottom-up financial forecasts? Your business needs a one-stop solution to create and manage merchandise financial plans.
Leverage PlanSmart - the most powerful AI-based merchandise financial planning solution, designed to streamline your revenue planning, upgrade channel, sales, finance, and product marketing for effective plan collaboration and optimized margin performance.

Merchandise Financial Planning

Driving ROI through

AI Powered Insights

We are led by a team with deep industry expertise . We believe in “Better decisions with AI” as the center of our products and philosophy, and leveraging this to empower your organization

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