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

"Great tool that can be customized to your company's needs."

What do you like best about Planful? That it can be customized through report layouts and programming of unique formulas as needed for template uploads. What do you dislike about Planful? The formatting function is a bit clunky and not consistently applied. This results in manual formatting required for reports before publication. What problems is Planful solving and how is that benefiting you? N/A

"Customer first"

What do you like best about Planful? I love how Planful listen to their customers and are willing to take ideas for future product ability. The tool is already incredibly flexible and diverse in it's functionality, yet continues to grow and develop at a pace. What do you dislike about Planful? Previously, I would have said UK / European time zone support, but with the office in London and the rapidly increasing people over here, those difficulties have become a thing of the ...

"Great FP&A tool for budgeting and Reporting"

What do you like best about Planful? Integration with Microsoft Office products makes planning very intuitive. Being able model using Spotlight XL saves the headache of learning a completely new platform from scratch. The ability to set custom dimensions and create custom accounts to track and house KPIs directly in the system is also useful What do you dislike about Planful? Workforce planning can be very manual if not directly integrated with your employee management software. ...

"Dynamic, flexible and capable EPM"

What do you like best about Planful? Application has an easy to navigate user interface long with navigation which can be structured to follow unique business processes combined with strong & segmented security. The excel like interface is intuitive for users of all abilities and experience levels. The SaaS model means the application can be fully owned and administered by FP&A or another, non-IT internal resource. The application is highly configurable whether in a parent-subsidiary model ...

"Excel with EPM"

What do you like best about Planful? Structured Planning is mostly intuitive and easy to use. Finance can manage the tool independently without IT. Fast implementation. Dynamic Planning (Aka Spotlight ) provides additional flexibility with an excel like interface. Good customer support. What do you dislike about Planful? It would be nice if Structured Planning and Dynamic Planning were a unified platform. It does feel like managing 2 systems if you use both. Recommendations to others ...

"Fully Comprehensive Reporting Tool"

What do you like best about Planful? Scalability and Excel-like features . Ease of use, powerful tool for reporting. Great interface and one stop shop for budgeting and reporting which I have not seen from most competitors. What do you dislike about Planful? Audit trail for user movement in the system could be more useful if Planful could capture actual before and after values. Inability to edit directly in formula bar of column/row sets. What problems is Planful solving and how is that ...

"2 Years Working with Planful. So much to offer when done the right way!"

What do you like best about Planful? Amongst other things, planful has a fantastic customer support team. Any problems big or small, Planful has members who are able to support our needs. The biggest benefit Planful provides is teaching us as the user how to first solve our own questions, and then to remedy this by helping us understand our system and be able to diagnose and resolve on our own. What do you dislike about Planful? In my opinion, Planful only has downsides when you don't learn ...

"Great reporting and budgeting tool"

What do you like best about Planful? There are a lot of great features in Planful, but the most helpful has been the standard structured planning tool which has significantly improved our budgeting process. What do you dislike about Planful? The only gripe I've had with Planful is that some of our more complex report packages must be executed during low-traffic hours or will return truncated reports. What problems is Planful solving and how is that benefiting you? Planful has greatly ...

"Great tool for Financial Reporting for Oracle based ledgers"

What do you like best about Planful? Decreases work time and reduces errors caused by manual inputs by pulling data directly from the ledger! What do you dislike about Planful? Missing two features: Snapshot for word and, if not built correctly, will cause refresh errors. What problems is Planful solving and how is that benefiting you? Reducing time by automating manual processes and decreasing errors.

"Planful has allowed for my team to streamline and accelerate our reporting processes."

What do you like best about Planful? Using Planful has saved us countless hours in which we'd otherwise still be stuck with 10x the work in regards to manual inputs and endless calculations - a huge time saver. What do you dislike about Planful? I honestly don't dislike it too much, there's an ever-so-slight learning curve, but it's by far worth the little bit of downtime required to understand how the program works. What problems is Planful solving and how is that benefiting you? Planful ...