Planful Reviews in May 2025: User Ratings, Pros & Cons

"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 ...

"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 ...

"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.

"Host Analytics survey"

What do you like best? using spotlight in Excel to populate reports What do you dislike? getting errors when trying to save workbooks that have a Spotlight data zone. What problems are you solving with the product? What benefits have you realized? we now have transaction level detail with modeling

"Powerful, flexible analytics; requires more intuition"

What do you like best about Planful? Host Analytics offers various methods for generating, interacting with, and delivering reporting and analytics for Budgeting, Forecasting, and Modeling. The ability to customize the Excel-based Spotlight reports is fantastic - the time saved helps us do what we're best at: telling the story and advising on strategy. As well, it integrates seamlessly with powerpoint for BOD presentations and dashboarding. I also like the security features and ...

"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 ...

"Like the attention to their customers"

What do you like best? 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? 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 adjust a tax rate after one or ...

"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.

"Good update"

What do you like best about Planful? the gathering of people that have a lot of the same questions and answers. the learning we can achieve from each other is great What do you dislike about Planful? would like to see another day of targeted training for people that are novices or that have people on their team that are novices Recommendations to others considering Planful: Be sure you have didicated resources to handle host it is too big to handle as a portion of someones job What problems ...