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    Anaplan Co-Modeler: The AI Agent Built for Smarter Planning

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    Author
    • Astha ChadhaThe weems of data
      In data, as in chess, the real power lies in foresight.
    Published: 08-May-2026
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    • Anaplan
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    Only 18% of FP&A teams demonstrate strong performance, and just 31% of working hours go toward value-added activities like analysis and strategic storytelling."

    That is not a productivity problem; it is a structural one. 69% of FP&A effort is still consumed by manual data gathering, reconciliation, and reporting, leaving teams with little bandwidth for the strategic work that drives decisions. The structural mismatch is not new, but the cost of ignoring it is rising.

    As per the IBM Institute for Business Value report, 69 percent of CFOs regard AI as indispensable for finance transformation.

    Yet, the path from intent to operational reality runs directly through the model-building bottleneck that most COEs have quietly accepted as unavoidable.

    Anaplan Co-Modeler, which reached general availability in Q1 2026 as part of Anaplan's $500M multi-year AI roadmap, is built to dismantle that bottleneck, not incrementally, but fundamentally.

    The Build Backlog Problem: Why Expert Dependency Is a Structural Risk

    Traditional Anaplan model building is manual, expertise-intensive work. A single model with its lists, modules, line items, formulas, and hierarchies, can take a skilled builder days or weeks depending on complexity. When that builder is one of a small number of certified specialists in your COE, every new planning initiative queues behind every other. Documentation lags because there is never enough time. Onboarding slows because institutional knowledge lives in too few heads.

    This concentration of risk is not unique to Anaplan environments. In its report on “Future of Jobs Report 2025,” the World Economic Forum finds that skill shortage is by far the largest impediment to organizational change for over 60% of firms worldwide. In planning, the effects are straightforward: slower scenario planning, delayed decision-making, and overloaded COEs.

    Skills gaps in the labour market are the biggest barrier to organisational transformation for nearly two-thirds of respondents globally.

    Co-Modeler changes leverage that points. Rather than expanding headcount, a slow and expensive response, it expands what each builder can do and makes enables the path to become a builder faster and with best practices integrated.

    What Anaplan Co-Modeler Is

    CoModeler from Anaplan is an intelligent, role-based AI component built directly into the Anaplan software application. The Co-Modeler interprets the natural language instructions provided by the user to generate Anaplan model elements such as lists, modules, line items, formulas, and hierarchy logic according to the DISCO modelling approach and Planual, which are the standard practices of Anaplan.

    The distinction worth emphasising: Co-Modeler does not automate model building. It makes governed model building faster. Every generated output is reviewable, auditable, and explainable before anything is applied. Human approval is always required. This is not a compliance footnote; it is central to how the product is architected, and it is what makes it viable for enterprise COEs where governance is non-negotiable.

    How It Works: Four Steps, Full Control

    Co-Modeler uses a well-defined four-step approach to ensure that the model developer is always in charge:

    • Define — Explain the goals of your model in clear terms or import your model definition in a structured CSV specification. Co-Modeler drafts an initial structure for your review.

    • Review — Create a tailored specification, gain complete clarity on your model design. Co-Modeler produces a detailed specification with modules, lists, dependencies, and milestones, so you know exactly how your planning model will be built before a single change is made.

    • Apply — Once approved, Co-Modeler creates or extends model components within your existing workspace permissions and governance controls, following Anaplan best practices throughout.

    • Validate & Refine — Review generated structures, ask follow-up questions in natural language, and refine as business needs evolve, with auto-generated documentation supporting every step.
    Anaplan CoModeler: AI-Driven Model Creation
    Watch the process in action

    Where Co-Modeler Makes the Most Visible Difference

    Co-Modeler is a domain-specific agent purpose-built for Anaplan model builders.

    Its value is concentrated in four primary pillars where the cost of traditional approaches is most acute:

    • Build complex models faster: Describe requirements in plain language or supply structured CSV specifications. Co-Modeler transforms these requirements into a step-by-step build plan including modules, hierarchies, and calculations, all aligned with DISCO and Planual best practices.

    • Extend models to meet specific business needs: Seamlessly add new logic layers, dimensions, or scenarios to existing Anaplan applications or custom models without the need for manual dependency tracing.

    • Optimize planning models for accuracy, scale, and speed: Run AI-powered reviews of existing models to surface inefficiencies, error-prone formulas, and redundant structures, then apply AI-guided improvements to ensure your models are scalable and maintainable.

