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Score 8.8 out of 100
Top Rated


Recent Reviews

Planful, it pays for itself

10 out of 10
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

10 out of 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 …
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Planful Use

10 out of 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 …
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Great software

8 out of 10
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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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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Alternatives Pricing

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.


(1-25 of 29)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Once trained and familiar with the tools, Planful is a very user friendly application. However, change is required when implementing a new tool, and we have found some resistance within our organization to embrace it. Those of us that are using it don't go a day without its assistance. If I were to do it again, I would ensure that all departments were involved in the implementation, so that they could value behind it.
November 10, 2021

Planful Use

Score 10 out of 10
Vetted Review
Verified User
Review Source
Reporting is very simple. Dynamic reporting allows for any user to perform thousands of different ad hoc reporting. Planning is way better than relying on a Excel spreadsheet.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Planful is designed to be a self-serve application. Users are easily able to build and save their own reports with individual folders, as well as run and modify reports built specifically for them. In addition to our finance and accounting teams, Planful is also used by department leaders, operations team members, and external business partners.
Score 9 out of 10
Vetted Review
Verified User
Review Source
The planning module is very simple to work with; you can copy and paste easily from other sources. I think it needs more ways to change the template and options like other budgets/forecasts figures in the same template to [easily compare] the changes that you are proposing through the scenarios already included in Planful. This is possible in the Reports module but there is no way to check in the Planning Module.
Score 9 out of 10
Vetted Review
Verified User
Review Source
For anyone in the Finance and Accounting world, it is easy to complete self-serve reporting, analytics, and planning in Planful. Once in a while if I get stumped, I reach out to our Planful admin to assist with updating reports or updating the hierarchy to reflect org structure changes. I would recommend Planful to finance folks.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Financial professionals will find reporting easy with Planful. Planning is also easy, though depends on how you've set the system up (i.e you can make it easy and simple using Structured Planning, or you can make it super complicated with Dynamic Planning/Spotlight)
Score 6 out of 10
Vetted Review
Verified User
Review Source
Self-service reporting is very easy for both financial professional and non-financial professionals. Access is controlled through the security functions. There are features included to allow easy filtering depending on user access and role. Spotlight is also essential to allow for quick access to standardized reports directly through Excel without having to access the web application.
Angel Woodard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Planful is so easy to manipulate. Even when we have new money managers request access, it takes very little training to run through their responsibilities in the program and how to utilize all of the tools they need. I've stated it before, the improvements over the years have been impeccable, continually getting better and easier to use.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I'd say for 90% of my user-base, it's very easy for them to create their own ad hoc reporting for analysis. I do have at least one user that tends to need additional assistance with any report changes that aren't simple dimension changes. Also, I frequently get very specific/complex reporting questions, too.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I can basically get anything that I need out of Planful [(formerly Host Analytics)]. We previously used an outside consultant to provide support hours for us, but I've gotten so good with Planful that we barely use them anymore and will have them focus more on implementing the dynamic planning and dashboard modules.