Overview
Product Information on Planful
Updated 13th October 2025
What is Planful?
Planful Pricing
Overall experience with Planful
Director of Finance
Gov't/PS/ED 5,000 - 50,000 Employees, GovernmentFAVORABLE
“Planful Offers Strong Consolidation Tools But Faces Slow Product Enhancements and Fees”
Planful is a very intuitive tool and the technical support team is great at responding quickly and resolving any issues. I also like that I'm able to consult with a Solutions Architect on more complex software related items when needing assistance on configuring the tool.
Finance Associate
1B - 3B USD, Services (non-Government)CRITICAL
“System Struggles to Handle Data Volume as Company Expands Operations”
planful dynamic reporting and dynamic planning worked really well when we were a much smaller company, but as we have grown and added more data and more locations, Planful cannot keep up. Operating speed & our ability to report on the number of hospitals we have now has suffered. The system times out and will just give us errors when trying to complete certain tasks.
About Company
Company Description
Planful is a company dedicated to the development of financial performance management cloud software. The main product is the Planful platform, which aims to streamline diverse business processes such as planning, budgeting, consolidations, reporting, and analytics. This platform is used globally and acts as a tool for finance, accounting, and business users to improve their planning, reporting, and closing procedures. The ultimate aim is to accelerate process cycles, boost productivity, and enhance overall accuracy. The company stands as a private entity, supported by Vector Capital.
Company Details
Company type
Private
Year Founded
2001
Head office location
San Francisco, United States
Number of employees
201 - 500
Website
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- Director of FinanceGov't/PS/EdGovernmentReview Source
Planful Offers Strong Consolidation Tools But Faces Slow Product Enhancements and Fees
Planful is a very intuitive tool and the technical support team is great at responding quickly and resolving any issues. I also like that I'm able to consult with a Solutions Architect on more complex software related items when needing assistance on configuring the tool. - Finance Associate50M-1B USDServices (non-Government)Review Source
Planful Offers Customizable Excel-Like Interface Amidst Initial Learning Curve Challenge
From onboarding to rolling out our first project, Planful has been amazing! Helping us at every stage, ensuring we are on track with our goals, wants and needs. This software has not only encouraged me to better my FP&A skills, but has allowed me to better understand my own business and the different business lines within our org. - SENIOR ACCOUNTANT50M-1B USDFinance (non-banking)Review Source
Efficient Close and Creative Reporting
Planful has been a valuable tool for us. We went from living in spreadsheets to being able to consolidate with practically the click of a button, which has reduced our close time and has given us more time to analyze results. - Finance Associate50M-1B USDManufacturingReview Source
Reporting and Budgeting Tools Streamline Planning But Export Features Need Improvement
The Planful team has been extremely helpful and have helped us customize the product to our liking. - Finance Associate50M-1B USDServices (non-Government)Review Source
Reporting Consistency Enhanced, but Larger Reports May Face Performance Challenges
Overall, my experience with Planful has been positive. It has improved reporting consistency and visibility and while there is a learning curve, it's a powerful tool once configured properly
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