Passion with Planful.
May 16, 2025

Passion with Planful.

Anonymous | TrustRadius Reviewer
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

Reporting and Spotlight have changed the game for us. Spotlight has brought dynamic reporting to our team and the rest of the office as well. With dynamic planning, we've spent more time doing analysis instead of running and creating the reports. Recently, we've spent less time analyzing and more time formatting, and Spotlight has brought the analysis back to FP&A.

Planful Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
6
Management reporting
10
Financial data consolidation
8
Journal entries and reports
6
Local and consolidated reporting
7
Detailed Audit Trails
6
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
9
Automated board and financial reporting
5
Personalized dashboards
9
Cost and profitability analysis
6
Flat file integration
7
Excel data integration
10
Direct links to 3rd-party data sources
6
Report Formatting Templates
7
Drill-down analysis
10
Formatting capabilities
5
Report sharing and collaboration
8
Report Delivery Scheduling
6
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Responsive Design for Web Access
7

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