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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.

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Recent Reviews

Planful Review

7 out of 10
February 09, 2023
I've used it for budgeting in the past. Currently use it for reporting. Would prefer to use it for budgeting, but Planful does not allow …
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Planful Review 2022

7 out of 10
December 07, 2022
I use Planful on a monthly basis for forecast and P&L reporting. People are the huge assets of our company and we require lots of details …
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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 (93)
  • Management reporting (96)
  • Financial budgeting (99)
  • Excel-based Reporting (93)

Reviewer Pros & Cons

View all pros & cons

Video Reviews

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BI Standard Reporting

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

Avg 8.4

Ad-hoc Reporting

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

Avg 8.4

Report Output and Scheduling

Ability to schedule and manager report output.

Avg 8.3

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.

Avg 7.8

Access Control and Security

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

Avg 8.8

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

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

Avg 8.5

Consolidation and Close

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

Avg 8.2

Financial Reporting and Compliance

Financial statements and regulatory filings

Avg 8.5

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Avg 8.1


Ability to integrate with external applications.

Avg 8.4
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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

Screenshot of Planful DashboardScreenshot of Planful Dynamic ReportScreenshot of Planful Financial ConsolidationScreenshot of Planful Planning Control PanelScreenshot of Planful Structured Planning TemplateScreenshot of Planful Task Manager

Planful Videos

Planful Integrations

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 (discontinued) are common alternatives for Planful.

Reviewers rate Financial data consolidation and 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

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


Attribute Ratings


(1-25 of 109)
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Score 7 out of 10
Vetted Review
Verified User
  • The Host Analytics Cloud EPM Suite does a great job keeping all of our actual, forecast, and budget data together in one place. Loading new data into the application is fairly straight forward and allows us to quickly provide reports and analyses to our senior leadership team each month/quarter.
  • The Host Analytics Excel-Add In Tool is helpful for users who are more familiar with building and creating reports in Excel. While the reporting module in the core application is very easy to use and navigate, often times our team will utilize the Excel add-in tool to build more complex reports using the data from Host as we tend to have more experience with Excel based reporting.
  • Using Host has allowed us to drastically reduce the number of days it takes to close each month. We quickly load data via the data load rule, use the consolidations module to input any top side journal entries, and from there we are able to jump right into financial reporting.
  • The speed of the application has sometimes been a bit slow, particularly at year end. We've found that when we use Host in Chrome as opposed to IE, our speed improves, however Host currently has limited functionality when used in Chrome.
  • We would love to see a more user-friendly report wizard in the future.
Cory Abrahamson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Planful is integral in our month-end close process as we are able to use the software to consolidate our financials
  • Financial reporting is easy to use and once there is an understanding of column and row sets, building custom reports is a breeze
  • Forecasting via the Structured Planning module is easy to setup and once completed, the templates can be updated very easily
  • User setup can be confusing, security attributes can be tricky to get correct
  • Password reset does not work, we now have single sign on setup though so this is no longer an issue
February 09, 2023

Planful Review

Score 7 out of 10
Vetted Review
Verified User
  • aesthetically pleasing for business partners to look at
  • nice formatting options
  • user friendly for basic tasks
  • more attributes
  • vendor level
  • better error message diagnosis
Robert Picard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
  • I think that the load times for creating or deleting scenarios could be faster. nI addition, if they could start out by not being locked, that would be nice too.
  • Sometimes, when I copy from Google Sheets and paste in Planful, I get a weird error string that doesn't tell me where I went wrong. Having something similar to MS Excel which says what might be causing the error would be super helpful as well.
  • I think emails saying that a scenario has been deleted (if deleted by somebody else) would be helpful in case that communication is not sent out or received.
Score 9 out of 10
Vetted Review
Verified User
  • Keeps up-to-date with real time edits and amounts when it comes to reporting
  • Very detailed options in the structured planning tab
  • Detailed reports that really help me see the numbers
  • Makes it easy to find help/tutorials when I am confused
  • Sometimes, too many options can make things confusing
  • I like the detail, but sometimes mix things up, especially when using the reports tab
  • Structured planning tab is the most confusing part
December 07, 2022

Planful Review 2022

Score 7 out of 10
Vetted Review
Verified User
  • DLR - upload is fast and easy if it's done right.
  • Our consultant creates lots of reports to suit our business needs such as employee summary report.
  • It's easy to format the reports.
  • Planful is limited to just do reporting.
  • It needs to combine both actual and forecast scenarios into one screen.
  • We need to use it more to do analysis on top line such as revenue, Net revenue and gross margin besides bottom on people.
November 18, 2022

Planful is NOT painful

Angel Woodard | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
  • They customer service is 2nd to NONE!
  • Their willingness to improve their tool based on feedback from business user groups, customer advisory boards and their planful engage program is absolutely amazing.
  • Dashboards need improvements. It would be nice to have a VIEW ONLY ability to push a dashboard to select users at the top level of finances for the group.
  • Dated Hierarchies are cumbersome and not as helpful as they could be. There is so much opportunity with dated hierarchies, especially during re-organizations and budgeting.
Jennie Rush | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Workforce Planning Enhancements have been huge for our dept.
  • Support has increased significantly since we started four years ago
  • They are able to be used on Cloud
  • Providing customers monthly releases of enhanced/new products
  • Always working with their customers on how they can better the tool
  • Need to make some manual processes automatic
  • Would like to allow hierarchies to be scenario specific
Score 10 out of 10
Vetted Review
Verified User
  • Reporting in Spotlight and the PCR is best in class.
  • Alternative Fx scenario analysis is very good and fast
  • Consolidation is seamless and never breaks
  • The spotlight Excel add-in breaks sometimes and needs to be reinstalled.
  • New features are great, but users care more about the existing features being flawless.
Score 9 out of 10
Vetted Review
Verified User
  • Automation and self-service of reporting for non-finance/non-administrator teams
  • Complex financial model building whether it is an annual budget, Pro Forma, forecast, run-rates, etc.
  • Customization through calculated/custom members, templates, and loading data via the Simulation Engine and Data Load Rules
  • The self-help database could stand to be updated/improved for clarity and potentially with additional screenshots
  • Additional support on MDX if possible as it is frequently used in reporting and calculated members
  • Additional customization and manipulation within dashboards
Score 9 out of 10
Vetted Review
Verified User
  • It is easy for budget owners to enter the budget information and assumptions, and efficient for FP&A to roll up the numbers and run scenario analysis.
  • It has strong reporting capability. The dynamic report, report collection, and Excel interface spotlight reporting enable us to slice and dice our data and perform analysis at different dimensions.
  • The integration with our accounting system NetSuite is seamless and it enables us to perform budget vs actual analysis at both the general ledger and transaction level details.
  • Workforce planning could potentially be further improved to allow more intuitive forecasting, modeling and budget vs actual analysis.
Score 10 out of 10
Vetted Review
Verified User
  • user security
  • multiple dimension
  • connection with different sources (both directions) eg. Power Bi
  • user friendly
  • able to copy multiple reports at the same time is one of the features I'm asking for since the beginning.
  • more user-friendly Structure Planning (able to use with lots of dimension combinations without having the templates too long)
  • quick and easy user audit option
  • better training videos (short)
  • reverse button when creating Report Sets
Wendy Annes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Provides us with agility to make changes to our plans and budget.
  • Strategic marketing all in one place for better collaboration on goals and plans.
  • Automation of expense management.
  • Easy to use UI.
  • Consolidates plan and budget into one platform.
  • Helps to automate budget import.
  • Meets our requirements. Nothing missing.
Jeff Schad | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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
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