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My Planful (formerly Host Analytics) Review
Updated May 12, 2021

My Planful (formerly Host Analytics) Review

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

Modules Used

  • Planning
  • Consolidation

Overall Satisfaction with Planful (formerly Host Analytics)

Our organization uses Planful (formerly Host Analytics) to consolidate 60+ entities Trial Balances on a monthly basis. We also use the system to complete our Annual Operating Budget.
  • Consolidation
  • Planning
  • Reporting
  • Spotlight XL can be glitchy/finicky
  • Our users never seem to be able to reset their passwords using the Forgot Password link, so a system admin has to send the reset e-mails
  • Planning seems to run slowly in Microsoft Explorer vs. Google Chrome
  • Positive impact
Our team has been able to leverage Box.com to run Data Load Rules overnight using the Cloud Scheduler feature within Planful. This has eliminated the need to manually go into Planful and upload each of our agency's trial balance information each month.
It's been relatively easy to build new reports within Planful. Occasionally I run into issues with formatting row sets/column sets depending on which one takes precedence, but other than that report building is pretty simple.
It's pretty easy for financial professionals to self-serve within Planful.
Planful (formerly Host Analytics) is very user friendly and easy to navigate and use for any person in the organization.
Microsoft Office 2016 (discontinued), Polycom Trio, QuickBooks Online
Planful (formerly Host Analytics) is well suited for Consolidation purposes. The finance team uses the system it to quickly consolidate 60+ entity trial balances each month and report monthly financial results to our management team.

Planful Feature Ratings

7.0
Long-term financial planning
Not Rated
Financial budgeting
7
Forecasting
Not Rated
Scenario modeling
Not Rated
Management reporting
7
7.3
Financial data consolidation
10
Journal entries and reports
9
Multi-currency management
Not Rated
Intercompany Eliminations
3
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
8.0
Financial Statement Reporting
Not Rated
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
Not Rated
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Not Rated
Drill-down analysis
Not Rated
Formatting capabilities
Not Rated
Report sharing and collaboration
Not Rated
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
10.0
Multi-User Support (named login)
Not Rated
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

Planful Features and Attributes

Support can be hit or miss with Planful (formerly Host Analytics). Some of the help desk employees are extremely helpful in troubleshooting our tickets, while others are less than helpful and require a ton of back and forth before the issue is solved.

Do you think Planful delivers good value for the price?

Not sure

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?

Yes

Would you buy Planful again?

Yes

We have users throughout the organization that use Planful (formerly Host Analytics) and most everyone finds it easy to navigate and use.
Planful has definitely made a positive impact with regards to accessing real-time financial data.
We used to manually load all of our entity trial balances to consolidate each month, but using Planful and a Data Load Rule through Box, we have been able to automate that process which has saved our team a ton of time.

Planful (formerly Host Analytics) Support

ProsCons
Kept well informed
Quick Initial Response
Problems left unsolved
Need to explain problems multiple times
Not Sure
Yes - Yes, it was resolved, but not necessarily in a timely fashion.