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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    QlikView

    Score8.4 out of 10
    N/AQlikView® is Qlik®’s original BI offering designed primarily for shared business intelligence reports and data visualizations. It offers guided exploration and discovery, collaborative analytics for sharing insight, and agile development and deployment.N/A
    Pricing
    PlanfulQlikView
    Editions & Modules
    No answers on this topic
    QlikView
    Custom
    per user
    Offerings
    Pricing Offerings
    PlanfulQlikView
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredOptional
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.On an perpetual license basis, based on server plus number of users. Contact vendor for pricing.
    More Pricing Information
    Features
    PlanfulQlikView
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and QlikView
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    QlikView
    8.6
    68 Ratings
    5% above category average
    Pixel Perfect reports6.933 Ratings8.050 Ratings
    Customizable dashboards5.057 Ratings9.766 Ratings
    Report Formatting Templates6.555 Ratings8.060 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and QlikView
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    QlikView
    8.1
    67 Ratings
    1% above category average
    Drill-down analysis8.4103 Ratings8.266 Ratings
    Formatting capabilities7.0104 Ratings7.867 Ratings
    Report sharing and collaboration7.197 Ratings8.162 Ratings
    Integration with R or other statistical packages00 Ratings8.336 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and QlikView
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    QlikView
    8.6
    62 Ratings
    5% above category average
    Publish to Web8.433 Ratings8.049 Ratings
    Publish to PDF6.477 Ratings9.056 Ratings
    Report Versioning6.555 Ratings7.542 Ratings
    Report Delivery Scheduling8.566 Ratings10.048 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and QlikView
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    QlikView
    7.4
    58 Ratings
    8% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings7.955 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings7.546 Ratings
    Predictive Analytics6.044 Ratings6.85 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and QlikView
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    QlikView
    6.7
    60 Ratings
    23% below category average
    Multi-User Support (named login)8.496 Ratings8.159 Ratings
    Role-Based Security Model8.894 Ratings5.355 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings5.555 Ratings
    Report-Level Access Control8.855 Ratings8.13 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and QlikView
    Feature
    Planful
    2.3
    42 Ratings
    105% below category average
    QlikView
    8.0
    47 Ratings
    3% above category average
    Responsive Design for Web Access2.540 Ratings8.044 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings8.038 Ratings
    Mobile Application00 Ratings9.028 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and QlikView
    Feature
    Planful
    8.7
    156 Ratings
    7% above category average
    QlikView
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and QlikView
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    QlikView
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.773 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.789 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and QlikView
    Feature
    Planful
    7.7
    152 Ratings
    5% below category average
    QlikView
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and QlikView
    Feature
    Planful
    5.9
    104 Ratings
    25% below category average
    QlikView
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and QlikView
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    QlikView
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Best Alternatives
    PlanfulQlikView
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.2 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulQlikView
    Likelihood to Recommend
    8.8
    (164 ratings)
    7.6
    (88 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    8.8
    (29 ratings)
    Usability
    8.2
    (21 ratings)
    8.0
    (15 ratings)
    Availability
    8.2
    (4 ratings)
    9.8
    (4 ratings)
    Performance
    9.1
    (3 ratings)
    8.6
    (4 ratings)
    Support Rating
    9.0
    (22 ratings)
    3.3
    (15 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    8.0
    (3 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    7.4
    (13 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    7.8
    (43 ratings)
    Data Sources
    -
    (0 ratings)
    7.8
    (43 ratings)
    Ease of integration
    5.4
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (2 ratings)
    8.9
    (2 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    PlanfulQlikView
    Likelihood to Recommend
    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
    Qlik
    Sales data validations have helped manage our justifications in the past, especially with regard to new product development and new business introduction. It has also been helpful in identifying trends with business impact and direction specific to quarter and monthly sales from ERP data as well as decisions to purchase equipment of staffing based on run rates and product demand.
    One thing that can get out of hand is data output - if you aren't careful in your query, you may be overloaded with data dumps and drown in the amount of info you have to filter through. This is a user caution, not a comment on the software itself.
    Incentivized
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    Pros
    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
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    Qlik
    • QlikView has a simple, relational data model that's REALLY fast. Filtering and changing data is dead simple results are almost immediately available.
    • The free version of Qlikview is almost completely featured, so you roll a pro-level product out to an entire department for really cheap.
    • QlikView is really flexible--if you can imagine it, you can build it.
    Incentivized
