Find Annual Plans, Budgets & Headcount Models

Annual planning shouldn’t mean annual panic.

The Struggle

Budgets live in dozens of Sheets. Hiring models hide in Docs. No one knows which version is final until the CFO asks for it.

The AI Planner

• Plan indexing: finds “budget,” “headcount,” and “FY plan” across Drive.
• Owner mapping: ties each model to department head.
• Change tracking: detects variance between revisions.

3 Steps

1. Search type:budget OR headcount year:2025
2. View AI summary → owners, versions, approvals.
3. Export latest plan bundle for sign-off.

Outcomes

• −55 % plan-consolidation time
• Single source of truth for finance & HR
• Faster budget sign-off

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