![Michael H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael H.")
MH

Michael H.

Chief Financial Officer and Treasurer

Mid-Market (51-1000 emp.)

12/1/2024

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"User friendly software for reporting and planning"

5/5

What do you like best about Planful?

Planful lived up to their advertised "Finance owned" user friendliness and we don't need to rely on IT for basic functionality and report building. Once you learn the basic structure and logic report building is pretty straightforward, quick and easy. Review collected by and hosted on G2.com.

What do you dislike about Planful?

We had consultants build out our budget model, which works as designed, but is more complicated than the basic reporting and budget templates that we helped build and maintain. I'll need to get more comfortable with that part although we have replaced our old Excel based budgeting with the new Planful model. Review collected by and hosted on G2.com.

What problems is Planful solving and how is that benefiting you?

We replaced an older Infor CPM tool that we never could get all of our financial reporting into with Planful, which now is a single source for 100% of our monthly reporting. We also replaced 20 linked Excel files in our budget process with a Planful budget model that has improvements in accuracy and some types of calculations including workforce planning. Review collected by and hosted on G2.com.

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Response from Cameron Moreau of Planful

[Editedit](https://www.g2.com/survey_responses/planful-review-10589237/official_response/edit)

We're glad to hear that Planful has lived up to its promise of being finance owned!

Validated ReviewerIncentivizedSource: Seller invite

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4.3 out of 5 · Verified reviews from real users

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