Merchandise financial planning by invent.ai

AI-powered merchandise financial planning that keeps profit dollars growing and margins protected—even as demand and inventory change.

Set precise sales, margin and inventory targets—aligning top-down goals with bottom-up performance through automated decisioning and scenario-based planning.

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10%

more margin

50%

less clearance

70%

better planner efficiency

20%

less inventory

Eliminate the gaps

Merchandise financial planning isn’t just about setting numbers—it’s about staying ahead of constant change. But most retailers are stuck with outdated processes that can’t keep up. With invent.ai, merchandise financial planning becomes an active, always-adapting process. AI-powered tools help you align sales, inventory and margin goals—so you can anticipate change, explore new opportunities and act decisively.

Invent.ai's merchandise financial planning (MFP) solution uses AI-powered precision to analyze past performance, predict future shifts and dynamically adjust plans—keeping targets on track, maximizing margins, optimizing inventory and aligning every decision to profit goals.

AI-driven planning that drives financial results

To hit your revenue and margin targets, planning needs to be more than a spreadsheet exercise. Invent.ai helps retailers replace manual merchandise planning with AI-driven precision—balancing top-down financial goals with bottom-up realities, season by season and store by store.

Here's how:

Build flexible, AI-powered plans

Leverage advanced probabilistic models—similar to those used by hedge funds—to create data-driven merchandise plans that balance risk and reward.

Unlock AI-driven category insights

Pinpoint the attributes that matter most at the category level to fine-tune assortments, align inventory with demand and improve forecasting—maximizing sales and reducing lost profit.

Simplify new store planning with AI

Use AI-powered clustering and forecasting to streamline inventory planning for new stores—ensuring optimal stock levels from the start.

Run dynamic, what-if scenario modeling

Quickly simulate what-if scenarios to predict how demand shifts, promotions and seasonal trends will impact financial results—before you commit.

Why choose invent.ai for merchandise financial planning?

Take control of your merchandise financial planning—aligning financial targets with real customer demand. Invent.ai helps you optimize inventory, streamline resources and drive both revenue and margin with AI-powered precision.

Our solution supports top-down, bottom-up and in-season planning, all powered by advanced AI forecasts and optimization. You’ll gain deep insights and the flexibility to run dynamic “what-if” scenarios at every stage.

With invent.ai you can:

Plan for comp and non-comp sales with ease
Run multiple financial scenarios to compare options
Align top-down strategies with bottom-up realities
Optimize in-season plans as conditions change
Access detailed reporting throughout the planning process

Why choose invent.ai for merchandise financial planning

The science behind it

Create, customize and review plans with an intuitive interface. Access multiple versions and track key metrics—all tailored to your planning needs.

View plans in both chart and sheet formats, with the ability to drill down to the week level. Make bulk edits, run multiple “what-if” scenarios, and quickly adjust plans—giving you an intuitive, fast way to fine-tune strategies and grow revenue.

AI-powered merchandise financial planning that turns seasonal goals into real-time results

Invent.ai empowers retailers to create AI-driven merchandising plans that align with financial goals and respond to real-time demand. By leveraging predictive insights and scenario modeling, teams can optimize inventory investments, reduce markdowns and make faster, data-backed decisions.

The result? Better sell-through, fewer stockouts, stronger margins—and a planning process that’s collaborative, agile and built for measurable ROI.

Here’s how:

Align merchandise plans with financial goals
Reduce overstocking and stockouts with precise demand forecasting
Use real-time modeling to respond quickly to change
Improve sell-through and reduce markdowns
Analyze category and customer trends to refine strategy
Accelerate planning cycles and strengthen margin control
Empower teams with actionable insights and shared visibility

Read the case study