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Planful

Planful

Overview

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 amazing!

10 out of 10
June 28, 2024
Incentivized
We use Planful for workforce planning, reporting, budgeting and forecasting. The biggest challenge we had when we started using Planful …
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Planful Review 2024

9 out of 10
May 21, 2024
Incentivized
We used it for planning and reporting.
Planful effectively addressed the Workforce planning, opex planning and management reporting at …
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Awards

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 (111)
    8.0
    80%
  • Forecasting (104)
    7.8
    78%
  • Management Reporting (105)
    7.7
    77%
  • Management reporting (108)
    7.7
    77%

Reviewer Pros & Cons

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Pricing

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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

Offerings

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

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

116 people also want pricing

Alternatives Pricing

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Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver…

What is OnPlan?

Spreadsheets are widely used for planning because of their flexibility and familiarity. With OnPlan, users get access to visualization capabilities, integrations, and collaboration features, in a solution designed to give the run-of-the-mill spreadsheet model more power. OnPlan integrates with…

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Product Demos

SaaS Revenue Forecasting and Analysis

planful.com

ESG Performance and Initiatives Management

planful.com

Financial Consolidation

planful.com

Planning, Budgeting & Forecasting

planful.com

Anomaly Detection & Predictive Forecasting

planful.com
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Features

BI Standard Reporting

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

6.2
Avg 7.9

Ad-hoc Reporting

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

7.2
Avg 8.2

Report Output and Scheduling

Ability to schedule and manager report output.

6.4
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.

6.1
Avg 7.5

Access Control and Security

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

8.5
Avg 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.2
Avg 7.8

Budgeting, Planning, and Forecasting

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

7.8
Avg 8.3

Consolidation and Close

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

6.3
Avg 7.9

Financial Reporting and Compliance

Financial statements and regulatory filings

7.1
Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

5.8
Avg 8.0

Integration

Ability to integrate with external applications.

6.6
Avg 8.2
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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 global private equity firm. Learn more at www.planful.com.

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 the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a 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.

The most common users of Planful are from Enterprises (1,001+ employees).

Planful Customer Size Distribution

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

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Reviews and Ratings

(212)

Attribute Ratings

Reviews

(1-25 of 29)
Companies can't remove reviews or game the system. Here's why
Jennie Rush | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our money managers have some challenges navigating the tool when they aren't in it for awhile. But they can view their cost centers with ease and pull our standard reports and create off those as needed. I have monthly variance meetings with our money managers where we discuss their previous month’s budget vs their actuals making sure they are accurately forecasting their cost. Then we review their HR templates for people changes (pay rates, transfers, new hires, terminations, etc). We’ve streamlined processes by having it all in one system and it is updated in real time.
December 13, 2023

Planful is NOT painful

Score 10 out of 10
Vetted Review
Verified User
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
Incentivized
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 10 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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 9 out of 10
Vetted Review
Verified User
Incentivized
Planful is primarily used each month by our Accounting department. However, certain templates are opened up [by] the department managers for budgeting and it is very user-friendly for those who only do this annual exercise.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
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