USE CASE

Long-range planning with confidence built-in

Connect strategy, financial performance, and planning assumptions in one model, so Finance can continuously validate long-term strategy and guide the business with confidence.

Trusted by

Case study

“We need to do forecasts ten times a year and we weren’t really able to do that to the level of detail we wanted before. Now we can include all the information and still deliver a forecast on time.”

Marvin Persing

FP&A Team Lead

Case study

"The Modeler Agent is my thinking partner and my learning partner. I implemented a version dimension plan within an hour; a task that would have normally taken me one to two days of focused effort. It turned what used to be a 'whole project' into a quick update."

Pooja Agrawal

Sr. Finance Manager, Strategic FP&A

Testimonial

"What I see with Pigment is that the flexibility really allows you to model whatever you need to serve you best."

Adeeb Ali

Head of Finance, US & Global eCommerce

Case study

"You need a tool that is very flexible and easy to adapt and react to unforeseen circumstances, and for us now it’s very easy to open Pigment and build different scenarios."

Lauri Sulonen

FP&A Operations Lead

Case study

"Pigment's agentic AI capabilities make us feel like 'mini CFOs' within our departments. It’s a game-changer for how we collaborate, analyze, and make decisions."

Montaek Kohli

Strategic Finance Manager

Case study

"I used to block two weeks every summer just to build the strategic plan. Now, if everyone sends their inputs on time, I can do it in a day."

Sophie Hun

Integrated Business Planning Director

Testimonial

"Pigment is showing what's possible when AI becomes a partner in strategic planning. As both a technology partner and a Pigment customer, we're seeing firsthand how their approach of connecting planning data directly to Claude through their MCP Server lets teams focus on strategic decisions rather than data wrangling."

Guillaume Princen

Head of EMEA, Startups, Digital Natives, and Mid Market

Why choose Pigment for
long-range planning

Strategic scenario modeling

Test assumptions, explore scenarios, and evaluate strategic initiatives such as market expansion, M&A, and organisational restructures before committing capital, resources, and investment.

Continuous validation

Connect financial performance, planning assumptions, and business drivers to continuously validate your long-term strategy as internal and external conditions evolve - without rebuilding your plan.

Internal visibility, external confidence

Connect Finance, business leaders, and downstream operational teams around the shared strategic direction, and deliver board-ready reporting that builds confidence in your long-term strategy with leadership, boards and investors.

How it works

Long-range planning in Pigment, in a nutshell

01

Connect

Bring together Actuals, forecasts, strategic objectives, and planning assumptions in one connected model, creating a foundation for long-range planning grounded in the current state of the business.

02

EXPLORE

Build driver-based scenarios that model growth, capital allocation, investment returns, profitability, and cash flow across multiple planning horizons.

03

Track

Continuously validate your strategy with rolling forecasts, what-if analysis, and strategic forecasting. Understand how changing assumptions, market conditions, and business drivers affect long-term objectives.

04

COMMUNICATE

Share board-ready plans, long-term forecasts, and scenario comparisons that connect strategic priorities to financial outcomes and enterprise performance.

"What Pigment does so well is it can take drivers, apply assumptions, and give you a more calendarized forecast."

Robbie Phelps

Financial Systems Architect

Build strategic plans that bring clarity and inspire confidence

Turn strategy into measurable financial outcomes

Connect strategic initiatives to the financial drivers that determine long-term success. Model revenue growth, profitability, cash flow, capital allocation, and investment returns at any level of detail. Quantify trade-offs across business units, products, markets, regions, and planning horizons to create executable financial targets.

Driver-based planning with unlimited dimensionality
Model across multiple time horizons at any level of granularity
Native Scenario modeling and ‘what-if’ analysis

Ensure today’s performance supports tomorrow’s goals

Bring together Actuals, operational drivers, and external signals to maintain a complete view of long-term business performance. Understand where performance is diverging from strategic objectives, assess the impact across planning horizons, and respond before risks become realities.

