Blog | Octane Software Solutions

Agentic AI in Finance & TM1: Why Everyone’s Suddenly Talking About It

Written by Amin Mohammed | 9 December 2025 10:00:01 PM

If you’re a TM1 professional and have been near the finance or FP&A world lately, you’ve probably heard the buzzword of the season: Agentic AI. 

It sounds fancy and must have wondered why suddenly everyone is talking about it, but honestly, it’s just AI that doesn’t sit around waiting for you to poke it. It does things — proactively and automatically. 

And when you mix that with platforms like IBM Planning Analytics / TM1, things start getting interesting. 

 

So… What Exactly Is Agentic AI?

Imagine if your TM1 rules, processes, and chores had a brain.

Not just “if X then Y”, but something that can: 

  • Notice something’s off

  • Decide what to do

  • Do it

  • Tell you what it did

  • Learn from the outcome 

That’s, in a nutshell, agentic AI in the TM1 paradigm.

Think of it as giving your FP&A stack its own mini team member — minus the coffee breaks or the usual shenanigans that you’ve to bear with daily.

In practical terms, agentic AI can help rather than just be a buzzword decoration floating around in everyone’s LinkedIn posts or formal/informal conversations.  

I like to highlight below a few basic things - yet very important – that agentic AI is really good at doing: 

1. Automated Data Babysitting (Finally!) 

Every TM1 admin knows the pain: source system changes, missing records, late files… chaos. 

Agentic AI can: 

  • Watch data pipelines for delays
  • Fix formatting issues on the fly for your TI process
  • Alert you before the morning refresh explodes

 Basically, your nightly chore is that you just hired an assistant.

2. “Hey, Something’s Wrong” Alerts (That Make Sense)

Instead of a typical TM1 process error message that looks like it was written in 1995, agentic AI can: 

  • Spot outliers, bad allocations, weird spikes – something you would do manually otherwise
  • Compared to historical patterns
  • Tell you, in plain English, why it’s weird

Something along the lines of: 

“Hey, sales in APAC are 4x higher than normal for Mondays. It could be a missing filter. Want me to check?” 

Yes, please. 

3. Forecasting That Doesn’t Feel Like Guesswork 

Sure, TM1 can forecast, and it can predictive forecast really well. 

But agentic AI can simulate scenarios on its own and recommend the best one. 

Examples: 

  • Auto-build 20+ what-if scenarios
  • Rank them based on risk or probability
  • Push the best one straight into a cube

It’s like giving your CFO a crystal ball… a slightly nerdy one. 

4. TM1 Admin Tasks… Done Automatically 

This is the part TM1 developers love.

Agentic AI can:

  • Fix failing processes

  • Rewrite TurboIntegrator code

  • Clean up unused object

  • Suggest how to reduce the cube size

Admittedly, given it's all subjective, and it's easier said than done, but the possibilities do exist with the more quality data we can ingest and the more we can train the model. 

5. Natural Language Access to TM1 

We’ve already seen this with AI chat Assistant in PAW where instead of navigating a million cubes and views, we can prompt Planning Analytics such as, “Give me gross margin by product for Q3 vs last year and show me drivers of variance.”

And it does it a fine job.

No view-building. No subset drama. No filter pain. 

6. Real-time Decision Automation

Finance teams love workflows and agentic AI is perfect for building the workflows.

It loves automating those workflows.

  • Approve expenses based on policy

  • Kick off TM1 processes when thresholds hit

  • Trigger emails, Teams alerts, Slack actions

  • Update commentary automatically

So instead of actively entering the forecasts or budgets, the agent proactively taking steps to initiate those steps for you. 

With time, we’re only going to see more of:

  • AI agents running close cycles

  • AI agents building dashboards

  • AI agents talking to ERP, CRM, S3, APIs without humans touching integrations

  • AI agents are debugging your model while you sleep 

Why TM1 Specifically Is a Perfect Fit

As we know, TM1 is: 

  • Real-time

  • Calculation-heavy

  • Highly scriptable

  • Connected to everything

  • Used for tons of repetitive work

Which is exactly the playground where agentic AI thrives.  

Plus, TM1 developers are already half-cyborg 😉 with the stuff they automate — agents just take it further. 

 So the biggest takeaway from all of this is that Agentic isn’t coming “in the future”, it's already there! Things are definitely moving and moving at a very fast rate in this space. 

It’s already sliding into FP&A tools, APIs, planning models, and the daily grind of finance teams. If TM1 was the engine, then agentic AI is the turbocharger bolted on top. 

And yes — as a disclaimer, it might even finally stop your chore from failing at 3 AM for no reason 😉