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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 291-300 out of 540

AU

Anonymous User

05/21/19

4.5 out of 5

"An extremely versatile application."

What do you like best about Planful? The ability to build as needed with modular improvements to suit your business needs. What do you dislike about Planful? So much versatility and robust features mean that strong understanding is needed to fully use the platform and its modules to their full potential. What problems is Planful solving and how is that benefiting you? End users can have a lot more trouble adapting to the system than the core administrators. Strong training is required to ...

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AU

Anonymous User

05/21/19

4.5 out of 5

"Excellent and informative"

What do you like best about Planful? Workshops, and ask the experts section. What do you dislike about Planful? I would like to see more advanced workshops and step by step guides. What problems is Planful solving and how is that benefiting you? Optimizing financial review and reporting process.

EE

Ethan E

05/21/19

4.5 out of 5

"Great Tool for Modeling / Reporting"

What do you like best about Planful? The most helpful thing about HostAnalytics is how seamless the data load and flow are. We are easily able to pull our data in from NetSuite each month and quickly do a variance analysis, actuals vs budget. What do you dislike about Planful? Often times when there is a discrepancy in our data, we have issues locating the cause for the discrepancy. Is it in Host, NetSuite, in the integration or somewhere else. What problems is Planful solving and how is ...

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AI

Administrator in Biotechnology

05/21/19

4.5 out of 5

"Nimble yet powerful planning & analysis tool!"

What do you like best? Less consulting needed to implement makes it an affordable tool. What do you dislike? I can't really think of anything that I dislike very much. What problems are you solving with the product? What benefits have you realized? Workforce planning, automating excel planning and dynamically updating C level reporting.

AI

Administrator in Food & Beverages

05/21/19

4.5 out of 5

"Great opportunity to network and continue to learn."

What do you like best? I really liked the the general session and updates about the Host. It was good to see what the long term vision of the company is after the recent M&A. What do you dislike? Many of the breakout session were similar to last year and there wasn't any hands on workshops. What problems are you solving with the product? What benefits have you realized? How to manage and maintain reports and work force planning.

RB

Robert B

05/21/19

5 out of 5

"Simple and Easy to use"

What do you like best about Planful? easy for users to load data, and update forecast utilizing Planning templates What do you dislike about Planful? exporting reports to excel has a lot of useless columns and rows. but i just learned about spotlight, so I am going to convert all of my report to excel/spotlight reports so I will not have to export anymore What problems is Planful solving and how is that benefiting you? We rolled out our tool to over 200 budget managers to facilitate the ...

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UI

User in Food Production

05/21/19

5 out of 5

"Well done"

What do you like best? Produces nice-looking reports, reliable performance What do you dislike? I don't always find it to be intuitive but that could partially be my fault Recommendations to others considering the product: n/a What problems are you solving with the product? What benefits have you realized? Just using for very basic stuff at this point; hoping to expand usage in coming months

JD

jeff D

05/21/19

5 out of 5

"Host Analytic review"

What do you like best about Planful? It is a formative experience. I like the networking process and as well as all the Host Analytic personnel. What do you dislike about Planful? There is nothing that I dislike. However, we need to have more working sessions especially for beginner. What problems is Planful solving and how is that benefiting you? I realize all the benefit when I attend Host Analytic.

AI

Administrator in Hospital & Health Care

05/21/19

5 out of 5

"Flexibility"

What do you like best? What I like best about Host is that it is extremely functional for different types of business practices. Working at a fast-growing company, structure and processes constantly change and Host provides the ability to adopt to the business as it changes. What do you dislike? What I dislike the most is the user interface in building report sets. Many times I have issues formatting reports to the way I would like What problems are you solving with the product? What ...

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EM

Edgar M

05/21/19

4.5 out of 5

"Easy to use with very robust features"

What do you like best about Planful? We like the workforce planning module. Having multiple grants fund multiple employees gets very complicated very quickly and the workforce planning will help us to make sure our allocations are correct and that the whole payroll process is done much faster. What do you dislike about Planful? The constant clicking is a bit annoying at times. With a cloud based system you are a bit at the mercy of your internet connection so having to click less would help ...

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