What users are saying about
6 Ratings
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Top Rated
170 Ratings
6 Ratings
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Score 9.2 out of 100

Planful

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Top Rated
170 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.7 out of 100

Feature Set Ratings

    BI Standard Reporting

    Float

    Feature Set Not Supported
    N/A
    7.4

    Planful

    74%
    Planful ranks higher in 3/3 features

    Pixel Perfect reports

    N/A
    0 Ratings
    7.3
    73%
    10 Ratings

    Customizable dashboards

    N/A
    0 Ratings
    7.4
    74%
    20 Ratings

    Report Formatting Templates

    N/A
    0 Ratings
    7.3
    73%
    20 Ratings

    Ad-hoc Reporting

    Float

    Feature Set Not Supported
    N/A
    8.3

    Planful

    83%
    Planful ranks higher in 3/3 features

    Drill-down analysis

    N/A
    0 Ratings
    8.8
    88%
    43 Ratings

    Formatting capabilities

    N/A
    0 Ratings
    7.7
    77%
    44 Ratings

    Report sharing and collaboration

    N/A
    0 Ratings
    8.4
    84%
    41 Ratings

    Report Output and Scheduling

    Float

    Feature Set Not Supported
    N/A
    8.6

    Planful

    86%
    Planful ranks higher in 4/4 features

    Publish to Web

    N/A
    0 Ratings
    7.7
    77%
    8 Ratings

    Publish to PDF

    N/A
    0 Ratings
    9.1
    91%
    32 Ratings

    Report Versioning

    N/A
    0 Ratings
    8.1
    81%
    21 Ratings

    Report Delivery Scheduling

    N/A
    0 Ratings
    9.4
    94%
    23 Ratings

    Data Discovery and Visualization

    Float

    Feature Set Not Supported
    N/A
    7.3

    Planful

    73%
    Planful ranks higher in 2/2 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    N/A
    0 Ratings
    6.9
    69%
    9 Ratings

    Predictive Analytics

    N/A
    0 Ratings
    7.7
    77%
    10 Ratings

    Access Control and Security

    Float

    Feature Set Not Supported
    N/A
    9.5

    Planful

    95%
    Planful ranks higher in 4/4 features

    Multi-User Support (named login)

    N/A
    0 Ratings
    9.4
    94%
    40 Ratings

    Role-Based Security Model

    N/A
    0 Ratings
    9.4
    94%
    40 Ratings

    Multiple Access Permission Levels (Create, Read, Delete)

    N/A
    0 Ratings
    9.5
    95%
    40 Ratings

    Single Sign-On (SSO)

    N/A
    0 Ratings
    9.9
    99%
    34 Ratings

    Mobile Capabilities

    Float

    Feature Set Not Supported
    N/A
    8.2

    Planful

    82%
    Planful ranks higher in 2/2 features

    Responsive Design for Web Access

    N/A
    0 Ratings
    8.9
    89%
    20 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    N/A
    0 Ratings
    7.5
    75%
    11 Ratings

