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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Board

    Score9 out of 10
    Enterprise companies (1,001+ employees)
    Board is presented as an enterprise planning platform, offered as a solution to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.N/A

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
    Pricing
    BoardPlanful
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    BoardPlanful
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pricing is highly dependent on the complexity and scope of the implementation.
    More Pricing Information
    Community Pulse
    BoardPlanful
    Considered Both Products
    Board International
    Chose Board
    We earlier used Planful, which was also a good product but not as good as Board. The backend reporting and analysis of data are top-notch. The reports generated are quick and accurate. Board also offers to learn to upskill the team so that they can use the tool effectively and …
    Incentivized
    Chose Board
    We selected Board over similar alternatives for its integrated business intelligence and corporate management capabilities. Furthermore, the ability to generate customized real-time reports, benchmark data, and trends were the primary reasons for implementing Board in our …
    Incentivized
    Planful
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    56 Answers
    97%
    Would buy again
    101 Answers
    Delivers good value for the price
    98%
    Delivers good value for the price
    53 Answers
    99%
    Delivers good value for the price
    90 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    55 Answers
    98%
    Happy with the feature set
    102 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    42 Answers
    90%
    Lived up to sales and marketing promises
    60 Answers
    Implementation went as expected
    98%
    Implementation went as expected
    44 Answers
    84%
    Implementation went as expected
    67 Answers
    Features
    BoardPlanful
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Board and Planful
    Feature
    Board
    6.8
    91 Ratings
    10% below category average
    Planful
    6.1
    64 Ratings
    21% below category average
    Pixel Perfect reports6.778 Ratings6.933 Ratings
    Customizable dashboards6.991 Ratings5.057 Ratings
    Report Formatting Templates6.984 Ratings6.555 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Board and Planful
    Feature
    Board
    6.9
    96 Ratings
    12% below category average
    Planful
    7.5
    104 Ratings
    3% below category average
    Drill-down analysis6.994 Ratings8.4103 Ratings
    Formatting capabilities6.292 Ratings7.0104 Ratings
    Integration with R or other statistical packages6.964 Ratings00 Ratings
    Report sharing and collaboration7.687 Ratings7.197 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Board and Planful
    Feature
    Board
    7.2
    88 Ratings
    10% below category average
    Planful
    7.4
    86 Ratings
    7% below category average
    Publish to Web6.977 Ratings8.433 Ratings
    Publish to PDF7.285 Ratings6.477 Ratings
    Report Versioning6.978 Ratings6.555 Ratings
    Report Delivery Scheduling7.676 Ratings8.566 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Board and Planful
    Feature
    Board
    7.3
    71 Ratings
    1% below category average
    Planful
    6.1
    51 Ratings
    19% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)6.970 Ratings5.040 Ratings
    Location Analytics / Geographic Visualization7.664 Ratings6.42 Ratings
    Predictive Analytics7.662 Ratings6.044 Ratings
    Pattern Recognition and Data Mining7.31 Ratings7.33 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Board and Planful
    Feature
    Board
    7.5
    72 Ratings
    11% below category average
    Planful
    8.9
    103 Ratings
    6% above category average
    Multi-User Support (named login)7.671 Ratings8.496 Ratings
    Role-Based Security Model7.467 Ratings8.894 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)6.970 Ratings8.595 Ratings
    Single Sign-On (SSO)8.367 Ratings9.778 Ratings
    Report-Level Access Control00 Ratings8.855 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Board and Planful
    Feature
    Board
    6.9
    75 Ratings
    6% below category average
    Planful
    2.3
    42 Ratings
    105% below category average
    Responsive Design for Web Access6.270 Ratings2.540 Ratings
    Mobile Application6.256 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.267 Ratings2.230 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Board and Planful
    Feature
    Board
    7.5
    77 Ratings
    7% below category average
    Planful
    8.7
    156 Ratings
    8% above category average
    Long-term financial planning7.672 Ratings8.7139 Ratings
    Financial budgeting7.676 Ratings9.0155 Ratings
    Forecasting6.773 Ratings9.0146 Ratings
    Scenario modeling8.369 Ratings7.8131 Ratings
    Management reporting7.675 Ratings9.0149 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Board and Planful
    Feature
    Board
    7.3
    72 Ratings
    6% below category average
    Planful
    8.0
    118 Ratings
    3% above category average
    Financial data consolidation8.368 Ratings9.3107 Ratings
    Journal entries and reports6.869 Ratings7.886 Ratings
    Multi-currency management7.659 Ratings7.470 Ratings
    Intercompany Eliminations7.660 Ratings7.673 Ratings
    Minority Ownership7.654 Ratings6.939 Ratings
    Local and consolidated reporting6.766 Ratings7.789 Ratings
    Detailed Audit Trails6.963 Ratings9.187 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Board and Planful
    Feature
    Board
    7.2
    75 Ratings
    12% below category average
    Planful
    7.6
    152 Ratings
    7% below category average
    Financial Statement Reporting7.670 Ratings8.8133 Ratings
    Management Reporting6.974 Ratings8.8143 Ratings
    Excel-based Reporting6.971 Ratings7.0141 Ratings
    Automated board and financial reporting7.668 Ratings6.5114 Ratings
    XBRL support for regulatory filing6.948 Ratings7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Board and Planful
    Feature
    Board
    7.4
    77 Ratings
    2% below category average
    Planful
    5.9
    104 Ratings
    24% below category average
    Personalized dashboards7.676 Ratings5.191 Ratings
    Color-coded scorecards7.672 Ratings2.555 Ratings
    KPIs6.974 Ratings7.476 Ratings
    Cost and profitability analysis7.670 Ratings6.975 Ratings
    Key Performance Indicator setting7.669 Ratings6.963 Ratings
    Benchmarking with external data7.460 Ratings6.410 Ratings
    Integration
