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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 141-150 out of 540

DC

David C F

10/25/19

5 out of 5

"Marketers - get rid of your spreadsheets"

What do you like best about Planful? Plannuh was built by marketers with specific marketing budget management functionality What do you dislike about Planful? Integrations aren't live yet. But they are on the roadmap and I understand the way they have prioritized new features. What problems is Planful solving and how is that benefiting you? In every company I've been a part of, I've used a complicated spreadsheet to manage the marketing budget. Inevitably there would be multiple versions ...

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DC

David C F

10/25/19

5 out of 5

"Marketers - get rid of your spreadsheets"

What do you like best about Planful? Plannuh was built by marketers with specific marketing budget management functionality What do you dislike about Planful? Integrations aren't live yet. But they are on the roadmap and I understand the way they have prioritized new features. What problems is Planful solving and how is that benefiting you? In every company I've been a part of, I've used a complicated spreadsheet to manage the marketing budget. Inevitably there would be multiple versions ...

Read more

AI

Administrator in Biotechnology

05/30/19

4 out of 5

"Less than one year post implementation"

What do you like best? It's in the cloud and you can structure secure budget templates. You can add line item detail including notes, and also upload related support documents per line item. What do you dislike? There currently isn't a capability to report on all line item details (subines, notes, uploaded documents), but I'm sure that will come in a future enhancement. Recommendations to others considering the product: They are customer focused. Product features are addressing real ...

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AU

Anonymous User

05/30/19

4 out of 5

"Less than one year post implementation"

What do you like best about Planful? It's in the cloud and you can structure secure budget templates. You can add line item detail including notes, and also upload related support documents per line item. What do you dislike about Planful? There currently isn't a capability to report on all line item details (subines, notes, uploaded documents), but I'm sure that will come in a future enhancement. Recommendations to others considering Planful: They are customer focused. Product features are ...

Read more

AU

Anonymous User

05/30/19

4 out of 5

"Less than one year post implementation"

What do you like best about Planful? It's in the cloud and you can structure secure budget templates. You can add line item detail including notes, and also upload related support documents per line item. What do you dislike about Planful? There currently isn't a capability to report on all line item details (subines, notes, uploaded documents), but I'm sure that will come in a future enhancement. Recommendations to others considering Planful: They are customer focused. Product features are ...

Read more

BC

Brian C

05/24/19

4 out of 5

"Improving Product"

What do you like best about Planful? The constant improvement of the application making it easier to collaborate and report by improving the end user experience. What do you dislike about Planful? Challenges around Dynamic reporting within Workforce planning in regards to attribute fields. What problems is Planful solving and how is that benefiting you? Streamlining annual budget process and improving forecasting allowing for strategic adjustments during the fiscal year

BC

Brian C

05/24/19

4 out of 5

"Improving Product"

What do you like best about Planful? The constant improvement of the application making it easier to collaborate and report by improving the end user experience. What do you dislike about Planful? Challenges around Dynamic reporting within Workforce planning in regards to attribute fields. What problems is Planful solving and how is that benefiting you? Streamlining annual budget process and improving forecasting allowing for strategic adjustments during the fiscal year

AU

Anonymous User

05/22/19

4.5 out of 5

"Enlightening"

What do you like best about Planful? The in-depth workshops with hands on training and learning What do you dislike about Planful? The overviews without much hands on learning What problems is Planful solving and how is that benefiting you? modeling operational data using external source models and creating effective dashboards

UI

User in Computer Software

05/22/19

4.5 out of 5

"A Delve into my First Software Conference"

What do you like best? I did enjoy the Dave Kellog session on Wed morning regarding what the board looks at. This session was insightful. Also, the training session I attended was great for what I currently do and where I want to take it. Lastly, the customer dialogue (with other customers) I found very good. What do you dislike? Some of the break-out sessions were very general, but I get that the use-cases are individual and its hard to cover all. What problems are you solving with the ...

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UI

User in Restaurants

05/22/19

4.5 out of 5

"Awesome and knowledgeable"

What do you like best? The most helpful part was getting to talk Host team directly who build the product. What do you dislike? The timing of the breakout sessions and having to pick between two good sessions. What problems are you solving with the product? What benefits have you realized? Alternative and attribute hierarchy and learning how we can best implement at my company. The reporting and generating the board package quickly.

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