    • Explain and document models: Translate complex formulas, module purposes, and calculation flows into plain language. This simplifies audits, accelerates onboarding, and ensures that documentation remains current as the model evolves.

    What Customers Are Reporting Regarding Co-Modeler

    The feedback from live deployments is specific, and it comes from organisations that have put Co-Modeler to work on real planning environments, not controlled pilots.

    Co-Modeler is an extra pair of hands when constructing complicated formulas, allowing new modelers to advance faster and with more confidence.

    Gary Loveday, the Planning Systems & Business Intelligence Manager at Sky


    Co-Modeler provides comprehensive plans for implementing common activities in minutes, highlights optimization possibilities we would not have noticed, and provides clear role-based documentation, so we can devote our time and skills to more advanced and challenging building activities.

    Lucy Crampton, Head of Planning at Virgin Media O2


    Both observations point to the same shift: execution labour moves to Co-Modeler; strategic judgment stays with the team. This is exactly the reallocation of cognitive effort that 2026 planning functions need to make.

    Governance and Security: Built In, Not Bolted On

    Co-Modeler supports both Classic and Polaris engines, sits natively within Anaplan's security and compliance framework, and processes only specification text and prompts. It follows engine-specific modelling standards when prompted. No customer data is used to train AI models. Every recommendation is explainable, meaning users can review the underlying logic, formulas, dimensional context, and model changes driving each output, with full traceability within the model; every change requires explicit builder approval, and the entire process operates within existing workspace permissions and governance controls.

    For enterprise COEs where auditability is non-negotiable, this architecture matters as much as the capability itself. Velocity without governance is not a planning tool; it is a liability.

    From COE Bottleneck to Scalable Planning Capability

    The 2,500+ global brands already planning on Anaplan now have a governed, faster path to extending that investment. Co-Modeler does not replace the model builder. It removes the parts of the job that should not require one: the repetitive scaffolding, the documentation backlog, the dependency bottlenecks that slow every COE down, and concentrate institutional risk in too few hands.

    For organisations already running Anaplan, the question is not whether Co-Modeler is worth evaluating. It is how quickly it can be operationalised against your most constrained planning workflows, and what implementation depth it requires.

    How Polestar Analytics Can Help

    As a Top AI Trusted Partner with Anaplan, Polestar Analytics brings the implementation depth to make capabilities like Co-Modeler operational, not just evaluated. From extending existing Anaplan environments to deploying custom AI analyst applications for domains like Trade Promotion and Private Equity, our work is focused on embedding intelligence where planning decisions are made.

    If Co-Modeler is on your roadmap, the right conversation is not about the product. It is about where it fits in your environment and what it takes to make it scale.

    Introduction

    Anaplan CoModeler does not replace your builders; it removes the work that should not require them. Repetitive scaffolding, dependency mapping, and documentation backlogs move to Anaplan model builder automation, freeing your specialists for the strategic logic that actually demands their expertise. Your COE scales its output without scaling its headcount.

    Anaplan model optimization is where Co-Modeler delivers some of its most immediate value in live environments. It reviews your existing model structure for inefficiencies, redundant formulas, and scalability risks, and can extend models with new scenarios or dimensions without your builders manually tracing every dependency. If your models are live and business-critical, Anaplan AI modelling is more relevant, not less.

    How Anaplan Co-Modeler works is built around this concern. Nothing is applied to your model until a human builder explicitly approves it, every recommendation goes through a Define, Review, Apply, Validate process. Co-Modeler operates within your existing workspace permissions and governance controls, so it cannot do anything your builders themselves are not permitted to do.

    This Anaplan AI agent sits natively within the Anaplan platform, not a separate IT system. Finance drives the requirements and reviews the output in plain business language; the COE or a builder owns the apply step. Co-Modeler closes the gap between business intent and model execution, which is exactly where most connected planning AI implementations break down.

    Co-Modeler is native to the Anaplan platform, not a bolt-on requiring a separate implementation track. The key features of Anaplan Co-Modeler are accessible within your existing environment. The real question is implementation depth: which planning workflows benefit most from AI model building in Anaplan, and how quickly can your team adopt it. That is where the right Anaplan partner makes the difference.

    About Author

    Astha Chadha

    The weems of data

    LinkedIn

    In data, as in chess, the real power lies in foresight.

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    • Anaplan

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