From Spreadsheets to Strategy How Planful Transformed Our FPA

We use Planful to streamline Budget, Forecast and planning in our company for all of the departments. It helps us to migrate from Manual spread sheet to Platform where we can track real time data of the financials. Our use case includes FP&A, Workforce planning across the globe, management reporting and overall financial scope of the activity.

It helps to improve our collaboration within the finance team and across departments. By centralizing data and automating workflows, it ensures everyone works from a single source of truth. This has reduced back-and-forth communication and improved alignment on financial goals which help finance control and visibility for the company as whole.

It’s reduced time spent switching between tools, improved data consistency, and enabled faster, more informed decision-making. With planning, consolidation, and reporting all integrated, we’ve gained better control, visibility, and collaboration across the finance function. Integration has improved accuracy, accelerated our month-end close, and enabled. more strategic, data-driven decisions across the business.