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Planful Reviews & Product Details - Page 5

Planful Overview

What is Planful?

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) 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. More than 1,400 customers, including Boston Red Sox, Del Monte, Five Guys, and FIGS, 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.

Planful Details
Product Website
Languages Supported
English
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Product Description

Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform that enables customers to achieve the vision of Continuous Planning.

How do you position yourself against your competitors?

Compliance: Planful undergoes annual SSAE 16 Type 2 SOC 1 and SOC 2 audits and internal compliance assessments, helping to ensure your compliance with critical regulatory requirements.

Security: Your data is stored using AES-256 encryption and backed up hourly. For your protection, no logical communication is allowed between customer databases.

Reliability: Your service agreement includes a 99.5% uptime guarantee. Business continuity and disaster recovery plans ensure continued operations in the face of natural disasters or major incidents.

Easy integration: Seamlessly integrate with your existing data sources for a more holistic view of your financial and operational data.


Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,723 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
Description

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Zappos rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm.


Jamie G.
JG
Overview Provided by:

Recent Planful Reviews

RT
Ruby T.Mid-Market (51-1000 emp.)
4.5 out of 5
"Planful: Empowering FP&A Teams"
Planful stands out as an intuitive system that allows FP&A team to easily create detailed reports and to automate key processes. With its powerful ...
Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Planful is an excellent Finance driven system"
What I best about Planful is its user-friendly interface, which makes it easy to self-manage within the Finance department. Additionally, non-finan...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Planful Review"
Planful is easy to use and was overall simple to implement.
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Planful Media

Planful Demo - Reports
Balance Sheet Reports
Planful Demo - Capacity Planning Template
Capacity Planful Planning Template
Planful Demo - Integrations
Integrations
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Play Planful Video
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Play Planful Video

Official Interactive Demo

Planful demo available

Try an interactive demo created by the software seller (right here on G2).

Official Downloads

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Video Reviews

436 Planful Reviews

4.3 out of 5
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436 Planful Reviews
4.3 out of 5
436 Planful Reviews
4.3 out of 5

Planful Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for PlanfulQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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AA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Amazing team, great resources available and getting user experience and knowledge shared. Review collected by and hosted on G2.com.

What do you dislike about Planful?

I don't think there was anything to dislike. Review collected by and hosted on G2.com.

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

Giving us dynamic reports and results, immediatel snapshot of the data load and great tools to create tailored reporting for any user level. Review collected by and hosted on G2.com.

Max B.
MB
Financial Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Very dynamic and intuitive tool, excel syntax makes building reports so much easier; planful partners are very communicative and helpful during implementation Review collected by and hosted on G2.com.

What do you dislike about Planful?

Some word salad when watching the trainings creates some confusion Review collected by and hosted on G2.com.

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

Budgeting/forecasting made easier, allocations, p&l dashboards much better than prior dashboards Review collected by and hosted on G2.com.

Lester R.
LR
Director of Finance
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

It is easy to use and understand, without a lot of help from IT department. Implementing Planful is simple. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Sometimes there is more information and resources than you can understand. Some of the products can be really complex. Review collected by and hosted on G2.com.

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

Making budgeting and forecasting easier. Review collected by and hosted on G2.com.

Verified User in Retail
UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Planful gives us the ability to create custom reports and send them to many users at the click of a button. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Learning how to build reports and work with spotlight isn't easy for a beginner and requires a lot of training. Review collected by and hosted on G2.com.

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

Our ERP system is not good for reporting. Planful gives us the ability to build custom reports and distribute them to a wide number of users. It also gives us a more powerful budgeting tool compared to using excel. Review collected by and hosted on G2.com.

Christopher B.
CB
Business Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

The Workforce Planning module. Makes this complex task so much simpler. Review collected by and hosted on G2.com.

What do you dislike about Planful?

The initial navigation isn't that intuitive. Review collected by and hosted on G2.com.

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

Automating a process that was formerly done using a cumbersome, maintenance-heavy Excel model saving an enormous amount of time. Review collected by and hosted on G2.com.

HK
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

The software is presented in a way that both experienced and non experienced professionals can navigate Review collected by and hosted on G2.com.

What do you dislike about Planful?

As with any change, the process is difficult Review collected by and hosted on G2.com.

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

The lack of financial reporting in ERP solutions Review collected by and hosted on G2.com.

SW
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

I like how automated and systemized Planful is for consolidations and reporting. Review collected by and hosted on G2.com.

What do you dislike about Planful?

The implementation of Planful is taking too long and is being drawn out longer than it should. Review collected by and hosted on G2.com.

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

Replacing our current manual, time consuming and error prone consolidation process. Review collected by and hosted on G2.com.

Grant P.
GP
Senior Financial Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

It's easy to use, very intuitive. Possibilities are endless and dynamic Review collected by and hosted on G2.com.

What do you dislike about Planful?

The 2 attribute limit in Spotlight views. Review collected by and hosted on G2.com.

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

Reporting is clean. Easy to upload data and slice and dice for analysis. Review collected by and hosted on G2.com.

John S.
JS
Senior Manager - Financial Planning and Reporting
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

I like the responsiveness to the needs of the customer and constant updates. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Inadequate examples of usage and visuals showing how to use new features. The addition of instructional videos would help a lot Review collected by and hosted on G2.com.

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

Planful provides quick and responsive forecasting and scenario planning. Review collected by and hosted on G2.com.

Pablo G.
PG
Senior Director, Contracts Administration and Compliance
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

The product promotes collaboration with key leaders across the organization! Review collected by and hosted on G2.com.

What do you dislike about Planful?

There is so much to learn and the possibilities seem endless. Review collected by and hosted on G2.com.

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

Collaboration with budget owners. Communication is more meaningful. Review collected by and hosted on G2.com.