Passion with Planful.
May 16, 2025
Passion with Planful.

Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Structured Planning
- Reporting
- Dynamic Planning
Overall Satisfaction with Planful
Planful helps expedite our budget and projection processes. It is also a powerful tool that allows us to run accurate and detailed reports from our management level all the way to our C Suite. Tools like Spotlight have evolved our reporting processes and saved our company and team valuable time that we can use to do actual analysis instead of spending hours creating, formatting, and editing reports.
Pros
- Dynamic Reports.
- Ease of use.
- Quick to learn.
Cons
- Formatting.
- Budget manager experience.
- Time saved.
- Better team collaboration.
Planful has allowed us to work more closely with multiple departments across the company. It's allowed us to collaborate better with accounting to provide them with better reports that tie out to their systems. Planful has also helped us work closely with other departments that have no relation to finance. It's allowed them to understand the FP&A processes better and grasp their own budgets better.
Yes. While we're still using a few different platforms, we're pushing to consolidate to a single platform to allow for better data communication. Using Planful as a single platform allows other departments to understand our processes better and be more heavily involved, leaving us with more time to analyze and forecast properly.
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

Comments
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