Planful delivers
December 01, 2022

Planful delivers

Matt Teinert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Structured Planning
  • Reporting

Overall Satisfaction with Planful

It allows me flexible reports for internal and external use that my ERP system does not. I have connected data and writing new or modifying existing reports is so easy. We can easily compare actual results to multiple dynamic forecasted scenarios and/or past actual periods. I love that I can reuse the structure of reports I like for other use cases. Slicing and dicing my data is easier than ever before.
  • Easily pivoting between different data sets
  • Report building
  • Dissection of data into different sub groups
  • Tech support
  • Data load user interface
  • Roles
  • Time to produce management reports reduced by days
  • Quality of data increased
  • Flexibility of views
We don’t really use it to push data down to operational departments yet.
The CFO is very pleased with the increased flexibility and added insights available since we started reporting with Planful.

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

In general the tool does everything I need it to do and everything I was promised at the right price point. The planning side of the tool is a little clunky but gets the job done. It’s powerful, but maybe could be more user friendly. The reporting side is very very good.

Planful Feature Ratings

Long-term financial planning
6
Financial budgeting
8
Forecasting
8
Scenario modeling
7
Management reporting
10
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
6
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
7
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Flat file integration
8
Excel data integration
5
Direct links to 3rd-party data sources
9
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Drill-down analysis
3
Formatting capabilities
8
Report sharing and collaboration
9
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
10
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated