Planful, great budgeting and reporting tool!
August 14, 2022
Planful, great budgeting and reporting tool!
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Dynamic Planning
- Reporting
Overall Satisfaction with Planful
We use Planful as our budgeting and P&L reporting tool. Prior to Planful, everything we did was in Excel. Now we are able to pull real-time reporting and build dynamic reports that are adaptable for any area of the business. We also use it for our annual budgeting tool.
- Reporting
- Budgeting
- Planning
- User functionality
- Ease of building reports
- Unlimited users/different levels of users
- Moved us from Excel based reporting to a dynamic tool.
- Diminished budgeting time in half.
- Allows for faster month-end reporting.
- Allows for Operational efficiency.
We are able to publish our P&Ls much faster than we did before. This allows for our field teams to get their information in a more timely manner in order to make changes at the hospital level. At the moment, only our finance and accounting teams have access to the data but we do have plans to allow different role-based items in the future.
Benefited extremely. We have been able to move all of our budgeting and planning into Planful, rather than utilizing massive spreadsheets in Excel. Now we are able to go into one system that syncs with our Accounting ERP and the information is there. There is no need to upload or download or splice together a bunch of reports.
We use Sage Intacct for our Accounting ERP but found that their budgeting and reporting tool would not grow with our company. We had to find something that could accommodate large growth and be able to pull in data from different systems to get the right answer. We weren't able to do that with Intacct, but with Planful, we could pull from Intacct and Dayforce and have the right info all in one spot.
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?
I wasn't involved with the selection/purchase process
Did implementation of Planful go as expected?
I wasn't involved with the implementation phase
Would you buy Planful again?
Yes