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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 181-190 out of 540

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

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

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

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 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

DL

Dante L

05/22/19

4.5 out of 5

"Excellent Planning Tool"

What do you like best about Planful? Host syncs to our ERP and allows non-finance users to build budgets, compare actuals, and plan ahead. Host helps put fiscal responsibility back in the hands of other departments. What do you dislike about Planful? The load times between pages and the current time to process data takes longer than I would expect. What problems is Planful solving and how is that benefiting you? Host works as a great tool to compare our board books, which are Excel-based, ...

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AU

Anonymous User

05/22/19

3.5 out of 5

"Like the attention to their customers"

What do you like best about Planful? I appreciate Host's responsiveness to their customers' needs. They listen to the feedback on the community and always consider the requests. What do you dislike about Planful? DLR - Wish manual loads would roll forward automatically. We are using automated loads now so in order for historical data from older DLRs to rollforward we need to manually enter zeroes for the next year. Planning & Budgeting workflow - Sometimes we need to add an employee or ...

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JD

Jake D

05/22/19

3.5 out of 5

"Still learning but so far so good!"

What do you like best about Planful? The cloud database makes storing and accessing data much easier than excel. What do you dislike about Planful? The application can be glitchy at times and not always intuitive. I seem to have to refresh or process a lot of different things to get changes to flow through. What problems is Planful solving and how is that benefiting you? Data integrity is huge. Using multiple linked excel workbooks is a recipe for disaster.

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