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Optimize Maximize growth and margins with ai-driven customer-centric merchandise financial planning
 

Merchandise Financial Planning by invent.ai

Transform your financial planning process with agentic AI, empowering you to create precise, profit-driven merchandising strategies.

Optimize your financial planning with agentic AI
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10%

increase in margin​

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50%

reduction in clearance

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70%

increase in planner efficiency

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20%

reduction in inventory

Retail financial planning often feels like a balancing act—juggling customer demand, supply chain constraints and profitability goals. Traditional methods struggle to keep up with the complexity of today’s retail environment, leaving gaps in execution. With invent.ai’s agentic AI, powered by advanced analytics and probabilistic modeling, you gain the precision and flexibility needed to overcome these challenges and turn your merchandise plans into profit-driven strategies.

Invent.ai Merchandise Financial Planning (MFP) solution helps retailers enhance planning by leveraging AI to analyze past performance, maximize margins, optimize inventory and align financial goals to plans. 

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AI-powered scenario planning

Leverage hedge-fund math and probabilistic analyses to create data-driven merchandise plans based on desired performance.

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Automated new store planning​

Store attribution clustering and forecasting streamlines your plans for new stores, ensuring the right stock levels to drive revenue while minimizing excess and shortages.
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AI-identified category attributes​

Utilize category-level planning attributes to optimize assortments, align inventory with demand signals and improve forecasting accuracy—reducing lost profit and maximizing sales potential.
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Dynamic scenario modeling

Run what-if analyses to predict the impact of demand fluctuations, promotions and seasonal trends on financial outcomes.

​Why invent.ai’s merchandise financial planning solution?​

Merchandise financial planning is no longer about guesswork. Invent.ai’s solution aligns financial goals with customer demand, optimizing inventory, streamlining resources and driving revenue and margin with AI-powered insights. 

Our MFP provides strategic, top-down, bottom-up and in-season planning, all based on our AI/ML forecasts and optimization. This provides real insights along with the flexibility to run AI-driven scenarios for “what if” planning.

Our MFP enhances your financial planning with:
  • Comp and non-comp planning
  • Multiple scenario running
  • Top-down & bottom-up planning
  • AI-driven in-season planning
  • Detailed reporting throughout the planning process
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The science behind it

Create and review plans with our easy, intuitive interface. Multiple plan metrics and versions are available and are customizable.​

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Retailers can see plans in chart and sheet views. Planning can drill down to the week level. Also, with the ability to make bulk edits to values and run multiple scenarios to test “what if” situations, the MFP solution offers a fast, easy and intuitive way to drive planning and boost revenue.

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Streamline your merchandise financial planning process the invent.ai way

  • Provide parameters​
  • Seed plan​
  • Run scenarios / update plans​
  • Review reports in UI​
  • Finalize plans​

This allows users time to:​

  • Review / measure plan success​
  • Review future visibility (inventory, promotions)​
  • Review current strategies and competitor info​
  • Improve the system with our Hub Model

AI-driven planning that drives financial results

Harness the power of AI to create merchandising plans that align with financial goals and market demand. Here’s how you can leverage real-time insights and predictive analytics to make smarter inventory decisions, improve sell-through rates and drive profitability:

Align merchandise plans with financial goals

Maximize revenue and profitability.

Reduce the risk of overstocking or stockouts

Leverage precise demand forecasting to maintain optimal inventory levels.​

Enhance agility

Utilize real-time scenario modeling and adjustments to respond quickly to market shifts.

Optimize inventory investments

Improve sell-through rates and reduce markdowns.​

Gain deeper insights

Analyze category performance and customer demand patterns to inform strategic decisions.

Achieve measurable ROI

Strengthen margin control and accelerate planning cycles for better financial outcomes.

Drive stronger collaboration

Empower teams with actionable, data-driven insights that enhance alignment and efficiency.

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“Invent.ai's tailor-fit solution leveraging full capabilities of AI and advanced analytics allowed us to optimize our markdowns and achieve maximum profitability throughout the season.”

Head of Merchandising, Leading Apparel Retailer

Read the case study

Speak with an invent.ai MFP expert to get started

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