Great for consolidating of a large number of financial entities
January 13, 2022

Great for consolidating of a large number of financial entities

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

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting
  • Consolidation
  • Workforce Planning

Overall Satisfaction with Planful (formerly Host Analytics)

We use Planful (formerly Host Analytics) for the consolidation of several hundred entities for reporting and analysis. Full P&L budgeting, including workforce planning is a seasonal use.

Pros

  • Workforce planning--managing a large number of employees across thousands of entities
  • Excel report capabilities
  • Dynamic reports within the platform

Cons

  • Font and formatting options in dynamic reports
  • Dashboards--more options for chart types and more flexibility in format; more useful format interface
  • Administration is clunky and segmented; lots of ambiguous check boxes
Quick and nimble reporting options help us get consolidated info out to teams efficiently.
Very similar; Planful looks cleaner, Adaptive seems less painful.

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?

I wasn't involved with the selection/purchase process

Did implementation of Planful go as expected?

Yes

Would you buy Planful again?

Yes

Planful (formerly Host Analytics) is great for consolidation of a large number of financial entities. Planful (formerly Host Analytics) is also great for workforce planning for budgeting and forecast scenarios. Support picks up the phone and is very good at solving problems, whether it's a Planful issue or something you break.

Planful Feature Ratings

Long-term financial planning
6
Financial budgeting
9
Forecasting
7
Scenario modeling
8
Management reporting
9
Financial data consolidation
7
Journal entries and reports
7
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
8
Detailed Audit Trails
8
Financial Statement Reporting
8
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
6
Personalized dashboards
5
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
9
Pixel Perfect reports
Not Rated
Customizable dashboards
4
Report Formatting Templates
Not Rated
Drill-down analysis
7
Formatting capabilities
5
Report sharing and collaboration
9
Publish to Web
5
Publish to PDF
3
Report Versioning
3
Report Delivery Scheduling
4
Predictive Analytics
Not Rated
Multi-User Support (named login)
7
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
Responsive Design for Web Access
8
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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