Case Study: Rocket Software achieves faster, more accurate financial planning with Planful

Rocket Software Uses Planful Predict to Bring AI Into the Office of the CFO

Rocket Software, an IT modernization and automation provider, needed to move its finance, HR, and business teams off spreadsheets and into a modern planning environment to improve workforce planning, forecasting, and collaboration. To support this shift, Rocket Software chose Planful and later added Planful Predict to advance from basic finance processes to rolling forecasts and AI-assisted planning.

With Planful, Rocket Software centralized data from systems like Oracle ERP, Workday, and Snowflake into a single source of truth, improving speed, accuracy, and cross-functional alignment. Planful Predict added native AI/ML for anomaly detection and seasonality-adjusted forecasting, helping Rocket Software spot potential errors and produce hyper-accurate forecasts in just a few clicks, while giving the company greater confidence in global financial operations.

Rocket Software

Luis Martinez Luna

Sr. Manager, FP&A