Does Anaplan train AI on customer data?

We could not find a published Anaplan policy that says whether customer data is used to train AI models. Anaplan's AI page says customer data, model structures and metadata are never used to train, retrain or fine-tune any foundational LLMs and that customer data stays isolated. It doesn't say whether customer data trains Anaplan's own forecasting and machine-learning models.

Does Anaplan have SOC 2?

Anaplan states that it holds a SOC 2 Type II report.

Which accounting systems does Anaplan integrate with?

Anaplan does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Anaplan cost?

Anaplan does not publish prices; pricing is by quote.

What are alternatives to Anaplan?

Other FP&A tools in this directory include Pigment, OneStream, Workday Adaptive Planning, Oracle EPM and Planful.

Record verified November 5, 2026

Anaplan

Anaplan is a planning and analysis platform for large companies, used for financial planning and forecasting, financial consolidation, and sales, supply chain and workforce planning, all built as models on its own calculation engine. Its AI includes Anaplan Analyst for plain-language questions, role-based analyst agents, the CoModeler model-building agent, machine-learning forecasting, and a gateway that connects outside AI tools over MCP. Thoma Bravo acquired Anaplan in 2022.

Vendor site: anaplan.com (opens in a new tab)Compare with another tool Anaplan alternatives Embed this tool’s facts

SOC 2: Type II
Trains on customer data: Unconfirmed
Human review: Unconfirmed
Pricing: Quote only
Ledgers: None documented

What the AI does

Anaplan Analyst, a generative AI assistant embedded in Anaplan that answers questions about planning data and explains drivers in plain language
Finance Analyst agent that evaluates variances, interrogates forecasts, surfaces cost drivers and recommends savings opportunities, alongside Sales, Supply Chain and Workforce Analyst agents
CoModeler, an agent that builds, extends and documents planning models, generating structures and refining formulas from natural-language requests
Forecaster for machine-learning forecasts and Optimizer, an algorithmic engine for optimization problems
AI Gateway connects outside AI tools and enterprise agents to Anaplan over a governed MCP connection, with controls for permissions, auditability, consumption and rate limits

Summarized from anaplan.com.

Facts, checked against the source

Category: FP&A, Close & reconciliationSource: anaplan.com (opens in a new tab)
Built for: EnterpriseSource: anaplan.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: SAP HANA, SAP BW and SAP ECC, Oracle Database, Salesforce, Snowflake, Databricks, Google BigQuery, Microsoft Power BI, Boomi, MuleSoft, Informatica and Workiva Chains (integration platforms).
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: trust.anaplan.com (opens in a new tab)
Trains on customer data: UnconfirmedAnaplan's AI page says customer data, model structures and metadata are never used to train, retrain or fine-tune any foundational LLMs and that customer data stays isolated. It doesn't say whether customer data trains Anaplan's own forecasting and machine-learning models.
Human review: UnconfirmedAnaplan describes its agents as answering questions, recommending actions, sending alerts and triggering workflows, and its AI Gateway applies permission and audit controls to connected agents; the pages read don't say whether a person approves an agent's action before it takes effect.
Company: Privately held. Founded 2006, based in Miami, FLSource: anaplan.com (opens in a new tab)
Funding: Investors named: Thoma BravoSource: thomabravo.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Editor’s note

Anaplan's trust center lists SOC 1 Type 2 and SOC 2 Type 2 reports and ISO/IEC 42001 certification for its AI management system, which Anaplan says it received on August 13, 2026.

Sources

Official pages read for this listing on November 5, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently November 5, 2026. See the changelog.

Anaplan questions

Does Anaplan train AI on customer data?: We could not find a published Anaplan policy that says whether customer data is used to train AI models. Anaplan's AI page says customer data, model structures and metadata are never used to train, retrain or fine-tune any foundational LLMs and that customer data stays isolated. It doesn't say whether customer data trains Anaplan's own forecasting and machine-learning models.
Does Anaplan have SOC 2?: Anaplan states that it holds a SOC 2 Type II report.
Which accounting systems does Anaplan integrate with?: Anaplan does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Anaplan cost?: Anaplan does not publish prices; pricing is by quote.
What are alternatives to Anaplan?: Other FP&A tools in this directory include Pigment, OneStream, Workday Adaptive Planning, Oracle EPM and Planful.