Planful works well
December 11, 2025

Planful works well

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

Overall Satisfaction with Planful

We use Planful mainly for our consolidation tool. As of right now, we're using multiple ERP systems and this allows us to consolidate and properly analyze the business. Another thing we do is utilize dashboards, I'm sure we could do more with it but for now, it's exactly what we need.

Pros

  • Consolidating
  • Multiple Layers for different sites
  • Dashboards

Cons

  • Gross Margin Reporting
  • Refreshing data from our ERP systems more frequently
  • More admin users
  • Hours saved in financial reporting (compared to manual excel versions)
  • Consolidations
  • Budgeting
We haven't had too many department level opportunities yet but what we do have is multiple locations. Planful allows us to analyze each site individually and eventually consolidated as well. We're able to measure each line item on the P&L and from there, we can improve.
We're utilizing the budget features within Planful to budget at the part level and work force planning level. This helps us determine how we're going to perform in the future. We're able to also use the consolidation module to eliminate all inter company transactions to see how we did as a business.
This was the most cost effective for the features our business needed. Centage and Microsoft's PowerBI did not offer everything we wanted. One Stream was a good alternative but very expensive for what our business needed.

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?

No

Would you buy Planful again?

Yes

I would say a good scenario would be when companies are merging together and have multiple ERP systems and chart of accounts. This will help streamline into one set of financials

Planful Feature Ratings

Long-term financial planning
9
Financial budgeting
10
Forecasting
9
Scenario modeling
10
Management reporting
10
Financial data consolidation
10
Journal entries and reports
9
Multi-currency management
10
Intercompany Eliminations
10
Local and consolidated reporting
10
Detailed Audit Trails
8
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
9
Automated board and financial reporting
10
Personalized dashboards
10
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
8
Key Performance Indicator setting
9
Flat file integration
10
Excel data integration
10
Pixel Perfect reports
8
Customizable dashboards
7
Report Formatting Templates
9
Drill-down analysis
9
Formatting capabilities
9
Report sharing and collaboration
8
Publish to Web
9
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Multi-User Support (named login)
10
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
10
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
10

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