From Finance Frustration to Streamlined Reporting, Budgeting, Forecasting & Report Distribution in Under a Year.

We use Planful for monthly reporting, budgeting, forecasting, report distributions, ad-hoc requests, etc. It's indeed been a lifesaver for our finance team. Before Planful, we had our reporting & budgeting in manual Excel files that were so large they crashed more times than not. Countless hours were wasted trying to recover edits, coordinating with coworkers when/who was in the file so our edits synced, etc. We currently have over 200 locations and 1-2000 employees, and we aren't slowing down any time soon. With the rapid growth of our company, our old processes were no longer scalable, plain and simple. Since adopting Planful, we've shaved hundreds of hours off our workload within the first year of use. All of our reporting is automated and built out using the SpotlightXL ad-in feature, so all we need to do now is click refresh, and it's ready in minutes. We've also been using the report distribution & cloud scheduler feature to distribute individual reports to our dental offices nationwide with the click of a button. In addition, Planful's budgeting tools have saved us countless hours, and we're about to enter our second successful budget cycle.

Planful has taken the finance team's relationship with other departments & partners to a whole new level. They're receiving more data in a congestible format faster & more consistently. We have a cross-department budget process that is seamless and easy. Our 200+ locations are receiving individual month-end financials delivered to their inbox with the click of a button. Our Senior Leadership team & Operations team receive revenue & KPI flashes in their inbox, so they don't have to get into Planful and click around. The opportunities are endless with Planful as they continue to release new features & advance the product.

Planful is truly a one-stop financial shop if that's what you're looking for. Whether it's reporting, budgeting, or one-off ad-hoc requests, Planful has you covered. Our company is also a heavy user of PowerBI, and with the help of Formos Consulting, we've been able to sync up Planful so the two sources can talk to each other. Whether it's the CFO, President, or COO, ad-hoc requests are easier than ever, and we have confidence in our data being sent.