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

"We Can Now Do More!"

What do you like best about Planful? It's a cloud-based improvement on Excel. What do you dislike about Planful? There is a learning curve to understanding how to use it. For example, sometimes it's unclear if viewing data will override the report setup. What problems is Planful solving and how is that benefiting you? We're working on putting our expenses in Planful and we want to put reinsurance data to see trends next.

"Planful Review"

What do you like best about Planful? The close proximity the system has to Excel and the relative ease of understanding the logic the system uses. What do you dislike about Planful? The UX is cumbersome and difficult for our users to grasp, especially when it comes to reporting. If a user can do a PivotTable in Excel they should be able to use Planful reporting, but they cannot without extensive training. What problems is Planful solving and how is that benefiting you? Planful has allowed ...

"Intuitive Platform w/ Valuable Features"

What do you like best about Planful? The platform is very intuitive and easy to pick up. Navigation is more straightforward compared to competitors, and the application is easy to teach. The reporting feature is robust and makes creating ad hoc reports efficient. Also, the ability to use reporting to deliver recurring reports is a great feature. What do you dislike about Planful? Although the reporting feature is powerful, the UX has some drawbacks. Formatting in reports is time-consuming ...

"More than Expected"

What do you like best about Planful? I had no idea what Planful could all do. I think it is a great tool to do your close in. Once you complete your JE's, you can run Financial Reports in the same system. I also like that it can link to Blackline, which helps your reconciliations be in the same place. What do you dislike about Planful? To get reports set up, it does take some practice to learn how to do it. You also want to make sure you can navigate if there is an out-of-balance and to ...

"Reliable and good for decision making."

What do you like best about Planful? High flexibility to summarize data in various ways and compatibility with excel. What do you dislike about Planful? In my personal experience, spotlight reports can sometimes take a while to load. What problems is Planful solving and how is that benefiting you? Budgeting and Forecasting of manufacturing operations.

"Finally, a budgeting tool buily for marketing"

What do you like best about Planful? Being able to see all of my budget in a single place, having an easy way to add invoices through email, tying marketing spend directly to Salesforce campaigns What do you dislike about Planful? A bit of a learning curve to understand the system, but their support team is patient and supportive. Recommendations to others considering Planful: I haven't found anything else out there that can help you build and manage a marketing budget like Plannuh does. ...

"Finally, a budgeting tool buily for marketing"

What do you like best about Planful? Being able to see all of my budget in a single place, having an easy way to add invoices through email, tying marketing spend directly to Salesforce campaigns What do you dislike about Planful? A bit of a learning curve to understand the system, but their support team is patient and supportive. Recommendations to others considering Planful: I haven't found anything else out there that can help you build and manage a marketing budget like Plannuh does. ...

"Still Learning"

What do you like best about Planful? Seems to be very clean and simple to find my way through. Still very new but on the surface it has a polished feel. The spotlight software is our biggest need and will match very well with our company. What do you dislike about Planful? Seems like the learning curve is huge for being independent. While everything can be learned there are several one offs that we cannot do when I would consider them logical options such as shortcuts. I am sure this will ...

"Great tool while consolidating data from different departments"

What do you like best about Planful? A friendly user interface while creating reports What do you dislike about Planful? Probably a missing undo button while capturing data. What problems is Planful solving and how is that benefiting you? Consolidating data from different companies, even with varying types of currency.

"Great tool while consolidating data from different departments"

What do you like best about Planful? A friendly user interface while creating reports What do you dislike about Planful? Probably a missing undo button while capturing data. What problems is Planful solving and how is that benefiting you? Consolidating data from different companies, even with varying types of currency.