From Fragmented Reporting to Enterprise Visibility
Updated March 30, 2026

From Fragmented Reporting to Enterprise Visibility

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

Modules Used

  • Structured Planning
  • Reporting
  • Consolidation

Overall Satisfaction with Planful

[...] currently utilizes Planful for financial consolidations and is preparing to initiate the planning process. With management and legal reporting structures now aligned, the platform enables consistent consolidation and reporting across all levels of the organization, strengthening transparency and decision-making.

Pros

  • Planning Templates
  • Reporting
  • Admin activies

Cons

  • Be able to clear a specific data set.
  • Translation tables for Snowflake
  • No more manual excel consolidations that has saved month end reporting and forececast/budget rollups. approx time saved is 20hour at month end and 8 hours per roll up for budget and forecast
I am able to spend my time on data analysis vs tie outs and and manual excel consolidations
We have lacked process and Planful has guided us to ensure we have controls and accurate reporting.
Planful is one of the best solutions because of its easy of reporting capabilities that a business user can develop without consulting assistance. The other tools I have used require a more technical base knowledge.

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

I am now able to see real time financials without going to the sources systems. Month end is proactive with variance analysis speeding up the month end process.

Planful Feature Ratings

10.0
Financial budgeting
10
Forecasting
10
Management reporting
10
10.0
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
10
Local and consolidated reporting
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Not Rated
Cost and profitability analysis
Not Rated
10.0
Flat file integration
10
BI Standard Reporting ()
Not Rated
9.5
Drill-down analysis
10
Formatting capabilities
9
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
9.7
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Mobile Capabilities ()
Not Rated

Using Planful

10 - Finance
1 - People that want quality reporting and enjoy learning.
  • Planning
  • FX
  • Consolidations
  • Planning
We just renewed for 3 years.

Comments

More Reviews of Planful

  1. Home
  2. Corporate Performance Management (CPM) Software
  3. Planful Reviews
  4. User Review of Planful