Now in Private Beta · Cloud-Agnostic

Enterprise Planning,
Reimagined by AI

Kindred replaces months of manual model-building with an AI that reads your data, asks the right questions, and generates a governed planning model — automatically.

AI-Native from the ground up Runs on AWS, Azure & GCP SOC 2 Type II in progress U.S. Patent Pending

Enterprise planning is broken — and everyone knows it

Anaplan. Oracle EPM. Workday Adaptive. Every major planning platform shares the same flaw: a human expert must manually define every dimension, hierarchy, formula, and driver. That takes months to implement, costs a fortune to maintain, and breaks whenever the business changes.

The result is that FP&A teams spend 80% of their time managing the model and 20% actually planning. Kindred inverts that ratio.

  • Average enterprise planning implementation: 6–18 months
  • Model rebuilds required after org restructures: 100% of the time
  • Analyst hours spent on data wrangling vs. analysis: 4:1
Traditional Planning Stack
📁
Raw data from 5+ systemsManual export, clean, transform
🔧
Consultant builds model6–12 months, $500K+
📊
Static spreadsheet modelBrittle, breaks on change
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Repeat every cycleManual refresh, no learning
Kindred Intelligence Stack
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Connect any data sourceERP, CRM, HCM, flat files, SQL
🧠
AI maps & validates dataSemantic layer built automatically
💬
Interview loop closes gapsMECE questions, no ambiguity
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Living forecast, always currentLearns from every variance

An AI that builds and maintains the planning model for you

Kindred connects to your existing data sources, automatically interprets field names and data structures, constructs a governed semantic layer, and runs a guided interview to resolve any ambiguity. The result is a production-ready planning model in days, not months.

Because the model is AI-native, it continuously updates itself based on actual versus forecast variances — getting more accurate with every planning cycle without any manual intervention.

  • Zero manual model configuration required
  • Governed, auditable semantic layer with full lineage
  • Continuous learning from forecast vs. actual variance

Everything FP&A needs. Nothing it doesn't.

Seven interconnected AI modules that replace the entire traditional planning stack.

🗺️

Autonomous Data Mapping

Connects to any source system and maps fields to a canonical planning model automatically. No manual field matching or ETL scripting required.

💬

Clarification Interview

When the AI detects ambiguous data, it asks targeted MECE questions to resolve conflicts — capturing institutional knowledge that never makes it into the model otherwise.

⚖️

Materiality Engine

Automatically identifies which variables materially impact business performance and focuses modeling depth where it matters most.

🔗

Causal Driver Graph

Converts planning assumptions into a live causal graph linking financial and operational variables — Revenue = Price × Volume, built and maintained automatically.

Rolling Forecast Engine

Generates multi-dimensional rolling forecasts with scenario comparison, cell-level overrides, and variance analysis — all at the grain you define.

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Variance Learning

Ingests actuals automatically, decomposes variances by driver, and updates model assumptions to improve forecast accuracy over every cycle.

📚

Ontology Library

A growing library of codified use-case models — Revenue Planning, Workforce Planning, and more — each encoding the financial rules that FP&A teams rely on.

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Workflow Generator

Automatically generates planning tasks, approval routes, and deadlines based on the driver model — adapting instantly when assumptions change.

🔒

Governed & Auditable

Every mapping decision, interview answer, and model change is logged with full provenance. Enterprise-grade data residency and access control built in.

From raw data to governed plan in four steps

1

Connect

Link your ERP, CRM, HCM, or upload flat files. Kindred supports SQL, REST API, Databricks, and flat-file ingestion.

2

Map & Interview

AI profiles your data, maps fields to the canonical model, and asks targeted questions to close any gaps.

3

Plan

Configure your planning grain and horizon. Kindred generates a driver-based rolling forecast with scenario comparison.

4

Learn

Actuals flow in automatically. The model updates its assumptions and improves accuracy with every cycle.

The Ontology Library

Codified financial logic for every enterprise planning use case — the rules that LLMs alone cannot reliably enforce.

💰

Revenue Planning

Customer, product, region, channel dimensions. Recognizes additive vs. non-additive measures. Links CRM pipeline to GL actuals automatically.

Available Now
👥

Workforce Planning

Headcount (semi-additive, point-in-time), comp spend, benefit load. Filters GL to Employee Detail rows. Joins Workday/BambooHR on employee ID.

Available Now
📣

Marketing Spend Planning

Campaign, channel, segment dimensions. CAC as a non-additive ratio measure. Pipeline contribution and ROI tracking.

Coming Soon
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Supply Chain Planning

SKU, location, supplier dimensions. Inventory as semi-additive. Lead time as non-additive. Integrates ERP and WMS sources.

Coming Soon
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SaaS Growth Planning

ARR, MRR, churn, NRR metrics. Cohort and customer tier dimensions. Integrates Stripe, Zuora, Salesforce automatically.

Coming Soon
🏭

Manufacturing & Operations

OEE, yield, throughput, scrap rate. Machine hours × output logic. BOM cost structure interpretation.

Roadmap

Built differently from day one

Compare what matters for enterprise planning teams.

