Planful
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:
US$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-premise
Countries available
Australia, Canada, New Zealand, United Kingdom, United States
Supported Languages
English
Pricing starting from:
US$0.01
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Planful: 70
Alternatives
Workday Adaptive Planning
Jirav
Prophix
CCH Tagetik
Reviews
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- Industry: Building Materials
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
It's a life saver for reporting
Reviewed on 14/10/2017
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.
- Industry: Medical Devices
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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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.
- Industry: Computer Games
- Company size: 201–500 Employees
- Used Weekly for 2+ years
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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 TagetikReasons for Switching to Planful
Pricing, and the support offered from the onboarding team, as well as out of the box integrations.- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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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.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best Budgeting tool
Reviewed on 01/11/2022
Pros
The software is easy to use. I have the ability to lock down budgets so they cannot be changed. Bring in real time data from our ERP and do financial reporting. I have saved more than 100 hours on the annual budgeting process. It is excel based and it makes it easy for non-financial users to use and understand. Can segment who gets to see what. Have workforce planning capabilities
Cons
None so far. I have only been using it for a short time.
Reasons for Switching to Planful
The fact that it was robust and excel based, while not truly being excel was amazing.Planful FAQs
Below are some frequently asked questions for Planful.Q. What type of pricing plans does Planful offer?
Planful offers the following pricing plans:
- Starting from: US$0.01
- Free Trial: Not Available
Pricing information is available by contacting Planful.
Q. Who are the typical users of Planful?
Planful has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Planful support?
Planful supports the following languages:
English
Q. Does Planful support mobile devices?
Planful supports the following devices:
Q. What other apps does Planful integrate with?
Planful integrates with the following applications:
Acumatica Cloud ERP, BlackLine, Boomi, Microsoft Excel, NetSuite, Sage Intacct
Q. What level of support does Planful offer?
Planful offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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