Naviloq Platform > PlanningAdvanced Planning Made Accessible and Empowered by AI-Ready Data
Extended financial planning and analysis at your fingertips
Seamless integrations to business systems, AI agents, and beyond
Naviloq integrates with 100+ leading platforms and AI agents to improve forecasting, budgeting, and business planning capabilities. This makes driver-based planning and budgeting more meaningful as forecasts are based on operational data from across all business functions in a way that’s governed, consistent, and up-to-date at all times, even when using external AI agents like Claude, Copilot, or ChatGPT. When choosing a BI tool for planning and analytics, it's important to consider features like AI connectivity, data visualization, data integration, collaboration, data security, and advanced analytics, all of which Naviloq delivers.
Enhance your planning and budgeting with AI-ready united intelligence
Naviloq brings together sophisticated BI, connected planning, and AI integration into a single decision platform. No silos, hallucinations or conflicting numbers, just connected insights, meaningful planning, and AI that uses the same trusted data as your teams. Integrating seamlessly with leading business systems and AI agents, Naviloq offers a user-friendly interface, advanced analytics, collaboration features and a data warehouse, all in one platform, enabling you to utilize data captured across your organization in Extended Planning and Analysis (xP&A).
Naviloq’s key planning features for your business:
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Connected Planning
- Data governance across all business systems and AI agents for consistent, accurate, organizational data everywhere
- Secure, cleansed data ready to use in AI platforms like Claude, Copilot, and chatGPT.
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Whole Business-Led Planning
- A whole-business comparison
- Departmental level analysis
- Illustrate current vs previous forecasting -
Scenario Planning
- Flexible scenario / ‘what if’ analysis & planning
- Incorporate data from across the business into your scenarios
- Create unlimited scenarios to aid decision making -
Driver-Based Planning
- Incorporate all relevant drivers & data sources
- Connect planning with strategic objectives
- Sophisticated reporting visualizations -
Top-Down / Bottom-Up Planning
- Flexible planning to suit your processes
- Best practice planning templates out of the box
- Templates are easily customizable -
Rolling Forecasts
- Current forecast for entire business
- Previous forecast & budget
Take a visionary approach with everything you need in one place
With Naviloq’s built in data warehouse and AI connectivity, you can incorporate all your data sources into business-wide analysis and achieve true driver-based planning. Whether it’s in Copilot or Claude, with NetSuite or Salesforce, there are many benefits to having planning functionality alongside a data warehouse all wrapped up in a single solution. Planning updates and consistent data are incorporated into your dashboards without the need for additional steps or integration, meaning business-wide data can be easily drawn on in your planning, regardless of where it happens.
An affordable advanced planning solution
Naviloq combines advanced planning functionality with affordability and practicality. You no longer need to deploy multiple solutions across the business to access best-in-class features, meaning you can eliminate the high costs of buying, setting up, and licensing multiple systems. With ready to use integrations and out of the box planning templates that are easily customizable, no technical skills or expensive external consultants are required.
Use Naviloq for …
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Accurate Planning with AI
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Planning with Unified Business Language
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Cash Flow Planning
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Department Level Planning
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Sales & Operations Planning
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Workforce Planning
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Demand Planning
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P&L Planning
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Balance Sheet Planning
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Driver-Based Planning
Ensure decisions are driven by trusted data, everywhere, every time
You can strategize using scenario planning, budgeting and forecasting whilst encouraging teamwork with built-in collaborative chat forums where chat history is stored and retrievable. Naviloq’s planning and analysis tools encourage shared knowledge for informed decision-making, and the easy communication of forecast updates across departments. While Naviloq’s data governance and AI capabilities provide a foundation where your business logic is clear, consistent and built into every plan, system, or AI agent.
That’s exactly what Naviloq delivers with every implementation: a harmonized data platform and semantic layer that ensure strong data governance, wherever you need it. With Naviloq you can excel through collaboration, far beyond the basic capabilities of Excel commenting, and more streamlined than alternative planning and budgeting solutions that are complex to set up and use.
Naviloq is easy to integrate with:
We’d love to hear from you!
Whether you have questions about Naviloq, would like a free demo, or would simply like to find out more about whether Naviloq would be a good fit for your business, please get in touch.
Reach out to our local sales teams or use the form to leave a contact request, and we’ll be in touch with you soon.