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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)


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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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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 90)
Companies can't remove reviews or game the system. Here's why
Jeff Schad | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Elimination logic
  • Multiple level consolidation
  • Currency conversion
  • Adjusting entries not suitable for base ledger
  • Easy reporting interface with quick parametric point of view (POV) changes
  • Quick creation of forecast versions once budget is created
  • Cash flow reporting
  • Easier multiple hierarchy setup
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Support: They assign a technical expert to your team, which we have used extensively. They are always very responsive.
  • The spotlight XL add-in is a great tool and has made reporting extremely efficient. So easy to update with changes in your data.
  • Continued enhancements in leading-edge technology - Ex. AI
  • Multiple currency calculations/ consolidations support IFRS accounting
  • Ability to inactivate old data dimensions
  • Reporting - Need ability to expand all/collapse all lines easily
  • Reporting - Formula exceptions added to a report do not update when information is revised.
  • Automatic Sandbox refreshes initiated by Planful - When Planful does an automatic refresh of the sandbox environment, it copies any Boomi/integration connections.
  • Limited to 8 data dimensions in core application
  • Add more API connectors to make data integration easier
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Reporting makes it easy to "slice and dice" data as needed, as well as build out report sets that you can use to ensure the consistent look of reports like balance sheets.
  • Data load rules and translation tables provide the flexibility to load data from multiple source systems with relative ease.
  • Structured planning templates, combined with rolling forecasts, can dramatically cut down the time needed to get a baseline and make tweaks as desired.
  • User security control could be more centralized on the platform, where you may need to navigate to multiple screens to ensure the access granted is what it should be, depending on your system setup.
  • Dynamic planning (while certainly powerful and can help fulfill special use cases) does have more of a learning curve vs. other areas of Planful, especially if you are not using it frequently. That being said, Planful does have training and resources to help acquire that knowledge.
  • Out-of-the-box intercompany reporting in the consolidation module can be tricky depending on how balances are booked in local source systems. Building reports using the intercompany dimension can be challenging depending on your specific company (entity) structure, but it can be done with some testing and validation.
February 21, 2022

Planful is great!

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Template creation
  • Hierarchy Management
  • Excel reporting/functionality through Dynamic Planning
  • UI can be inconsistent between modules (reporting vs structured planning for example)
  • Dynamic Planning can only be used on Windows Excel. Mac support would be amazing
  • Moving things around on a template is cumbersome
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Aggregates financial and non-financial data in a single platform
  • Allows for complicated formulas in the building of financial models
  • Creates a single source of the truth throughout the organization
  • It can be slow when there is a large volume of data behind the calculations
  • I can't keep up with the release improvements, so I feel I'm missing out on some good features
  • I understand the need, but I hate updating my password every 90 days
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Workforce planning--managing a large number of employees across thousands of entities
  • Excel report capabilities
  • Dynamic reports within the platform
  • Font and formatting options in dynamic reports
  • Dashboards--more options for chart types and more flexibility in format; more useful format interface
  • Administration is clunky and segmented; lots of ambiguous check boxes
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Direct integration to ERP systems with no manual intervention.
  • Very quick processing of information & transition to Excel add-in.
  • Friendly staff and a customer support team that has a desire to help adopt the product more efficiently.
  • The Dashboards module is still a little clunky and restricted.
  • Spotlight in Powerpoint and Word need to have more seamless data intervention (e.g., variance calculation capabilities) rather than direct queries. It could be very powerful if they developed the presentation aspect of their product.
  • While constant development efforts ensue, training could improve to ensure power users are equipped with the skills to use the new products/developments efficiently.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • I work mainly with Workforce Planning which does a great job of capturing labor
  • The flexibility of capturing information by G/L account number and/or compensation items (such as Wages, OT and Shift differential that all go to the same G/L account) number is great!
  • I wish there was a way to "combine" data/reporting between the financial cube and the Workforce Planning cube. There are times I need to dig down on the financial reports by employee and I don't have that capability.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Excel add-in (Spotlight) - integration in Excel is very good.
  • Structured Planning - great tool to project budget and forecasts.
  • Reports - It is the same idea as pivot tables, user-friendly.
  • More details during the consolidation process, like estimated time to finish.
  • Windows/Android/iOS Apps, sometimes is better than using directly from browsers.
  • Upload directly from Excel, without using DLR, like one add-in as Spotlight.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Always releasing system updates that improve the user experience.
  • HR planning in Planful is great.
  • Offering an annual user conference.
  • Dashboarding module did not offer great visualization.
  • Drilling through on actuals reports would be better if you could select multiple months at a time.
  • I wish you could customize the columns in HR planning and the changes would save from month to month.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Reporting. Once data is correctly imported into the system, a user can slice and dice to create reports outlining anything they can dream. It really is super powerful, even with just the UI, though becomes more powerful when you utilise MDX formulas etc.
  • Consolidations. Often consolidation functionality in ERP systems is quite limited and depends on things such as the subsidiary structure, with Planful this restriction is not here and you are able to consolidate in many more ways, depending on needs.
  • Training. The Planful training courses are quite basic. It provides factual information, and if you have a photographic memory you might remember it all; though with a lack of real life examples a user can relate to, it's difficult to remember the material in a useful way.
July 27, 2021

Manager FP&A

Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Flexible- it always [has] various ways to summarize data/results
  • Seeding - allows you to pre-populate budget data with historical data if you want
  • Excel like - the templates for budget planning mimic Excel, so training and ease of use are much faster and easier for managers
  • Workforce planning - reporting is not as smooth, it feels like an add-on and doesn't integrate with the rest of Planful as well as it could. While it has a lot of detail it is hard to review that detail in some instances.
  • Import/upload function - while this is available in templates for budgeting to allow you to add Excel files, it is not necessarily available in just budgeting. Data load rules can help but we feel like they are not really as flexible as just an import/upload feature.
  • Process of the cube after every change and modification during budgeting as well as processing the employees in Workforce planning is also not a smooth or easy as it could be.
July 27, 2021

We like Planful

Score 10 out of 10
Vetted Review
Review Source
  • Inherent accounting logic: credit vs debit.
  • Ease of use: Particularly reporting.
  • Ease of adoption for end users: Excel syntax.
  • Stability of environment.
  • Support: It is a difficult service to consistently do well.
  • Partner support.
May 25, 2021

Planful for life!

Score 10 out of 10
Vetted Review
Review Source
  • Sales / Revenue Planning
  • Consolidations
  • Financial Modeling
  • Reporting
  • Dashboards
  • Planning
  • Forecasting
  • Operational Planning
  • Driver Based Planning
  • Financial Automation
  • We haven't really had any problems
Angel Woodard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Workforce planning is amazing. We can personalize each record, and updating is very simple.
  • The ability to have a rolling forecast is very useful for us in an overhead department. It enables us to pull up information on what we are forecasting for company IT costs for the upcoming years.
  • The flexibility of the program and the reporting has been extremely helpful for us.
  • Dashboards need improvements. They are not easy to use for an overhead department using the tool.
  • Additional dashboard training opportunities would be helpful and would greatly improve this feature.
  • Data load rules can, at times, be complicated. We have 3rd party support, which makes this easier for us to use, but it is difficult to understand the consequences or downhill effects of what you are loading.