Planful
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Planful
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4.3 out of 5 stars
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Planful Reviews & Product Details - Page 6

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Planful Overview

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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
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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:
Jamie Gahunia

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 ...
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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...
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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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Video Reviews

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436 Planful Reviews

4.3 out of 5
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4.3 out of 5
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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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Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

I love how it makes FP&A reporting so much more streamlined and automated. I don't have to spend as much time creating reports. Instead, I can use my time more effectively on analysis and inquiries. Review collected by and hosted on G2.com.

What do you dislike about Planful?

I think it takes some time to get familiar with the platform and understand its logic. I also think the training videos need to be more accessible rather than a course format where I must watch every single video and take a quiz to unlock other videos. I simply don't have the time to do that. Review collected by and hosted on G2.com.

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

It helps me save time from creating reports and dashboards by doing it with one click! This time can be used elsewhere in analysis and critical thinking. Review collected by and hosted on G2.com.

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Verified User in Consumer Services
AC
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Availability of training and support, ability to adjust and customize heirarchies, easy for new users to adapt to creating reports Review collected by and hosted on G2.com.

What do you dislike about Planful?

Almost too much customization for planning module, lacks integration with business inteligence tools (Domo) Review collected by and hosted on G2.com.

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

Use for daily touches and reporting. All financial statements are pulled from Planful. Unit level planning done within Structured Planning module Review collected by and hosted on G2.com.

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JF
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Planful?

A tool that gives us the analysis we need to run our business. Review collected by and hosted on G2.com.

What do you dislike about Planful?

We have not run into any concerns or dislikes. Review collected by and hosted on G2.com.

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

Consolidated Financial Reporting. Review collected by and hosted on G2.com.

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Verified User in Consumer Goods
AC
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

It uses familiar excel functionality and feels approachable. It is flexible enough to meet you where you're current processes are at while also encouraging improvements to processes. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Nothing comes to mind currently as we are still in the process of implementation. Review collected by and hosted on G2.com.

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

Automating our complex consolidation process and bringing the financials into a single platform for reporting and planning. Review collected by and hosted on G2.com.

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Mingjia D.
MD
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Dynamic tool, reporting, creating scenarios Review collected by and hosted on G2.com.

What do you dislike about Planful?

Some system limitations, clear instructions Review collected by and hosted on G2.com.

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

Automate the report refresh Review collected by and hosted on G2.com.

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

Eliminated spreadsheets and we were able to get budgets owners more involved and level of ownership increas we d Review collected by and hosted on G2.com.

What do you dislike about Planful?

I haven't dwelled on any negatives and find the functionality good for us Review collected by and hosted on G2.com.

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

Stream lined budgets and forecast. Also have started using dynamic planning for revenue forecasting combining Salesforce and Erp data Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
AH
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

Planful has lots of capabilities and flexibility. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Planful requires intensive setup and setup choices could limit future options or capabilities. Review collected by and hosted on G2.com.

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

The primary problem that Planful is solving for us it by providing a robust and capable interface for budget creation and variance analysis. Review collected by and hosted on G2.com.

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Verified User in Internet
AI
Mid-Market(51-1000 emp.)
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Review source: Seller invite
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What do you like best about Planful?

Easy to use , not complicated formulas or calculations Review collected by and hosted on G2.com.

What do you dislike about Planful?

I have not really found anything at this point. I am a brand new user. Review collected by and hosted on G2.com.

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

Planful is providing us with a stable, consistent model for our forecast. Currently we are using an Excel model. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Planful?

- Easy to use

- Planning is intuitive

- Set up is not complex Review collected by and hosted on G2.com.

What do you dislike about Planful?

- The Maintenance overview section is not as intuitive as you'd like Review collected by and hosted on G2.com.

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

Being able to slice and dice data in more meaningful ways, allowing us to build reports that are useful to business leaders Review collected by and hosted on G2.com.

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Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
(Original )Information
What do you like best about Planful?

Getting rid of Excel spreadsheets. The end product of faster financials. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Building our Planful templates. Difficulty in filling out templates (formulas). Review collected by and hosted on G2.com.

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

Time consuming, having to figure out a lot on our own. Review collected by and hosted on G2.com.

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