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    Cons
    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
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    Qlik
    • We found that QlikView can be a bit slow in supporting some forms of encryption. It is web-based and we needed to upgrade all of our server to not support the older SSL and TLS 1 protocols, only support TLS 1.2 and TLS 1.3. However, QlikView could not run with TLS 1.2 and TLS 1.3. We had to wait over six months to get a version that would handle the newer TLS versions.
    • There are so many options with QlikView that you can get lost when developing a visualization. There are still items I have not yet figured out, such as labeling a graph with the name of a selected detail item.
    • QlikView works by pulling the data it is going to use for visualization into its database. I am a security reviewer and I need to make certain that PII and PHI is not pulled by QlikView for a visualization, otherwise this could become a reportable indecent.
    Incentivized
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    Likelihood to Renew
    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
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    Qlik
    Ease of use, ability to load from pretty much any data source. today I created an application that loaded time sheets from excel that are not in a table format. With Qlik's "enable transformation steps" I was able to automate loads of multiple spreadsheets and multiple tabs easily. Could not do that with any other tool.
    Incentivized
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    Usability
    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
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    Qlik
    QlikView is very easy to implement. The installation is very straight forward. QlikView has several different data connectors that can connect to different data sources very smoothly. The user interface to build the reports is very easy to understand. This helps to have a smaller learning curve. Something very helpful is that QlikView is a browser application for the end users. So, you don't need to install any applications on the user's computer.
    Incentivized
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    Reliability and Availability
    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
    Qlik
    We have not had any downtime issues with the product nor uncovered any significant bugs
    Read full review
    Performance
    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
    Qlik
    It is not a SAAS product.
    Read full review
    Support Rating
    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
    Qlik
    My experience with the Qlik support team has been somewhat limited, but every interaction I have had with them has been very professional and I received a response quickly. Typically if there is a technical issue, our IT team will follow up. My inquiries are specific to product functionality, and Qlik has been very helpful in clarifying any questions I might have.
    Incentivized
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    In-Person Training
    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
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    Qlik
    My team attended, but I cannot myself rate, but I think it was good as they've successfully launched a training program at our company themselves for users. It was 3-4 day training.
    Read full review
    Online Training
    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
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    Qlik
    Training was as expected. The demo environments tend to be more fully featured that our own environment, but the training was clear and well delivered.
    Read full review
    Implementation Rating
    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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    Qlik
    "Implementation" can mean a few things... so I'm not sure that this is the answer you want.... but here it goes: To me, implementation means: "Is the user interface intuitive and can I produce meaningful reports with ease?" On that score, I'd say YES. The amount of training required was minimal and the results were powerful. The desktop implementation is a simple, "blank" interface just waiting for your creativity. The pre-populated templates give you a reasonable start to any project -- and a good set of objects to "play around with" if you're just getting started. Finally, note that the "implementation" I used was baked into QuickBooks 2016 Enterprise -- called "Advanced Reporting"..... That integration makes it ultra useful and simple.
    Incentivized
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    Alternatives Considered
    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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    Qlik
    The only other vendor product that I have worked with that provides a similar experience to Qlikview is Tableau. I would recommend Tableau if your use case is to build a fixed dashboard. You can share reports for free without needing to buy additional licenses. I would recommend Qlikview if your users are looking for a more interactive experience. They can create new objects to represent the data which can't be accomplished as easily in Tableau
    Incentivized
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    Scalability
    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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    Qlik
    No answers on this topic
    Return on Investment
    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
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    Qlik
    • You can use the free desktop version to do a lot of reporting and analysis work more quickly so the ROI is huge
    • QlikView is great at finding outliers such as data entry errors
    • QlikView is great at helping you quickly discover new insights about your business that can prompt you to take action that can immediately affect your cash flow.
    Incentivized
    Read full review
    ScreenShots

    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

    QlikView Screenshots

    Screenshot of QlikView Sales DashboardScreenshot of QlikView on all devicesScreenshot of QlikView using mobile touch screen