---
title: "Guide: AI in Financial Planning – Hype or Reality?"
description: Get our guide on how AI is used – and can be used – in financial planning and follow-up!
image: https://info.planacy.com/hubfs/planacy-futuristic_12(3).jpg
---

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# AI in Financial Planning

**Hype or reality?**

In this guide, we cover:

- How AI is used today in planning, analysis and follow-up
- The most common pitfalls – and how to avoid them
- What it takes to work reliably, in an automated and data-driven way
- How you can use AI in your FP&A work
- How to get started with AI, including example prompts

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