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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 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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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
  • Management Reporting (99)
    9.1
    91%
  • Management reporting (102)
    9.1
    91%
  • Financial budgeting (105)
    9.0
    90%
  • Forecasting (98)
    8.7
    87%

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?

109 people also want pricing

Alternatives Pricing

What is Kepion Planning?

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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Features

BI Standard Reporting

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

7.8
Avg 8.1

Ad-hoc Reporting

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

7.9
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

7.5
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.

6.3
Avg 7.7

Access Control and Security

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

9.1
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.4
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

8.7
Avg 8.3

Consolidation and Close

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

7.6
Avg 8.1

Financial Reporting and Compliance

Financial statements and regulatory filings

8.1
Avg 8.3

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.2
Avg 8.0

Integration

Ability to integrate with external applications.

7.8
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 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 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 9.9.

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

(208)

Attribute Ratings

Reviews

(1-14 of 14)
Companies can't remove reviews or game the system. Here's why
February 19, 2024

Planful's no slouch

Cory Abrahamson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We purchased the premium support, mainly as our timelines for month-end reporting are very short, so we wanted to be certain that if we have issues, they can be addressed immediately. Looking back, we've hardly ever had any issues, but it is comforting knowing that if we need it, we have it.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
we purchase one year of premium support as we were implementing an additional instance of planful and wanted the additional support hours as well as faster response time with more highly skilled support personnel
December 13, 2023

Planful is NOT painful

Score 10 out of 10
Vetted Review
Verified User
No, we currently have a contract with a 3rd party company that is owned by a previous Planful employee that we built a relationship with before Planful offered their premium support.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We did not purchase premier support as the included support pacakge are sufficent for our needs. The support tools and training materials are well written which allow us to rely on these materials instead of requiring us to maintain extensive internal documentation for new users. The built-in search capabilities work as expected but can sometimes return overwhelming results.
Jarrod Lemon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Yes
Having premium support allows allows us to have four admin users instead of two, which is helpful when considering people take vacations and are not always available. Having 4 admin (on a Host Analytics admin distribution list) means that if anyone has issues (such as getting locked out of the system), there is always someone to help out.
Score 10 out of 10
Vetted Review
Verified User
Yes
We pay for 24/7 support. We do this, and recommend others to it, because Finance is a critical area within the company. If we are in the middle of a close, we cannot have a system down. The cost was not great but the peace of mind is tremendous. Well worth the expense.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
No

WE had premium support the first year and felt it was well worth the price because we still had a ton to learn and were still developing a lot of our processes and reporting and wanted their expertise available to us as we needed it.

Now that we have used the system for a couple of years we felt we didn't need to pay for premium support.

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