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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planful

    Score8.2 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
    Pricing
    Planful
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Planful
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Community Pulse
    Planful
    Considered Both Products
    Planful
    Chose Planful
    This is the first company we’ve used and it’s been a good experience. I would recommend to others
    Incentivized
    Chose Planful
    I’ve only used Excel before.
    Incentivized
    Chose Planful
    Planful is next-gen compared to Hyperion. A lot more user-friendly and more potent than Anaplan.
    Incentivized
    Chose Planful
    We enjoy planful and have preferred it compared to similar products because of the personability, helpfulness form customer service, easy sign on, ability to customize reports, and run easy consolidation process.
    Incentivized
    Chose Planful
    The price for Planful was amazing and it was exactly what we needed. OneStream was overkill for our immediate needs.
    Incentivized
    Chose Planful
    We selected Planful because we preferred the service to the competitors we reviewed and also due to the implementation process and timeline.
    Incentivized
    Chose Planful
    Most financial folks user-friendly less technical support needed; most efficient and automated; data host in US; most automated with both the core application and excel spotlight in sync, you can view and sync in web or excel. Process time is fast.
    Incentivized
    Chose Planful
    Planful was able to show us how we could benefit for our business in the demo better than the other companies
    Incentivized
    Chose Planful
    Planful was the most flexible package while also being priced well below some of their larger competitors.
    Incentivized
    Chose Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several …
    Incentivized
    Chose Planful
    Planful's user interface is much more user-friendly than OneSteam. I wasn't as heavy of a OneStream user as Planful so can't fully compare. I am Power User and building system for Planful whereas I was purely end user for OneStream.
    Incentivized
    Chose Planful
    We liked the Excel-based interface and Planful's reporting capabilities. The dashboarding feature also offers a visual look at KPIs without purchasing another software, saving the company money.
    Incentivized
    Chose Planful
    Previously we used Infor CPM and Alight Planning. Planful is head and shoulders above both of these systems. We have been extremely happy with it. It has cut our workload in half compared to the other two systems. There is little to nothing in the other two systems that we miss …
    Incentivized
    Chose Planful
    Planful scored high in multiple areas (such planning, reporting, Workforce controlling) and based on our assessment criteria Planful receive the highest value/cost ratio. At the same time, we were confident that Planful was able to scale together with the business and manage …
    Incentivized
    Chose Planful
    It has been quite some time since I have used or evaluated some of the other products out there.
    Incentivized
    Chose Planful
    Before my arrival at the company, we attempted to implement Vena but were unsuccessful. We got further with Planful in the first week than in several months with Vena.
    Incentivized
    Chose Planful
    Workforce Planning in Planful is a plus compared to Adaptive Insights. Reporting in Planful is a plus compared to Adaptive Insights. Similarity to Excel is a plus compared to Adaptive Insights. Adaptive Insights can budget/forecast weekly or daily rather easily, which is a huge …
    Incentivized
    Chose Planful
    Planful is winning in user experience. More intuitive design and very user friendly. I do expect more flexibility in terms of system confirgurations like higher hierarchy limit
    Incentivized
    Chose Planful
    I was not involved in the selection process, but have owned Planful as a FP&A tool since its infancy.
    Incentivized
    Chose Planful
    Planful was a more cost effective approach vs our previous platform (Adaptive) and is able to be managed fully within the FP&A team (no IT resources or outside consultants post-implementation)
    Incentivized
    Chose Planful
    N/A; wasn't involved in the selection process, only the implementation following selection.
    Incentivized
    Chose Planful
    Planful seems to do a better job of pulling things in a format that is more understandable to an accounting-minded person, whereas the other platforms seem more focused on operations. From a detail perspective, Planful provides more powerful and complete data, in my experience. …
    Incentivized
    Chose Planful
    Planful seems to have the best price to performance option against the tools listed. Some of the more premium options on the market have outdated UIs and dont get updated as frequently and other in the same price category dont seem to have the same level of options and "ease" …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    Features
    Planful
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful
    Feature
    Planful
    5.6
    45 Ratings
    Pixel Perfect reports5.722 Ratings
    Customizable dashboards5.540 Ratings
    Report Formatting Templates5.737 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful
    Feature
    Planful
    6.9
    75 Ratings
    Drill-down analysis7.473 Ratings
    Formatting capabilities6.574 Ratings
    Report sharing and collaboration6.869 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful
    Feature
    Planful
    6.9
    63 Ratings
    Publish to Web8.122 Ratings
    Publish to PDF6.757 Ratings
    Report Versioning6.539 Ratings
    Report Delivery Scheduling6.444 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful
    Feature
    Planful
    6.6
    35 Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)6.526 Ratings
    Predictive Analytics6.830 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful
    Feature
    Planful
    8.1
    75 Ratings
    Multi-User Support (named login)8.369 Ratings
    Role-Based Security Model7.867 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.268 Ratings
    Report-Level Access Control8.027 Ratings
    Single Sign-On (SSO)8.359 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful
    Feature
    Planful
    8.0
    31 Ratings
    Responsive Design for Web Access8.629 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.421 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful
    Feature
    Planful
    7.3
    123 Ratings
    Long-term financial planning8.0110 Ratings
    Financial budgeting7.5122 Ratings
    Forecasting7.4113 Ratings
    Scenario modeling6.9102 Ratings
    Management reporting6.7119 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful
    Feature
    Planful
    5.9
    92 Ratings
    Financial data consolidation7.181 Ratings
    Journal entries and reports5.164 Ratings
    Multi-currency management5.055 Ratings
    Intercompany Eliminations6.056 Ratings
    Minority Ownership5.227 Ratings
    Local and consolidated reporting6.566 Ratings
    Detailed Audit Trails6.368 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful
    Feature
    Planful
    7.0
    123 Ratings
    Financial Statement Reporting7.3105 Ratings
    Management Reporting7.1115 Ratings
    Excel-based Reporting7.5115 Ratings
    Automated board and financial reporting6.288 Ratings
    XBRL support for regulatory filing7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful
    Feature
    Planful
    5.5
    77 Ratings
    Personalized dashboards6.168 Ratings
    Color-coded scorecards5.444 Ratings
    KPIs6.256 Ratings
    Cost and profitability analysis6.253 Ratings
    Key Performance Indicator setting5.744 Ratings
    Benchmarking with external data3.18 Ratings
    Integration
    Comparison of Integration features of Planful
    Feature
    Planful
    6.6
    113 Ratings
    Flat file integration7.283 Ratings
    Excel data integration6.6105 Ratings
    Direct links to 3rd-party data sources5.977 Ratings
    User Ratings
    Planful
    Likelihood to Recommend
    7.5
    (132 ratings)
    Likelihood to Renew
    8.6
    (20 ratings)
    Usability
    8.5
    (20 ratings)
    Availability
    8.2
    (4 ratings)
    Performance
    9.1
    (3 ratings)
    Support Rating
    8.4
    (21 ratings)
    In-Person Training
    6.4
    (2 ratings)
    Online Training
    8.9
    (2 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    Configurability
    8.2
    (2 ratings)
    CPA Rating
    9.1
    (1 ratings)
    Ease of integration
    5.3
    (4 ratings)
    Product Scalability
    8.2
    (2 ratings)
    Vendor post-sale
    8.9
    (4 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)