Saving Time with Planful

We rely on Planful for a range of tasks, including monthly
reporting, budgeting, forecasting, report distribution, and managing ad-hoc
requests. It's been a game-changer for our finance team & company as
a whole. Before we implemented Planful, we were relying
on manual Excel files to handle reporting and budgeting. These files were so
large that they frequently crashed, wasting countless hours just trying to
recover lost edits.
With over 200 locations and a growing team of
1,000 to 2,000 employees, our old processes were no longer sustainable or
scalable. As the company continues to expand, it became clear that we needed a
more efficient solution. That's when we turned to Planful and never looked back. In our first year of use, we’ve saved hundreds
of hours by automating majority of our reporting process. We're now in our second budget cycle with Planful, and
we've had very little negative feedback. What once took days of manual work is
now handled efficiently and seamlessly, allowing our team to have
more availability for analysis.

Planful has transformed the finance team’s collaboration with other departments and partners, improving both speed and consistency. They now receive data in a more digestible format, faster and more reliably. Our cross-department budgeting process is smooth and effortless. With just a click, we can send individual month-end financial reports to our 200+ locations directly to their inboxes. Senior Leadership and Operations teams also get revenue and KPI updates delivered straight to their inboxes, eliminating the need to log into Planful and navigate through the system. As Planful continues to introduce new features and enhance the product, the possibilities for efficiency and growth are limitless.

Planful is a all-in-one solution for our financial needs. From reporting and budgeting to managing ad-hoc requests, it handles everything with ease. Whether it's for the CFO, President, or COO, ad-hoc requests are faster and more efficient than ever. We can rely on Planful to deliver accurate and timely data with full confidence.