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The FP&A Platform for Continuous Planning

(8)

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Planful Features

Features Summary

Functionality

4.2

/5

47

Total features

70

10 categories

Planful features

"What If" Scenarios
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Alerts/Notifications
Asset Lifecycle Management
Audit Trail

Common features of Strategic Planning software

"What If" Scenarios
API
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Budgeting/Forecasting
Charting
Commenting/Notes

Price starts from

0.01

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

47

Price starts from

0.01

Total Features

70

Unique features

  • Projections

  • Roadmapping

  • Asset Lifecycle Management

  • KPI Monitoring

Functionality

4.4

/5

20.2K

Price starts from

1922

Per year

Total Features

201

Features in Common

28

Unique features

  • Invoice History

  • Contractor Management

  • Financial Aid Management

  • Fund Accounting

Functionality

4.7

/5

3K

Price starts from

50

/user

Per month

Total Features

65

Features in Common

12

Unique features

  • For CPA Firms

  • Messaging

  • Reminders

  • Accounts Receivable

Common Planful comparisons

Reviewers who mentioned features said:

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Verified reviewer

Food & Beverages, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Planful Overview Review

Reviewed 3 years 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I feel the training is basic and outdated at this point.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.

DR
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Dominic R.

Medical Devices, 201-500 employees

Used daily for 6-12 months

Review source

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

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Planful Review

Reviewed a year ago

It has been good. Our [sensitive content hidden] of FP&A likes the tools. The FP&A [sensitive content hidden] prefers Adaptive Insights.

Pros

The ability to use third-party software to integrate other systems. The Reporting in the browser is clean.

Cons

Saving HC to finance and HR cubes requires many additional steps. I used Adaptive Insights, and saving to the database was much more efficient. Also, the model for our vendor spend is in Spotlight. That has led to incorrectly saving data to other scenarios.

JA
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Joseph A.

Computer Games, 201-500 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Unfortunately Planful never worked let alone met the expectations from the sales pitch

Reviewed 4 months ago
Pros

- That the licence was only three years long

Cons

- The planning feature was almost impossible to use - Any new features were always only available at a price never as part of what we already were paying for - The integrators were oversold and never worked despite being paid for - The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long

JG
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Janet G.

Oil & Energy, 51-200 employees

Used daily for 2+ years

Review source

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 7 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.

JK
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Jessica K.

Higher Education, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Planful: Modern FP&A Solution

Reviewed 3 years ago

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

Administering the system is very smooth and adaptable. Our prior system would take 110% of my time to keep it running and troubleshooting issues. 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. Reporting is extremely user friendly both within platform and Spotlight, so users have been able to create and admin their own reports .

Cons

Loading actual wage data by employee is seems more complicated than it needs to be. Prepping the file to load this data takes ~1 hour/month when all other data load rules take < 5 minutes. 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.

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Verified reviewer

Internet, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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helpful tool for data management

Reviewed 2 years ago

I had a very good experience with planful I will recommend it

Pros

what i like about planful is that the data is transmitted in real time.the application is easy to handle.reliable and accurate details and it has very good features.

Cons

planful works very well for me and I haven't found any complication with this application yet

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Verified reviewer

Accounting, 1,001-5,000 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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High Quality Financial Reporting Platform

Reviewed 6 years ago

Used this software to simplify reporting from 8 companies with varying charts of accounts and 10,000 accounts to a single, comparable reporting structure. Greatly reduced effort and time spent on consolidating and preparing financial reports.

Pros

Dynamic reports and the ability to get the precise financial information you need, with drill down capabilities is a huge plus. 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. Forecasting and budgeting tools are good as well.

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.

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Lauren M.

Building Materials, 1,001-5,000 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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It's a life saver for reporting

Reviewed 7 years ago
Pros

Ease of reporting and planning. The reports are fast to make and can very easily be taught to other users. Also since it is in the cloud, there are many tiers of security features for customization.

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.

PG
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Phil G.

Accounting, 501-1,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Good FP&A software

Reviewed 2 months ago
Pros

Ease of use and ability to quickly customize reports

Cons

Some budget templates required some backend work to adhere to our needs

AW
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Angel W.

Construction, 10,001+ employees

Used daily for 2+ years

Review source

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

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

Reviewed 3 years ago

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

There are several enhancements that I intend to discuss with our customer success manager BUT I have no doubt, with the release schedule Planful is on, these items will be easy to incorporate into our environment. 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. Years ago when we implemented (which I'm sure it has improved since then) there were features and items that weren't even discussed that we discovered later.

CJ
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Chris J.

Insurance, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Robust financial reporting software.

Reviewed 2 years ago

Planful is smooth, powerful and reliable. Also gets noticeably better every few months. If you need them, support is hard working, responsive, and thorough.

