Planful Review 2024
Planful effectively addressed the Workforce planning, opex planning and management reporting at …
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
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Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
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Standard reporting means pre-built or canned reports available to users without having to create them.
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Ability to format output e.g. conditional formatting, lines, headers, footers.
Report sharing and collaboration is the ability to easily share reports with others.
Ability to schedule and manager report output.
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Access control means being able to determine who has access to which data.
Named model access means that users have access based on name and password.
Role-based access means that access to data is determined by job or position in the corporation.
Multiple access permission levels means that different levels of users have different rights.
Report-level access control means that the type of report determines who has access to it.
Allows users to use one set of login credentials to access multiple applications
Support for mobile devices like smartphones and tablets.
Web design aimed at producing easy-to-read sites across a range of different devices.
In-app dashboard reports and data visualization.
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
3-5 year financial plan with cashflow.
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
Combining actuals and budgets, rolling forecasts, driver-based models.
Financial or operational modeling of alternate future states and planning for each.
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation of data from multiple entities with currency management, reporting and audit trails.
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
Ability to handle foreign currency conversions during consolidation.
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
Ability to report against individual business entities and the consolidated umbrella entity.
Tracing changes to data and processes that were run.
Financial statements and regulatory filings
Creation and production of balance sheets, income statements, cash flows, other schedules
Tools facilitating creation of internal ad hoc or standard reports.
Ad hoc or formatted reports using MS Excel.
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Support for the XBRL standard reporting format for exchanging financial data.
Dashboards and scorecards for KPI monitoring and benchmarking
Create custom dashboards and reports without the help of IT or administrators.
Track and analyze performances with interactive, color-coded balanced scorecards.
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
Cost and profitability analysis provides data for business decision making.
Ability to set key performance indicators for measuring progress towards goals.
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Ability to integrate with external applications.
Integration of flat files like text documents and comma separated files
Ability to integrate directly with Excel data.
Integration with external applications like ERP, CRM, HCM
Planful offers end-to-end financial close, consolidation, and financial planning & analysis (FP&A) 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. The vendor states Planful's 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 global private equity firm. Learn more at www.planful.com.
STRUCTURED PLANNING Structured Planning with Planful automates labor-intensive planning activities in a cloud-based platform – to give the finance team control, consistency, and confidence in corporate financial plans, budgets, and forecasts.
DYNAMIC PLANNING Dynamic Planning with Planful enables flexible, high-frequency, data-driven planning, modeling, and decision-making so users in every corner of the organization can analyze, plan, and make confident decisions at the speed of business.
FINANCIAL CLOSE & CONSOLIDATION Financial Close & Consolidation with Planful empowers finance to accelerate month-end close and reporting cycles by automating data aggregation, journal entries, intercompany eliminations, minority interest, entity consolidation, currency conversion, and financial reporting.
FINANCIAL REPORTING Reporting with Planful provides a library of reporting formats and delivery options, enabling finance and business users to produce a wide range of interactive financial and management reports leveraging one source of truth.
WORKFORCE PLANNING Planful helps users to tackle workforce planning using accurate and current data from across the business. By simplifying and automating time-consuming tasks and building alignment across departments, users have more time to create a stronger people strategy.
PLANFUL FOR MARKETING Planful’s marketing solution, formerly known as Plannuh, is used to measure marketing at every level of the plan for full visibility and team efficiency. To protect the marketing budget, Planful for Marketing helps marketers build, measure, execute and improve with clarity.
Watch Annual Operational Planning
Watch Cash Flow Forecasting
Watch Workforce Planning
Watch Financial Reporting
Watch Monthly Close and Consolidation
Watch Plan, Budget & Forecast
Watch Rolling Forecasts
Watch Dynamic Planning
Watch Planful for Marketing
Watch Planful Consolidations
Watch Planful Predict
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | We have customers in 90 countries |
Supported Languages | English |
Consumers | 0% |
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Small Businesses (1-50 employees) | 10% |
Mid-Size Companies (51-500 employees) | 25% |
Enterprises (more than 500 employees) | 65% |