Planful

Drive Financial Performance with Planful

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Overview

Planful provides a comprehensive financial performance management platform that helps organizations with continuous planning, consolidation, and reporting. It is designed to automate financial processes, improve collaboration between finance and other departments, and provide strategic insights to drive business growth.

✨ Key Features

  • Financial planning and analysis
  • Budgeting and forecasting
  • Financial consolidation and close
  • Reporting and analytics
  • Workforce planning
  • Marketing planning
  • AI-powered insights

🎯 Key Differentiators

  • Structured and unstructured data planning capabilities.
  • Continuous planning approach that connects financial and operational planning.
  • Strong financial consolidation and reporting features.

Unique Value: Planful provides a single, cloud-based platform for all financial planning, consolidation, and reporting activities, enabling finance teams to be more agile and strategic.

🎯 Use Cases (4)

Annual operating plans Monthly forecasting Financial close and consolidation Management and board reporting

✅ Best For

  • Automating the financial planning and reporting cycle
  • Enabling continuous planning and forecasting in a dynamic business environment

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small businesses with very basic planning needs.

🏆 Alternatives

Anaplan Workday Adaptive Planning Vena Solutions

Unlike spreadsheets, Planful offers a controlled, scalable, and collaborative environment for financial planning. Compared to larger EPM suites, it is often seen as more user-friendly and faster to implement for mid-market companies.

💻 Platforms

Web Microsoft Excel

🔌 Integrations

NetSuite Sage Intacct QuickBooks Microsoft Dynamics Salesforce

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 1 Type II ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
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