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Review - Reporting and Budgeting
July 15, 2016

Review - Reporting and Budgeting

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

Software Version

CPM Suite,Consolidation,Budgeting,Analytics,Decision Hub

Overall Satisfaction with Planful (formerly Host Analytics)

It is being used by our finance/accounting department to streamline reporting and increase data accuracy.
  • Easy reporting anyone can use
  • Helps avoid formula errors as opposed to Excel
  • Allows for data to be stored in one, central location
  • More report formatting features
  • The biggest ROI is the time savings when running monthly reports
In a smaller business, it may be unnecessary and a more limited option may get the job done. In larger orgs, it allows everyone direct access and input to their budget simultaneously.

Planful Feature Ratings

7.7
Long-term financial planning
8
Financial budgeting
8
Forecasting
Not Rated
Scenario modeling
Not Rated
Management reporting
7
6.0
Financial data consolidation
7
Journal entries and reports
Not Rated
Multi-currency management
4
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
7
Detailed Audit Trails
Not Rated
7.3
Financial Statement Reporting
7
Management Reporting
7
Excel-based Reporting
8
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
8.0
Flat file integration
Not Rated
Excel data integration
8
Direct links to 3rd-party data sources
Not Rated
BI Standard Reporting ()
Not Rated
Ad-hoc Reporting ()
Not Rated
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
Mobile Capabilities ()
Not Rated