Planful

Category: Project Management Tool

Industries: Marketing, Business, Fianncial

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. 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.

20M+ Downloads
5/5

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Highlights

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Pros Cons
OVerall is a great tool for the ease of standardizing and managing our reports A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time
Great experience for me The interface is pretty dated
We have a dedicated business systems resource on our team who helps a lot I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain
Can include links to images of transaction source documents, providing great transparency in reporting 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
Spotlight for Excel add in to develop custom, refreshable reports is a great help The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome."
I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides."

Address

555 Twin Dolphin Dr, Ste 400, Redwood City, California US

Planful reviews

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to

- Angel W. IT Controller

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.

- Bradley G. Manager

Host Analytics Dynamic Planning has been the most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year's career. Their customer support is second to none, and has always been there to solve any issues we encounter. The platform is ever-changing, based on challenges faced by and recommendations made by their customers. Each time operations requests a new or different way to analyze our market conditions, financial results, or forecasted projections, our department can produce their requests quickly and in real-time.

- Janet G. Vice President, Planning and Analysis

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4.6/5

20M+ downloads

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