Planful - Easy to Use Consolidation and Reporting Tool
April 30, 2025

Planful - Easy to Use Consolidation and Reporting Tool

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

Modules Used

  • Reporting
  • Consolidation

Overall Satisfaction with Planful

We use Planful for our consolidation and reporting, as well as budgeting and forecasting. Planful user interface is easy to learn. Consolidations are automated and easy to follow at month end. Custom reporting helps automate some of the monthly/quarterly/annual reports needed. Creating custom reports is easy and can be formatted to meet the needs of the user.

Pros

  • Easy to learn user interface
  • Highly customizable reporting
  • Automated consolidation entries

Cons

  • Solution Hub could have more "how to" articles
  • Some formatting in custom reports is hard to do
  • Consolidations are automated - saves time with each time data is loaded
  • Easy to use reporting allows for multiple automated reports to be generated
  • Custom reporting allows for multiple views, meeting the needs for several ad-hoc requests
Planful allows for highly customizable internal reporting that can be automated, saving time each month end across several teams.
Planful has an easy to use UI and having all financial reporting in one platform saves time across the entire organization. Custom reporting can integrate actuals, budget, and forecast with ease.

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

Planful works well for aggregating multiple companies and performing the consolidations. Reporting is highly customizable and easy to use. Currently, only summary financial data is loaded, so we are not using for more detailed financial analysis.

Planful Feature Ratings

7.8
Long-term financial planning
7
Financial budgeting
7
Forecasting
8
Scenario modeling
8
Management reporting
9
9.0
Financial data consolidation
9
Journal entries and reports
8
Multi-currency management
Not Rated
Intercompany Eliminations
10
Minority Ownership
7
Local and consolidated reporting
10
Detailed Audit Trails
10
9.8
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
9
8.0
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
8
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
9.0
Flat file integration
Not Rated
Excel data integration
9
Direct links to 3rd-party data sources
Not Rated
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
8.7
Drill-down analysis
8
Formatting capabilities
9
Report sharing and collaboration
9
8.0
Publish to Web
Not Rated
Publish to PDF
8
Report Versioning
Not Rated
Report Delivery Scheduling
8
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
8.0
Responsive Design for Web Access
8
Dashboard / Report / Visualization Interactivity on Mobile
8

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