Capability
Kindred
Legacy Platforms
Autonomous data mapping (no manual config)
Conversational clarification interview
Causal driver graph auto-construction
Continuous learning from variance
Codified ontology library (correct aggregation rules)
Multi-source join with full lineage
Partial
Live in weeks, not months
6–18 months
Cloud-agnostic, enterprise data residency (AWS / Azure / GCP)
Vendor lock-in

Ready to see it with your own data?

Join the private beta. Bring your ERP, CRM, or HCM files and watch Kindred map them in minutes.

Built on codified intelligence,
not just AI prompts

Every other AI planning tool wraps an LLM around a traditional model builder. Kindred is different: a deterministic rules engine — the Ontology Library — does the financial logic. The LLM handles what it's actually good at: interpreting language, resolving ambiguity, and talking to humans.

Two layers. Each doing what it does best.

The LLM layer handles column name interpretation, free-form user instructions, and natural-language explanation. It proposes — in structured JSON — what it believes the mapping should be.

The Rules Engine validates every proposal against the Ontology Library. It enforces filter rules, aggregation types, join topology, and gap detection. It decides. The numbers are always deterministic, auditable, and correct.

  • LLM proposes · Rules engine validates · Users confirm
  • Every decision logged with source, confidence score, and timestamp
  • No LLM call ever directly modifies the gold dataset
Kindred Architecture
🗣️
LLM Layer (OpenAI / Bedrock / Vertex)Column interpretation · Interview · Explanation
↓ Structured JSON proposal
⚙️
Rules EngineValidates against Ontology Library · Scores confidence
↓ Gap report
💬
Interview LoopMECE questions · User confirms ambiguous mappings
↓ Confirmed semantic layer
📊
Gold Dataset + Planning EngineDeterministic · Auditable · Always correct

Works with your existing stack

Pre-built connectors for the most common enterprise source systems — with a generic adapter for anything else.

🧾

ERP / GL Systems

NetSuite, SAP, Oracle Financials, Microsoft Dynamics. Handles cryptic field names, chart of accounts variance, multi-entity consolidation.

🤝

CRM Systems

Salesforce, HubSpot, Dynamics 365. Maps pipeline stages to revenue timing, links opportunity IDs to GL reference numbers.

👤

HCM / HR Systems

Workday, BambooHR, ADP. Handles snapshot vs. event records, headcount deduplication, benefit load calculation.

📁

Flat Files & Exports

CSV, Excel, PDF financial reports, EPM exports. Handles wide vs. long format, merged headers, multi-sheet workbooks.

🗄️

Data Warehouses

Snowflake, Databricks, BigQuery, Redshift, Synapse. Direct SQL query with incremental load and partition-aware ingestion — any warehouse, any cloud.

☁️

Cloud-Agnostic

Runs on AWS, Azure, or GCP. Deploys entirely within your cloud tenant for data residency and security compliance. No vendor lock-in, ever.

See it working with real data

The live demo walks through data mapping, the interview loop, and a rolling forecast — end to end.

Kindred in Action

Walk through a complete planning cycle — from raw data to governed forecast — in under 10 minutes.

Live Interactive Demo

Planning Data Studio
— AI Native

The full 10-step Kindred workflow — from use case selection through to a finalized, shareable rolling forecast. Click Load Sample Data in Step 2 to run the complete demo instantly, or upload your own CSV files.

Opens in a full browser window · No login required
6 AI moments to look for
Step 2
Data Readiness Score — live composite score as files load
Step 3
Confidence bars — color-coded AI mapping confidence per field
Step 5
What Kindred Discovered — AI insight summary from your answers
Step 6
Before / After reveal — 3 disconnected silos → 1 gold dataset
Step 9
Scenario toggle — Base / Upside +5% / Downside −5%
Step 10
Share This Plan — export-ready summary, print to PDF

Upload your own data

The demo accepts any CSV. Try your own ERP export, Workday snapshot, or Salesforce opportunity report and watch Kindred map it in real time.

📋

Step 1 — Pick a use case

Select Revenue Planning, Workforce Planning, or enter a custom use case. This sets the canonical ontology the AI maps toward.

🔌

Step 2 — Connect data

Upload 1-3 CSV files from different source systems, or load the built-in sample datasets (CRM, GL, EPM).

💬

Steps 3-5 — Map & interview

Review AI-generated mappings, complete the MECE interview, and refine via the free-form chat interface.

📈

Steps 6-10 — Plan & forecast

Confirm your gold dataset, select planning dimensions, configure the rolling forecast, override cells, and finalize.

Want to test with your actual ERP data?

Join the private beta and get a guided session with your own source systems.

Let's talk about your
planning challenge

We're working with a small group of design partners to refine the platform against real enterprise data. If you're an FP&A leader tired of managing your planning model instead of running it, we'd like to hear from you.

Kindred Intelligence

We're at an early stage and deliberately working with a small number of design partners. Every conversation helps us make the platform better for the use cases that actually matter in enterprise FP&A.

📧

Email

rchawla80@gmail.com

📍

Location

Issaquah, WA · Remote-first

⚖️

IP Status

U.S. Provisional Patent Filed · Assignee: Kindred LLC

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