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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 261-270 out of 540

TK

Travis K

05/21/19

2.5 out of 5

"Host Implementation User"

What do you like best about Planful? Wine to Water speaker and CEO presentation What do you dislike about Planful? Don't know yet; still have a day. I could answer next year! Recommendations to others considering Planful: Really can't answer right now due to currently going through implementation. What problems is Planful solving and how is that benefiting you? My company just purchased Host so at the conference to learn about the product.

AI

Administrator in Computer Software

05/21/19

2.5 out of 5

"Review"

What do you like best? Ease of report building in PCR. Integration with PCR to NetSuite very simple. What do you dislike? Modeling integration is tricky, Especially Modeling 2.0. Error messages could be more descriptive to assist with troubleshooting. What problems are you solving with the product? What benefits have you realized? We are simplifying reports and speeding up forecasting.

AI

Administrator in Mechanical or Industrial Engineering

05/21/19

4 out of 5

"Forecast & Budgeting"

What do you like best? We save 2 or 3 days on consolidations or our plants monthly forecast. What do you dislike? The implementation of new products in Host need to be simpler. What problems are you solving with the product? What benefits have you realized? While using Host our forecast have become much more accurate. We spend out time analyzing the data instead of consolidating the data.

TK

Travis K

05/21/19

2.5 out of 5

"Host Implementation User"

What do you like best about Planful? Wine to Water speaker and CEO presentation What do you dislike about Planful? Don't know yet; still have a day. I could answer next year! Recommendations to others considering Planful: Really can't answer right now due to currently going through implementation. What problems is Planful solving and how is that benefiting you? My company just purchased Host so at the conference to learn about the product.

AU

Anonymous User

05/21/19

2.5 out of 5

"Helpful to a certain extent"

What do you like best about Planful? I like that Host mimics Excel functionality so there isn't a big learning curve for data entry and that it takes care of workforce planning, salary and benefits calculations. What do you dislike about Planful? Entering data such as a new fixed asset entry requires numerous clicks and it is extremely inconvenient when you have a lot of data to edit. What problems is Planful solving and how is that benefiting you? Planning. Data is centralized

AI

Administrator in Computer Software

05/21/19

2.5 out of 5

"Review"

What do you like best? Ease of report building in PCR. Integration with PCR to NetSuite very simple. What do you dislike? Modeling integration is tricky, Especially Modeling 2.0. Error messages could be more descriptive to assist with troubleshooting. What problems are you solving with the product? What benefits have you realized? We are simplifying reports and speeding up forecasting.

AU

Anonymous User

05/21/19

2.5 out of 5

"Helpful to a certain extent"

What do you like best about Planful? I like that Host mimics Excel functionality so there isn't a big learning curve for data entry and that it takes care of workforce planning, salary and benefits calculations. What do you dislike about Planful? Entering data such as a new fixed asset entry requires numerous clicks and it is extremely inconvenient when you have a lot of data to edit. What problems is Planful solving and how is that benefiting you? Planning. Data is centralized

AI

Administrator in Biotechnology

05/21/19

2.5 out of 5

"Helpful to a certain extent"

What do you like best? I like that Host mimics Excel functionality so there isn't a big learning curve for data entry and that it takes care of workforce planning, salary and benefits calculations. What do you dislike? Entering data such as a new fixed asset entry requires numerous clicks and it is extremely inconvenient when you have a lot of data to edit. What problems are you solving with the product? What benefits have you realized? Planning. Data is centralized

ES

Executive Sponsor in Financial Services

05/21/19

4 out of 5

"Satisfied Customer"

What do you like best? Dashboarding is very easy and something we intend to make more use of. What do you dislike? Earlier reporting was not as robust as we expected and we now need to rebuild them. The original consulting firm we used was skilled in report building. What problems are you solving with the product? What benefits have you realized? Original reports on old version and are clunky. Need re-implementation.

ES

Executive Sponsor in Food & Beverages

05/21/19

4 out of 5

"Host Analytics"

What do you like best? Seems very flexible and east to use. Design on the front end is very important and needs greater focus What do you dislike? Hard to redesign after start up. Need to focus on hiarchies early on in the process What problems are you solving with the product? What benefits have you realized? Hiarchies so we can Budget and Plan in Host. Want to move onto Modeling and such in HOST as well

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