Planful for consolidating multiple operating companies
April 30, 2025

Planful for consolidating multiple operating companies

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

Modules Used

  • Consolidation
  • Reporting
  • Dynamic Planning
  • Structured Planning

Overall Satisfaction with Planful

We use Planful for our consolidation, forecasting/budgeting, and financial reporting.

Pros

  • Consolidation
  • Adhoc Reporting
  • Forecasting

Cons

  • Spotlight XL is a good idea but is fairly difficult to use and setup new reports even for a advanced Excel user
  • Better explanations when a row/column set doesn't provide results. Clarify why they can not display data
  • Easy consolidating of multiple operating companies
  • Effective Hierarchy Management- helps tracking between legal and operating situations
  • Time savings for pulling consolidated/by company looks using report collections
Planful allows us to receive financial and non financial metrics from various operating companies to consolidate and have a singular place of truth for running reports.

Do you think Planful delivers good value for the price?

Not sure

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

Easy to setup adhoc reports or customize standard reports. Easy exporting to excel where the data can then be used to visual data in Excel or Power Bi. Direct integration would be beneficial but that may be a enterprise decision that we have not implemented.

Planful Feature Ratings

8.4
Long-term financial planning
9
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
9
7.5
Financial data consolidation
9
Journal entries and reports
8
Multi-currency management
Not Rated
Intercompany Eliminations
7
Minority Ownership
5
Local and consolidated reporting
9
Detailed Audit Trails
7
8.3
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
9
Automated board and financial reporting
Not Rated
7.0
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
7
7.5
Flat file integration
7
Excel data integration
8
Direct links to 3rd-party data sources
Not Rated
7.0
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
7
7.7
Drill-down analysis
8
Formatting capabilities
7
Report sharing and collaboration
8
7.7
Publish to Web
Not Rated
Publish to PDF
7
Report Versioning
8
Report Delivery Scheduling
8
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
9.2
Multi-User Support (named login)
8
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
8
Report-Level Access Control
10
Single Sign-On (SSO)
10
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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