About Planful

Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Planful

Key benefits of Planful

- Use financial analysis to identify trends and develop informed plans
- Collaborate around financial information, securely, from the Web, via the Planful dashboard
- Model a wide range of financial activities and actions with detailed models
- Consolidate modeling functions throughout the organization
- Easily export model information from Planful to Excel and share it on the Web

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Planful

Images

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Features

Total features of Planful: 75

  • "What If" Scenarios
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Budget Control
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Collaboration Tools
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard Creation
  • Dashboard Software
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management Software
  • Data Visualization Software
  • Drag & Drop
  • ERP
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management Software
  • Financial Reporting Software
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Idea Management Software
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics Software
  • Profit/Loss Statement
  • Project Accounting Software
  • Project Planning Software
  • Projections
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On Software
  • Strategic Planning Software
  • Summary Reports
  • Task Management Software
  • Version Control
  • Visual Analytics
  • Visual Discovery

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NetSuite

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#3 Alternative to Planful
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MODLR

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Reviews

Overall rating

4.3 /5
(41)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support Software
4.4/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 41
Verified Reviewer
Overall rating
  • Industry: Food & Beverages
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Planful Overview Review

Reviewed on 2021-12-10

Great experience, very friendly staff, and everyone wants you to succeed. The software does not...

Great experience, very friendly staff, and everyone wants you to succeed. The software does not require extensive coding knowledge and can be picked up pretty seamlessly with the proper training if you have a background in Excel.

Pros

Very user friendly & similar syntax to excel

Cons

I feel the training is basic and outdated at this point. Considering all the time and effort they have put into developing the product, they should spend more time having live sessions showing individuals how to use the product better. This would also enable customers to find out about some of the great features they created.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great FP&A Product

Reviewed on 2021-09-24

We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's...

We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's simplified our budget and forecasting process and it keeps getting easier each year.

Pros

They listen to their customers and are always making improvements to the product. It's easy to use and they have so many resources (support chat, community, training, etc).

Cons

The support was not great when we first implemented the tool. They've come a long way and are truly supportive of all questions I have.

Bradley
Overall rating
  • Industry: Financial Services Software
  • Company size: 1,001-5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Very slow, but highly customizable

Reviewed on 2016-12-13

Implemented this software solution at my office. It was less expensive than some of the other...

Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.

Pros

Very deep database and highly flexible integration with our disparate data feed.

Cons

Slow. A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time. Collaboration can also be difficult, as the individual models are fragile and must be updated online.

Janet
Overall rating
  • Industry: Oil & Energy
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

We had a quick implementation, and find that the environment is very flexible. All end users...

Reviewed on 2017-10-06

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies...

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies for our chart of accounts and entities, so that operations can see their relevant data in the format they prefer, whereas accounting can see it based on GAAP. Modeling transformed our budget process from Excel spreadsheets to a cloud-based solution accessible to all end users, so budget creation migrated from FP&A to the process owners. Budget consolidation process was reduced from 2 days to 2 minutes. We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task.

We have also since identified other uses for modeling, including complex calculations for our formula pricing that is based on external data imported into tables. We are also importing non-financial data to enhance our asset management deferred maintenance program.

Pros

There are no limits to the types and volume of data that you interface within Host Analytics, as long as you maintain a common field. Implementation went well (with a consulting partner), and it enabled our budget manager to trim his reporting time from 3 days to 3 hours. The modeling module uses an Excel add-in, so the feel and use of Excel is still available, but the results are stored centralized, so when any end user retrieves data, there is one version of the truth. Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success. Feature updates are either monthly or quarterly, and are focused on what the customers have expressed are their needs or wishes.

Cons

It required that we use a partner consultant to implement. This may be due mostly to the fact that as a small company, we do not have the internal IT resources; the initial implementation without a partner stalled due to resource and communication issues.

Jessica
Overall rating
  • Industry: Higher Education Software
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Planful: Modern FP&A Solution

Reviewed on 2021-09-27

My overall experience with Planful has been overwhelmingly positive. Their team is frequently...

My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit. Planful's help desk team knowledgeable and very quick and responsive addressing issues as quickly as possible.

Pros

Administering the system is very smooth and adaptable. Our prior system would take 110% of my time to keep it running and troubleshooting issues. With Planful, now that we're live and stable on the platform, it takes < 50% of my time, so I'm able to focus on other value-add activities: process improvement and automation, personal skill development and growth, and future product enhancements.

Reporting is extremely user friendly both within platform and Spotlight, so users have been able to create and admin their own reports .

Cons

Loading actual wage data by employee is seems more complicated than it needs to be. Prepping the file to load this data takes ~1 hour/month when all other data load rules take < 5 minutes. We also had issues in the past with Workforce data input/locking between users, but it's been much easier for our team to use with the extensive Workforce UI redesign in 2020.

Showing 5 reviews of 41 Read all reviews

Planful FAQs

Below are some frequently asked questions for Planful.

Planful offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

Pricing information is available by contacting Planful.

Planful has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Planful supports the following languages:

English

Planful supports the following devices:

Planful integrates with the following applications:

Acumatica Cloud ERP, Adra Accounts, BlackLine, Boomi, Microsoft Excel, NetSuite, Sage Intacct

Planful offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

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