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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

    WordPress

    Score8.7 out of 10
    N/AWordpress is an open-source publishing platform popular with bloggers, and a content management system, known for its simplicity and modifiability. Websites may host their own blogging communities, controlling and moderating content from a single dashboard.

    $3

    per month 6 GB storage

    Pricing
    PlanfulWordPress
    Editions & Modules
    No answers on this topic
    Personal
    $4
    per month 6 GB storage
    Premium
    $8
    per month 13 GB storage
    Business
    $25
    per month 50 GB storage
    Commerce
    $45
    per month 50 GB storage
    Enterprise
    Contact for pricing
    Offerings
    Pricing Offerings
    PlanfulWordPress
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.Pricing for Business and Commerce plans vary on number of GB.
    More Pricing Information
    Features
    PlanfulWordPress
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and WordPress
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    WordPress
    -
    Ratings
    Pixel Perfect reports6.933 Ratings00 Ratings
    Customizable dashboards5.057 Ratings00 Ratings
    Report Formatting Templates6.555 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and WordPress
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    WordPress
    -
    Ratings
    Drill-down analysis8.4103 Ratings00 Ratings
    Formatting capabilities7.0104 Ratings00 Ratings
    Report sharing and collaboration7.197 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and WordPress
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    WordPress
    -
    Ratings
    Publish to Web8.433 Ratings00 Ratings
    Publish to PDF6.477 Ratings00 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and WordPress
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    WordPress
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings00 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings00 Ratings
    Predictive Analytics6.044 Ratings00 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and WordPress
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    WordPress
    -
    Ratings
    Multi-User Support (named login)8.496 Ratings00 Ratings
    Role-Based Security Model8.894 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings00 Ratings
    Report-Level Access Control8.855 Ratings00 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and WordPress
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    WordPress
    -
    Ratings
    Responsive Design for Web Access2.540 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and WordPress
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    WordPress
    -
    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 WordPress
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    WordPress
    -
    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 WordPress
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    WordPress
    -
    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 WordPress
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    WordPress
    -
    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 WordPress
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    WordPress
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Security
    Comparison of Security features of Planful and WordPress
    Feature
    Planful
    -
    Ratings
    WordPress
    8.1
    159 Ratings
    2% below category average
    Role-based user permissions00 Ratings8.1159 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Planful and WordPress
    Feature
    Planful
    -
    Ratings
    WordPress
    7.9
    134 Ratings
    1% above category average
    API00 Ratings7.9124 Ratings
    Internationalization / multi-language00 Ratings7.8103 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of Planful and WordPress
    Feature
    Planful
    -
    Ratings
    WordPress
    8.1
    166 Ratings
    3% above category average
    WYSIWYG editor00 Ratings7.8151 Ratings
    Code quality / cleanliness00 Ratings7.3152 Ratings
    Admin section00 Ratings8.3164 Ratings
    Page templates00 Ratings8.7160 Ratings
    Library of website themes00 Ratings8.7162 Ratings
    Mobile optimization / responsive design00 Ratings8.5161 Ratings
    Publishing workflow00 Ratings8.1154 Ratings
    Form generator00 Ratings7.1131 Ratings
    Web Content Management
    Comparison of Web Content Management features of Planful and WordPress
    Feature
    Planful
    -
    Ratings
    WordPress
    8.2
    164 Ratings
    9% above category average
    Content taxonomy00 Ratings8.1142 Ratings
    SEO support00 Ratings7.9148 Ratings
    Bulk management00 Ratings7.5125 Ratings
    Availability / breadth of extensions00 Ratings9.2152 Ratings
    Community / comment management00 Ratings8.2152 Ratings
    Best Alternatives
    PlanfulWordPress
    Small Businesses
    No answers on this topic
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulWordPress
    Likelihood to Recommend
    8.8
    (164 ratings)
    8.6
    (203 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    3.8
    (38 ratings)
    Usability
    8.2
    (21 ratings)
    8.1
    (50 ratings)
    Availability
    8.2
    (4 ratings)
    9.5
    (3 ratings)
    Performance
    9.1
    (3 ratings)
    8.6
    (2 ratings)
    Support Rating
    9.0
    (22 ratings)
    10.0
    (11 ratings)
    In-Person Training
    9.1
    (3 ratings)
    7.0
    (1 ratings)
    Online Training
    9.1
    (3 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    9.0
    (10 ratings)
    Configurability
    8.2
    (2 ratings)
    10.0
    (1 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    8.0
    (1 ratings)
    Product Scalability
    8.2
    (2 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    10.0
    (1 ratings)
    User Testimonials
    PlanfulWordPress
    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
    Automattic
    Wordpress is a great solution for a website of nearly any type. It may not be as suitable if a fully custom solution or app is needed, and it does have some limitations when it comes to connecting it to external products (especially if the product doesn't have any support from a native system), and it does require a lot of testing. Multiple plugins in one install are common but also increase the risk of conflicts, and when those do occur, it can be exceptionally time-consuming and tedious to identify what is causing the issue. As third parties create many plugins, you're also at risk with each potential security breach, which needs to be kept in mind. I would be cautious to use WordPress to store any sort of sensitive PPI. That said, it's a wonderful, easily customizable solution for many, many different types of websites and can allow even inexperienced client users with low-tech knowledge to update basics.
    Incentivized
    Read full review
    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
    Read full review
    Automattic
    • Easy to use User Interface
    • Coding / Plugin Implementation is awesome
