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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 271-280 out of 540

AU

Anonymous User

05/21/19

4 out of 5

"Business Analyst"

What do you like best about Planful? Ability to consolidate financial data with multi currencies into a common currency. Spotlight reporting with easy refresh of reports. What do you dislike about Planful? Not being aware of opting in for specific functionality. What problems is Planful solving and how is that benefiting you? Faster reporting, using complex multi currency data.

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.

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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AU

Anonymous User

05/21/19

4 out of 5

"Older Host User"

What do you like best about Planful? 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 about Planful? 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 is Planful solving and how is that benefiting you? It has made our ...

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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 Financial Services

05/21/19

4 out of 5

"Great system for closing/consolidation and reporting"

What do you like best? Cloud based, user friendly and great customer service/support. Intuitive., What do you dislike? We are still trying to get our arms around changes to the load process as it relates to mapping changes. What problems are you solving with the product? What benefits have you realized? Reporting and reporting packages are much improved. Consolidation is great.

AU

Anonymous User

05/21/19

4 out of 5

"Satisfied Customer"

What do you like best about Planful? Dashboarding is very easy and something we intend to make more use of. What do you dislike about Planful? 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 is Planful solving and how is that benefiting you? Original reports on old version and are clunky. Need re-implementation.

AU

Anonymous User

05/21/19

4 out of 5

"Forecast & Budgeting"

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

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

AI

Administrator in Leisure, Travel & Tourism

05/21/19

4 out of 5

"Host"

What do you like best? The flexibility of the product has created a new understanding of our data and new possible outputs. What do you dislike? thus far we have not completed the implementation however we have had issues with the netsuite connect. i did not like that the product was new to the market and we used it. I would have preferred not to use a brand new product. that was not communicated well. What problems are you solving with the product? What benefits have you realized? source ...

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