Planful Reviews - Pros & Cons, Ratings & more

NetSuite

Sage Intacct

Datarails

CCH Tagetik

Jirav

Prophix

Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

Planful

Web-based

Windows

VP Finance & Admin

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.

Analyst

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

Sr Financial Analyst

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

Manager, Finance & Data Analytics

Great experience, very friendly staff, and everyone wants you to succeed.

Finance

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.

VP, Planning & Analysis

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.

Senior Financial Planning Analyst

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.

Manager of marketing analytics

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

User

I have nothing to write that’s bad about planful.

Financial Analyst

It makes month end easier. Great customer service team always there when help is needed.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Manager, FP&A REPORTING & ANALYTICS.

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.

Chief Financial Officer

The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long.

Finance Manager

Good planning tool that integrates well with excel.

Financial Planning & Reporting Mgr

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

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

Senior Manger, Finance Systems and Analysis

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

Sage 200

SBS Financials

Workday Adaptive Planning

Microsoft Excel

It makes everything that seems difficult to do faster and with better results, giving extensive training on tips that help everything improve and be successful

better designed objectives

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. 

Great FP&A Product

Frustrating and not user-friendly. For context, this is perhaps the sixth software that I’ve had to learn in three years

Planful Effective but Gruesome to Learn

A Must Have and Reliable Business Accounting Solution 

My experience with Planful has been breath-taking. The software is at another level. It has an automatic analytics and measurement system which ensures effective implementation.

Execeptional accounting software 

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

This is a powerful financial reporting tool which we use to forecast and budget within the team. We have used this for a couple of years and will continue using.

Planful review - would recommend. 

I enjoy planful it’s made me more accountable and productive in my daily life.

Planful is a must have 

Looking for a good financial plan this is the one

Love it,  will recommend 

Made cost-effective solution to achieve quicker monthly close cycles

Planful Review

Planful helpful

Good FP&A software

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

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.

Planful:  Modern FP&A Solution

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.

Planful Overview Review

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.

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

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 from FP&A to the process owners.  Budget consolidation process was reduced from 2 days to 2 minutes.  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.

We have also since identified other uses for modeling, including complex calculations for our formula pricing that is based on external data imported into tables.  We are also importing non-financial data to enhance our asset management deferred maintenance program.

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

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.

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

Solid Choice

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

Robust financial reporting software.

Great, easy to set up and use, flexible enough

Training review

Review of Planful

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. 

Planful Reviews (2025)

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Pros and cons

58 reviews