Reviews (1-25 of 67)
- Workforce planning is amazing. We can personalize each record, and updating is very simple.
- The ability to have a rolling forecast is very useful for us in an overhead department. It enables us to pull up information on what we are forecasting for company IT costs for the upcoming years.
- The flexibility of the program and the reporting has been extremely helpful for us.
- Dashboards need improvements. They are not easy to use for an overhead department using the tool.
- Additional dashboard training opportunities would be helpful and would greatly improve this feature.
- Data load rules can, at times, be complicated. We have 3rd party support, which makes this easier for us to use, but it is difficult to understand the consequences or downhill effects of what you are loading.
- Listen to their customers on improvement suggestions to the tool
- Support has increased significantly since we started four years ago
- They are able to be used on Cloud
- Need to make some manual processes automatic
- Customer support
- Product updates
- UI design/ease of use
- User feedback
- Wages--actuals vs forecast reporting
- Workforce--reporting number of employees with the same role
- Scenario management--folders/grouping
- The Planful (formerly Host Analytics) application is well suited for workforce planning. It's easy to manipulate the employee roster to make changes.
- Planful support is extremely responsive and typically able to resolve most basic issues within a few hours.
- We've been able to configure the system to load actual wages by employee, but it's a very clunky monthly load process.
- Reporting by employee position is difficult, as we aren't able to select a single role. If 20+ employees have the same role, we'll see that selection duplicated 20+ times.
- Spotlight XL can be glitchy/finicky
- Our users never seem to be able to reset their passwords using the Forgot Password link, so a system admin has to send the reset e-mails
- Planning seems to run slowly in Microsoft Explorer vs. Google Chrome
- Many different fields to use for complex reporting - location, market, product line (in our case). Able to handle complex reporting
- Budget/forecast templates are flexible and relatively easy to set up, easy to use. Our plant controllers have varying levels of technical acumen and Planful is very easy to use for all of them, particularly since it is based in Excel.
- I recently became familiar with the Spotlight add-in. This has been a revelation for us. It makes reporting so much more easier due to it's flexibility. Our reporting can be quite complex and it is so much easier to do in an Excel environment.
- On the capital expenditure templates, when i bring over information from a previous forecast, I wish it would not for these templates. Once those months are done, you really no longer need those capital expenditures in there. My controllers always forget that they are in there and they get calculated again.
- On the payroll templates, I wish you could do a combination of salary increases by employee type or individually. It is currently one or the other for the entire organization.
- Dynamic organization - able to have multiple reporting hierarchies - can go back in time to display how it was and see how it is today.
- Forecasting - able to create templates to mirror your revenue recognition processes/splits
- Able to schedule jobs in the evening to sync data with your general ledger system and process expense or other allocations
- Professional reports are easily updated to publish current results timely
- With Intacct not being set up with a separate net income account needed to get creative with consolidation module to enable retained earnings to roll
- Would like to be able to drill down on actuals in forecast reports too not just actual reports only
- Sometimes headers take up too much real estate on certain reports - wish there was a way to update the font size
- Consolidation is easily implemented as the business intelligence exists pre-built.
- Reports are easily built and manipulated
- The financial data blends seamlessly with budget, forecast, etc.
- Dynamic Planning is fantastic but does have a steep learning curve. Training covers the basics, but don't expect to build detailed models at the onset.
We now have budget, actuals and forecast data in one system rather than numerous spreadsheets. There is more time for analysis, as opposed to checking and re-checking data in excel files. The finance team can finally be partners to the business and provide data in a timely and consistent manner. Host Analytics customer support is excellent, and overall very attentive to customer feedback on features and product enhancements. In fact, they released some features in workforce planning that we had asked for.
- Workforce Planning. The ability to plan payroll taxes, benefits and merit at the employee level. Important for SW company where headcount is major cost driver.
- BI like tool for reporting; takes some getting used to but powerful once you get the hang of it.
- Data load rules, allows ease of uploading data such as headcount or GL data. Set up the rule once and just reuse it.
- Dynamic planning; offers excel like interface and more flexibility than structured planning
- Takes a lot of clicks to complete tasks
- If you use structured planning as well as dynamic planning it does feel like i am managing 2 systems. would be nice if it was one integrated platform
- Templates with calculations, reference accounts and history data can be slow to open
- Workforce reporting cube is not intuitive
- Lots of focus on bells and whistles type of features such as AI, machine learning. worry that they may lose focus on core functionality.
- Dynamic planning is very flexible, with that comes the woes of having an open canvas to design models. Can be tricky to trouble shoot issues.
