Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
- Financial budgeting (94)9.898%
- Management reporting (91)9.898%
- Management Reporting (89)9.696%
- Forecasting (88)9.595%
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!
Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Would you like us to let the vendor know that you want pricing?
- Tech Details
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.
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
- 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
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
- Supported: Pixel Perfect reports
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Report sharing and collaboration
- Supported: Publish to Web
- Supported: Publish to PDF
- Supported: Report Versioning
- Supported: Report Delivery Scheduling
- Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
- Supported: Predictive Analytics
- 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)
- Supported: Responsive Design for Web Access
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
|Supported Countries||We have customers in 90 countries|
- Planful Platform Datasheet
- The Ultimate Guide to Continuous Planning
- Customer Case Study: CloudMargin Empowers Finance to Add More Value and Analyze More Scenarios Using Planful
- Customer Case Study: National DCP Speeds Business Decisions With Planful
- Customer Case Study: Specialized Bicycles Rides Workforce Strategy Across the Globe With Planful
|Small Businesses (1-50 employees)||10%|
|Mid-Size Companies (51-500 employees)||25%|
|Enterprises (more than 500 employees)||65%|
We have a partnership with the Host Analytics team, they genuinely care about our success with the application.