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Short summary of my Planful experience.
May 29, 2023

Short summary of my Planful experience.

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

Modules Used

  • Reporting
  • Consolidation

Overall Satisfaction with Planful

Planful is the consolidation software we used on top of the GL ERP systems that we have. Planful is an excellent tool to manage year end audit and making top side entries. The overall experience is very positive and Planful support is top notch. Planful isn't perfect. It has certain quarks here and there, but overall, it's a valuable product for my company.
  • Topside entries
  • consolidation
  • reporting
  • Work flow control
  • report formatting
  • integration into excel
  • time saved
  • audit trail
It does a good job in gathering all the data from various units. My company has a dozen units and Planful is used to gather and consolidate all the data into a single reporting format. Drill down function can be improved somewhat. Certain numbers can't be drilled down which is one of my main complaints.
We have definitely benefited from using Planful. The unique hierarch structure of planful allows us to map a single corp level COA and consolidate all the data.

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

Diabolocom, Oracle Access Management, Longview Analytics (arcplan)
Planful is well suited for a small to medium sized company. It's well suited for my company which is in the manufacturing industry. I wouldn't recommend this for Oil and Gas companies due to its lack of certain ASC 932 specific functions. Overall speaking, it's a reliable software and i have enjoyed using it.

Planful Feature Ratings

8.3
Long-term financial planning
8
Financial budgeting
8
Management reporting
9
8.0
Financial data consolidation
8
Journal entries and reports
8
Local and consolidated reporting
8
Detailed Audit Trails
8
7.0
Financial Statement Reporting
9
Management Reporting
5
Excel-based Reporting
7
Analytics and Reporting ()
Not Rated
7.0
Flat file integration
9
Excel data integration
5
BI Standard Reporting ()
Not Rated
6.5
Drill-down analysis
7
Formatting capabilities
6
9.3
Publish to PDF
10
Report Versioning
9
Report Delivery Scheduling
9
Data Discovery and Visualization ()
Not Rated
9.5
Multi-User Support (named login)
9
Multiple Access Permission Levels (Create, Read, Delete)
10
Mobile Capabilities ()
Not Rated

Using Planful

6 - internal reporting and external reporting
Planful has a support team, and there is no need for a in house support team
  • audit trail
  • corp level COA
  • reporting function
  • budgeting
  • forecasting
I have a good experience using Planful