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Planful Logo

The FP&A Platform for Continuous Planning

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Planful - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: November 2025

Planful overview

What is Planful?

Planful is the pioneer of financial performance management 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. Planful empowers users to plan confidently, close faster, and report accurately. 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. Learn more at www.planful.com.

Key benefits of using Planful

- Use financial analysis to identify trends and develop informed plans
- Collaborate around financial information, securely, from the Web, via the Planful dashboard
- Model a wide range of financial activities and actions with detailed models
- Consolidate modeling functions throughout the organization
- Easily export model information from Planful to Excel and share it on the Web

Starting price

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Pros & Cons

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Customization

Efficiency

Integration

Planful’s user interface

Ease of use rating:

Planful pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(2)
3-4(42)
5(32)

What do users say about Planful?

Users say Planful streamlines reporting, making it easy to create, customize, and distribute reports with features like drag-and-drop and templates. They find automated reporting and centralized data storage helpful for accuracy and efficiency, though some mention a learning curve and challenges with initial setup or advanced visualizations. They appreciate fast report generation and reduced errors, but note occasional delays and inconsistencies across modules.

Reviewers indicate that Planful simplifies budgeting and forecasting, allowing for collaborative planning and less reliance on spreadsheets. They report that data integration and management are generally strong, but some experience slow data pulls, manual entry requirements, and integration limitations. They find the user interface friendly and flexible, though a few mention a steep learning curve.

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Who uses Planful?

Based on 76 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Computer Software
Information Technology and Services
Insurance
Others

Use cases

Budgeting
Financial Reporting
Reporting
Strategic Planning
Accounting

Planful's key features

Most critical features, based on insights from Planful users:

Data import/export
Income & balance sheet
Profit/Loss statement
General ledger
Financial management
Strategic planning

All Planful features

Features rating:

Scenario planning
Data connectors
Search/Filter
Cash management
Self-Service reporting
Budgeting/Forecasting
Bank reconciliation
Multiple data sources
Asset lifecycle management
API
Multi-Company
Financial reporting
Modeling & simulation
Forecasting
Data management
Idea management
Reporting/Analytics
Accounting
Data visualization
Customizable dashboard
Consolidation/Roll-Up
Project accounting
Audit trail
Goal setting/tracking
Scheduled/Automated reports
Ad hoc reporting
KPI monitoring
Drag & drop
Multi-Department/Project
Multi-Currency
Real-Time reporting
Real-Time data
Real-Time analytics
Projections
Project planning
"What if" scenarios
Relational display
Reporting & statistics
Roadmapping
Sales reports
Sales trend analysis
Scorecards
Single sign on
Task management
Version control
Visual analytics
Visual discovery
Accounting integration
Accounts receivable
Activity dashboard
Alerts/Notifications
Cash flow management
Collaboration tools
Customizable reports
Dashboard
Dashboard creation
Data integration
Expense tracking
Financial analysis
Financial consolidation & close management
Journal entry processing
Key performance indicators
Marketing reports
Multiple projects
OLAP
Performance management
Performance metrics
Planning Tools
Predictive analytics

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Planful integrations (14)

Integrations rated by users

We looked at 76 user reviews to identify which products are mentioned as Planful integrations and how users feel about them.

NetSuite logo
NetSuite

Integration rating: 3.0 (2)

This was a key selling point. Unfortunately, despite paying for the integration, it never worked.

JA

Joseph A.

Chief Financial Officer

Boomi logo
Boomi

Integration rating: 5.0 (1)

The integration with Boomi has driven tremendous time savings and ensures we are always reporting on the latest data. I consider this very important to have efficient use of the software.

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Anonymous R.

Manager, Finance & Data Analytics

Google Drive logo
Google Drive

Integration rating: 5.0 (1)

The integration with Google Drive is important because it allows easy access, sharing, and collaboration on documents directly within Planful, keeping everything connected and up to date.

GW

Glami W.

Manager

Integration rating: 4.0 (2)

Sage Intacct logo
Sage Intacct

Integration rating: 5.0 (2)

Integration rating: 5.0 (1)

Planful support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
FAQs/Forum
Chat

Training options

Documentation
Videos
Webinars
Live Online
In Person

Planful FAQs

Q. Who are the typical users of Planful?

Planful has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

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Q. What languages does Planful support?

Planful supports the following languages:
English


Q. Does Planful offer an API?

No, Planful does not have an API available.


Q. What other apps does Planful integrate with?

Planful integrates with the following applications:
BlackLine, Sage Intacct, Google Drive, Boomi, NetSuite, Paylocity, Google Ads, Acumatica Cloud ERP, Google Sheets, Microsoft Excel


Q. What level of support does Planful offer?

Planful offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, FAQs/Forum, Chat

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