    Budgeting, Planning, and Forecasting

    Float

    Feature Set Not Supported
    N/A
    9.4

    Planful

    94%
    Planful ranks higher in 5/5 features

    Long-term financial planning

    N/A
    0 Ratings
    9.4
    94%
    78 Ratings

    Financial budgeting

    N/A
    0 Ratings
    9.8
    98%
    90 Ratings

    Forecasting

    N/A
    0 Ratings
    9.3
    93%
    84 Ratings

    Scenario modeling

    N/A
    0 Ratings
    8.5
    85%
    71 Ratings

    Management reporting

    N/A
    0 Ratings
    9.8
    98%
    87 Ratings

    Consolidation and Close

    Float

    Feature Set Not Supported
    N/A
    9.4

    Planful

    94%
    Planful ranks higher in 7/7 features

    Financial data consolidation

    N/A
    0 Ratings
    9.7
    97%
    59 Ratings

    Journal entries and reports

    N/A
    0 Ratings
    8.9
    89%
    44 Ratings

    Multi-currency management

    N/A
    0 Ratings
    9.3
    93%
    40 Ratings

    Intercompany Eliminations

    N/A
    0 Ratings
    9.4
    94%
    38 Ratings

    Minority Ownership

    N/A
    0 Ratings
    9.0
    90%
    19 Ratings

    Local and consolidated reporting

    N/A
    0 Ratings
    10.0
    100%
    49 Ratings

    Detailed Audit Trails

    N/A
    0 Ratings
    9.5
    95%
    46 Ratings

    Financial Reporting and Compliance

    Float

    Feature Set Not Supported
    N/A
    8.8

    Planful

    88%
    Planful ranks higher in 5/5 features

    Financial Statement Reporting

    N/A
    0 Ratings
    9.6
    96%
    74 Ratings

    Management Reporting

    N/A
    0 Ratings
    9.8
    98%
    85 Ratings

    Excel-based Reporting

    N/A
    0 Ratings
    9.3
    93%
    85 Ratings

    Automated board and financial reporting

    N/A
    0 Ratings
    8.3
    83%
    61 Ratings

    XBRL support for regulatory filing

    N/A
    0 Ratings
    7.1
    71%
    3 Ratings

    Analytics and Reporting

    Float

    Feature Set Not Supported
    N/A
    7.0

    Planful

    70%
    Planful ranks higher in 6/6 features

    Personalized dashboards

    N/A
    0 Ratings
    7.5
    75%
    43 Ratings

    Color-coded scorecards

    N/A
    0 Ratings
    7.3
    73%
    24 Ratings

    KPIs

    N/A
    0 Ratings
    7.7
    77%
    32 Ratings

    Cost and profitability analysis

    N/A
    0 Ratings
    8.9
    89%
    34 Ratings

    Key Performance Indicator setting

    N/A
    0 Ratings
    7.4
    74%
    25 Ratings

    Benchmarking with external data

    N/A
    0 Ratings
    3.1
    31%
    8 Ratings

    Integration

    Float

    Feature Set Not Supported
    N/A
    9.4

    Planful

    94%
    Planful ranks higher in 3/3 features

    Flat file integration

    N/A
    0 Ratings
    9.6
    96%
    58 Ratings

    Excel data integration

    N/A
    0 Ratings
    9.9
    99%
    76 Ratings

    Direct links to 3rd-party data sources

    N/A
    0 Ratings
    8.8
    88%
    53 Ratings

    Attribute Ratings

    • Float is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    10.0

    Float

    100%
    2 Ratings
    8.7

    Planful

    87%
    99 Ratings

    Likelihood to Renew

    Float

    N/A
    0 Ratings
    8.8

    Planful

    88%
    15 Ratings

    Usability

    10.0

    Float

    100%
    1 Rating
    8.0

    Planful

    80%
    15 Ratings

    Availability

    Float

    N/A
    0 Ratings
    8.2

    Planful

    82%
    6 Ratings

    Performance

    Float

    N/A
    0 Ratings
    7.7

    Planful

    77%
    2 Ratings

    Support Rating

    10.0

    Float

    100%
    1 Rating
    6.9

    Planful

    69%
    21 Ratings

    In-Person Training

    Float

    N/A
    0 Ratings
    6.4

    Planful

    64%
    2 Ratings

    Online Training

    Float

    N/A
    0 Ratings
    7.3

    Planful

    73%
    1 Rating

    Implementation Rating

    Float

    N/A
    0 Ratings
    2.3

    Planful

    23%
    12 Ratings

    Configurability

    Float

    N/A
    0 Ratings
    8.2

    Planful

    82%
    2 Ratings

    Product Scalability

    Float

    N/A
    0 Ratings
    8.2

    Planful

    82%
    2 Ratings

    Vendor post-sale

    Float

    N/A
    0 Ratings
    8.2

    Planful

    82%
    2 Ratings

    Vendor pre-sale

    Float

    N/A
    0 Ratings
    9.1

    Planful

    91%
    1 Rating

    Likelihood to Recommend

    Float Yard Ltd

    I would definitely recommend everyone to use Float, It's easy and friendly to use. Performance-wise as well it is great. Really helps in streamline and scheduling resources and their utilization. Its reporting feature is great, Shows all projects for a particular resource or all resources for a particular project. It's a go-to tool for management.
    Read full review

    Planful

    A specific scenario where Planful is well suited when creating financial reports. Due to the customizable column and row sets that you can create you can look at P&L to at any level of detail you so chose. You can also manipulate what data you want to look at when creating reports by using the page parameters. With the page parameters you can select specific locations of your business, or specific sections of your business
    Read full review

    Pros

    Float Yard Ltd

    • Cash flow management.
    • Forecasting out how much you can spend.
    • Quickbooks integration.
    Read full review

    Planful

    • Support: They assign a technical expert to your team, which we have used extensively. They are always very responsive.
    • The spotlight XL add-in is a great tool and has made reporting extremely efficient. So easy to update with changes in your data.
    • Continued enhancements in leading-edge technology - Ex. AI
    Read full review

