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Planful Review: Is It The Right Financial Analysis Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Planful offers custom pricing plan

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What is Planful?

Planful is an effective FP&A platform that enables companies to tighten their grip on different aspects of financial planning such as consolidation, reporting, and analytics. It helps administrators navigate complex and changing business conditions without any hassles. With Planful's structured as well as dynamic planning suites, manual processes become a thing of the past and organizations can make the best use of their time. The integrated rolling forecasts technology reduces the response time to any market or business alteration. Enterprises can also enhance their

Pricing

  • Planful offers custom pricing plan

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
  • Data residency:🇺🇸

Planful Software Demo

Planful was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Planful

Team types
Large Enterprises, Medium Business
4.2/5 rating
540 verified reviews

Ready to try it?

Get started with Planful

Connect with the team for a personalised demo.

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Still comparing?

See how it stacks up

Compare Planful side-by-side with top Financial Analysis Software alternatives.

Abacum
Finmap
PivotXL
+9 more
Compare alternatives

What is the pricing of Planful?

Planful uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingPlanful offers custom pricing
Pricing Model
Quotation Based

Planful reviews and ratings

Buyer sentiment

Buyer sentiment is positive across 540 reviews, with strong overall satisfaction.

4.2

Very Good

Based on 425 ratings & 540 reviews

Rating Distribution

Excellent

(300)

Very Good

(212)

Good

(28)

Poor

(0)

Poor

(0)

What users are saying

IB

Irnes B

12/22/23

4.5 out of 5

"Financial Reporting, Budgeting, and Consolidation all in one solution."

What do you like best about Planful? Planful's user-friendly inteface and architecture is very unique compared to other EPM solutions. Finance managed ...

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TP

Talyon P

12/14/23

4.5 out of 5

"Best FP&A Platform for the mid-enterprise, with a few quirks"

What do you like best about Planful? Planful has transformed our forecasting process from an excel-based process where we had to collect feedback from ...

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AU

Anonymous User

12/13/23

5 out of 5

"Always Desiring Partnership and Assistance to Customer"

What do you like best about Planful? - Quick response time for help - Customer service is phenomenal - Spotlight XL EBR very useful and very ...

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AW

Angel W

12/13/23

5 out of 5

"Continually Improving and Making Big Impressions!"

What do you like best about Planful? This is an easy to use platform that allows us to create and manage budgets, utilize rolling forecasts and manage ...

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JR

Jennie R

12/11/23

5 out of 5

"Planful is leading the way for FP&A"

What do you like best about Planful? They are constantly increasing their products and listening to the customer. They have several different ways for ...

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AU

Anonymous User

11/20/23

3.5 out of 5

"Planful, a good tool if we you have the time and skills to set it up properly"

What do you like best about Planful? Planful is useful for quick to learn users (Dynamic planning should be a better option for most users but has a ...

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What are the features of Planful?

26%

Feature coverage

7 of 27 tracked features

An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source.…

Budgeting is a crucial aspect of financial management, and it involves the process of planning, organizing, and controlling financial resour…

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…

Custom workflows are a feature often found in various software applications, allowing users to automate and customize their work processes t…

Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives.…

Financial templates are pre-designed forms or layouts that allow users to easily create and manage financial documents. They offer a range o…

Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…

Security & Compliance

Planful security and data handling

Key compliance certifications and security features for IT and security teams evaluating Planful.

Certifications

SOC 2✓ Certified
HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Planful Support Options

Customer Service24/7 (Live rep)Business HoursOnline
LocationRedwood City, California

Frequently Asked Questions About Planful

Common questions buyers ask before choosing Planful.

Planful is a Financial Analysis Software. Planful offers Financial Management, Custom Workflows, Reporting, Collaboration, Budgeting and many more functionalities.

Some top alternatives to Planful includes Abacum, Finmap, PivotXL, Qualified and Ventury Analytics.

Planful offers Quotation Based pricing model

We don't have information regarding integrations of the Planful as of now.

The starting price is not disclosed by Planful. You can visit Planful pricing page to get the latest pricing.

Ready to try it?

Get started with Planful

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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