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

"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.

"Planful Review"

What do you like best about Planful? The close proximity the system has to Excel and the relative ease of understanding the logic the system uses. What do you dislike about Planful? The UX is cumbersome and difficult for our users to grasp, especially when it comes to reporting. If a user can do a PivotTable in Excel they should be able to use Planful reporting, but they cannot without extensive training. What problems is Planful solving and how is that benefiting you? Planful has allowed ...

"Continuous learning"

What do you like best about Planful? The challenge of learning new features and how to implement and train users. What do you dislike about Planful? There's actually nothing to dislike but there's more room for improvement Recommendations to others considering Planful: If you need an application that will speed up your budgeting process up to creating reports and board books for management then Planful is the solution What problems is Planful solving and how is that benefiting ...

"Continuous learning"

What do you like best about Planful? The challenge of learning new features and how to implement and train users. What do you dislike about Planful? There's actually nothing to dislike but there's more room for improvement Recommendations to others considering Planful: If you need an application that will speed up your budgeting process up to creating reports and board books for management then Planful is the solution What problems is Planful solving and how is that benefiting ...

"Reliable and good for decision making."

What do you like best about Planful? High flexibility to summarize data in various ways and compatibility with excel. What do you dislike about Planful? In my personal experience, spotlight reports can sometimes take a while to load. What problems is Planful solving and how is that benefiting you? Budgeting and Forecasting of manufacturing operations.

"Finally, a budgeting tool buily for marketing"

What do you like best about Planful? Being able to see all of my budget in a single place, having an easy way to add invoices through email, tying marketing spend directly to Salesforce campaigns What do you dislike about Planful? A bit of a learning curve to understand the system, but their support team is patient and supportive. Recommendations to others considering Planful: I haven't found anything else out there that can help you build and manage a marketing budget like Plannuh does. ...

"Finally, a budgeting tool buily for marketing"

What do you like best about Planful? Being able to see all of my budget in a single place, having an easy way to add invoices through email, tying marketing spend directly to Salesforce campaigns What do you dislike about Planful? A bit of a learning curve to understand the system, but their support team is patient and supportive. Recommendations to others considering Planful: I haven't found anything else out there that can help you build and manage a marketing budget like Plannuh does. ...

"Still Learning"

What do you like best about Planful? Seems to be very clean and simple to find my way through. Still very new but on the surface it has a polished feel. The spotlight software is our biggest need and will match very well with our company. What do you dislike about Planful? Seems like the learning curve is huge for being independent. While everything can be learned there are several one offs that we cannot do when I would consider them logical options such as shortcuts. I am sure this will ...

"Great tool while consolidating data from different departments"

What do you like best about Planful? A friendly user interface while creating reports What do you dislike about Planful? Probably a missing undo button while capturing data. What problems is Planful solving and how is that benefiting you? Consolidating data from different companies, even with varying types of currency.

"Great tool while consolidating data from different departments"

What do you like best about Planful? A friendly user interface while creating reports What do you dislike about Planful? Probably a missing undo button while capturing data. What problems is Planful solving and how is that benefiting you? Consolidating data from different companies, even with varying types of currency.