    Cons

    Float Yard Ltd

    • More mobile friendly
    • Scrolling through x and y dimension is bit confusing
    • I have been using Float for a long time and no more cons I can think of.
    Read full review

    Planful

    • User security control could be more centralized on the platform, where you may need to navigate to multiple screens to ensure the access granted is what it should be, depending on your system setup.
    • Dynamic planning (while certainly powerful and can help fulfill special use cases) does have more of a learning curve vs. other areas of Planful, especially if you are not using it frequently. That being said, Planful does have training and resources to help acquire that knowledge.
    • Out-of-the-box intercompany reporting in the consolidation module can be tricky depending on how balances are booked in local source systems. Building reports using the intercompany dimension can be challenging depending on your specific company (entity) structure, but it can be done with some testing and validation.
    Read full review

    Pricing Details

    Float

    Starting Price

    $29

    Editions & Modules

    Float editions and modules pricing
    EditionModules
    Small$291
    Medium$592
    Large$1193

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Annual billing available at a discount

    Planful

    Starting Price

    Editions & Modules

    Planful editions and modules pricing
    EditionModules
    Host Analytics Planning1
    Host Analytics Consolidation2
    Host Analytics Modeling3

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Contact Us

    Likelihood to Renew

    Float Yard Ltd

    No answers on this topic

    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.
    Read full review

    Usability

    Float Yard Ltd

    Float is great for Project management and resource management. It is helping us work more effectively. It's a great planning tool. Smooth to understand and start working on. It has great integration with Slack, Google calendar. It has made Assigning and scheduling very easy for future projects with time management. Reporting is very easy and data extraction is too. It is also good in monitoring weekly/monthly and quarterly allocation of resources
    Read full review

    Planful

    Planful is very easy to use for end users. The budget templates can be customized to meet the business needs. They just released business user experience functionality which you to take a complicated budget template and filter it down to meet departmental needs to avoid sending more lines than needed
    Read full review

    Reliability and Availability

    Float Yard Ltd

    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

    Float Yard Ltd

    No answers on this topic

    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

    Float Yard Ltd

    Float helps in planning upcoming projects and helps in availability management for the resource to be able to assign. The creation of resources with roles helps in assigning and formulation a proper team for a project. It shows us the capacity and work hours of resources and helps us in leave management as well as scheduling time off. Teams utilization is been made very convenient by this tool.
    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

    Float Yard Ltd

    No answers on this topic

    Planful

    I have made a point to attend the Planful Perform conference and it, by far, offers so much more information than "other conferences". Planful does an amazing job including their customers (other users) in their conference to ensure their customers are getting the most out of the information provided. It is truly a wonderful LEARNING experience for their customers!
    Read full review

    Online Training

    Float Yard Ltd

    No answers on this topic

    Planful

    A few years ago I participated in a lot of their online learning. Their references have grown over the years and continue to get better and better. We use it throughout the year to update the information we hold internally for documentation and to educate ourselves on all of the new release notes and features within Planful.
    Read full review

    Implementation Rating

    Float Yard Ltd

    No answers on this topic

    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.
    Read full review

    Alternatives Considered

    Float Yard Ltd

    No answers on this topic

    Planful

    Planful is the first FP&A specific software I have used. However, the dashboard module can be compared to PowerBI as I use both - with regard to dashboards, PowerBI offers much more control and customization not only with data manipulation, but also with visualizations and formatting. Planful has a strong selection to visualize most needs, but there can be some complications and road blocks when trying to replicate and/or replace existing dashboards in PowerBI
    Read full review

    Scalability

    Float Yard Ltd

    No answers on this topic

    Planful

    I give this rating simply because I have first-hand knowledge of the scalability of Planful when working across departments in our company that use different financial systems. We have one team on InEight and another using SAP. When we implemented it, we only customized the system to accommodate one of these financial platforms, but when we considered expanding the use of Planful to other departments, we were able to make the necessary adjustments to accommodate our needs.
    Read full review

    Return on Investment

    Float Yard Ltd

    • We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
    • We are able to make adjustments to our contractors and services to grow our business faster.
    Read full review

    Planful

    • Reduced time spent on producing reports. With Planful, this is quick and easy!
    • Reduced time spent on month-end closing cycles. Its powerful consolidation capabilities means that there is less dependence on slow legacy solutions & workarounds, we get our consolidated numbers much quicker with Planful.
    Read full review

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