Planful Reviews for 2025
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What is Planful?
Planful is a transformative financial performance management cloud software that empowers organizations to enhance their financial agility and decision-making. With a platform designed for planning, budgeting, consolidations, and reporting, Planful revolutionizes financial processes for Finance, Accounting, Marketing, Sales, IT, and Operations teams.
Leveraging AI and ML through its Predict feature, it ensures accuracy and identifies anomalies. The platform offers extensive integration capabilities with over 1,400 pre-built connectors and APIs, allowing users to bring data together effortlessly.
Security is paramount, as Planful’s AI/ML engine operates natively within the product, safeguarding data. The Planful Community fosters learning and collaboration among users.
Trusted by over 1,300 customers worldwide, including renowned brands, Planful transforms financial operations to optimize performance, align strategies, and enhance decision-making.
Found in these Categories
Best For
- StartUps
- Small Business
- Medium Business
- Large Enterprise
Planful Pricing
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Planful Features
- "What If" Scenarios
- Activity Dashboard
- Audit Trail
- Budgeting/Forecasting
- Cash Flow Management
- ERP
- Expense Tracking
- Financial Management
- Forecasting
- Multi-Currency
- Profit/Loss Statement
- Project Management
- Reporting & Statistics
- Accounting
- Accounting Integration
- Ad hoc Analysis
- Data Connectors
- Data Import/Export
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Budget Control
- Cash Management
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Dashboard
- Data Integration
- Data Management
- Customizable Reports
- Dashboard
- Dashboard Creation
- Data Visualization
- Drag & Drop
- Financial Analysis
- Financial Consolidation & Close Management
- General Ledger
- Financial Reporting
- Goal Setting/Tracking
- Idea Management
- Income & Balance Sheet
- Journal Entry Processing
- KPI Monitoring
- Multi-Company
- Multi-Department/Project
- Key Performance Indicators
- Marketing Reports
- Modeling & Simulation
- Monitoring
- Multiple Data Sources
- Multiple Projects
- OLAP
- Performance Management
- Performance Metrics
- Planning Tools
- Predictive Analytics
- Project Accounting
- Real Time Analytics
- Real Time Data
- Project Planning
- Projections
- Real Time Reporting
- Relational Display
- Reporting/Analytics
- Roadmapping
- Sales Reports
- Scenario Planning
- Scheduled/Automated Reports
- Scorecards
- Search/Filter
- Single Sign On
- Strategic Planning
- Summary Reports
- Task Management
- Version Control
- Visual Analytics
- Visual Discovery
User Sentiment - Planful Reviews
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Versatile for Budgeting
Initially appreciated for budgeting capabilities, users find Planful versatile for numerous financial management tasks.
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Growth Accommodation
It’s highlighted for its ability to scale alongside business growth effectively.
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Real-time Data Transmission
Users commend the software for delivering real-time data updates, enhancing decision-making accuracy.
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User-friendly
The platform is praised for its ease of use, facilitating smooth operation across different functionalities.
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Reliable and Accurate Details
Planful is noted for providing reliable and accurate financial details, critical for planning and analysis.
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Limited Calculation in Reports
Users note the lack of capability to perform calculations within report templates without creating new ones.
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Report Template Setup
The setup process for report templates can be challenging for some users.
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Module Reporting Tools Consistency
Not all modules offer the same reporting tools, leading to a lack of uniformity.
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Collaboration Challenges
The platform’s models are considered fragile, complicating online updates and collaboration.
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Mac Compatibility
Specifically, Mac users face difficulties due to the lack of support for using spotlight in Mac Excel.
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Planful Company Details
Company Name
Planful
Headquarters
United States
Website
planful.com
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