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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 231-240 out of 540

UI

User in Machinery

05/21/19

3 out of 5

"How to Leverage Host Better"

What do you like best? Very flexible, Works well with Excel, has all the basics What do you dislike? Not intuitive, at times feels like programming What problems are you solving with the product? What benefits have you realized? Consistent process for closing the books, common template for budgeting

UI

User in Consumer Electronics

05/21/19

3 out of 5

"easy to use, but its slow"

What do you like best? the spotlight reporting feature is very helpful What do you dislike? it takes a lot of time to upload forecast into host and running transaction details also takes forever What problems are you solving with the product? What benefits have you realized? the spotlight feature helps me preparing the month end package for my business partner more efficient, giving me back a lot of time to work on other projects

AU

Anonymous User

05/21/19

3 out of 5

"easy to use, but its slow"

What do you like best about Planful? the spotlight reporting feature is very helpful What do you dislike about Planful? it takes a lot of time to upload forecast into host and running transaction details also takes forever What problems is Planful solving and how is that benefiting you? the spotlight feature helps me preparing the month end package for my business partner more efficient, giving me back a lot of time to work on other projects

AU

Anonymous User

05/21/19

3.5 out of 5

"Use the product for consolidation"

What do you like best about Planful? Being able to pull summary information from all systems to this one. What do you dislike about Planful? It is hard to find help documents when having trouble or wanting to know what else it can do. Hard to change set up after the facts. What problems is Planful solving and how is that benefiting you? having IS for all location in one report.

AI

Administrator in Machinery

05/21/19

3.5 out of 5

"The conference is a great way to generate new ideas."

What do you like best? I like being able to talk to other customers to help understand how my company can use Host in a better way. What do you dislike? I think there should be more live trainings. What problems are you solving with the product? What benefits have you realized? Host has helped us consolidate GL data from many different ERP systems.

AI

Administrator in Management Consulting

05/21/19

3.5 out of 5

"Host Analytics"

What do you like best? Host is able to slice GL data well for reporting purposes. What do you dislike? The excel user interface. It does not seem production ready. What problems are you solving with the product? What benefits have you realized? We use HA to combine 5 companies for consolidated reporting.

AU

Anonymous User

05/21/19

3.5 out of 5

"Capable system, responsive company"

What do you like best about Planful? System really does support development and administration by finance professionals, minimal IT support What do you dislike about Planful? Rigid set up, hard to change things after original implementation. Not enough flexibility withe dimensions What problems is Planful solving and how is that benefiting you? Budgeting, financial reporting. Have been able to eliminate excel budgeting.

AU

Anonymous User

05/21/19

3.5 out of 5

"Host with the Most"

What do you like best about Planful? As a first timer, I enjoyed the flow of the events and the Host's commitment to the community (Wine | Water). I'm looking forward to the breakout sessions and learning more about unlocking Host's features. What do you dislike about Planful? For the first panel session, it would have been nice to have a live Q&A What problems is Planful solving and how is that benefiting you? Planning and analysis

AI

Administrator in Construction

05/21/19

3.5 out of 5

"host analytics perform 2019"

What do you like best? The opportunity to interact with current customers and the host employees to gain knowledge on the different phases of implementing and using the system. We are currently in the middle of implementing so gaining customer experience has been helpful and something we can take advantage in this phase. What do you dislike? The lack of live data. It would be helpful if the breakout sessions included live data and presentations to get a hands on experience of the ...

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AU

Anonymous User

05/21/19

3.5 out of 5

"host analytics perform 2019"

What do you like best about Planful? The opportunity to interact with current customers and the host employees to gain knowledge on the different phases of implementing and using the system. We are currently in the middle of implementing so gaining customer experience has been helpful and something we can take advantage in this phase. What do you dislike about Planful? The lack of live data. It would be helpful if the breakout sessions included live data and presentations to get a hands on ...

Read more

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