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Score 8.8 out of 100
Top Rated


Recent Reviews

Planful is great!

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 …
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Planful User

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

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

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 …
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Planful Use

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 …
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Planful is a host like no other!

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 …
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Great software

October 29, 2021
We implement Planful to our clients. Our clients usually use reporting, planning and consolidation functionality within Planful to help …
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A good financial tool is Planful

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 …
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Popular Features

View all 44 features

Management Reporting (77)


Management reporting (78)


Financial budgeting (81)


Excel-based Reporting (78)


Reviewer Pros & Cons

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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, visit


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

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What is Workday Adaptive Planning?

Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.

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…

Features Scorecard

BI Standard Reporting


Ad-hoc Reporting


Report Output and Scheduling


Data Discovery and Visualization


Access Control and Security


Mobile Capabilities


Budgeting, Planning, and Forecasting


Consolidation and Close


Financial Reporting and Compliance


Analytics and Reporting




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

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


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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.


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Score 8 out of 10
Vetted Review
Verified User
Review Source
  • We have dramatically reduced the time to prepare reporting
  • Since Planful is "Owned" by finance it has given us more flexibility and changes can be made quicker than getting IT involved
  • Using translation tables to convert a local chart of accounts to a standard Planful chart of accounts has made our integration process more efficient, thus getting results quicker.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Using Planful has eliminated days of work each month for our monthly consolidation and reporting vs. the manual Excel process we had. This savings is still realized even with adding new companies / source systems to the mix.
  • Creating new forecast scenarios on the fly has given the Finance team the ability to quickly build a baseline and make tweaks as needed, while having those scenarios available to build reports on and compare the results.
  • We now have more visibility into the underlying data, as we can identify the data in Planful by the dimensions like department, location, and so forth.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Before we started using Planful/Host Analytics back in 2017, we forecasted our labor via a very large spreadsheet - very tedious for 400+ employees
  • Using Planful/Host Analytics definitely saves time every month and the errors are no longer made (like they were in Excel). If the info is good going in, the reports are good coming out!
  • Being able to quickly reload data (for different scenarios during budget season) gives our leadership team the tools they need to make good financial decisions.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Reduced time spent on producing reports. With Planful, this is quick and easy!
  • Reduced time spent on month-end closing cycles. Its powerful consolidation capabilities means that there is less dependence on slow legacy solutions & workarounds, we get our consolidated numbers much quicker with Planful.
July 27, 2021

Manager FP&A

Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Reduced our budgeting cycle by 6 weeks
  • Provided quick and easy analysis during the financial review process
  • Provides for drill throughs for investigation of variances
  • Provides managers an easy way to compare actual to budget/forecast results on a monthly basis
July 27, 2021

We like Planful

Score 10 out of 10
Vetted Review
Review Source
  • Strong sale and resell profile.
  • Very good to implement; projects move quickly and are successful.
  • Resell agreements should be more generous.
May 25, 2021

Planful for life!

Score 10 out of 10
Vetted Review
Review Source
  • We've saved weeks completing plans and forecasts in Planful.
  • Dissemination of data is much quicker and easier.
  • Quality of forecasts is much higher.
  • Able to incorporate multiple key drivers into our planning process and use them to help improve and automate the planning process.
  • We've been able to decentralize the planning process.
  • We have been able to easily move to a rolling forecast process.
Angel Woodard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Planful has enabled us to come in closer to our budget number than ever before.
  • The first year we used Planful (then Host Analytics), we were approximately 7.5% under budget. We were able to close out 2020 within .01% of our budget.
  • Planful gives our money managers all of their budgeting, forecasting, and workforce planning needs right at their finger tips.
  • Planful enables our managers to manage their financials closer and better than ever before.