Pros

Workforce Planning is my favorite feature. Data loads and updates are fast and there are lots of options for modeling and allocating compensation items. Training our budget preparers is easy, and they get most of it right and don't complain often which is more than can be said than my past experiences with other budget processes. Reporting is also very good with many options for creating data within Planful or externally. Also, the site rarely goes down. Maybe one short interruption in two years?

Cons

Training documentation should be expanded, richer in some areas for a more user friendly admin experience.

MN
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Matthew N.

Hospital & Health Care, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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Solid Choice

Reviewed 3 years 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.

SP
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Shivam P.

Information Technology and Services, 10,001+ employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 3 years ago

I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides. Its attractive pricing and feature rich functionality and great support make it a solid offering to prospective users.

Pros

We used Planful's Reporting and Consolidation functionality, and are current in the process of setting up Dynamic Reporting/Spotlight for the purposes of revamping an internal budgeting and forecasting process. 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. It is also very competitively priced, and the support staff and implementation consultants are excellent.

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.

VB
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Victoria B.

Insurance, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Review of Planful

Reviewed 3 years ago
Pros

We use this software for our month-end close process to consolidate financials and publish our monthly financial package to management and other various internal/external partners. The software is easy to navigate and helps us quickly consolidate financial data for all of our entities each month.

Cons

There aren't any specific features that I dislike about the software at the moment, however the Planful support portal/team hasn't always been the most helpful when it comes to troubleshooting issues in a timely manner.

JD
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Jean D.

Retail, 501-1,000 employees

Used daily for 2+ years

Review source

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

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User friendly product. Great customer support

Reviewed 7 years ago

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

Pros

How easy it is to create basic reporting and customize and scheduled distribution. Interface that is scheduled nightly to automatically populate Host with data from our G/L. Consolidation of our plan is more efficient and timely so changes aren't such a nightmare to make.

Cons

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

HS
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Han S.

Pharmaceuticals, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

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

Reviewed 7 years ago

Our reporting process became easier for end users. The Support and CFL team from Host also helped us tremendously for our users from day to day basis!!

Pros

The application made reporting a piece of cake with automated distribution. The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

Cons

Not the most user friendly application for budgeting purpose. The access was made easy with SSO solution, but the timeout issue causing customers to complain.

LO
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Lana O.

Management Consulting, 5,001-10,000 employees

Used daily for 2+ years

Review source

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

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Training review

Reviewed 3 years ago

Great, easy to set up and use, flexible enough

Pros

Planful is very user friendly and it is easy to become a self-sufficient user of this application as a lot of help resources availiable for use. Searcg engine within Planful is very good as well as it makes it easy to navigate application.

Cons

I dont like that to complete certificaiton, all users have to attend real life class. Those classes are not convinient for UK users and they dont usually add much more informaiton that cannot be found in written guides.

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Verified reviewer

Insurance, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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2+ Year User of Host Analytics EPM Platform

Reviewed 6 years ago
Pros

The ability to quickly consolidate all of our agency financials at month end and close the books in a timely manner.

Cons

I enjoy most things about this software, however I would have to say that I wish the Spotlight Excel add-in that Host offers would be directly connected to the Core Application, eliminating the need to maintain and update a separate model in excel so that they data comes through the Spotlight Excel reports accurately.

DC
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David C.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Host Analytics has decreased our dependency on excel and has allowed us to forecast concurrently.

Reviewed 7 years ago
Pros

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements. Administration of the core app and spotlight is straightforward and not time consuming. We can now complete a forecast in 4 hours versus a week+ that it look using excel.

Cons

We would love to see more data visualization features added to the core app along with a Mac compatible spotlight extension.

BG
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Bradley G.

Financial Services, 1,001-5,000 employees

Used daily for 1-2 years

Review source

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 8 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.

JD
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Jean D.

Sporting Goods, 5,001-10,000 employees

Used daily for 2+ years

Review source

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

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Planful great value for the money

Reviewed 3 years ago

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

MZ
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Michael Z.

Used daily for 1-2 years

Review source

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

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Positive, Discovery, Trial & Error

Reviewed 6 years ago
Pros

Centralized data storage helps ensure we have consistent reporting on a month-to-month basis. This also eliminates many minor mistakes prevalent with externally linking excel files. Customer service is phenomenal

Cons

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

NJ
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Nikita J.

Used daily for 2+ years

Review source

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

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Good planning tool that integrates well with excel

Reviewed 7 years ago

Scale for team!

Pros

We plan by detail and this tool allows us to do that. Modeling cloud is nice as it is more flexible.

Cons

This tool is good but we did a lot of customization for CAPEX, BS, cash flow forecasting which requires a lot of time.

JE
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Jamie E.

Used daily for 1-2 years

Review source

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

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Great for automating reporting and forecasting

Reviewed 7 years ago

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

LB
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Lanny B.

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 7 years ago
Pros

I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Cons

I would love to be able to use the workforce reporting to run budget vs. actual HR data. I'd also love to see a dashboard available within the next year or so.