Review of Planful
Updated August 13, 2025

Review of Planful

John Matthews | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting
  • Consolidation

Overall Satisfaction with Planful

We are a Veterinary hospital consolidator. We have many use cases for Planful due to the ways we break down our business. Planful allows us to analyze data from a Top of the House perspective while still providing functionality to drill-down to the lowest level. Due to this, it is a great tool for us to analyze data and identify issues at a particular hospital. We also enjoy the reporting functionalities that are offered. We have many reports that we generate on a monthly basis that are distributed to regions and hospitals. We can associate directors with a particular region and then automate monthly reports to distribute their respective region's report.

Pros

  • Reporting
  • Analyzing Data
  • Hierarchies
  • Report Automation

Cons

  • Wish there was more ease of use with creating reports. Sometimes I think to myself it would just be easier to export to Excel and make modifications there.
  • There are some formatting nuances that can be really frustrating.
  • I wish the dashboards had a bit more functionality.
  • There are some limitations that can be really frustrating. For example, you are unable to copy more than one report or an entire folder.
  • Automates many reports that would take hundreds of hours each month if we had to do outside of Planful.
  • The drill-down capabilities allow us to identify issues and quickly correct them.
  • Templates help us to budget for many locations at once. This saves countless hours.
Planful allows us to build specific permissions for each department to help them automate tasks while not having vision of areas they shouldn't. We are able to build out reports for other departments to assist them in their monthly duties and save them many hours doing repetitive tasks each month.
While we do have many use cases for Planful - we do not exclusively use Planful for all of our finance needs. However, it is great as a central source for employees to use as a financial data repository for reporting needs. It allows multiple departments to use the same data source and helps everyone be on the same page.
We decided to go with Planful because we thought they handled multi-site reporting better. The ability to apply dimension security to users is great for us with our field reporting structure. We also thought the drill-down capabilities and level-based reporting were perfect for our organization. Those are a few of the driving factors that led us to choose 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?

I wasn't involved with the selection/purchase process

Did implementation of Planful go as expected?

I wasn't involved with the implementation phase

Would you buy Planful again?

Yes

I think it is great for if you are managing multiple locations and need a hierarchy to break it down. Can also be really useful if there are many dimensions that you would like to segregate data by. We are able to build really specific reports to analyze data and identify outliers or issues.

Planful Feature Ratings

8.2
Long-term financial planning
7
Financial budgeting
8
Forecasting
8
Scenario modeling
9
Management reporting
9
8.2
Financial data consolidation
9
Journal entries and reports
9
Multi-currency management
8
Intercompany Eliminations
8
Local and consolidated reporting
8
Detailed Audit Trails
7
8.5
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
8
Automated board and financial reporting
8
5.8
Personalized dashboards
5
KPIs
8
Cost and profitability analysis
5
Key Performance Indicator setting
5
6.5
Excel data integration
8
Direct links to 3rd-party data sources
5
4.0
Customizable dashboards
5
Report Formatting Templates
3
7.0
Drill-down analysis
9
Formatting capabilities
3
Report sharing and collaboration
9
8.0
Publish to PDF
8
Report Delivery Scheduling
8
5.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Predictive Analytics
5
9.0
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated

Planful Features and Attributes

Planful support is responsive and prompt. There are occasional communication issues with support, but overall, they do a good job. There are multiple options for communicating with support, and they offer a live chat feature, which is very helpful. Sometimes you have to communicate that the matter is urgent; however, when you do, they are typically very prompt in getting a solution.
I would give Planful an 8 overall on usability. Navigating the system is pretty straightforward and requires little knowledge of the system. People struggle at first with creating their own reports, but once they understand the layout, it is second nature. Dashboards can be a bit clunky, and the visualizations are lacking, but that is not Planful's primary function.
The smallest increment of time in Planful is months. However, it is great for meeting our reporting needs on a monthly basis and turning around monthly analyses that we produce outside of Planful but source with Planful data. It is helpful for accounting to view their entries in the system during close to ensure everything is flowing through correctly.

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