PF3 review
May 15, 2025

PF3 review

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

Modules Used

  • Dynamic Planning
  • Reporting
  • Structured Planning
  • Consolidation

Overall Satisfaction with Planful

We used it to consolidate our actual and budget all in 1 tools, build out your basic reporting. (P&l, BS & Cash flow) so that our leadership could make data based decisions.

Pros

  • Connecting to Netsuite
  • Report building
  • Consolidating financial results

Cons

  • Dashboards
  • Some big like where you have to click to write a formula
  • Improved financial performance
  • Better forecast accuracy
Went from the 25 to the 13th for monthly reporting
Better visibility leads to better accountability which leads to better decision making

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

For anyone that uses Netsuite I would strongly recommend the tool. It was perfect for my start up that had nothing in the past. Some one that want a shorter learning curve, the tool was easy to learn.

Planful Feature Ratings

8.4
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
9
Management reporting
9
9.0
Financial data consolidation
9
Local and consolidated reporting
9
9.0
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
7.6
Personalized dashboards
6
Color-coded scorecards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
9.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
7.0
Pixel Perfect reports
7
Customizable dashboards
6
Report Formatting Templates
8
8.0
Drill-down analysis
8
Formatting capabilities
8
Report sharing and collaboration
8
8.3
Publish to PDF
9
Report Versioning
7
Report Delivery Scheduling
9
7.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Predictive Analytics
7
8.0
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Report-Level Access Control
8
Mobile Capabilities ()
Not Rated

Comments

More Reviews of Planful

  1. Home
  2. Corporate Performance Management (CPM) Software
  3. Planful Reviews
  4. User Review of Planful