Rolling forecasts and real-time updates from Actuals
Unified planning across Finance, Revenue, HR, and Operations
AI-driven strategic risk detection and variance analysis

Execute strategic plans with confidence

Link strategic priorities to downstream operational plans, giving every team visibility into how they contribute to long-term objectives. Share board-ready reporting that tracks execution, financial outcomes, and strategic progress, building confidence in the delivery of long-term strategy.

Long-range plans connected directly to downstream operational plans
Embedded governance, auditability, and change traceability
Board-ready reporting and executive dashboards

Native AI agents for business planning

AI agents that accelerate long-range planning

Pigment AI agents operate directly inside your planning environment, using governed data, live models, and business logic to help Finance and leadership move from strategic question to confident decision.

Agents

Modeler Agent

Build strategic planning models faster

Describe your long-range planning requirements in natural language—from market expansion and capital allocation to M&A, organisational restructures, and multi-entity planning. The Modeler Agent translates your requirements into a structured Pigment model, wit

Adapt strategic models as the business evolves

Extend long-range planning models as new strategic initiatives, business structures, or planning requirements emerge. Update planning logic, dimensions, and calculations without rebuilding from scratch, keeping strategic models aligned with the business as it changes.

Make planning logic transparent and auditable

Surface planning assumptions, trace model dependencies, and automatically document changes across your long-range planning model. Create strategic planning models that are easier to govern, audit, and explain to leadership, boards, and auditors.

Agents

Analyst Agent

Know when strategy needs attention

Continuously monitor long-range plans against live business performance, automatically surfacing where changing assumptions, operational performance, or external factors are putting strategic objectives at risk. Spend less time searching for issues and more time deciding how to respond.

Understand what’s driving strategic performance

Go beyond surface-level variance analysis to uncover the drivers behind changing business performance. Compare long-range planning assumptions with current Actuals, identify which strategic initiatives are tracking ahead or behind, and summarise the financial impact of scenario shifts—all in natural language, grounded in your live planning model.

Automate strategic reporting at scale

Generate board-ready summaries, scenario comparisons, and strategic performance reviews automatically, with narratives grounded in your live planning model. Deliver tailored reports to leadership and stakeholders on a recurring cadence, replacing hours of manual reporting with decision-ready insights.

BUILT FOR EVERY STAKEHOLDER

Align the business around a single strategic plan

Long-range planning works when Finance, the CFO, and business leaders are all working from the same model. Pigment gives each stakeholder the view they need, without creating competing versions of the strategic plan.

For Finance

  • Turn strategy into financial outcomes

    Connect strategic initiatives to revenue, profitability, cash flow, capital allocation, and investment returns in one driver-based planning model.

  • Continuously validate long-term strategy

    Understand how changing business performance affects strategic objectives, identifying risks and opportunities before they impact long-term plans.

  • Deliver board-ready strategic recommendations

    Compare strategic scenarios, quantify investment decisions, and communicate long-term financial outcomes with confidence.

For the CFO

  • Prioritise strategic investment

    Evaluate growth opportunities, acquisitions, restructures, and capital allocation decisions using one connected financial model.

  • Balance growth, profitability, and risk

    Understand the financial implications and trade-offs behind every strategic decision before committing long-term investment.

  • Communicate strategy with confidence

    Present strategic recommendations to leadership, boards, and investors, backed by transparent assumptions, rigorous scenario analysis, and measurable financial outcomes.

For Business Unit Leaders

  • Build stronger business cases

    Understand the financial impact of market expansion, product investment, acquisitions, and strategic initiatives before committing resources.

  • Secure investment with confidence

    Connect business cases to enterprise priorities, demonstrating how every initiative contributes to long-term strategic and financial objectives.

  • Adapt initiatives without losing alignment

    Evaluate changing priorities, investment requirements, and delivery timelines while remaining aligned to the long-range plan.

