Overview
Product Information on Planful
What is Planful?
Planful Pricing
Overall experience with Planful
“Upgrading to Planful: Automation and Efficiency at Its Best”
“Leveraging Planful for FP&A Activities: A Closer Look”
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
Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
User Sentiment About Planful
Reviewer Insights for: Planful
Deciding Factors: Planful Vs. Market Average
Performance of Planful Across Market Features
Planful Likes & Dislikes
I like the way Planful offers a variety of tools. Each part of budgeting and forecasting is a little different and Planful offers a variety of ways to plan and all of those tools are easily brought together to make your final forecast or budget.
Read Full ReviewDynamic reporting capabilities Compensation item level workforce planning SpotlightXL connection to Excel
Read Full Review
The dashboards in Planful are not great, however, they launched a Power BI connector which we now use in place of dashboards.
Read Full ReviewSupport articles are often not up to date with current features or not useful No undo button available in input templates or template configuration Budget Entity hierarchy structure is not optimal for our organizational structure (5 legal entities and 70 cost centers)
Read Full Reviewless flexibility in reporting and dashboarding. implentation process and strategy had several bumps. less documentation and no high level guide as a starting point. More guided admin support needed
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Peer Discussions
Planful Reviews and Ratings
- FINANCE TRANSFORMATION MANAGER50M-1B USDConsumer GoodsReview Source
Upgrading to Planful: Automation and Efficiency at Its Best
Planful has been a major upgrade from our previous vendor. It has helped use implement a rolling forecast, automate the balance sheet and cash flow forecasts/budgets, all while we reduced the size of our team. - VP, Finance50M-1B USDHealthcare and BiotechReview Source
Robust automation with comprehensive planning features
Its a user-friendly platform, helped streamline consolidation, budgeting, forecasting and scenario planning as never before. Helped improve collaboration of finance team with other functions and facilitated two-way communications. - Senior FP&A50M-1B USDRetailReview Source
Planful Excels in Budgeting and Reporting
I like this product for budgeting, forecasting and reporting. save a lot of time from using excel opening the huge workbook. - Finance Analyst50M-1B USDHealthcare and BiotechReview Source
Planful's Strong Tools Elevate FP&A Capabilities Despite Complex Setup
Planful is a user friendly and agile FP&A platform that has significantly elevated the capabilities of our team. - Acting Managing Director50M-1B USDTransportationReview Source
Great for keeping a clean close calendar with our reconciliations and checklists
It’s balance sheet reconciliation tool, which syncs with our ERP’s trial balance prevents potential audit issues by notifying preparers and reviewers of discrepancies.