Planful Reviews in July 2026: User Ratings, Pros & Cons

"Planful automated our planning and reporting process"

What do you like best about Planful? We are able to permissions our users, take snapshot of data, automate it to our accounting system and ensure our data is accurate. Budget owners can see their transactional information, plan in real-time, and be involved in the process. This creates more accountability and data-driven decisions. What do you dislike about Planful? Time to calculate/save/process data can take longer than expected at times. What problems is Planful solving and how is that ...

"Awesome Cloud and Customer Service"

What do you like best about Planful? User interface for building out reports is intuitive and easy to understand. Implementation was easy. Deploying to the larger organization was an easy process. What do you dislike about Planful? Cloud environment means you can only access with an active internet connection so working offline is not an option. Recommendations to others considering Planful: It's important to have a good implementation partner who has experience in your industry. Challenge ...

"Awesome Cloud and Customer Service"

What do you like best about Planful? User interface for building out reports is intuitive and easy to understand. Implementation was easy. Deploying to the larger organization was an easy process. What do you dislike about Planful? Cloud environment means you can only access with an active internet connection so working offline is not an option. Recommendations to others considering Planful: It's important to have a good implementation partner who has experience in your industry. Challenge ...

"A resourceful sofware"

What do you like best about Planful? The predicted signals and projections are appealing What do you dislike about Planful? Not sure what are all the products there Recommendations to others considering Planful: Try it, and it may help resolve some issues you have What problems is Planful solving and how is that benefiting you? shorten the report running time

"You get out what you put into Planful."

What do you like best about Planful? The consistency of reporting & templates What do you dislike about Planful? It can be challenging to get up and running Recommendations to others considering Planful: Put the time and effort into completing all of the free training modules and getting the paid certifications in each module. What problems is Planful solving and how is that benefiting you? Report Automation, Distribution Bottlenecks, Collaborative Review of Financials, Budget Variance ...

"Solid platform for budget planning and review"

What do you like best about Planful? The planning tool gives visibility into out years and the acct/to forecast is great for near real time budget performance. Overall, much better than the spreadsheets we used to use. What do you dislike about Planful? The toggling between screens and downloads could be better. What problems is Planful solving and how is that benefiting you? Collaborative budget management w/finance

"A great forward thinking FP&A solution"

What do you like best about Planful? My favorite thing about the solution is that it is very powerful, though it is not necessarily challenging to use on a day to day basis. Additionally, my experience with Planful support and Planful Implementation consultants has been excellent, which is really important for a relatively new product for which there isnt a massive library of support information. What do you dislike about Planful? The Planful training suite is really inadequate. It covers ...

"Intuitive Platform w/ Valuable Features"

What do you like best about Planful? The platform is very intuitive and easy to pick up. Navigation is more straightforward compared to competitors, and the application is easy to teach. The reporting feature is robust and makes creating ad hoc reports efficient. Also, the ability to use reporting to deliver recurring reports is a great feature. What do you dislike about Planful? Although the reporting feature is powerful, the UX has some drawbacks. Formatting in reports is time-consuming ...

"We Can Now Do More!"

What do you like best about Planful? It's a cloud-based improvement on Excel. What do you dislike about Planful? There is a learning curve to understanding how to use it. For example, sometimes it's unclear if viewing data will override the report setup. What problems is Planful solving and how is that benefiting you? We're working on putting our expenses in Planful and we want to put reinsurance data to see trends next.

"More than Expected"

What do you like best about Planful? I had no idea what Planful could all do. I think it is a great tool to do your close in. Once you complete your JE's, you can run Financial Reports in the same system. I also like that it can link to Blackline, which helps your reconciliations be in the same place. What do you dislike about Planful? To get reports set up, it does take some practice to learn how to do it. You also want to make sure you can navigate if there is an out-of-balance and to ...