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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 201-210 out of 540

AU

Anonymous User

05/22/19

4.5 out of 5

"A Delve into my First Software Conference"

What do you like best about Planful? 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 about Planful? 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 ...

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LO

Liam O

05/22/19

4.5 out of 5

"Good conference with relevant sessions and a lot of available information."

What do you like best about Planful? Introduction to the product and lots of available content. What do you dislike about Planful? Just getting into the tool so not sure. I think there is a lot of potential. What problems is Planful solving and how is that benefiting you? Getting out of excel.

AI

Administrator in Real Estate

05/22/19

5 out of 5

"Solid EPM platform that has matured over the past two years"

What do you like best? I like that HA is focusing on developing the modeling platform. Our company has many potential use cases for modeling and we are excited to see how this product will mature. What do you dislike? Rigidity of Planning forms as they are cumbersome to maintain. What problems are you solving with the product? What benefits have you realized? Allocation calculations have been automated saving us several hours each planning cycle.

AU

Anonymous User

05/22/19

5 out of 5

"I Love Perform2019"

What do you like best about Planful? I was happy to hear how Host has evolved in the past year and half since our implementation in 2017. What do you dislike about Planful? There is nothing that I dislike about Host What problems is Planful solving and how is that benefiting you? Easing the budgeting and forecasting process for our department users; Giving department leaders to have real time actual vs budget reports

KO

Kyle O

05/22/19

5 out of 5

"Modeling Functionality Driving results"

What do you like best about Planful? Flexibility to use Modeling for complex calculations and allocations that can then be pushed back into the core applications. What do you dislike about Planful? Nothing at this point. Just getting started What problems is Planful solving and how is that benefiting you? More efficient distribution of performance results to key stakeholders

AI

Administrator in Real Estate

05/22/19

5 out of 5

"Solid EPM platform that has matured over the past two years"

What do you like best? I like that HA is focusing on developing the modeling platform. Our company has many potential use cases for modeling and we are excited to see how this product will mature. What do you dislike? Rigidity of Planning forms as they are cumbersome to maintain. What problems are you solving with the product? What benefits have you realized? Allocation calculations have been automated saving us several hours each planning cycle.

ST

Steven T

05/22/19

5 out of 5

"Speed and Flexibility"

What do you like best about Planful? Amazingly fast! Amazingly flexible! tool to use when retrieving data. What do you dislike about Planful? Unavailability of examples in reporting or other tools. What problems is Planful solving and how is that benefiting you? Mainly reporting

UI

User in Insurance

05/22/19

4.5 out of 5

"Host analytics reporting"

What do you like best? Spotlight reports and dashboards , I really liked the spotlight reporting What do you dislike? I think we need to improve the formatting in Dynamic reports What problems are you solving with the product? What benefits have you realized? I have utilized spotlight and reporting part

AU

Anonymous User

05/22/19

4.5 out of 5

"Host Analytics is a great EPM solution"

What do you like best about Planful? Host is great for bringing together data from multiple ERPs into a single application for consolidation, planning and reporting. What do you dislike about Planful? There is nothing specific I would call out as a dislike. What problems is Planful solving and how is that benefiting you? More efficient monthly close and reporting, faster forecast preparation, better reporting and analytics. More time to work IN the business instead of ON the business.

AI

Administrator in Computer Software

05/22/19

4.5 out of 5

"great forecasting and reporting tool"

What do you like best? ability to share the forecasting process throughout the organization What do you dislike? it can take a long time to bet set up correctly What problems are you solving with the product? What benefits have you realized? able to forecast and budget faster

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