Planful

4.3 (51)
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The FP&A Platform for Continuous Planning

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.


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


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Planful Software - Planful business performance
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Reviews

Overall rating

4.3 /5
(51)
Value for Money
4.2/5
Features
4.2/5
Ease of Use
4.2/5
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 51
Lauren
Lauren
Overall rating
  • Industry: Building Materials
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

It's a life saver for reporting

Reviewed on 2017/10/14

Pros

Ease of reporting and planning. The reports are fast to make and can very easily be taught to other users. Also since it is in the cloud, there are many tiers of security features for customization.

Cons

New features and cross browser supporting don't function the best. The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome.

Marjo
Overall rating
  • Industry: Media Production
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A Must Have and Reliable Business Accounting Solution

Reviewed on 2024/12/17

Pros

I like the great accounting features and capabilities.
Handles business accounting like a pro and allows multiple integrations.

Cons

Planful has met most of our needs seamlessly. No dislikes.

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 2024/03/13

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.
Alisha
Overall rating
  • Industry: Insurance
  • Company size: 10,000+ Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Planful review - would recommend.

Reviewed on 2024/12/15

This is a powerful financial reporting tool which we use to forecast and budget within the team. We...

This is a powerful financial reporting tool which we use to forecast and budget within the team. We have used this for a couple of years and will continue using.

Pros

The interface works well across the team and everyone got to grips with it very shortly upon implementation.

Cons

You can’t input all data into the system quickly; it takes some time to do it manually.

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 2023/07/05

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.

Showing 5 reviews of 51 Read all reviews

Planful FAQs

Below are some frequently asked questions for Planful.

Planful offers the following pricing plans:

  • Free Trial: Not Available

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, BlackLine, Boomi, Google Ads, Google Drive, Google Sheets, Microsoft Excel, NetSuite, Paylocity, Sage Intacct

Planful offers the following support options:

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

Related categories

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