Planful Reviews in January 2025: User Ratings, Pros & Cons

"Financial Reporting, Budgeting, and Consolidation all in one solution."

What do you like best about Planful? Planful's user-friendly inteface and architecture is very unique compared to other EPM solutions. Finance managed with no dependence on external consultants is what makes Planful stand out. What do you dislike about Planful? Spotlight XL (excel add-in) can be enhanced with additional features. What problems is Planful solving and how is that benefiting you? Planful is helping our business consolidate in one common chart of account effortlessly while ...

"Best FP&A Platform for the mid-enterprise, with a few quirks"

What do you like best about Planful? Planful has transformed our forecasting process from an excel-based process where we had to collect feedback from multiple parties and stitch several files together, to a seamless process where changes are real-time and have a higher degree of accuracy. When we did our review process of other platforms, this was by far the best looking. Planful is also pretty adaptable/customizable for unique use-cases that our business required What do you dislike about ...

"Always Desiring Partnership and Assistance to Customer"

What do you like best about Planful? - Quick response time for help - Customer service is phenomenal - Spotlight XL EBR very useful and very user-friendly - BOOMI tool integration with ERP & strides have been made to drive seamless integration across other platforms - Row sets and column sets within reporting are very easily understood - New AI functionality appears helpful and out-of-the-box user friendly - Many strides made to educate customers on new releases - Many developments have ...

"Continually Improving and Making Big Impressions!"

What do you like best about Planful? This is an easy to use platform that allows us to create and manage budgets, utilize rolling forecasts and manage our workforce. They are always listening to what their users have to say and continually improving! What do you dislike about Planful? The ability to easily archive old scenarios for access again in the future. We run an annual clean up process, so there are ways of archiving the information, but to have a folder storage system in Planful ...

"Planful is leading the way for FP&A"

What do you like best about Planful? They are constantly increasing their products and listening to the customer. They have several different ways for customers to communicate between each other and with Planful. They truly listen to their customers. If there's a product enhancement you want, ask them, and odds are, it's already on their roadmap. What do you dislike about Planful? Nothing against them, but our company doesn't fully use the tool to it's full capacity. What problems is ...

"Planful, a good tool if we you have the time and skills to set it up properly"

What do you like best about Planful? Planful is useful for quick to learn users (Dynamic planning should be a better option for most users but has a steeper learning curve) and who want to get month end reporting out of excel and into something more repeatable. It does a good job of bringing systems together to create a forecast (HRIS, database) as long as the data coming from these systems can sit in one place and can be easily tied into other dimensions from your GL. What do you dislike ...

"Excellent Product"

What do you like best about Planful? I love how it makes FP&A reporting so much more streamlined and automated. I don't have to spend as much time creating reports. Instead, I can use my time more effectively on analysis and inquiries. What do you dislike about Planful? I think it takes some time to get familiar with the platform and understand its logic. I also think the training videos need to be more accessible rather than a course format where I must watch every single video and take a ...

"Great features and Usability"

What do you like best about Planful? Once you learn how to use Planful, it becomes more intutive and provides a number of features to allow you to easily load and consolidate multiple companies . I also love the Spotlight feature in Excel. The usability of it saves us so much time and allows us to create so many reports with system generated numbers. What do you dislike about Planful? There is a large learning curve. Their customer support is helpful, but it takes a while for them to figure ...

"You can't go wrong with Planful!"

What do you like best about Planful? Planful has completely revolutionized the way our finance team operates. We went from manual work in excel with a high margin of error to quick, adaptable, trustworthy data models that have significantly increased our forecast accuracy, while simultaneously reducing time spent on reporting, planning & forecasting. The implementation process was very smooth and only took us 6-8 weeks. Since implementation I've had no issues, haven't had to reach out to ...

"Excellent Product!"

What do you like best about Planful? Planful is a great product. It is straightforward to use and extremely user-friendly. Dynamic reports allow for the creation of reports from various data sources. What do you dislike about Planful? There is nothing I don't like! The product works great for us. What problems is Planful solving and how is that benefiting you? We are using Planful for financial reports, ad-hoc reports, budgeting, and forecasting