Spindle AI

Answering your organization's most critical 'what-if' questions often involves time-consuming detours, frequently requiring analysts to export data from planning platforms like Anaplan into spreadsheets for complex modeling. This workaround compromises the speed, depth, and confidence needed for truly strategic financial decisions. Spindle AI introduces Scenario Intelligence, specifically developed to address this challenge. It equips enterprise CFOs, CROs, and their finance teams with the capability to generate robust, multi-scenario analytics rapidly, enabling you to navigate uncertainty and make high-impact decisions with greater clarity and agility.

Key Features

• 🤖 Leverage AI Agents for Accelerated Modeling: Interact with Spindle AI using natural language prompts. Ask complex "what-if" questions, and the AI Agents generate detailed, auditable scenario models in minutes. This allows your team to explore more possibilities faster – the source material suggests 5 analysts using Spindle can achieve the output of 25.

• 💡 Utilize Multi-Valued Assumptions (MVAs) for Realistic Planning: Move beyond the limitations of single-point estimates common in spreadsheets and traditional FP&A tools. Spindle AI allows you to incorporate ranged values and distributions (MVAs) to capture a richer spectrum of potential outcomes, leading to more resilient forecasts and intuitive sensitivity analysis.

• 🗺️ Explore Comprehensive Scenario Landscapes: Instead of manually crafting a few best/worst/base cases, Spindle AI systematically generates and analyzes thousands of relevant scenarios based on your assumptions and data. This "Scenario Landscape" helps you visualize trade-offs, pressure-test assumptions thoroughly, and uncover hidden risks or opportunities that might otherwise be missed.

• ⚙️ Model Dynamically with On-the-Fly Multidimensionality: Business questions and market conditions change rapidly. Spindle AI’s flexible, tag-based data model lets you pivot analyses, add new dimensions (like products, regions, or channels), segment data ad hoc, and restructure models in seconds – even with complex or 'jagged' hierarchies – without needing lengthy schema redesigns or formula refactoring.

• 🔗 Harmonize Data Seamlessly with the Fusion Data Engine: Spend less time on data preparation. Spindle AI ingests, blends, maps, and audits large, complex datasets (from 500 rows to over 500 million) from your existing systems – including relational databases (like Snowflake), multidimensional sources (like Anaplan, Oracle Hyperion), spreadsheets, and ERPs (like NetSuite). AI-assisted features streamline joins, mapping, and enrichment.

Use Cases: Solving Critical Strategic Finance Challenges

1. Tariff & Supply Chain Risk Resilience: Quickly model the potential impact of tariffs or other disruptions. Spindle AI can automatically generate and compare thousands of scenarios – spanning macro shifts, event-driven changes, stress tests, and competitive dynamics – to understand hidden drivers and build contingency plans for market and supply chain behavior.

2. Agile Pricing & Packaging Optimization: Confidently evaluate changes to your pricing and packaging. Dynamically model how adjustments affect revenue, margins, and customer segments based on real-world constraints and as your product portfolio or market evolves.

3. Margin Optimization & Driver Analysis: Go beyond surface-level margin views. Analyze how shifts in pricing, cost structures, revenue mix, or other forecast factors impact profitability across multiple dimensions. Determine precise thresholds for margin compression and identify levers for improvement.

Platform & Technology: How Spindle AI Delivers

• AI Agents You Can Trust: Unlike general-purpose AI, Spindle's AI Agents are specifically designed for financial and prescriptive analytics. They "use tools" and "learn skills" analogous to human analysts within the platform, generating auditable models and recommendations. This task-specific approach minimizes errors ("hallucinations") and provides a clear audit trail for every AI-generated insight. You can even teach them new analytical skills.

• Beyond Single-Point Forecasts with MVAs: Traditional tools force reliance on single-value assumptions, inadequately capturing real-world uncertainty. Spindle’s Multi-Valued Assumptions (MVAs) allow for ranges and distributions, providing a more robust basis for planning and enabling intuitive optimization through simple controls.

• Systematic Exploration via Scenario Landscapes: Why limit yourself to 3-5 hand-picked scenarios? Spindle AI generates a comprehensive Scenario Landscape, testing all relevant possibilities defined by your MVAs and constraints. This surfaces insights and contingency plans that manual approaches often overlook.

• Unmatched Flexibility with On-the-Fly Multidimensionality: Rigid data models hinder agility. Spindle’s tag-based system allows you to re-architect your view of the data in seconds. Create ad hoc segments, slice across any dimension, and analyze relationships dynamically, even if the underlying data structures are irregular ("jagged").

• Robust Data Handling via Fusion Data Engine: Effortlessly combine and analyze vast amounts of data from diverse sources. The Fusion Data Engine handles both relational and multidimensional data, with AI assistance simplifying complex tasks like schema mapping, joins, and data enrichment across systems like Anaplan, Salesforce, Workday, Snowflake, Oracle, and Excel.

Conclusion

Spindle AI provides the Scenario Intelligence necessary for your strategic finance team to move faster and make decisions with greater confidence. By automating complex scenario generation, enabling flexible modeling, and harnessing reliable AI, Spindle helps you answer critical business questions in hours or days, not weeks or months. It complements your existing FP&A stack by tackling the ad-hoc, high-stakes analyses that demand exceptional speed, rigor, and agility – ultimately helping you secure a competitive edge by identifying opportunities and mitigating risks more effectively.