Plain Language In. Verified Answers Out.
Apliqo IX transforms how finance teams interact with IBM Planning Analytics. Ask questions in plain language, explore data conversationally, generate executive-ready commentary automatically, and build dashboards without code. All grounded in your live planning model and fully respecting your IBM Planning Analytics security.
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CAPABILITIES
Extensible Skill Engine
Apliqo IX is powered by a modular skill system — self-contained knowledge modules that define how the AI performs specific tasks. Core FP&A skills ship out of the box, and new domains like workforce analytics or sales planning can be added without touching the core agent.
Deep Model Awareness
Compelling Narratives & Executive Commentary
No-Code UX Builder
Collaboration with AI
WHY APLIQO IX?
Change how users interact with IBM Planning Analytics.
Plain language in. Verified answers out.
What is Apliqo IX?
Apliqo IX is an AI agent embedded directly in Apliqo UX.
It gives finance teams and business users a conversational interface to their IBM Planning Analytics planning model — no technical skills required.
Users can ask questions about their data, build dashboards, views, and guided workflows, and explore their IBM Planning Analytics model, all from a chat experience inside the application they already use.
How is Apliqo IX different from a generic AI assistant?
Apliqo IX is deployment-aware.
It understands the specific IBM Planning Analytics instance it is connected to — which cubes exist, what the dimensions mean, how hierarchies are structured, and what the current reporting period is.
This means outputs are accurate out of the box for your environment, not generic templates that need manual adjustment.
What is the instance context system?
For every IBM Planning Analytics deployment, an instance-specific skill can be generated that encodes the model's structure: cube purposes, dimension element tables, naming conventions, routing rules, and live session context.
This is what allows Apliqo IX to know your IBM Planning Analytics model specifically, rather than just IBM Planning Analytics in general. When you ask for a P&L dashboard, Apliqo IX already knows which cube holds the financial data, which dimension carries the chart of accounts, and how periods are structured.
What is the skill system?
Apliqo IX is powered by a modular skill system. Each skill is a self-contained knowledge module that teaches the agent how to perform a specific class of tasks.
Production skills ship with the product and cover UX development (dashboards, views, workflows) and IBM Planning Analytics analysis (cube exploration, MDX queries, inline data visualisation).
Skills follow an open specification, making them easy to inspect, version, and share.
Can we extend Apliqo IX with our own skills?
Yes. New skills can be authored by customers and implementation partners to support additional domains — sales planning, workforce analytics, supply chain, and others — without changing the core agent.
The open skill specification is designed to make this straightforward.
How long does it take to get Apliqo IX set up?
Instance context can be generated semi-automatically for new deployments using a guided setup workflow.
Onboarding is designed to be straightforward even for complex IBM Planning Analytics models, so teams can start using Apliqo IX without a lengthy configuration process.
Does Apliqo IX work with my existing IBM Planning Analytics deployment?
Yes.
Apliqo IX connects to your existing IBM Planning Analytics instance and reads its structure directly.
There is no requirement to restructure your model or migrate data. Apliqo IX works with what you already have.
