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One Plan, One Number: A Live Demo of Merchandise Financial Planning in Toolio

Visit Toolio at NRF in NYC

Booth #2204

Jan 10th-12th, 2027 | Jacob K. Javits Convention Center

See agents that run your planning calendar, manage your exceptions,
and even build your plans.
Let's Meet at NRF →

Why Visit Toolio?

Over 100+ leading brands and retailers have transformed their merchandising operations with Toolio’s end-to-end planning platform.

Retailers like Shinola, Ariat, Fleet Feet, and Mackage rely on Toolio to drive:

  • 2-3% increase in gross margin
  • 10-20% improvements in inventory turn
  • 30-40% boost in team productivity

See Agentic Planning in Action

Get a walk-through of Toolio agents that run your planning calendar, manage your exceptions, and even build your plans, so your

planners can focus on the decisions that move margin.

Calendar orchestration

Every step runs on time. Nothing slips through the cracks.

Exception management

In-season issues are caught before they cost you margin.

Plan building

Next season's plan drafted in hours instead of weeks.

Planner in control

Agents take on the workload. Your team makes the call.

Meet the Experts

Stop by to connect with our team of seasoned planners, with 20+ years of experience with top retailers like Victoria's Secret, Saks Fifth Avenue, Urban Outfitters, Athleta, and Macy's

What You’ll Gain

  • A live look at agents running a full retail planning calendar
  • Insight into how planners are using AI today, and where it’s saving them time
  • A personalized walkthrough of how Toolio fits your planning processes

Whether you're looking to optimize your planning process, explore industry trends, or just discover what sets Toolio apart, we’d love to chat with you!

MEET WITH THE EXPERTS

Eytan Daniyalzade

CEO & Co-Founder

Peter Leith

VP of Product

Dustin Oliver

VP of Sales

Jordan Kirby

Dir. Delivery

Amanda Holland

Dir. Solutions Consulting

Adam Capps

Dir. Customer
Success

Kyle Wagner

Dir.
Partnerships

Linda George

Solutions
Consultant

Danielle Gregoire

Solutions
Consultant

Sam Givens

Solutions
Consultant

Mike Berka

Account
Executive

Tanushka Shah

Account
Executive

Learn what modern retail planning can do for your team

See you in NYC NRF 2027!

Let's Meet at NRF →

One Plan, One Number: A Live Demo of Merchandise Financial Planning in Toolio

October 21, 2026

1PM ET

In this live demo, Solutions Consultant Danielle Gregoire (formerly of Outdoor Voices and Macy's), walks through Toolio's Merchandise Planning module from start to finish.

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You'll see how a financial target becomes a working plan by channel, category, and location, and how that plan stays current as actuals come in.

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What we'll cover:

  • Top-down meets bottom-up. Set targets at the top, spread them down, and reconcile against what your teams build from the bottom.
  • Finance and planning on the same baseline. FP&A guidance comes in as a scenario, so both teams start from one number.
  • Open-to-buy that keeps up. Pre-season and in-season OTB in one place, updated as actuals flow in.
  • What-ifs in real time. Test a scenario, see the impact on margin and inventory, and decide.
  • Tooli in the plan. Ask how you're tracking against plan and last year, and get the answer in plain language.

Built around your hierarchy and fiscal calendar, not a fixed template.

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Live Q&A follows.

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