- Would love to have usage report concept in all parts of the application including dynamic planning
- Headcount tracking and cost
- Reduced cycle time on forecasting from spreadsheets
- Tracking of where the end user is in the forecast process
- SpotlightXL (the Excel Add-in) makes reporting easier in Excel
- The Reporting module is not intuitive for end user and finance admin team plus very limited in formatting
- Admin tools for setting up end users is challenge - many different areas to go to set someone up on the system
- Able to have entire budget and actual results in one tool.
- Fast results that can be trusted. No worry of excel links being broken.
- Results from current system can be directly interfaced into Planful
- Need to take more time up front to fully understanding client’s processes
- Wish the models would automatically sum up better rather than having to enter an aggregation step
- Previous model results don’t always clear themselves. Need to make sure you include clear steps, but it’s not always clear when and where you should do this
- Dynamic reporting is very intuitive and plug and play
- Structure planning makes for a quick implementation and a low level of administration going forward
- The admin back-end for user management and structured HR can be clunky and frustrating to remember how to do a simple task
- The process for transferring data between dynamic planning and structured planning is not very good
- The Host Analytics Cloud EPM Suite does a great job keeping all of our actual, forecast, and budget data together in one place. Loading new data into the application is fairly straight forward and allows us to quickly provide reports and analyses to our senior leadership team each month/quarter.
- The Host Analytics Excel-Add In Tool is helpful for users who are more familiar with building and creating reports in Excel. While the reporting module in the core application is very easy to use and navigate, often times our team will utilize the Excel add-in tool to build more complex reports using the data from Host as we tend to have more experience with Excel based reporting.
- Using Host has allowed us to drastically reduce the number of days it takes to close each month. We quickly load data via the data load rule, use the consolidations module to input any top side journal entries, and from there we are able to jump right into financial reporting.
- The speed of the application has sometimes been a bit slow, particularly at year end. We've found that when we use Host in Chrome as opposed to IE, our speed improves, however Host currently has limited functionality when used in Chrome.
- We would love to see a more user-friendly report wizard in the future.
- Excel integration via Modeling Cloud
- Robust out-of-the-box feature set, particularly in terms of payroll
- Easy connection to your Accounting ERP via boomi connection
- No size limitations (# of scenarios, model complexity size)
- User interface could be more attractive and approachable
- Better visualization tools within the application (e.g. charts, tables, etc)
- Overall system speed -- particularly in terms of switching between templates
Less appropriate: revenue modeling, planning for organizations > 10k employees, planning for organizations with > 20 Finance team members actively using the system
- Familiar Excel-style interface for entering data into budget templates
- The capabilities provided by the budget templates allow for a dynamic, consolidated budget that can be easily be put together and verified.
- Being able to integrate with the accounting system makes Host the perfect resource for Budget vs Actual reporting and tracking during the year.
- The tables and other visuals in dashboards are pretty stagnant and not flexible in terms of formatting (we have moved to Tableau for visual reporting).
- It would be helpful to be able to edit budget templates even if there is data entered (having to un-map and re-map new templates that may need to be tweaked after budget data has been entered can become time-consuming).
- There could be a mobile-friendly version.
- I often hear from my users, "the best thing about Host Analytics is the export to Excel feature so we can do our work there."
- I'm struggling to come up with things it does "particularly well," so I think it would be a disservice to readers to make up something
- User interface, while not bad, really could take some cues from basic interfaces. Strange to navigate. Perhaps its method of often requiring double-clicks is smart, but it's not consistent with most web interfaces
- Their newly touted native NetSuite integration is techncially GA, but really needs more time to bake. Documentation for this new feature is improving but still is confusing.
- It's surprisingly configurable, perhaps overly so for a point solution. "Surprising" also because it's hard to navigate and find the configurations.
- When there are problems with data loads, my experience is its challenging to find the problem (weak error messages and reporting), and fixing the problem often means deleting entire periods of data and reloading again.
- While a lot can be done with reporting, the way to generate custom functions is...uncommon. I forget the name of the query language.
- I have a large amount of product data that Host has helped me organize into something I can use in my business.
- I can get several financial reports with the push of a button each month.
- As I use the software I realize there are more things I can do.
- The Host customers for life team is always there to help me when I explore these possibilities.
- It can be difficult to set up a report templates. Once set it is good and there are no worries. It would be nice it the report setup was easier to use.
- It has a large learning curve, but I am unsure how this can be improved upon. To understand the details of how it works is a time consuming endeavor.
- Customer service and ongoing customer support
- Soliciting feedback from customers and incorporating ideas into their release / update schedules
- Facilitating one source of the truth that can be accesses by all end users with varying degrees of security
- Minor application quirks in the use functionality.
- Updates are pushed to your application during specified maintenance windows, allowing for immediate use of the new functionality whether you were prepared or understood the changes or not. Any significant changes are clearly communicated ahead of time.
