Merchandise Financial Planning Agents
Your AI partner for intelligent budget optimization, margin analysis, and strategic financial planning across your entire merchandise portfolio.
3 Available MFP Agents
Each agent focuses on a specific aspect of merchandise financial planning, working together to optimize your entire financial strategy.
Financial Planning & Reconciliation Agent
Core Financial PlanningCreates comprehensive financial plans by integrating top-down corporate objectives with bottom-up merchant inputs, ensuring alignment across all stakeholders.
Key Functions:
- Budget reconciliation and variance analysis
- Cross-functional financial alignment
- Strategic financial planning and forecasting
MFP Scenario & Collaboration Agent
Scenario PlanningEnables dynamic scenario modeling and collaborative planning sessions, facilitating cross-team alignment on financial strategies and investment decisions.
Key Functions:
- What-if scenario analysis and modeling
- Collaborative planning facilitation
- Risk assessment and mitigation planning
Open-to-Buy (OTB) Optimization Agent
Budget ExecutionContinuously optimizes open-to-buy positions by analyzing performance trends, inventory levels, and market opportunities to maximize investment efficiency.
Key Functions:
- Real-time OTB tracking and optimization
- Investment opportunity identification
- Budget reallocation recommendations
Portfolio Performance & Insights Agent
Provides deep performance analytics and actionable insights across your merchandise portfolio, identifying trends and optimization opportunities.
Key Functions:
- Portfolio performance analysis
- Trend identification and forecasting
- Strategic insights and recommendations
Collaborative Intelligence in Action
See how our MFP agent collaborates with retail teams to drive financial performance and strategic decision-making.
"What's our margin outlook for Q3 given the current performance trends?"
Based on current sales velocity and cost analysis, I'm projecting a 2.3% margin improvement in Q3. The key drivers are: optimized markdown timing in categories 4A-7B, improved supplier negotiations on core basics, and strategic inventory positioning. I recommend reviewing the athletic wear allocation - there's an opportunity to shift 15% more budget to high-performing subcategories.
"How should we adjust our spring budget allocation based on winter performance?"
Winter data shows strong performance in outerwear (+18% vs plan) and accessories (+12% vs plan). I recommend increasing spring outerwear budget by 8% and shifting 5% from underperforming categories like formal wear. This reallocation could improve overall margin by 1.4% while maintaining inventory turn targets of 4.2x.
"Can you help optimize our open-to-buy for the next 8 weeks?"
Absolutely. Your current OTB shows $2.3M remaining across 12 categories. I recommend prioritizing: 1) Casual footwear - $450K opportunity with 2.8x turn potential, 2) Seasonal accessories - $320K with margin upside, 3) Core denim - $280K for basics replenishment. This allocation optimizes both turn and margin metrics while maintaining service levels.
Built for Your Team
Tailored intelligence that adapts to the unique needs of each role in your merchandise financial planning process.
Chief Financial Officer
Key Needs:
- Budget oversight
- Margin optimization
- Financial risk management
Value Delivered:
Real-time financial visibility with actionable insights for strategic decision-making
Merchandise Financial Planner
Key Needs:
- OTB management
- Category budgeting
- Performance tracking
Value Delivered:
Automated budget optimization with scenario planning and what-if analysis
Senior Buyer
Key Needs:
- Investment guidance
- Category priorities
- Margin protection
Value Delivered:
Data-driven investment recommendations aligned with financial goals