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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 251-260 out of 540

DN

Debbie N

05/21/19

4 out of 5

"Consolidation was quick to implement and easy to use"

What do you like best about Planful? I like the common sense interface that makes it easy to access system functionality and quick for new users to learn. What do you dislike about Planful? The sometimes unusual results when null values are encountered - not loading data points sometimes result in reversing of previous values. What problems is Planful solving and how is that benefiting you? We converted from an excel based consolidated reporting process that limited our ability to report ...

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UI

User in Computer Software

05/21/19

4 out of 5

"Director, FP&A"

What do you like best? Currently implementing, but its improvements to our workforce planning What do you dislike? Currently limited at the level of detail we can work at and organize data compared to current solution What problems are you solving with the product? What benefits have you realized? Workforce planning, reporting

AI

Administrator in Environmental Services

05/21/19

4 out of 5

"collorborative learning / sharing experience"

What do you like best? sharing ideas / example of uses...enjoy listening to other company wins in terms of how they were able to improve business processes What do you dislike? generic discussion of products and basics of systems What problems are you solving with the product? What benefits have you realized? work to solve wfp reporitng and linking actuals to forecast

BL

Bryan L

05/21/19

4 out of 5

"Assistant Controller, general accounting and reporting"

What do you like best about Planful? I like the increased control over the application that we have rather than having to submit an IT ticket each time. What do you dislike about Planful? We recently went live with the software in 2019. we still have some bug that need to be worked out between our G/L and Host. Some of the reports that we initially designed need to be redesigned to better handle changes in the business. Recommendations to others considering Planful: Look at the systems that ...

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BL

Bryan L

05/21/19

4 out of 5

"Assistant Controller, general accounting and reporting"

What do you like best about Planful? I like the increased control over the application that we have rather than having to submit an IT ticket each time. What do you dislike about Planful? We recently went live with the software in 2019. we still have some bug that need to be worked out between our G/L and Host. Some of the reports that we initially designed need to be redesigned to better handle changes in the business. Recommendations to others considering Planful: Look at the systems that ...

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RF

Robert F

05/21/19

4 out of 5

"Finance the Right Way"

What do you like best about Planful? Host Analytics helps finance evolve into a more effective business partner through maximizing reporting efficiencies and providing dynamic reports to assist in strategic decision making. Less time spent on data mining and data auditing = more time analyzing and providing recommendations to senior management. What do you dislike about Planful? Trying to understand if I was using the tool as effectively as possible in my current position or whether I could ...

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RG

Ryan G

05/21/19

2.5 out of 5

"As good as your implementation"

What do you like best about Planful? Spotlight and Reporting offer easy access to planning data. What do you dislike about Planful? System can be rigid depending on how the implementation is put in place and the proper design of the product. What problems is Planful solving and how is that benefiting you? Moving budget planning from a "blackbox" environment to a more transparent view.

AI

Administrator in Internet

05/21/19

4 out of 5

"Older Host User"

What do you like best? Host is always coming up with better and new technology. As an older user we've seen change for the last 10 years and are always impressed with the changes and how they keep rolling out new services throughout the year What do you dislike? When there are changes or get rid of things we don't know exactly where to look for them and help task can get confusing What problems are you solving with the product? What benefits have you realized? It has made our budget system ...

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AI

Administrator in Hospital & Health Care

05/21/19

4 out of 5

"Still Learning"

What do you like best? Seems to be very clean and simple to find my way through. Still very new but on the surface it has a polished feel. The spotlight software is our biggest need and will match very well with our company. What do you dislike? Seems like the learning curve is huge for being independent. While everything can be learned there are several one offs that we cannot do when I would consider them logical options such as shortcuts. I am sure this will improve but the worse thing ...

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RD

Rebecca D

05/21/19

4 out of 5

"Excited at beginning with a few bumps in the road."

What do you like best about Planful? I like that Host is ERP agnostic. Has allowed us flexibility to merge several new entities without an overall of their local operating systems. What do you dislike about Planful? Changes have been difficult. We used a third party consultant and once the initial project was completed and our initial consultation project was complete, we have experienced difficulties with changes and time lags in responses. Excited to meet our client services account rep ...

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