Planful

Planful

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.8 out of 100
Top Rated
Planful

Overview

Recent Reviews

Planful is great!

9
February 21, 2022
Planful is extremely easy to use and customizable to whatever your needs are. We were using Adaptive Insights (rebranded since then) at …
Read full review

Planful User

9
February 09, 2022
Planful is the platform we use for reporting financial results. I also use it for research expenses on GL lines

Planful, it pays for itself

10
February 09, 2022
We use Planful to budget, forecast, and analyze our business through reporting and structured planning. We create templates for different …
Read full review

Planful Customer Experience

10
December 14, 2021
We use Planful for all of our reporting, including Actuals, Forecast & Budget. We have integrated it with our ERP systems and other data …
Read full review

Planful Use

10
November 10, 2021
We use Planful for reporting and planning purposes. Our reporting is shared throughout the entire company along with user access at each …
Read full review

Planful is a host like no other!

9
November 02, 2021
I use Planful each month for cash forecasting our labor costs for the company [in] our Accounting/Finance department. This includes base …
Read full review

Great software

8
October 29, 2021
We implement Planful to our clients. Our clients usually use reporting, planning and consolidation functionality within Planful to help …
Read full review

A good financial tool is Planful

9
October 12, 2021
It is was implemented in 2015 as a solution to accelerate the consolidation all over the world. Before Planful, everything was done …
Read full review

Reviewer Sentiment

N/A
Positive ()
N/A
Negative ()
Learn how we calculate reviewer sentiment

Awards

TrustRadius Award Top Rated 2022
TrustRadius Award Top Rated 2021
TrustRadius Award Top Rated 2018

Popular Features

View all 44 features

Management Reporting (77)

9.7
97%

Management reporting (78)

9.7
97%

Financial budgeting (81)

9.6
96%

Excel-based Reporting (78)

9.2
92%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Planful, and make your voice heard!

Pricing

View all pricing
N/A
Unavailable

What is Planful?

Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://planful.com/contact-us

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

21 people want pricing too

Alternatives Pricing

What is Oracle Cloud EPM?

Oracle’s complete EPM suite is designed to give users the agility needed to respond to change faster. Combined with the simplicity of the cloud, it enables companies of any size to drive accurate and agile plans across finance and operational lines of business, accelerate financial consolidation…

What is SAP Analytics Cloud?

The SAP Analytics Cloud solution combines BI, augmented and predictive analytics, and planning capabilities into one cloud environment. As the analytics layer of SAP’s Business Technology Platform, it supports advanced analytics enterprise-wide.

Features Scorecard

BI Standard Reporting

6.9
69%

Ad-hoc Reporting

8.2
82%

Report Output and Scheduling

8.3
83%

Data Discovery and Visualization

7.8
78%

Access Control and Security

9.7
97%

Mobile Capabilities

7.4
74%

Budgeting, Planning, and Forecasting

9.3
93%

Consolidation and Close

9.4
94%

Financial Reporting and Compliance

8.7
87%

Analytics and Reporting

7.1
71%

Integration

9.1
91%

Product Details

What is Planful?

Planful provides a Continuous Planning platform that enables 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 an 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 – to give the 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 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 Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Predictive Analytics

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Planful Screenshots

Planful DashboardPlanful Dynamic ReportPlanful Financial ConsolidationPlanful Planning Control PanelPlanful Structured Planning TemplatePlanful Task Manager

Planful Videos

Planful Downloadables

Planful Integrations

Planful Competitors

Planful Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)25%
Enterprises (more than 500 employees)65%

Planful Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesWe have customers in 90 countries
Supported LanguagesEnglish

Comparisons

View all alternatives

Frequently Asked Questions

What is Planful?

Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.

What is Planful's best feature?

Reviewers rate Local and consolidated reporting and Excel data integration and Single Sign-On (SSO) highest, with a score of 9.9.

Who uses Planful?

The most common users of Planful are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews

Companies can't remove reviews or game the system. Here's why

No reviews found

Try adjusting your results by removing or modifying your filters.