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Planful

by Planful · Since 2000
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ActiveAvailable globallyCloud
Quick facts
VendorPlanful
Year launched2000
StatusActive
Location150 Spear Street Suite 1850 San Francisco CA 94105
Countries servedGlobal
Languages9
Integrations14+
Free tierN/A
Free trialN/A
Contact salesYES

About Planful

Planful is a financial planning software from Planful that supports enterprise performance management. It combines financial reporting, budgeting, and forecasting so organizations can track performance and make informed decisions. Planful allows users to create collaborative planning models, conduct what-if analysis, and visualize data through interactive dashboards. This helps businesses manage their financial health more effectively. Additionally, Planful integrates with various data sources, automating data consolidation processes for accurate insights. Key capabilities: financial reporting budgeting forecasting data visualization collaboration tools Best for: finance teams that need comprehensive financial planning and analysis solutions.

Planful is a comprehensive budgeting software designed to streamline financial planning, analysis, and reporting for businesses of all sizes. Developed by Planful Inc., this platform offers a wide range of features that cater to the needs of finance teams, enabling them to manage budgets, forecast future financial performance, and generate insightful reports. One of the standout aspects of Planful is its user-friendly interface. The software is designed to be intuitive, making it accessible for users with varying levels of financial expertise. The layout is clean, with clearly labeled sections and straightforward navigation, which helps users quickly access the tools they need. This ease of use reduces the learning curve and allows teams to get up and running with the software in a short amount of time. Planful excels in its core functionality—budgeting and forecasting. The platform allows users to create detailed budgets that can be easily adjusted as financial conditions change. It supports various budgeting methods, including zero-based budgeting and rolling forecasts, providing flexibility to organizations in managing their financial planning processes.

Pros & Cons

Pros
  • • Ease of use: Many reviewers found Planful to be intuitive and easy to navigate, even for those without extensive financial experience.
  • • Flexibility: Planful offers a high degree of customization and flexibility, allowing users to tailor the software to their specific needs.
  • • Powerful features: Planful provides a comprehensive set of features for financial planning, budgeting, forecasting, and reporting.
  • • Integration capabilities: Planful integrates well with other software systems, making it easy to incorporate into existing workflows.
  • • Strong customer support: Many reviewers praised Planful's customer support team for their helpfulness and responsiveness.
Cons
  • • Complexity: Some reviewers found Planful to be complex to set up and configure, especially for those without a strong technical background.
  • • Limited customization: While Planful offers a high degree of customization, some reviewers noted that there are certain limitations in terms of what can be customized.
  • • Data limitations: Some reviewers mentioned that there can be limitations in terms of the data that can be imported and analyzed in Planful.
  • • Cost: While Planful offers a free trial, the pricing for the full version can be expensive for some businesses.

Features

Key features

• Financial Planning and Budgeting

Create and manage financial plans and budgets.

• Forecasting

Forecast future financial performance.

• Scenario Planning

Model different scenarios and their potential outcomes.

• Reporting

Generate various financial reports and dashboards.

• Data Integration

Integrate with other financial systems and data sources.

Additional features

• Financial Planning and Budgeting

Create and manage financial plans and budgets.

• Forecasting

Forecast future financial performance.

• Scenario Planning

Model different scenarios and their potential outcomes.

• Reporting

Generate various financial reports and dashboards.

• Data Integration

Integrate with other financial systems and data sources.

• Collaboration

Enable collaboration among teams and departments.

• Automation

Automate routine tasks and workflows.

• Customization

Customize the platform to fit specific business needs.

• Mobile Access

Access the platform on mobile devices.

• Security

Robust security measures to protect sensitive data.

• Planful Predict

AI-powered forecasting and predictive analytics.

• Spotlight for Microsoft Office

Integration with Microsoft Office tools.

• Solution-Specific Features

Tailored features for finance, accounting, marketing, human resources, sales, IT, and operations.

• Industry-Specific Templates

Pre-built templates for specific industries.

• Customizable Dashboards

Create custom dashboards to visualize key metrics.

• Workflow Management

Manage workflows and approvals.

• Data Visualization

Visualize data with charts, graphs, and other tools.

• Integration with Other Systems

Integrate with ERP, CRM, HR, and other systems.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
21
Billing currencies

Interface languages

EnglishSpanishFrenchItalianGermanPortugueseDutchJapaneseChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇰🇷KRW🇸🇬SGD🇭🇰HKD🇸🇪SEK🇨🇭CHF🇳🇿NZD🇳🇴NOK🇿🇦ZAR🇩🇰DKK🇦🇪AED

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