Planful Features

Planful

The FP&A Platform for Continuous Planning

4.26/5 (38 reviews)

Competitor Feature Comparison

"What If" Scenarios
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Trail
Budget Control
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Content Management
Customizable Dashboard
Customizable Reports
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Expense Tracking
Financial Analysis
Financial Reporting
Forecasting
General Ledger
Goal Setting / Tracking
Idea Management
Income & Balance Sheet
KPI Monitoring
Key Performance Indicators
Marketing Reports
Modeling & Simulation
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Project Accounting
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Relational Display
Reporting/Analytics
Roadmapping
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Simulation
Strategic Planning
Version Control
Visual Analytics
Visual Discovery
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Trail
Budget Control
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Content Management
Customizable Dashboard
Customizable Reports
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Expense Tracking
Financial Analysis
Financial Reporting
Forecasting
General Ledger
Goal Setting / Tracking
Idea Management
Income & Balance Sheet
KPI Monitoring
Key Performance Indicators
Marketing Reports
Modeling & Simulation
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Project Accounting
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Relational Display
Reporting/Analytics
Roadmapping
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Simulation
Strategic Planning
Version Control
Visual Analytics
Visual Discovery
Workflow Management
Learn moreCompare App
"What If" Scenarios
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Trail
Budget Control
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Content Management
Customizable Dashboard
Customizable Reports
Dashboard
Dashboard Creation
Data Connectors
Data Import/Export
Data Visualization
Drag & Drop
Expense Tracking
Financial Analysis
Financial Reporting
Forecasting
General Ledger
Goal Setting / Tracking
Idea Management
Income & Balance Sheet
KPI Monitoring
Key Performance Indicators
Marketing Reports
Modeling & Simulation
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Project Accounting
Qualitative Analysis
Quantitative Analysis
Real Time Data
Real Time Reporting
Relational Display
Reporting/Analytics
Roadmapping
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Simulation
Strategic Planning
Version Control
Visual Analytics
Visual Discovery
Workflow Management
Visit WebsiteCompare App

Planful Feature Reviews

25 reviewers had the following to say about Planful's features:

Anonymous
(Accounting company, 1001-5000 employees)

High Quality Financial Reporting Platform

2019-01-05

Used this software to simplify reporting from 8 companies with varying charts of accounts and 10,000 accounts to a single, comparable reporting structure.

Pros

Can include links to images of transaction source documents, providing great transparency in reporting.

Cons

Learning curve of implementing a new software for financial reporting is always going to be somewhat significant, but there are several quirks in data loads and reporting cube processing that make things harder than they should be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Angel W.

Solid tool that will help you manage your budget with ease!

2021-09-27

It was rocky at first, but has been absolutely fantastic in the past 2 years. We have gone from being 10-13% under budget to about 1/2% under budget last year, and it's truly because this tool allows all of our managers to view everything with ease.

Pros

All the features we needed in one tool: Workforce planning, budgeting, forecasting, financial reporting and easy creation of management reporting.

Cons

If I had to choose one that that I least like about the software, it's simply that I would suggest that your implementation partners completely understand your structure and what any reports you need to gain/create in the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Biotechnology company, 11-50 employees)

Less Inituitive than other systems but more modeling capabilities

2019-11-13

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

Pros

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks

Cons

Size limited, may be difficult with scale up. It is also not an intuitive system to learn (especially with the spotlight add in) and is not as "ad hoc" ready as some other systems like Hyperion.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Janet G.

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

2017-10-06

We are also importing non-financial data to enhance our asset management deferred maintenance program.

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Samia B.

It's user friendly

2017-12-16

Pros

It's easy to use for making reports, there are so many great features such as "Drag and drop feature, and Templates".

Cons

Add ability to use the workforce reporting to run budget vs. actual HR data, and to see a dashboard available within the next year or so.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica K.

Planful: Modern FP&A Solution

2021-09-27

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. Planful's help desk team knowledgeable and very quick and responsive addressing issues as quickly as possible.

Pros

With Planful, now that we're live and stable on the platform, it takes < 50% of my time, so I'm able to focus on other value-add activities: process improvement and automation, personal skill development and growth, and future product enhancements.

Cons

We also had issues in the past with Workforce data input/locking between users, but it's been much easier for our team to use with the extensive Workforce UI redesign in 2020.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lanny B.

Using Host has been much more user friendly than our previous reporting and planning software.

2017-09-19

Pros

I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports.

Cons

I'd also love to see a dashboard available within the next year or so.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Megan G.

