Anaplan as a Financial Planning tool
November 13, 2025

Anaplan as a Financial Planning tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

We use Anaplan for Financial Planning. We are try to do the financial transformation within our organization using Anaplan. Anaplan is helping us standardize our financial reports by brining all the markets under a single screen that was earlier spread out to multiple excel sheets and every excel sheet had their own logic.

Pros

  • Financial consolidation
  • Financial Planning
  • customizing the logic as per the organizations need

Cons

  • Integration with other tools
  • Reporting
  • AI
  • It had a positive impact in terms of ROI
  • We were able to onboard the financial planning into Anaplan
  • We were able to consolidate the management reporting
Anaplan is very flexible to built. I have been working on Anaplan as a developer from last 8 years and i have seen a lot of enhancements happening on the platform. Anaplan is steadily moving towards AI adoption and it is very close to having an inbuilt Anaplan solution as part of the Anaplan package

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

Yes

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

I think Anaplan is best suited for Financial planning. It is very good is financial reporting and consolidation. Anaplan is also good in Territory and Quota planning . However, in my experience, Anaplan is not very good in designing complex Supply chain planning. It can handle basic Supply chain operations planning and S&OP planning. But if we have to do the route optimization then Anaplan is not very good.

Anaplan Feature Ratings

8.6
Long-term financial planning
8
Financial budgeting
10
Forecasting
7
Scenario modeling
8
Management reporting
10
9.3
Financial data consolidation
10
Journal entries and reports
9
Local and consolidated reporting
10
Detailed Audit Trails
8
9.7
Financial Statement Reporting
9
Management Reporting
10
Excel-based Reporting
10
9.8
Personalized dashboards
10
Color-coded scorecards
10
Cost and profitability analysis
10
Key Performance Indicator setting
9
8.7
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
8
9.0
Customizable dashboards
9
Ad-hoc Reporting ()
Not Rated
9.0
Publish to PDF
9
Report Versioning
9
Data Discovery and Visualization ()
Not Rated
9.0
Role-Based Security Model
9
Report-Level Access Control
9
9.0
Responsive Design for Web Access
9
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
9

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