Plan your work, work your plan, and achieve your dreams!
May 03, 2023

Plan your work, work your plan, and achieve your dreams!

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

Modules Used

  • Structured Planning

Overall Satisfaction with Planful

We help different organizations to drive business-wide planning, budgeting, consolidations, reporting, and visual analytics by helping them to to implement planful structure and dynamic planning.

Pros

  • Budgeting
  • Scenario Forecast
  • Hierarchy Management

Cons

  • Data Analytics
  • Verify External Data
  • Foreign Exchange Rates
  • Data Integration
  • Easy Forecast Model
  • Increase ROI
Planful lays out what our possible costs are, and seeks out to address avenues for how to manage these costs across all departments and consolidate this into planning that is growth driven. Planful gives a real time look into what we budget for each departments and what we are actually driving through as our actuals comes. Giving us historical views while we adjust the present for an excellent business future.
Planful touches all aspect of finance integration. Our CFO is amazed at how easy it is for him to have all his reports consolidated in one cloud bucket. The Key Performance Indicators give a real time view of all segments of budgeting, Implementation, and reporting. Planful provides multiple streams of data integration.

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

Most FPNA still relies heavily on excel for their budgeting, and reporting. Planful takes that stress and convert it to easy steps

Planful Feature Ratings

Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
10
Management reporting
10
Financial data consolidation
7
Journal entries and reports
10
Multi-currency management
6
Intercompany Eliminations
7
Minority Ownership
5
Local and consolidated reporting
8
Detailed Audit Trails
10
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
10
Automated board and financial reporting
10
Personalized dashboards
6
Color-coded scorecards
8
KPIs
6
Cost and profitability analysis
8
Key Performance Indicator setting
7
Flat file integration
7
Excel data integration
10
Direct links to 3rd-party data sources
7
Pixel Perfect reports
10
Customizable dashboards
8
Report Formatting Templates
9
Drill-down analysis
6
Formatting capabilities
8
Report sharing and collaboration
9
Publish to Web
5
Publish to PDF
8
Report Versioning
9
Report Delivery Scheduling
8
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Predictive Analytics
10
Multi-User Support (named login)
8
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
8
Report-Level Access Control
10
Single Sign-On (SSO)
6
Responsive Design for Web Access
9
Dashboard / Report / Visualization Interactivity on Mobile
7

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