Planful Review
June 09, 2025

Planful Review

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

Overall Satisfaction with Planful

Budgeting, forecasting, workforce planning and financial reporting

Pros

  • Custom reports
  • Flexibility
  • Budgeting

Cons

  • User interface needs to be more intuitive
  • A Planful training and resource guide would be helpful
  • More tech integrations with other systems
  • All of the above
  • Has unlocked new efficiencies and saved the company time and money
It has strengthened the partnership as departments are able to self serve and create reports tailored to their needs
Yes, Planful is our go to source for FP&A
This is the first company we’ve used and it’s been a good experience. I would recommend to others

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

Well suited in small to medium sized companies needing a financial reporting and budgeting and forecast tools

Planful Feature Ratings

8.4
Long-term financial planning
7
Financial budgeting
9
Forecasting
9
Scenario modeling
8
Management reporting
9
8.5
Financial data consolidation
7
Journal entries and reports
9
Local and consolidated reporting
9
Detailed Audit Trails
9
8.5
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
8
Automated board and financial reporting
8
7.0
Personalized dashboards
7
Color-coded scorecards
6
KPIs
6
Cost and profitability analysis
8
Key Performance Indicator setting
8
6.5
Excel data integration
8
Direct links to 3rd-party data sources
5
7.3
Pixel Perfect reports
7
Customizable dashboards
8
Report Formatting Templates
7
8.3
Drill-down analysis
9
Formatting capabilities
7
Report sharing and collaboration
9
8.8
Publish to Web
9
Publish to PDF
9
Report Versioning
8
Report Delivery Scheduling
9
6.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Predictive Analytics
7
8.8
Multi-User Support (named login)
8
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated

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