Planful Reviews in June 2026: User Ratings, Pros & Cons

"Great tool for Financial Reporting for Oracle based ledgers"

What do you like best about Planful? Decreases work time and reduces errors caused by manual inputs by pulling data directly from the ledger! What do you dislike about Planful? Missing two features: Snapshot for word and, if not built correctly, will cause refresh errors. What problems is Planful solving and how is that benefiting you? Reducing time by automating manual processes and decreasing errors.

"Planful has saved my team so much time!"

What do you like best about Planful? The automation of data. Our close process has sped up immensely thanks to planful. We also have scrapped our tedious tieouts. What do you dislike about Planful? Sometimes refreshes give us issues. We face crashes from time to time. What problems is Planful solving and how is that benefiting you? Planful is working on lengthy refresh times. This will allow our process to move even faster.

"Very intuitive FP&A Tool!"

What do you like best about Planful? I love the charts, and just how easy it is to drag and drop different dimensions and fields. I use another software to create waterfall and donut charts, for instance, that didn't even come with those, and with Planful, it's sooo easy! What do you dislike about Planful? I think what I dislike most, and it's really not a major concern, is just the wait time for duplicating and creating scenarios. Again, this is very minor to the overall nature of the ...

"Multiple Features and Easy to Use"

What do you like best about Planful? It is easy to use and navigate. We had training through MVP on use of the platform and that was helpful. What do you dislike about Planful? There are lots of uses for planful and I only use a small section of it. What problems is Planful solving and how is that benefiting you? It works great to view the P&L and also view the doctors production.

"Helpful tool that puts data at your fingertips"

What do you like best about Planful? I appreciate that Planful can be set up to automatically send you reports as they become available. This takes away the constant checking to see when reports have been published. I also appreciate that it is very organized, so I can clearly review reports individually or grouped. What do you dislike about Planful? It would be helpful to have an option (unless it exists and I'm unaware) that allows you to check which reports you want to merge into one ...

"Very flexible and powerful tool."

What do you like best about Planful? Ease of reporting and ability to build multiple reports very easily. I also like the layout of the main menu. It has the high-level item I use a lot and is very minimalist at the same time. What do you dislike about Planful? I don't like how difficult it is to reset a user's password. Whenever I send someone a link, they must copy and paste it into an incognito window in google chrome. If they click the link before copying and pasting it, it will void, ...

"User friendly planning & reporting tool"

What do you like best about Planful? Very easy to create custom reports that help to view exactly what you need. What do you dislike about Planful? The headcount module can be a little more customizable to fit the capitalization (negative entries) of FTEs What problems is Planful solving and how is that benefiting you? Budgeting, forecasting and reporting the financial performance of the business

"Cost effective way of simplifying the planning process"

What do you like best about Planful? Set it up right and it just works. And controlled by Finance not IT! What do you dislike about Planful? Not quite plug and play and requires some Systems thinking within Finance to set it up right. Training is US-centric and times are not suitable for us in Australia What problems is Planful solving and how is that benefiting you? Allows us to run the Planning cycle for Rolling Forecasts seamlessly. We load the historical data and can run financial ...

"Senior financial analyst"

What do you like best about Planful? It is very helpful to monitor all financials: Volumes, OPEX, margin. Also I was appreciated Headcount planning process: very useful. What do you dislike about Planful? I don't like the uploaded process: I think it could be more simple and transparent for users. What problems is Planful solving and how is that benefiting you? It solves the problems with analysis on management account level: it helps resolves many issues and saves a lot of time

"Excellent option for quick installation"

What do you like best about Planful? Working with a company that was performing consolidations in Excel. Planful was the best for basic functionality, quick implementation, and non-technical administration. What do you dislike about Planful? Just something to be aware of: We partnered with a third-party implementation partner, and the support was excellent. We engaged a different third-party consulting firm for ERP integration and technical support and received excellent support. The ...