    • There's always a solution available for the platform
    • Security is easy to use and robust
    • Implementation with 3rd party platforms, such as Google's variety of tools
    • Can download and host on your own server or use their hosted servers
    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
    Read full review
    Automattic
    • WordPress breaks often so you need to have someone who understands how to troubleshoot, which can take time and money.
    • Some plugins are easier to customize than others, for example, some don't require any coding knowledge while others do. This can limit your project if you are not a coder.
    • WordPress can be easily hacked, so you also need someone who can ensure your sites are secure.
    Incentivized
    Read full review
    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
    Read full review
    Automattic
    The complications we have and the lack of support. Every plugin has a differente team of support in charge and make one plugin work with the other one always affects the website performance. It's a thousand times better to have only one provider with all functionalities included unless you are an expert web developer or have a team dedicated to it
    Incentivized
    Read full review
    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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    Automattic
    Extremely easy to use and train users. It took very little time to get everyone trained and onboarded to start using WordPress. Anytime we had any issues, we were able to find an article or video to help out or we were able to contact support. The menu options are well laid out so it is easy to find what you are looking for.
    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
    Automattic
    Anyone can visit WordPress.org and download a fully functional copy of WordPress free of charge. Additionally, WordPress is offered to users as open-source software, which means that anyone can customize the code to create new applications and make these available to other WordPress users.
    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
    Automattic
    Mostly, any performance issues have to do with using too many plugins and these can sometimes slow down the overall performance of your site. It is very tempting to start adding lots of plugins to your WordPress site, however, as there are thousands of great plugins to choose from and so many of them help you do amazing things on your site. If you begin to notice performance issues with your WordPress site (e.g. pages being slow to load), there are ways to optimize the performance of your site, but this requires learning the process. WordPress users can learn how to optimize their WordPress sites by downloading the WPTrainMe WordPress training plugin (WPTrainMe.com) and going through the detailed step-by-step WordPress optimization tutorials.
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    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
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    Automattic
    I give this rating, which I believe to be a great rating for a community based support system that's surrounding it. Most platforms and products have their own, and as WordPress does have their own team that help here and there, a lot of it's handled by community involvement with dedicated users who are experts with the system who love to help people.
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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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    Automattic
    Varies by the person providing training. High marks as it's incredibly easy to find experienced individuals in your community to provide training on any aspect of WordPress from content marketing, SEO, plugin development, theme design, etc. Less than 10 though as the training is community based and expectations for a session you find may fall short.
    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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    Automattic
    It is very easy to find online resources to learn how to do just about anything with WordPress.
    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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    Automattic
    WordPress is not a great solution if you have: 1) A larger site with performance / availability requirements. 2) Multiple types of content you want to share - each with its own underlying data structure. 3) Multiple sites you need to manage. For very small sites where these needs are not paramount, WordPress is a decent solution
    Read full review
    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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    Automattic
    WordPress isn't as pretty or easy to use as certain competitors like Jimdo, Squarespace or HubSpot, but it makes up for it with its affordability, familiarity and the ability to find quality outside help easily. The same can't be said for certain competitors, as you might need to find an expert and it could get costly.
    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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    Automattic
    WordPress is completely scalable. You can get started immediately with a very simple "out-of-the box" WordPress installation and then add whatever functionality you need as and when you need it, and continue expanding. Often we will create various WordPress sites on the same domain to handle different aspects of our strategy (e.g. one site for the sales pages, product information and/or a marketing blog, another for delivering products securely through a private membership site, and another for running an affiliate program or other application), and then ties all of these sites together using a common theme and links on each of the site's menus. Additionally, WordPress offers a multisite function that allows organizations and institutions to manage networks of sites managed by separate individual site owners, but centrally administered by the parent organization. You can also expand WordPress into a social networking or community site, forums, etc. The same scalability applies to web design. You can start with a simple design and then scale things up to display sites with amazing visual features, including animations and video effects, sliding images and animated product image galleries, elements that appear and fade from visitor browsers, etc. The scaling possibilities of WordPress are truly endless.
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    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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    Automattic
    • Allowed us to being all websites under a single umbrella, saving costs on similar products.
    • It's increased our website turn time and made us faster and more efficient at launching websites.
    • Edits and tweaks happen much faster as we have a customized environment.
    Incentivized
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    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