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Flexible FP&A tool to streamline reporting and budget preparations
May 26, 2023

Flexible FP&A tool to streamline reporting and budget preparations

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

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting
  • Dashboard

Overall Satisfaction with Planful

Planful is used in both reporting and planning functions. Integrations have helped addressed long standing issues of pulling int data from multiple sources. With a live integration we are able to see actuals and plan in a single place. The flexibility of reporting allows quick comparisons between version and manage these scenarios. In addition, dynamic planning allows you to easily bring in inputs and load outputs from complex financial directly in excel
  • Flexible Reporting
  • Data Integrations
  • Office Integration
  • Customer Support
  • Concise Documentation
  • Easy to get started, difficult to become a true power user
  • Allowed to increase scope of reporting due to the flexible nature
  • Saved hours every month in preparing reports
  • Increase reliability of information
Just by being able to produce so many reports so quickly, Planful has saved our team then time of generating manual reporting so that we can shift our time towards actually working and communicating results with the business .
Less time spent checking data sources and ticking and tying.
Ease of use, integrations, price, and excel compatibility were the driving factors behind getting off of Adaptive and selecting Planful over these other competitors

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

Plan is great for organizations who are looking to bring in their modelling into a unified platform without sacrificing the ease of use of traditional spreadsheets. Depending on how many of the features your organization wants to use, you'll need team members who can really dedicate their time to understanding how the platform works so you can continuously build and improve on functionality built.

Smaller companies who do not have the capacity to spare the resource may find it difficult to spare the time to fully immerse themselves and learn how to use the full capabilities of Planful

Planful Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
8.1
Financial data consolidation
10
Journal entries and reports
5
Multi-currency management
9
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
8
Detailed Audit Trails
9
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
8.8
Personalized dashboards
10
Color-coded scorecards
10
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
10.0
Pixel Perfect reports
Not Rated
Customizable dashboards
10
Report Formatting Templates
Not Rated
10.0
Drill-down analysis
10
Formatting capabilities
10
Report sharing and collaboration
10
10.0
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
10
7.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
7
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated