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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.

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Recent Reviews

Planful is NOT painful

10 out of 10
December 13, 2023
Planful is currently used by our Technology Group, an overhead department in the company. Additionally, Kiewit Business Services, another …
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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

Popular Features

View all 45 features
  • Financial budgeting (106)
  • Management Reporting (100)
  • Forecasting (99)
  • Management reporting (103)

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


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

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BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Avg 8.0

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

Avg 8.2

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Avg 8.0

Financial Reporting and Compliance

Financial statements and regulatory filings

Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Avg 8.0


Ability to integrate with external applications.

Avg 8.3
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Product Details

What is Planful?

Planful offers end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. The vendor states Planful's more than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at

STRUCTURED PLANNING Structured Planning with Planful automates labor-intensive planning activities in a 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.

WORKFORCE PLANNING Planful helps users to tackle workforce planning using accurate and current data from across the business. By simplifying and automating time-consuming tasks and building alignment across departments, users have more time to create a stronger people strategy.

PLANFUL FOR MARKETING Planful’s marketing solution, formerly known as Plannuh, is used to measure marketing at every level of the plan for full visibility and team efficiency. To protect the marketing budget, Planful for Marketing helps marketers build, measure, execute and improve with clarity.

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

Screenshot of Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of Capacity Planning TemplateScreenshot of Integrations

Planful Videos

Planful Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesWe have customers in 90 countries
Supported LanguagesEnglish

Frequently Asked Questions

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

Workday Adaptive Planning, Anaplan, and Oracle Hyperion are common alternatives for Planful.

Reviewers rate Single Sign-On (SSO) highest, with a score of 9.2.

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

Planful Customer Size Distribution

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


Attribute Ratings


(1-25 of 113)
Companies can't remove reviews or game the system. Here's why
February 29, 2024

Review of Planful

Score 8 out of 10
Vetted Review
Verified User
  • Automates many reports that would take hundreds of hours each month if we had to do outside of Planful.
  • The drill-down capabilities allow us to identify issues and quickly correct them.
  • Templates help us to budget for many locations at once. This saves countless hours.
February 19, 2024

Planful's no slouch

Cory Abrahamson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Before Planful, we were using excel for our forecasting and 10 year plans, so implementing the Structured Planning module was a key benefit for us. It didn't take us long to realize that this was a huge benefit.
  • The ease of reporting in Planful was such an upgrade from our previous tool, where you needed to be an expert to learn how to build reports. Planful is intuitive in the report building process and very easy to understand.
Score 6 out of 10
Vetted Review
Verified User
  • Planful has reduced the time it takes us to close from approximately a week and a half to approximately 2-3 days.
  • The Planful Application is currently being supported solely by our Accounting and FP&A team with no support from the IT Department.
Score 8 out of 10
Vetted Review
Verified User
  • 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 10 out of 10
Vetted Review
Verified User
  • 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.
December 13, 2023

Planful is NOT painful

Score 10 out of 10
Vetted Review
Verified User
  • 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.
Jennie Rush | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Increased awareness of financials by our money managers
  • Coming under budget last year was a huge accomplishment for us and made us look like rockstars to all overhead depts.
  • Reporting is quick and easy to use
  • REPORTING! At the click of a button, we have Actuals for our entire dept. Our managers can update their forecast and in seconds, all their reports are up to date.
  • We’ve created a solid Month End Process & Financial Calendar for our money managers that lays out all important dates (month end close, variance meetings, projections due, etc).
  • We also created additional GL’s (PTO Taken/Attrition) in our Opex Template. We specifically broke those out so that our money managers could see them, and they weren't all bundled up in one compensation item.
Score 7 out of 10
Vetted Review
Verified User
  • Planful has saved 5-10 every month on month end reporting
  • We have saved time around keeping hierarchies and parameters up to date
  • It has allowed us to build in some additional monthly reports that were inconsistent before saving time around year end budgeting.
Score 9 out of 10
Vetted Review
Verified User
  • Saves time because everything is in one tool
  • Puts all the information in front of me and helps me plan transfers and budgets with ease
  • Helps me to better understand the details/analytics of budget planning and forecasting
December 07, 2022

Planful Review 2022

Score 7 out of 10
Vetted Review
Verified User
  • Planful provides a better accurate reporting.
  • It saves time in compared to use excel spreadsheets.
  • It has the power to analyze the business trend once the data is uploaded.
Score 10 out of 10
Vetted Review
Verified User
  • The entire Finance organization leverages this application in one way or another. There is no question this tool is a force multiplier making the department materially more productive.
  • Sales leaders and department heads use Planful for submitting forecast templates for easy roll-up and evaluation
  • Finance leaders use Planful for modeling scenario analysis
Score 9 out of 10
Vetted Review
Verified User
  • Our GL integration went from 3+ hours to load down to every 30 minutes in Planful (formerly Host Analytics).
  • Users are able to create their own reports easily; it was very cumbersome in our old system.
  • It's very easy to audit different sources of data using data load rules and verify data.
Score 9 out of 10
Vetted Review
Verified User
  • We have saved a large amount of time on reports that we previously manually compiled in Excel via MS Dynamics. Planful was linked to Dynamics through automatically scheduled DLR's, reports were created, and now our manual processes are as simple as accessing and refreshing a report.
  • Dashboards have improved our budgeting process specifically with our production leaders as they can visualize their P&L's, their current actuals, current budget, and see where they are forecasting with their proposed budget for the next year
  • With the use of templates, structured planning, and the Simulation Engine, it has added a lot of value and automation to our annual budget process, allowing for plug-and-play type data loading and viewing various scenarios easily
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