Short summary of my Planful experience.
May 29, 2023
Short summary of my Planful experience.
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
Planful Feature Ratings
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