Planful User
February 09, 2022

Planful User

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

Modules Used

  • Reporting

Overall Satisfaction with Planful (formerly Host Analytics)

Planful is the platform we use for reporting financial results. I also use it for research expenses on GL lines
  • opening up the expense line to see the individual invoices
  • exporting to excel
  • I also use the different views to track budgets
  • budgeting
  • could scanned copies of invoices be attached?
  • improved budgeting
  • improved expense tracking
  • saves time
we all look at common reports for budgets, expenses, and financials. It makes communicating much easier

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?

I wasn't involved with the implementation phase

Would you buy Planful again?

Yes

difficult to go deeper into expenses than the list of expenses. I'd also like to get copies of the invoices as submitted

Planful Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
8
Scenario modeling
8
Management reporting
10
Financial data consolidation
9
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
9
Key Performance Indicator setting
Not Rated
Flat file integration
Not Rated
Excel data integration
8
Direct links to 3rd-party data sources
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Drill-down analysis
8
Formatting capabilities
8
Report sharing and collaboration
8
Publish to Web
Not Rated
Publish to PDF
8
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)
Not Rated
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