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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 151-160 out of 540

AU

Anonymous User

05/22/19

4.5 out of 5

"Implemented Host Analytics and Utilizing Spotlight"

What do you like best about Planful? Spotlight has been the part of Host Analytics that has proven to be most relevant to my job, it preserves excel functionality and makes the learning curve much less steep. What do you dislike about Planful? The thing I dislike about Host Analytics is that it is fairly clunky in that you have to know exactly where thing are located and the order in which to perform operations to avoid getting error messages. It is a hard learning curve in the Core App. ...

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AU

Anonymous User

05/22/19

4.5 out of 5

"Host analytics reporting"

What do you like best about Planful? Spotlight reports and dashboards , I really liked the spotlight reporting What do you dislike about Planful? I think we need to improve the formatting in Dynamic reports What problems is Planful solving and how is that benefiting you? I have utilized spotlight and reporting part

AU

Anonymous User

05/22/19

4.5 out of 5

"Awesome and knowledgeable"

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

AI

Administrator in Insurance

05/22/19

4.5 out of 5

"Host gets the job done"

What do you like best? User friendly, quarterly releases with customer driven improvements, customer service is great What do you dislike? Some smaller items have been on my wish list for a while that I'm still waiting on Recommendations to others considering the product: Think through and plan what you'd like out of the system before actually implementing What problems are you solving with the product? What benefits have you realized? Central spot for forecasting and management reporting

UI

User in Hospital & Health Care

05/22/19

4.5 out of 5

"Enlightening"

What do you like best? The in-depth workshops with hands on training and learning What do you dislike? The overviews without much hands on learning What problems are you solving with the product? What benefits have you realized? modeling operational data using external source models and creating effective dashboards

UI

User in Insurance

05/22/19

4.5 out of 5

"Implemented Host Analytics and Utilizing Spotlight"

What do you like best? Spotlight has been the part of Host Analytics that has proven to be most relevant to my job, it preserves excel functionality and makes the learning curve much less steep. What do you dislike? The thing I dislike about Host Analytics is that it is fairly clunky in that you have to know exactly where thing are located and the order in which to perform operations to avoid getting error messages. It is a hard learning curve in the Core App. There is no undo ...

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AI

Administrator in Wholesale

05/22/19

4.5 out of 5

"Great EPM product"

What do you like best? - user interface - workforce planning - report distribution - support - knowledge and timeliness - rate and quality of enhancements What do you dislike? - nothing significant enough to note - development, implementation and user adoption all went well What problems are you solving with the product? What benefits have you realized? - expense and capital budgeting - reporting - workforce planning

AU

Anonymous User

05/22/19

4.5 out of 5

"great forecasting and reporting tool"

What do you like best about Planful? ability to share the forecasting process throughout the organization What do you dislike about Planful? it can take a long time to bet set up correctly What problems is Planful solving and how is that benefiting you? able to forecast and budget faster

LF

Luis F

05/22/19

4.5 out of 5

"Host Analytics an evolution"

What do you like best about Planful? Features I like best include: - Direct link to financial data from reporting tools (Excel, PPT, Word) - Improving functionality - Ability to incorporate headcount planning (workforce) - Workflow options What do you dislike about Planful? Still a few manual things like: - "processing" cubes that aren't automatically done - making changes to add users, new hierarchy changes, access rights is not always intuitive - trying to distinguish between paid add-on ...

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UI

User in Consumer Goods

05/22/19

4 out of 5

"Senior Manager of Accounting"

What do you like best? Host will provide us to consolidate automatically. Right now we consolidate in excel. This will also help us with visibility when reviewing actuals vs budget/forecast. What do you dislike? not sure yet - only started on host in Mar'19 What problems are you solving with the product? What benefits have you realized? not sure yet - only started in Mar'19

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