PlanAutomate to Unveil Industry’s First ‘Veteran AI’ Project Analyst at Community Summit North America 2025
PlanAutomate will be showcasing new AI Analyst, powered by PlanVector AI, with advanced training on hundreds of years of projects to give teams the seasoned judgment of a senior project professional, exclusively for Microsoft Dynamics 365 Finance customers.
Atlanta, GA – September 16, 2025 – PlanAutomateTM today announced the launch of its new AI Project Analyst, Powered by PlanVectorTM AI, a groundbreaking tool designed to empower every member of a project-driven organization. Available exclusively through PlanAutomate’s solution for Microsoft Dynamics 365 Finance, this is the first commercially available AI trained on hundreds of years of projects, giving it the unique ability to recognize complex causal patterns and provide expert-level insights.
While most AI tools in the project management space operate like a ‘book-smart’ rookie, PlanAutomate’s new offering provides the wisdom that only comes from experience. It serves as a trusted advisor that can be tasked, through a simple chat interface, to perform sophisticated analyses and provide expert opinions on project health, trajectory, and risk.
“When managing a multi-million-dollar project, do you want advice from a rookie or a veteran? We chose the veteran,” said Daniel Bévort, CEO of PlanAutomate. “With PlanVector AI, our customers gain brutally honest transparency into project health and foresight that saves time, money, and resources.”
The foundation of PlanVector AI’s expertise is its unique training. By analyzing time-series project metric data from hundreds of years of project lifecycles, the platform has developed a deep understanding of project dynamics and temporal causality. This process allows the AI to learn ‘causal abstractions’ – the fundamental patterns of cause and effect in projects that it can then apply to any new project. This advanced causal pattern recognition is what gives the AI its ‘veteran’ abilities, enabling it to pick up on the subtle cues and developing issues that a generic AI or a less experienced professional would miss.
PlanAutomate’s vision for PlanVector AI is to serve as the ultimate empowerment tool. It democratizes expertise, providing on-demand, deep insights that simply were not available previously or took experts days of manual analysis to uncover. PlanVector AI’s training gives customers an unparalleled ability to see past misleading metrics. For executives, this means unbiased clarity into the health of their investments. For project managers, it’s like having an expert partner who spots trouble early, freeing up their time and enabling them to focus on the key issues that drive projects to success.
PlanVector AI empowers users with a range of sophisticated analytical capabilities, including project and portfolio health reports, trend analysis, financial and operational predictions, root case analysis, risk assessments, postmortem analysis, and much more.
Experience the AI Project Analyst at Dynamics Community Summit North America 2025
PlanAutomate will be offering overviews and demonstrations of this new AI as well as PlanAutomate’s project automation system at Dynamics Community Summit North America in Booth #1234.
The team will be on hand to discuss how the new AI Analyst helps businesses on Dynamics 365 Finance overcome their most persistent pain points, including:
- Lack of transparent, honest insight into project and portfolio health.
- The inability to predict financial outcomes and prevent margin erosion.
- The inability to see problems coming long before they manifest.
- The enormous amount of time spent on manual data analysis.
For a deeper dive into this groundbreaking technology, PlanAutomate will be discussing this news further at the News Desk at Community Summit NA 2025. The live interview is scheduled for 10:10 am EST on Tuesday, October 22nd at booth #136.
For more details on PlanAutomate’s presence and to schedule time with them at the summit, visit: https://www.planautomate.com/events-microsoft-dynamics-communities-summit-2025/
Availability: This AI Project Analyst, powered by PlanVector AI, is available today in private beta for PlanAutomate customers on the Microsoft Dynamics 365 Finance platform. To learn more, visit www.planautomate.com/advanced-ai-project-driven-business/.
About PlanAutomate
PlanAutomate’s mission is to use AI and automation to unlock human potential. As a full Microsoft partner, PlanAutomate provides the leading project and portfolio management platform for project-driven businesses on Microsoft Dynamics 365 Finance. PlanAutomate integrates advanced planning, financial management, estimation, project governance, and artificial intelligence into a single comprehensive system. To ensure customers achieve maximum value, PlanAutomate also offers expert consulting services, with seasoned project professionals leading the full lifecycle of Dynamics 365 Finance implementations. Through this technology and services, PlanAutomate empowers the people in project organizations to deliver their most complex projects with confidence and control. Learn more at https://www.planautomate.com/
About PlanVector
PlanVector AI is at the forefront of revolutionizing project management through the power of artificial intelligence. The company develops finely-tuned generative AI models designed to provide deep, causal insights into project performance. By training its models on the metrics of hundreds of projects, PlanVector AI’s technology understands the intricate “why” behind project successes and failures, enabling project leaders to move from reactive to proactive management. PlanVector offers its AI through advanced project management platforms. PlanAutomate is the exclusive partner of PlanVector on the Microsoft Dynamics 365 platform. Learn more at https://www.planvector.ai/
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Matt Mong, VP Marketing