- Reporting is very quick and easy to consolidate information.
- The planning and HR modules slashes the time to create forecasts and plans tremendously.
- They could offer more dimensions because 13 make it very limiting.
- It was frustrating converting some report books, which they deprecated, to report collections because of the 10 tab limit. If they could find a way to work around this that would be great.
- The new report sets are a great feature but could use some more work with the precedence columns. It is always a guess and check and when using both a row and a column set, you don't always get what you want for formatting.
- Reporting is a huge strength in Host. It's extremely easy to build aesthetically pleasing reports for your company. In addition, dynamic reports make it easy to build ad hoc reports quickly.
- The planning module helps simplify budgeting and forecasting. It's highly beneficial having it all in Host and moving away from the problems we were experiencing with maintaining our budget in several giant Excel spreadsheets linked together.
- The learning curve isn't steep with Host. Any users that are familiar with Excel will feel comfortable with building templates in no time.
- The HR planning module is frustrating to use. I found that making a ton of changes to the payroll budget is extremely time-consuming. For any new users, I'd recommend simplifying your payroll budget to minimize use of this module.
- The formatting capabilities are a bit limited in the reporting module. It would be nice to have formatting near the same level of Excel.
- Eliminates the risk associated with version control
- Provides ability to slice and dice data across multiple dimensions and scenarios very quickly
- Provides a single source of truth for planning and reporting
- Host Analytics is constantly making improvements. Other than the relatively new Modeling (SpotlightXL) functionality which is still in it's infancy, I can't think of anything in desperate need of improvement.
- Host reporting has already proven to be a time saver. Even in the early stages of use, I was able to build a report for management that compared actual to forecast and then report on various departments.
- One of the biggest challenges we had was managers taking ownership of their budgets. In the past, they would pass off the data to Finance and then cast blame when the results were not favorable. This year, they are in charge in entering and approving data. VPs now have to approve and all of this is completed in Host. Elimination of extra steps for Finance to rekey and potential errors.
- I really love the community feature. This allows you the ability to ask other users how they are handling an issue. We have solved a great many problems with this.
- As with all software packages, we would love to have an undo button.
- One of the best features is also a feature that is hard to adjust to at the beginning. The Row sets and Column sets make building new reports quick but when your Column contain various formulas, you have to add exceptions. Exception formulas within cells are not very forgiving. They do not let you make changes to your report once you create them. This is making us rethink how our old reports are designed.
Planful (formerly Host Analytics) Scorecard Summary
Feature Scorecard Summary
What is Planful (formerly Host Analytics)?
Planful (formerly Host Analytics) provides a Continuous Planning platform that empowers finance to automate and accelerate FP&A activities, drive faster and more agile planning and decision-cycles, and elevate the financial IQ of the organization so that everyone is making smarter decisions more frequently. Planful is a complete end-to-end platform for financial planning, consolidation, and reporting & analysis.
STRUCTURED PLANNING Structured Planning with Planful automates labor-intensive planning activities in a complete cloud-based platform – giving your finance team control, consistency, and confidence in corporate financial plans, budgets, and forecasts.
DYNAMIC PLANNING Dynamic Planning with Planful enables flexible, high-frequency, data-driven planning, modeling, and decision-making so users in every corner of the organization can analyze, plan, and make confident decisions at the speed of business.
FINANCIAL CLOSE & CONSOLIDATION Financial Close & Consolidation with Planful empowers finance to accelerate month-end close and reporting cycles by automating data aggregation, journal entries, intercompany eliminations, minority interest, entity consolidation, currency conversion, and financial reporting.
FINANCIAL REPORTING Reporting with Planful provides a robust library of reporting formats and delivery options, enabling finance and business users to produce a wide range of interactive financial and management reports leveraging one source of truth.
Planful (formerly Host Analytics) Screenshots
Planful (formerly Host Analytics) Videos (8)
Watch Cash Flow Forecasting
Watch Workforce Planning
Watch Financial Reporting
Watch Plan, Budget & Forecast
Watch Rolling Forecasts
Watch Scenario Analysis
Planful (formerly Host Analytics) Downloadables
Planful (formerly Host Analytics) Integrations
Planful (formerly Host Analytics) Competitors
Planful (formerly Host Analytics) Pricing
- Does not have featureFree Trial Available?No
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?No
|Host Analytics Planning|
|Host Analytics Consolidation|
|Host Analytics Modeling|
Planful (formerly Host Analytics) Customer Size Distribution
|Small Businesses (1-50 employees)||10%|
|Mid-Size Companies (51-500 employees)||25%|
|Enterprises (> 500 employees)||65%|
Planful (formerly Host Analytics) Support Options
Planful (formerly Host Analytics) Technical Details
|Supported Countries:||We have customers in 90 countries|