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

"Excellent Reporting"

What do you like best about Planful? The most helpful features are having multiple platforms to run reports of our data. The cloud based reporting is quick and easy to use and update. Spotlight XL allows us to provide the same data to our team in a format that they are used to seeing. What do you dislike about Planful? The biggest problem I have had with Host is the program is not intuitive. We had problems with creating new scenarios and were not able to quickly fix our problems. However, ...

"Robust and reliable data cuts and financial reporting across many legal entities and currencies"

What do you like best about Planful? Simplicity to administrate, and ease of use for a variety of users, with different skill levels. Robust- minimal downtime What do you dislike about Planful? Requirement to go via user community and gain support for changes Recommendations to others considering Planful: It's simpler for users and administrators, with lower cost of ownership than other better known products What problems is Planful solving and how is that benefiting you? Putting unreliable ...

"Recommending host"

What do you like best about Planful? The flexibility of the system and the ease of use. What do you dislike about Planful? Lack of controls around the change management process (auditability) What problems is Planful solving and how is that benefiting you? disseminating mass information via modeling has helped us streamline our back office processes,

"Less Errors"

What do you like best about Planful? Getting all the financial and operational data in one place talking related to each other. What do you dislike about Planful? Multiple products for the same solution. Not sure if we have the right product. What problems is Planful solving and how is that benefiting you? We have eliminated Excel linking and formula bust issues

"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

"Senior Manager of Accounting"

What do you like best about Planful? 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 about Planful? not sure yet - only started on host in Mar'19 What problems is Planful solving and how is that benefiting you? not sure yet - only started in Mar'19

"Overall positive and we have seen definite efficiencies"

What do you like best? Coming from Excel based, we have seen huge efficiencies in our reporting and are just now seeing some other benefits as we start our budget for next year. What do you dislike? Host is still a bit fragmented to navigate. What problems are you solving with the product? What benefits have you realized? We have seen benefits in reporting, budget streamline, and development of new forecasting process.

"Long Implementation but great experience!"

What do you like best about Planful? Host is really focused on creating a beautiful UX and making financial tasks easy and enjoyable for all users and admins. The system has great capability and they have great improvements in the pipeline. What do you dislike about Planful? We had a long, tough implementation. Some of the online training is very helpful but answers to quick, simple questions can be hard to come by because the lower tier support is subpar. We have had a tough time with a ...

"Good Experience"

What do you like best about Planful? Easy of use Consistency of entry Reporting generation of review and books Easier to analyze What do you dislike about Planful? How the Training Classes were scheduled and occurred at the same time. The ability to only edit cell in data entry with the cell itself as opposed to the formula bar like you can in Excel. How the copy and paste function of multiple lines does not function correctly unless the entire range is visible on the screen Recommendations ...

"Overall positive and we have seen definite efficiencies"

What do you like best? Coming from Excel based, we have seen huge efficiencies in our reporting and are just now seeing some other benefits as we start our budget for next year. What do you dislike? Host is still a bit fragmented to navigate. What problems are you solving with the product? What benefits have you realized? We have seen benefits in reporting, budget streamline, and development of new forecasting process.