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Planful - New SaaS Software

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

Streamline financial planning for business success.

4.2

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Planful offers custom pricing plan

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Planful Reviews & Ratings

4.2

Very Good

Based on 425 ratings & 540 reviews

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Rating Distribution

Excellent

(300)

Very Good

(212)

Good

(28)

Poor

(0)

Terrible

(0)

Planful pros and cons

  • Reviewers say it streamlines and automates FP&A reporting, budgeting and forecasting.

  • Excel-like features and Spotlight integration make it intuitive and save time.

  • Easy to build and customize reports from multiple data sources.

  • Planful is responsive to customers and continually improves the product.

  • Some reviewers report occasional crashes or issues during refreshes.

  • A few find the upload process and headcount module could be simpler or more customizable.

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Showing 121-130 out of 540

AU

Anonymous User

05/22/20

4 out of 5

"Host has been agile and offers a lot of benefits for us to improve our reporting."

What do you like best about Planful? Getting a single source of truth for us is very important. Host helps us to get all of our data in one place and is very user friendly. What do you dislike about Planful? Reporting security is not great. We don't like needing to administer security at the report level. I wish there was more visibility into the CTA calculation. What problems is Planful solving and how is that benefiting you? Getting our consolidation done outside of excel. We have ...

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AU

Anonymous User

05/22/20

4 out of 5

"Perform 2018"

What do you like best about Planful? variety of topics, seeing new tool capabilities What do you dislike about Planful? event was well organized, sessions were the right length What problems is Planful solving and how is that benefiting you? better planning, more looking forward , less looking back - very helpful in this environment to change plans right in the middle of our annual cycle

AU

Anonymous User

05/21/20

4.5 out of 5

"Planful has made HUGE strides"

What do you like best about Planful? Every year they are making this program better. just this year alone, they have created a lot of great features in the Workforce Planning section that will make my job much more easier. A goal this year I have is to get our Money Managers to interact in the tool more and the features they just released are going to help me accomplish this goal. What do you dislike about Planful? We had several issues with our implementation. Our consulting service was ...

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UI

User in Oil & Energy

05/21/20

4.5 out of 5

"Great tool for budgeting and financial statement, easy click and go dynamic report building."

What do you like best? Easily building complex reports for users. What do you dislike? Manual JE upload is somewhat challenging. What problems are you solving with the product? What benefits have you realized? Reporting for internal and external users as well as integration with other tools.

AU

Anonymous User

05/21/20

4.5 out of 5

"Great tool for budgeting and financial statement, easy click and go dynamic report building."

What do you like best about Planful? Easily building complex reports for users. What do you dislike about Planful? Manual JE upload is somewhat challenging. What problems is Planful solving and how is that benefiting you? Reporting for internal and external users as well as integration with other tools.

AI

Administrator in Construction

05/21/20

4.5 out of 5

"Planful has made HUGE strides"

What do you like best? Every year they are making this program better. just this year alone, they have created a lot of great features in the Workforce Planning section that will make my job much more easier. A goal this year I have is to get our Money Managers to interact in the tool more and the features they just released are going to help me accomplish this goal. What do you dislike? We had several issues with our implementation. Our consulting service was not great at explaining ...

Read more

AU

Anonymous User

05/21/20

5 out of 5

"Great experience"

What do you like best about Planful? This is the first year the conference is virtual and I think they did a great job keeping users engaged while delivering the materials. What do you dislike about Planful? The break from 11-noon was a bit awkward and long. Would be better if they had shorter, more regular breaks. Recommendations to others considering Planful: The constant re-branding and re-naming of the platform and various modules is very annoying. For users who have been with Host ...

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AI

Administrator in Accounting

05/21/20

5 out of 5

"Great experience"

What do you like best? This is the first year the conference is virtual and I think they did a great job keeping users engaged while delivering the materials. What do you dislike? The break from 11-noon was a bit awkward and long. Would be better if they had shorter, more regular breaks. Recommendations to others considering the product: The constant re-branding and re-naming of the platform and various modules is very annoying. For users who have been with Host Analytics from the start, it ...

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AI

Administrator in Chemicals

05/21/20

4 out of 5

"Planful"

What do you like best? Reporting is intuitive and flexible. Easy to learn. Reliable transfer of data from ERP to Planful. What do you dislike? Hard to find new employees with prior Planful experience. What problems are you solving with the product? What benefits have you realized? It allows us to be flexible with management reporting (different business units, etc.), while maintaining GAAP consolidated reporting.

AU

Anonymous User

05/21/20

4 out of 5

"Planful"

What do you like best about Planful? Reporting is intuitive and flexible. Easy to learn. Reliable transfer of data from ERP to Planful. What do you dislike about Planful? Hard to find new employees with prior Planful experience. What problems is Planful solving and how is that benefiting you? It allows us to be flexible with management reporting (different business units, etc.), while maintaining GAAP consolidated reporting.

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