AGENTIC FINANCIAL PLANNING
AI-powered financial planning with Qlik MCP & Data+ Writeback
With Qlik MCP and Data+ MCP Writeback, traditional business intelligence becomes a real planning and operational platform.
AI agents analyze live financial data from Qlik, identify risks, generate forecasts and write planning values back directly into your existing environment. No Excel. No system breaks. No additional workflow tools.
Supply Chain Monitoring
Use Case I
THE CHALLENGE
80%
manual planning activities
5x
faster market changes
Many companies still rely on fragmented planning processes, Excel-based forecasting and manual coordination across multiple systems. At the same time, volatile markets, geopolitical risks and rising costs require much faster reactions in financial planning.
Traditional BI solutions deliver insights — but modern financial planning requires direct process integration and secure writeback capabilities.
Planning based on live data
Transparency & Trust
THE SOLUTION
100%
transparent AI decisions
100%
planning based on live data
With Qlik MCP and Data+ MCP Writeback, financial planning becomes intelligent, integrated and actionable directly inside Qlik.
The AI agent reads live data via MCP, analyzes variances, identifies risks and generates forecasts based on trusted enterprise data.
New planning scenarios can be created collaboratively with the agent and adjusted dynamically whenever market conditions change.
All planning updates are written back directly into the data layer — without exports, copy-paste or disconnected planning tools.
Every action remains fully traceable and audit-proof.
THE RESULT
Minutes instead of days
dramatically faster forecasting
One platform - fewer tools and less complexity!
Forecasts and planning scenarios can be created in minutes instead of lengthy coordination cycles across disconnected systems. Companies benefit from higher data quality, faster decision-making and a fully integrated planning platform built on top of their existing Qlik investments.
With Qlik MCP and Data+ MCP Writeback, financial planning evolves from static reporting to AI-powered operational steering. Not just analytics. Real action.
Experience financial planning beyond dashboards
READY FOR AGENTIC PLANNING?
See live how Qlik MCP and Data+ MCP Writeback transform financial planning into an AI-powered operational process.
Create forecasts, analyze risks and write planning decisions back directly into Qlik — all on top of your trusted enterprise data foundation.
Book a live demo and experience Agentic Financial Planning in action.
Achim Gnadt
Phone +49 170 5442045
Email achim.gnadt@leitart.de