CLOSE THE GAP BETWEEN PLANFUL AND YOUR QUESTIONS.
Connect Planful to Menza and ask questions of your financial and GL data, scenarios, dimensions and data loads in plain English — how actuals track against budget, which cost centres are drifting, whether last night's load landed. Menza reads it live through the official Planful API, and any change it proposes waits for your explicit approval.
- Reads finance data
- Can take action on Planful, once you approve
- Connects via the official API
What can Menza do with Planful?
Update scenarios without the spreadsheet shuffle
When a reforecast needs new numbers, Menza stages the scenario updates, shows you exactly what will change, and — once you approve — writes them back through the Planful API.
Catch budget drift by cost centre
Ask how actuals track against budget and Menza reads the GL data across dimensions and members, naming the cost centres driving the variance instead of leaving you to hunt.
Know your data loads actually landed
Menza checks data-load status on demand and flags rejected rows or stalled loads, so you find out before the numbers in a board pack are quietly stale.
See these answers on your own Planful data.
Menza working with Planful.
Menza doesn't just answer questions about Planful — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.
Menzajust nowActuals in your Operating Expenses scenario are running 9% over budget through five months — three cost centres drive it. I'll pull the GL detail behind those centres and stage the reforecast adjustments for your review.
Menza6m agoLast night's GL data load finished with 214 rejected rows — your first failed rows in six weeks. I'll re-run the load for the two affected entities once you've confirmed the mapping fix.
Connect Planful in a couple of clicks.
Is my Planful data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Planful questions, answered.
How does Menza connect to Planful?
Through your Planful API credentials. You provide them once; Menza stores them encrypted and never reveals them to the AI. From then on it queries the official Planful API directly, so answers come from the live system rather than an exported snapshot.
What can Menza answer about my Planful data?
Anything in the API's reach: financial and GL data by scenario, dimensions and members, templates, and data-load status. Ask how a scenario compares with actuals, which entities moved most this month, or whether the overnight load completed cleanly.
Is my Planful data safe with Menza?
Yes. Credentials are encrypted at rest and never exposed to the AI, and access is limited to what you grant. Menza can propose changes in Planful, but every action waits for your explicit approval — nothing is written without your say-so.
Can my whole finance team use it during close?
Yes — anyone on your Menza workspace can ask questions in plain English, so close-week status checks, variance queries and load confirmations stop bottlenecking on the one person who knows the Planful report builder.