Planful has been amazing
January 09, 2025

Planful has been amazing

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

Overall Satisfaction with Planful

We used to report our financials through excel which was not ideal. This was a very manual process and we struggled a lot, Planful's first assist was to help us speed/streamline our financial reporting. Also, we utilized it during our budget season for next year. This helped us speed up our budget prep and presentation.

Pros

  • Financial Reporting
  • Budgeting
  • Excel Spotlight

Cons

  • Ease of use for training
  • Host classes based on our needs
  • Time saved
  • financial reporting accuracy
We are able to see in real time how our business is doing, beforehand we had different plants' P&L. Now we can consolidate it in real time OR pick different facilities and see them together. Overall, this has helped us during the month rather than waiting for specific team employee's delivering updates.
Planful is a "one stop shop" for us to be able to go through everything from just looking at our P&L or any KPI's or something specific we have on our dashboard
The price for Planful was amazing and it was exactly what we needed. OneStream was overkill for our immediate needs.

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 has helped us with our financial reporting, we needed to have a software pulling directly from our ERP system (Plex) and this was able to do that. We also were able to use Planful for our 2025 Budget. Planful was able to pull actual expenses from our ERP system and we were able to set some of our expense lines with history

Planful Feature Ratings

9.0
Long-term financial planning
10
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
9
9.4
Financial data consolidation
9
Journal entries and reports
9
Intercompany Eliminations
9
Local and consolidated reporting
10
Detailed Audit Trails
10
9.3
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
10
Automated board and financial reporting
9
9.8
Personalized dashboards
10
KPIs
10
Cost and profitability analysis
9
Key Performance Indicator setting
10
9.7
Flat file integration
10
Excel data integration
9
Direct links to 3rd-party data sources
10
10.0
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
9.7
Drill-down analysis
10
Formatting capabilities
9
Report sharing and collaboration
10
9.5
Publish to Web
10
Publish to PDF
9
Report Versioning
10
Report Delivery Scheduling
9
9.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Predictive Analytics
9
9.8
Multi-User Support (named login)
10
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
10.0
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
10

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