    Comparison of Integration features of Board and Planful
    Feature
    Board
    7.4
    75 Ratings
    9% below category average
    Planful
    8.9
    140 Ratings
    10% above category average
    Flat file integration7.474 Ratings9.5105 Ratings
    Excel data integration7.473 Ratings7.8130 Ratings
    Direct links to 3rd-party data sources7.369 Ratings9.596 Ratings
    Best Alternatives
    BoardPlanful
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.1 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BoardPlanful
    Likelihood to Recommend
    6.2
    (97 ratings)
    8.8
    (164 ratings)
    Likelihood to Renew
    9.1
    (7 ratings)
    8.7
    (23 ratings)
    Usability
    7.7
    (5 ratings)
    8.2
    (21 ratings)
    Availability
    9.1
    (1 ratings)
    8.2
    (4 ratings)
    Performance
    9.1
    (1 ratings)
    9.1
    (3 ratings)
    Support Rating
    8.0
    (3 ratings)
    9.0
    (22 ratings)
    In-Person Training
    7.3
    (2 ratings)
    9.1
    (3 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    7.2
    (3 ratings)
    7.3
    (9 ratings)
    Configurability
    9.1
    (1 ratings)
    8.2
    (2 ratings)
    CPA Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Data Sharing and Collaboration
    6.3
    (87 ratings)
    -
    (0 ratings)
    Data Sources
    6.3
    (95 ratings)
    -
    (0 ratings)
    Ease of integration
    9.1
    (1 ratings)
    5.3
    (4 ratings)
    Product Scalability
    9.1
    (1 ratings)
    8.2
    (2 ratings)
    Vendor post-sale
    9.1
    (1 ratings)
    7.4
    (4 ratings)
    Vendor pre-sale
    9.1
    (1 ratings)
    9.1
    (2 ratings)
    User Testimonials
    BoardPlanful
    Likelihood to Recommend
    Board International
    Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.
    Read full review
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Pros
    Board International
    • The user interface is intuitive and easy to navigate
    • You don't need programming knowledge to create dashboards which is a great flex for non-technical users
    • You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly
    • The financial forecasting that Board provides post-analysis is truly reliable
    Read full review
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
    Read full review
    Cons
    Board International
    • Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
    • We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.
    Read full review
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Likelihood to Renew
    Board International
    Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution
    Incentivized
    Read full review
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
    Read full review
    Usability
    Board International
    From a user perspective, Board is quite simple to use. You
    can evaluate the presentation of the data, the navigation, the configuration of
    the users, the selection of the data etc ... It would have a better rating if
    it were even more intuitive as regards the construction of a project, starting
    from the database, to the info-cubes, to entities, to data acquisition
    procedures from other servers.
    Incentivized
    Read full review
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
    Read full review
    Reliability and Availability
    Board International
    No answers on this topic
    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
    Read full review
    Performance
    Board International
    very fast and no integration problems
    Incentivized
    Read full review
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
    Read full review
    Support Rating
    Board International
    The only time I needed assistance was due to a problem in
    the prints: the colors of the brochures as they were on the screen were not
    reproduced in the print, but a series of standard colors were reproduced. This
    fact made colored numbers on a colored background illegible. From the
    assistance they confirmed that it was a problem of version 10.2 that occurred
    when leaving the brochures with the default colors proposed by Board. To obtain
    the desired colors, they had to be personalized ... I didn't like the solution
    very much and the technician who recommended it didn't like me either, but they
    would have solved the problem with the following versions. In any case, the
    assistance was quick and effective even if not exactly efficient.
    Incentivized
    Read full review
    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
    Read full review
    In-Person Training
    Board International
    Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth
    Incentivized
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    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
    Read full review
    Online Training
    Board International
    No answers on this topic
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
    Read full review
    Implementation Rating
    Board International
    The problem of user profiling in our context is certainly
    quite complex. The complexity is given by the fact that the company is divided
    territorially into logistic points of sale, but at the same time they are
    virtually divided into divisions (or specific implementation areas) and points
    of sale of competence. The same operator can have access to data at different
    logistic sales points, sales points of competence and divisions.
    Incentivized
    Read full review
    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
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    Alternatives Considered
    Board International
    Board has been more complete when compared to Anaplan. Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.
    Read full review
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
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    Scalability
    Board International
    No answers on this topic
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
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    Return on Investment
    Board International
    • Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports.
    • Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data.
    • It facilitates advanced decision-making.
    Incentivized
    Read full review
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
    Read full review
    ScreenShots

    Board Screenshots

    Screenshot of PlanningScreenshot of Sales PlanningScreenshot of ProfitabilityScreenshot of GeomapScreenshot of ForecastScreenshot of Financial Plan

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations