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

"Support has improved significantly and Planful is constantly making this tool better!"

What do you like best about Planful? I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to What do you dislike about Planful? Nothing, they are constantly improving the system. Since our implementation, they have created Business User ...

"Implementing Planful with our company"

What do you like best about Planful? Planful provides a lot of flexibility. From reporting to planning, there is always multiple ways to do something and planful is almost always flexible enough to do it how you prefer. What do you dislike about Planful? Because Planful is so flexible with multiple ways to do something, it can be difficult to know the right way or the best way to do something without a lot of trial and error. What problems is Planful solving and how is that benefiting ...

"Powerful and flexible EPM solution"

What do you like best about Planful? • It is easy for budget owners to enter the budget information and assumptions, and efficient for FP&A to roll up the numbers and run scenario analysis. • It has strong reporting capability. The dynamic report, report collection, and excel interface spotlight reporting enable us to slice and dice our data and perform analysis at different dimensions. • The integration with our accounting system NetSuite is seamless and it enables us to perform budget vs ...

"Great product; fast, flexible easy to administer"

What do you like best about Planful? The application is responsive, we load actuals every 10 minutes. It is easily configured to match the business and is easily managed by FP&A. It does not require either external or internal IT support. The data structures are strong and rigid, with is necessary for consistent reporting at the same time, they are user managed and can be designed to meet business requirements. Reporting is robust and consistent. Planful excels at producing financial ...

"Great Consolidating Tool"

What do you like best about Planful? The best thing I like about Planful is the ability for us to customize the reports to our liking. This makes creating reports for presentation purposes very efficient. What do you dislike about Planful? One thing I dislike about Planful is that I cannot export live reports into Excel as a refreshable format. The ability to export active reports into Excel which can be refreshed actively would be amazing. What problems is Planful solving and how is that ...

"Moving our planning and forecasting into the cloud"

What do you like best about Planful? I like the reporting the best so far. It has given us the ability to replace previously excel driven financial statement reports. Also, we have our ERP transactions directly synced to the Planful system so to give drill through access to our transactions. What do you dislike about Planful? The reporting formatting could be beefed up some. It is good enough for what we need but could be better. Getting formatting to stick sometimes is inconsistent. What ...

"Planful Software Review"

What do you like best about Planful? Easy to navigate the software. The company continuously updates the platform based on current trends and customer requests; they recently switched to monthly updates (from quarterly). What do you dislike about Planful? While the product is robust and offers many features, there is still an opportunity to improve the performance of reports and dashboard models. They are also working to enhance self-reference help features. What problems is Planful solving ...

"Planful, Better Together"

What do you like best about Planful? Planful enables the ability for users to focus on what matters, the story, instead of non value add transactional work. What do you dislike about Planful? For Planful, it would be great to see workforce planning get more showcase time. Many current users I do not feel understand the power behind it. What problems is Planful solving and how is that benefiting you? Problems solving with problems: budgeting, forecasting, modeling, able to share the story.

"Easy and Insightful"

What do you like best about Planful? Ease of use and the many ways you ca filter results What do you dislike about Planful? I can't really say I dislike anything at all! Recommendations to others considering Planful: Hands-down a FANTASTIC TOOL to keep track of your budgets, spend, and all invoices, PO's, etc. attached to tracking What problems is Planful solving and how is that benefiting you? Keeping track of all expenses, spend, and budget planning/tracking

"Current User of Plannuh"

What do you like best about Planful? I really like the budget and campaign management and tracking integration. It feels great not to manage and reconcile a very detailed budget within a spreadsheet. What do you dislike about Planful? There is nothing that I dislike currently. Since subscribing, numerous updates have assured me that consistent improvements are being made. What problems is Planful solving and how is that benefiting you? The biggest pains were managing, tracking, and ...