Flexible FP&A tool to streamline reporting and budget preparations
May 26, 2023
Flexible FP&A tool to streamline reporting and budget preparations
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Dynamic Planning
- Reporting
- Dashboard
Overall Satisfaction with Planful
Planful is used in both reporting and planning functions. Integrations have helped addressed long standing issues of pulling int data from multiple sources. With a live integration we are able to see actuals and plan in a single place. The flexibility of reporting allows quick comparisons between version and manage these scenarios. In addition, dynamic planning allows you to easily bring in inputs and load outputs from complex financial directly in excel
- Flexible Reporting
- Data Integrations
- Office Integration
- Customer Support
- Concise Documentation
- Easy to get started, difficult to become a true power user
- Allowed to increase scope of reporting due to the flexible nature
- Saved hours every month in preparing reports
- Increase reliability of information
Just by being able to produce so many reports so quickly, Planful has saved our team then time of generating manual reporting so that we can shift our time towards actually working and communicating results with the business .
Less time spent checking data sources and ticking and tying.
Ease of use, integrations, price, and excel compatibility were the driving factors behind getting off of Adaptive and selecting Planful over these other competitors
Do you think Planful delivers good value for the price?
Yes
Are you happy with Planful's feature set?
Yes
Did Planful live up to sales and marketing promises?
Yes
Did implementation of Planful go as expected?
Yes
Would you buy Planful again?
Yes