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Planful Pricing, Features, Reviews and Alternatives

Planful product overview

What is Planful?

Planful (formerly Host Analytics) offers a suite of financial performance management tools including modeling, planning, consolidation, analytics, and reporting, all within a unified, cloud-based platform. The application suite runs natively on Mac OS as well as from the Web on any type of device. Planful is also mobile-friendly for all types of devices, included tablets.

Key benefits of using Planful

- Use predicative 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

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

Training options

Documentation
Videos
Webinars
Live Online
In Person

Planful features

Functionality

4.3

/5

39
Total Features53 8 categories

Most valued features by users

Reporting/Analytics
Data Import/Export
Multi-Currency
Customizable Reports
Audit Trail
Real Time Reporting
Asset Lifecycle Management
Simulation

Planful users reviews

Overall rating

4.3

/5

39

Positive reviews

97%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.41/10
Rating distribution

5

4

3

2

1

13

25

0

1

0

Pros
I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

MM

Mary M.

Can include links to images of transaction source documents, providing great transparency in reporting. Spotlight for Excel add in to develop custom, refreshable reports is a great help.

AR

Anonymous Reviewer

My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit.

JK

Jessica K.

Cons
The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

Monica S.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

AM

Alan M.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

BG

Bradley G.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Planful Overview Review

Reviewed 2 months ago

Great experience, very friendly staff, and everyone wants you to succeed. The software does not require extensive coding knowledge and can be picked up pretty seamlessly with the proper training if you have a background in Excel.

Pros

Very user friendly & similar syntax to excel

Cons

I feel the training is basic and outdated at this point. Considering all the time and effort they have put into developing the product, they should spend more time having live sessions showing individuals how to use the product better. This would also enable customers to find out about some of the great features they created.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great FP&A Product

Reviewed 4 months ago

We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's simplified our budget and forecasting process and it keeps getting easier each year.

Pros

They listen to their customers and are always making improvements to the product. It's easy to use and they have so many resources (support chat, community, training, etc).

Cons

The support was not great when we first implemented the tool. They've come a long way and are truly supportive of all questions I have.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Very slow, but highly customizable

Reviewed 5 years ago

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.

Pros

Very deep database and highly flexible integration with our disparate data feed.

Cons

Slow. A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time. Collaboration can also be difficult, as the individual models are fragile and must be updated online.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Solid Choice

Reviewed 4 months ago
Pros

I like that most of this software is tight and reasonable in size. On the surface anything can be intimidating to a new user but we have a small team that has been able to manage this across many hospitals and types of users. We have put in a lot of work but without much IT support which makes this valuable.

Cons

Processes and building infrastructure around raw data can be tricky. We do not have a data warehouse which makes things difficult with connecting data. For me this software is a mid tier product in some ways so it seemed logical that they would realize companies may not have solid infrastructure to support fast and elaborate functions provided. In a perfect world the system could be more of a one stop shop or help get us there.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We had a quick implementation, and find that the environment is very flexible. All end users :-)

Reviewed 4 years ago

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies for our chart of accounts and entities, so that operations can see their relevant data in the format they prefer, whereas accounting can see it based on GAAP. Modeling transformed our budget process from Excel spreadsheets to a cloud-based solution accessible to all end users, so budget creation migrated...

Pros

There are no limits to the types and volume of data that you interface within Host Analytics, as long as you maintain a common field. Implementation went well (with a consulting partner), and it enabled our budget manager to trim his reporting time from 3 days to 3 hours. The modeling module uses an Excel add-in, so the feel and use of Excel is still available, but the results are stored centralized, so when any end user retrieves data, there is one version of the truth. Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success. Feature updates are either monthly or quarterly, and are focused on what the customers have expressed are their needs or wishes.

Cons

It required that we use a partner consultant to implement. This may be due mostly to the fact that as a small company, we do not have the internal IT resources; the initial implementation without a partner stalled due to resource and communication issues.

Planful FAQs and common questions

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


Planful supports the following languages:
English


No, Planful does not have an API available.


Planful integrates with the following applications:
BlackLine, Sage Intacct, Boomi, NetSuite, Acumatica Cloud ERP, Microsoft Excel


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

Common Planful comparisons

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PlanfulvsAdaptive Planning
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PlanfulvsLimelight
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PlanfulvsJirav
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