Planful
July 24, 2021

Planful

Nicholas Rupp, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Planning

Overall Satisfaction with Planful (formerly Host Analytics)

Currently, we are utilizing Planful to help with the annual budget. Each department manager goes into the system and submits their proposed annual budget. This allows the company to quickly and easily combine all the different department budgets and see how the overall picture is looking at various points in the project.
  • Very intuitive
  • CAPEX projects are easy to enter and calculate the annual spend
  • The data doesn't always output in the most clean format
  • Planful saves so much time compared to combining Excel documents and manipulating data
We currently do not utilize this feature.
The reports are not the easiest to create. I have struggled in the past to create custom reports.
This feature is currently not used.
Planful was the most cost-effective and easiest platform to use.

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

Planful works great for the budget process and rolling up each department into one overall budget.

Planful Feature Ratings

Long-term financial planning
4
Financial budgeting
9
Forecasting
Not Rated
Scenario modeling
Not Rated
Management reporting
Not Rated
Financial data consolidation
7
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
6
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
Not Rated
Management Reporting
Not Rated
Excel-based Reporting
5
Automated board and financial reporting
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
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
5
Drill-down analysis
6
Formatting capabilities
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
7
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated