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

"Pro & Con Planful"

What do you like best about Planful? Consolidate financial reporting. All reports from sites are consolidated to the Headquarters level. What do you dislike about Planful? The input module does not have calculation functions as a spreadsheet does. What problems is Planful solving and how is that benefiting you? Drill down & consolidate financial reports at sites & Corporate levels.

"Excellent option for quick installation"

What do you like best about Planful? Working with a company that was performing consolidations in Excel. Planful was the best for basic functionality, quick implementation, and non-technical administration. What do you dislike about Planful? Just something to be aware of: We partnered with a third-party implementation partner, and the support was excellent. We engaged a different third-party consulting firm for ERP integration and technical support and received excellent support. The ...

"Solid Financial Reporting Software"

What do you like best about Planful? Planful is user-friendly. Has a great online interface and Excel addin. Plus the support team is excellent. What do you dislike about Planful? Excel add-in requires a little more effort than other platforms What problems is Planful solving and how is that benefiting you? Works well as a consolidation tool

"Planful gives me all the data I need to create the month end top level financials."

What do you like best about Planful? I like the user interface and how easy it is to use. The report builder is easy to update for the new year, and testing that the reports work correctly is also a great feature, in my opinion What do you dislike about Planful? The downside is that it is a separate system from where I get the rest of my financial data. So I have to bring all the data together before I can create the dashboard. What problems is Planful solving and how is that benefiting ...

"Excellent reporting software"

What do you like best about Planful? The software is very intuitive and Planful's support is very responsive. The software is very reliable in that over our 5+ years on Planful, there have been minimal downtimes. What do you dislike about Planful? I wish their help videos were published on youtube so they would be easier to navigate and search What problems is Planful solving and how is that benefiting you? Building a better forecasting process

"1 Year after Planful implementation"

What do you like best about Planful? The aesthetic of reports, options of reports, and ability to use substitution variables. What do you dislike about Planful? When getting an error message and no data output, I wish it gave more explanation on what's missing from my row, column, and page. What problems is Planful solving and how is that benefiting you? Its more user friendly than excel plug ins, so if a business partner with limited experience wanted to get exposure, they could.

"Powerful Enterprise Modeling Tool with Some Drawbacks"

What do you like best about Planful? Planful provides user-based security that allows sharing of financial data with relevant stakeholders in a single system, which eliminates the need for offline spreadsheets. Planful also provided a flexible model-building tool that FP&A can own and maintain to adapt to the changing business environment. What do you dislike about Planful? I don't like the separation of the structured planning and dynamic planning modules in Planful, which creates an ...

"Quick easy and helpful"

What do you like best about Planful? Planful has allowed me to automate all my reports and has allowed more flexibility in doing ad hoc requests. It has allowed us to plan and forecast expenses in an efficient and effective manner that is much better than excel. What do you dislike about Planful? It sometimes is a little difficult to figure out what is going wrong if there is an issue. I think planful has a solution to most things, but sometimes you need to be creative in getting to that ...

"User friendly and highly customizable"

What do you like best about Planful? Click-button push reporting to stakeholders is incredibly useful. The highly customizable nature of the platform allows you to model anything that you would have constructed in Excel. What do you dislike about Planful? Limited out of the box templates are available for use which requires you to start from scratch. That makes it painful at first, but once you spend time building a few you will quickly unlock the key benefit of Planful in its ...

"Decent Excel plug ins"

What do you like best about Planful? Decent experience in using Planful. Especially like the spotlight plug-in features so that information in the consolidation system can be directly pulled in to reports that can be refreshed monthly What do you dislike about Planful? Sometimes the mapping of entities when setting up new items in Planful can be confusing and unclear. Overall having a better chart to show relationships that help with order of operations for consolidation would be a useful ...