Great software
October 29, 2021

Great software

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Modeling
  • Planning
  • Consolidation
  • Reporting and Analytics
  • Dynamic planning

Overall Satisfaction with Planful (formerly Host Analytics)

We implement Planful to our clients. Our clients usually use reporting, planning and consolidation functionality within Planful to help and eliminate as much manual processes from their finance cycle and replace them with automatic processes.

Planful helps our clients to produce reports in a quicker, more efficient manner. It also helps our clients to prepare more meaningful reports and be able to trust their financial data more.
  • Consolidation.
  • Add-hoc reporting.
  • Management reporting.
  • Planning/Budgeting.
  • Provide more training to their users.
  • Time saved.
  • More reliable data.
  • Less manual intervention.
Our clients are able to automate their consolidation process and step away from consolidating their financial data in Excel to consolidating it all automatically in Planful.

Also report packs are usually very often automated with the help from Planful and the ability to send out reports on certain time basis is great.
Reporting functionality within Planful is very easy to use. Ad-hoc Dynamic reports are simple to build and require minimal amount of time. It is very useful to use those reports for quick data validation. Report sets are also easy to build. Planful interface is very user-friendly, therefore it is very easy to navigate application and self-serve.
It is very easy to self-serve from a reporting perspective.

Do you think Planful delivers good value for the price?

Yes

Are you happy with Planful's feature set?

Yes

Did Planful live up to sales and marketing promises?

Yes

Did implementation of Planful go as expected?

Yes

Would you buy Planful again?

Yes

Planful works very well for simple consolidations and for reporting. Ad-hoc reporting is extremely easy in Planful. Planful interface is very user-friendly.

Spotlight functionality within Planful is great and offers a familiar look and feel to our clients meaning that transition from using Excel to consolidate and and prepare reports to using Planful is very quick and smooth.

Planful Feature Ratings

Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
10
Financial data consolidation
8
Journal entries and reports
10
Multi-currency management
8
Intercompany Eliminations
10
Minority Ownership
7
Local and consolidated reporting
10
Detailed Audit Trails
8
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Flat file integration
10
Excel data integration
6
Direct links to 3rd-party data sources
8
Pixel Perfect reports
Not Rated
Customizable dashboards
10
Report Formatting Templates
7
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
10
Publish to Web
Not Rated
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
10
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
9