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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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Learn from top reviewers

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

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Pricing

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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

Offerings

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

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Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.

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…

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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.

5.1
Avg 7.6

Ad-hoc Reporting

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

6.6
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

5.9
Avg 8.1

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 7.6

Access Control and Security

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

8.2
Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.4
Avg 7.7

Budgeting, Planning, and Forecasting

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

8
Avg 8.1

Consolidation and Close

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

7
Avg 7.8

Financial Reporting and Compliance

Financial statements and regulatory filings

6.6
Avg 7.9

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

4.8
Avg 8.1

Integration

Ability to integrate with external applications.

6.1
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 1,400 customers, including Boston Red Sox, Del Monte, Five Guys, and FIGS, 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 Long-term financial planning highest, with a score of 8.6.

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 From Top Reviewers

(1-5 of 136)

Planful's no slouch

Rating: 9 out of 10
April 24, 2025
CA
Vetted Review
Verified User
Planful
8 years of experience
HomeServices uses Planful primarily as a consolidation and reporting tool. We have several different ledgers across our organization and Planful makes consolidation a breeze as the translation tables are easy to setup. In addition, we are also are able to use assign attributes within the hierarchy to view results in a non-traditional format, which involves allocating results between business segments. We also use Planful as a forecasting tool, the Structured Planning module has made this process very simple as the templates are very easy to setup and complete. The templates can be a little time-consuming to navigate as they are web-based, that's my only complaint. We also use the Structured Planning module to assist with our 10-year plan, which the templates are very easy to complete. Before Planful, we were using Oracle Hyperion, which was at the end of life, the Oracle replacement was not cost-effective for us so we chose Planful from a handful of vendors that were brought in, OneStream, Blackline and Oracle Financial Close and Consolidation.

Really great experience with the tool enables lots of automation and accuracy

Rating: 9 out of 10
December 19, 2024
AC
Vetted Review
Verified User
Planful
2 years of experience
Used the opex planning, reporting, dashboard, monthly forecast and yearly budgeting, mutliple scenarios, topline data load, etc. It streamlined the process and made it sure fast and accurate so saved lots of times for our deliverable, enabled us to have monthly forecast instead of quarterly.

Planful Upped Our Game

Rating: 9 out of 10
April 08, 2025
JC
Vetted Review
Verified User
Planful
2 years of experience
Planful is used for total company budgeting, quarterly forecasting, and internal reporting processes. It has solved a host of problems including but not limited to: version control of budget files, reporting errors form manual data manipulation, and wasted time on report building. Both finance team members AND department leaders are in the platform, and we are able to work collaboratively on budgets and forecasts. Now with all financial data and detailed notes centralized in one place, we are able to have much more efficient conversations on monthly results. With time saved on creating executive level reports, we are able to develop the story instead of sharing numbers on the screen. Planful has upped our finance game!

Planful Success!

Rating: 10 out of 10
December 11, 2024
ST
Vetted Review
Verified User
Planful
14 years of experience
We use Planful in a variety of ways. We use it for forecast, budgeting, reporting, consolidations, and workforce planning. Planful has allowed us to implement a monthly rolling forecast that we previously did not have. It also allows us to provide self service reporting to different functions of the organization. We do these things through the variety of tools Planful offers, Dynamic planning, Structured planning, Workforce planning, reporting, and consolidations.

A budget and forecast tool that makes financial planning easy!

Rating: 9 out of 10
January 29, 2025
JR
Vetted Review
Verified User
Planful
4 years of experience
We use Planful ) at a department level here for budgeting and forecasting our department costs. It is helping us manage our workforce as well as stay on budget for the year. We have been able to complete a rolling forecast and allows our money managers to budget better than they ever have in the past. Because we are doing so well managing our finances, we’ve recognized ways that we can help other home office depts be more successful in their workforce planning and financials. In 2021, had Kiewit Technology Group not used Planful, we may not have been under budget. So, our dept being under budget resulted in All Overhead Depts coming in under budget.
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