Easy to use, customer service has not been the greatest in terms of solving our issues

2017-09-12

Pros

The ability to customize the reporting to pull the data needed, the ability to automatically send reports to other users

Cons

No complaints of the software based on the limited usage for my role. Only complaint is that the customer service was not the most responsive to our needs in terms of correcting an issue we were having with the software (we ended up correcting the issue internally).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Alan M.

Host Analytics. An upgrade to our budgeting and reporting software.

2018-01-26

Pros

Host Analytics is easy to use.

Cons

It can be difficult to set up a report template.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Host Analytics for Board Reporting

2019-03-09

excellent customer service, trappings of enterprise software.

Pros

aggregate data from different sources create charts and graphs to visualize information

Cons

integration time and setup UI over OLAP database

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott W.

Director of Financial Planning & Analysis

2018-11-17

Pros

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

Cons

Core functionality doesn't lend itself to efficient sales reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jean D.

User friendly product. Great customer support

2017-09-12

We generate our reporting package quicker and with less errors.

Pros

Interface that is scheduled nightly to automatically populate Host with data from our G/L.

Cons

Quarterly releases are great, but they don't give you enough time to test them before they are automatically put into production.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Mary M.

Host took a lot of data and made it usable.

2017-09-21

Better use of data, easier budgeting, easier financial statement processing.

Pros

I have a large amount of product data that Host has helped me organize into something I can use in my business.

Cons

It can be difficult to set up a report template.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
priyanka K.

HA is really an efficient tool which made our FP&A activities automated to certain exten

2018-02-06

Automation , easy to use

Pros

Reusable formats in Reports makes Reporting easier and customer support responds usually in hours and makes our job more easy.

Cons

I think they should have more tutorials on their Training website.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel F.

Financial Planning tool with great reporting!

2017-08-29

Pros

Great reporting tool Fully customizable to your business Able to assign different users with different permissions/access

Cons

Not self-serve initial setup, but most financial planning software falls under this category Initially it can seem a bit daunting to remember everything, but it gets better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kate S.

As a first timer with any EPM system it was easy to configure and learn.

2017-09-13

Pros

With coming from nothing what I appreciate most is HA's reporting capabilities.

Cons

i don't really like the set up of the new currency exchange rate page.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicole M.

I like the functionality of the program and ease of use.

2017-09-12

Being able to budget appropriately

Pros

I like the user interface and options given upon login.

Cons

Sometimes when I click on a report the screen takes time to get to where I want to go.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Shivam P.

A great all round FP&A solution that is competitively priced

2021-09-27

Its attractive pricing and feature rich functionality and great support make it a solid offering to prospective users.

Pros

In my opinion the best thing about the system is that once you perform the initial set up and get the hierarchies and data loads correct, it is super easy to use with minimal training required, whilst also being massively powerful and flexible.

Cons

The biggest and most obvious drawback of the solution is the training materials that accompany it. Because it is a relatively new platform, there is not currently a huge amount of training resources and materials out there with which end users can learn the platform. This means there is a greater dependency on the materials Planful provide, and in my own personal opinion, the training courses do not do a great job in bringing a Planful user up to speed. Thankfully, it seems Planful is investing and promoting in a new Engage forum which will no doubt help new users of the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Z.

Positive, Discovery, Trial & Error

2018-07-06

Pros

Centralized data storage helps ensure we have consistent reporting on a month-to-month basis.

Cons

Modeling and PCR needs to be in touch to ensure accurate up-to-date reporting (supposed to be coming out in an update soon)

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jamie E.

Great for automating reporting and forecasting

2017-09-13

Helps to avoid human error while providing a flexible platform in which to plan and report

Pros

I like that Host is on the cloud, is very customizable by letting us have numerous templates and allows for multiple users at once

Cons

The software is a bit clunky at times which can lead to it running slowly. Also there are certain nuances that you have to learn which is expected

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Mental Health Care company, 5001-10000 employees)

Planful

2021-10-05

Pros

User interface is very friendly along with support.

Cons

more excel like features on the web software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bradley G.

Very slow, but highly customizable

2016-12-13

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Han S.

OVerall is a great tool for the ease of standardizing and managing our reports.

2017-09-12

Our reporting process became easier for end users.

Pros

The application made reporting a piece of cake with automated distribution.

Cons

The access was made easy with SSO solution, but the timeout issue causing customers to complain.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren M.

It's a life saver for reporting

2017-10-14

Pros

Ease of reporting and planning.

Cons

New features and cross browser supporting don't function the best. 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jean D.

Planful great value for the money

2021-11-23

Postive experience, good customer support after implementation

Pros

Ease of reporting, creating and distributing and ability to schedule distribution even to non users

Cons

consolidation module could be improved, tracking reconciliations etc

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more