For Operational Teams

  • Connect execution to strategy

    Understand how operational plans, capacity, hiring, and resource requirements contribute to long-term business objectives.

  • Deliver against shared priorities

    Execute from connected operational plans that stay aligned with strategic priorities, financial targets, and changing business conditions.

  • Track progress with confidence

    Monitor delivery against strategic milestones, dependencies, and financial outcomes from one connected planning environment.

“Our finance team wears many hats - we’re responsible for circulating business information, quickly diagnosing issues, and presenting leadership with solutions. Pigment allows us to understand our levers and make timely decisions for the business while remaining lean.”

Praveer Melwani

CFO

Read case study
Figma

Frequently Asked Questions

What is long-range planning, and how is it different from budgeting and forecasting?

Long-range planning translates an organization’s strategy into a multi-year financial and operational plan. While budgeting typically focuses on detailed targets for the coming year and forecasting updates expected performance, long-range planning helps businesses evaluate strategic priorities, investment needs, growth opportunities, profitability, and cash flow over a longer time horizon.

How does Pigment help companies build long-range plans?

Pigment brings Actuals, forecasts, strategic objectives, business drivers, and planning assumptions into one connected model. Finance teams can translate strategic initiatives into measurable financial outcomes, model plans across business units, products, markets, and regions, and understand how long-term decisions affect revenue, profitability, cash flow, and capital allocation.

How do Pigment’s AI agents support long-range planning?

Pigment’s Modeler Agent helps teams build, adapt, explain, and document long-range planning models using natural language. The Analyst Agent continuously monitors performance against strategic plans, identifies the drivers behind variances, and highlights risks and opportunities. It can also generate strategic performance reviews, and board-ready summaries grounded in the organization’s live planning model.

Can Pigment integrate with other business applications?

Yes, Pigment integrates with various business applications through native connectors, generic APIs, and scheduled imports, providing a comprehensive and accurate view of your financial data.

Data centralised in Pigment’s unified, governed data layer is shared across the entire business, ensuring humans and AI agents leverage shared context and understanding for alignment at all times. Granular access specifications ensure data access management can be tightly controlled across the business.

What are the benefits of using Pigment for scenario planning?

Pigment's scenario planning tools enable businesses to evaluate multiple "what-if" scenarios in a few clicks, rather than starting new plans from scratch. This helps in understanding the potential impact of various decisions and events, allowing for better strategic planning and risk management.

Graphite supports scenario planning and analysis at scale, with capacity for vast historical data to better inform future decisions.

Can Pigment handle the needs of large organizations?

Yes. Pigment is designed to scale with the complexity of large organizations. Graphite supports extensive data sets, high user volumes, and diverse planning processes. It supports a flexible EPM platform that enables finance, sales, workforce, and supply chain teams to work in full alignment.

Leading companies such as Unilever and The Coca-Cola Company rely on Pigment to support their planning, forecasting, and reporting processes across the enterprise.

What are the benefits of using Pigment?

Organizations need to plan with confidence and respond quickly when new information becomes available.

Pigment provides an Enterprise Performance Management (EPM) platform designed to support both business and technical users, while scaling to meet the needs of complex organizations.

With Pigment, businesses can:

  • Bring planning, forecasting, and reporting together in one connected platform.
  • Use AI agents to streamline analysis, automate repetitive tasks, and highlight insights that inform better decisions.
  • Run scenarios in real time, helping teams evaluate different outcomes and adapt as circumstances change.

Companies such as Danone, Siemens, Chime, and ServiceNow use Pigment to strengthen their planning and decision-making processes.

See Pigment in action

The fastest way to understand Pigment is to see it in action. Sign up today and explore how agentic AI can transform the way you plan.

Three colleagues focused on an iMac screen in a bright office with plants and modern artwork.

From 8 days to 4 min

Update P&L actuals & financial forecasting

80%

Time cut on data aggregation

12 hours

Saved per month on executive reporting

6 days faster

For scenarios creation and analysis