About Planful

Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.

Pricing starting from:

USD 0.01

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Planful

- Use financial analysis to identify trends and develop informed plans
- Collaborate around financial information, securely, from the Web, via the Planful dashboard
- Model a wide range of financial activities and actions with detailed models
- Consolidate modeling functions throughout the organization
- Easily export model information from Planful to Excel and share it on the Web

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premises

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

USD 0.01

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Planful: 70

  • "What If" Scenarios
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customisable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Idea Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Project Accounting
  • Project Planning
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-Time Analytics
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Strategic Planning
  • Task Management
  • Version Control
  • Visual Analytics
  • Visual Discovery

Alternatives

Workday Adaptive Planning

4.5
#1 Alternative to Planful
Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models,...

Jirav

4.9
#2 Alternative to Planful
Jirav is the leading cloud-based financial planning and analysis software. With key features like ready-to-use...

Prophix

4.6
#3 Alternative to Planful
Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, &...

CCH Tagetik

4.4
#4 Alternative to Planful
CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-b...

Reviews

Overall rating

4.2 /5
(46)
Value for Money
4.1/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support
4.3/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 46
Verified Reviewer
Overall rating
  • Industry: Food & Beverages
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Planful Overview Review

Reviewed on 10/12/2021

Great experience, very friendly staff, and everyone wants you to succeed. The software does not...

Great experience, very friendly staff, and everyone wants you to succeed. The software does not require extensive coding knowledge and can be picked up pretty seamlessly with the proper training if you have a background in Excel.

Pros

Very user friendly & similar syntax to excel

Cons

I feel the training is basic and outdated at this point. Considering all the time and effort they have put into developing the product, they should spend more time having live sessions showing individuals how to use the product better. This would also enable customers to find out about some of the great features they created.

Dominic
Overall rating
  • Industry: Medical Devices
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Planful Review

Reviewed on 05/07/2023

It has been good. Our [sensitive content hidden] of FP&A likes the tools. The FP&A [sensitive...

It has been good. Our [sensitive content hidden] of FP&A likes the tools. The FP&A [sensitive content hidden] prefers Adaptive Insights.

Pros

The ability to use third-party software to integrate other systems. The Reporting in the browser is clean.

Cons

Saving HC to finance and HR cubes requires many additional steps. I used Adaptive Insights, and saving to the database was much more efficient. Also, the model for our vendor spend is in Spotlight. That has led to incorrectly saving data to other scenarios.

Joseph
Overall rating
  • Industry: Computer Games
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Unfortunately Planful never worked let alone met the expectations from the sales pitch

Reviewed on 13/03/2024

Pros

- That the licence was only three years long

Cons

- The planning feature was almost impossible to use
- Any new features were always only available at a price never as part of what we already were paying for
- The integrators were oversold and never worked despite being paid for
- The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long

Alternatives Considered

CCH Tagetik

Reasons for Switching to Planful

Pricing, and the support offered from the onboarding team, as well as out of the box integrations.
Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great FP&A Product

Reviewed on 24/09/2021

We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's...

We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's simplified our budget and forecasting process and it keeps getting easier each year.

Pros

They listen to their customers and are always making improvements to the product. It's easy to use and they have so many resources (support chat, community, training, etc).

Cons

The support was not great when we first implemented the tool. They've come a long way and are truly supportive of all questions I have.

Janet
Overall rating
  • Industry: Oil & Energy
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We had a quick implementation, and find that the environment is very flexible. All end users...

Reviewed on 06/10/2017

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies...

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies for our chart of accounts and entities, so that operations can see their relevant data in the format they prefer, whereas accounting can see it based on GAAP. Modeling transformed our budget process from Excel spreadsheets to a cloud-based solution accessible to all end users, so budget creation migrated from FP&A to the process owners. Budget consolidation process was reduced from 2 days to 2 minutes. We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task.

We have also since identified other uses for modeling, including complex calculations for our formula pricing that is based on external data imported into tables. We are also importing non-financial data to enhance our asset management deferred maintenance program.

Pros

There are no limits to the types and volume of data that you interface within Host Analytics, as long as you maintain a common field. Implementation went well (with a consulting partner), and it enabled our budget manager to trim his reporting time from 3 days to 3 hours. The modeling module uses an Excel add-in, so the feel and use of Excel is still available, but the results are stored centralized, so when any end user retrieves data, there is one version of the truth. Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success. Feature updates are either monthly or quarterly, and are focused on what the customers have expressed are their needs or wishes.

Cons

It required that we use a partner consultant to implement. This may be due mostly to the fact that as a small company, we do not have the internal IT resources; the initial implementation without a partner stalled due to resource and communication issues.

Showing 5 reviews of 46 Read all reviews

Planful FAQs

Below are some frequently asked questions for Planful.

Planful offers the following pricing plans:

  • Starting from: USD 0.01
  • Free Trial: Not Available

Pricing information is available by contacting Planful.

Planful has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Planful supports the following languages:

English

Planful supports the following devices:

Planful integrates with the following applications:

Acumatica Cloud ERP, Adra Accounts, BlackLine, Boomi, Microsoft Excel, NetSuite, Sage Intacct

Planful offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Planful.