Planful is great!
February 21, 2022

Planful is great!

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

Modules Used

  • Structured Planning
  • Dynamic Planning
  • Reporting
  • Consolidation

Overall Satisfaction with Planful (formerly Host Analytics)

Planful is extremely easy to use and customizable to whatever your needs are. We were using Adaptive Insights (rebranded since then) at the time and the difference was night and day. I had to call Adaptive support every time I wanted to change something, even just an account formula. With Planful, we are able to build out models that match our business needs and it does everything very well! We have just started dipping into Dynamic Modeling and it's opening up even more use cases for us to use Planful, even outside of the budgeting process.
  • Template creation
  • Hierarchy Management
  • Excel reporting/functionality through Dynamic Planning
  • UI can be inconsistent between modules (reporting vs structured planning for example)
  • Dynamic Planning can only be used on Windows Excel. Mac support would be amazing
  • Moving things around on a template is cumbersome
  • Saved a lot of time
  • Comfortability with our projections
  • easy to use
We currently only allow finance users access but the functionality is there to open it up to other business users. We're just not big enough for that in our perspective
It's amazing being able to have all of our KPIs trackable in Planful. Even the ones we don't track in Planful, we are able to load so we have everything in one place.
Planful is lightyears better than Adaptive in the way it allows you to customize and do things on your own. It doesn't use it's own formula language so it's very intuitive for average Excel users.

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

It's suited for almost all tasks in a FP&A and even accounting world

Planful Feature Ratings

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